CRM for Chartered Accountants
Built specifically for CA firms to manage clients, track compliance, and grow practice.
Trusted by 5000+ CAs across India
Everything a CA Needs to Succeed
Complete practice management solution with all essential modules
Lead Management
Track and convert leads efficiently. Never miss a business opportunity again.
Smart Invoicing
Generate GST-compliant invoices automatically. Track payments & dues.
Order Management
Track all client orders from initiation to completion. Status updates in real-time.
Payment Tracking
Track all payments, pending dues, and reconciliations in one dashboard.
360° Customer View
Complete client history, documents, communications at your fingertips.
Smart Notifications
Automated reminders for deadlines, payments, and follow-ups.
Complete Practice Management Modules
Everything you need to run your CA firm efficiently
Master Data Management
- Centralized client database
- GSTIN & PAN storage
- Document repository
- Communication history
- Custom fields & tags
Invoicing & Billing
- Auto GST calculation
- Recurring invoices
- Payment reminders
- Invoice templates
- Credit notes & adjustments
Lead & Deal Pipeline
- Lead capture & tracking
- Deal stages & probability
- Follow-up automation
- Lead source tracking
- Conversion analytics
Order & Project Tracking
- Order lifecycle management
- Task assignment
- Deadline tracking
- Progress monitoring
- Client approvals
Team & Associate Management
- Role-based access
- Staff management
- Associate network
- Performance tracking
- Workload distribution
Analytics & Reports
- Revenue dashboard
- Client acquisition reports
- Pending invoices report
- Lead conversion analytics
- Team performance
What CAs Say About Us
Real stories from practicing CAs who transformed their practice
"This CRM has revolutionized how I manage my clients. The invoice automation alone saves me 15 hours every week!"
"Never miss a deadline now. The lead management and order tracking features are game-changers for my firm."
"From lead to invoice to payment - everything is tracked perfectly. My team now handles 50% more clients."
Ready to Transform Your Practice?
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