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Audit365 CRM – Pricing Plans

Best Pricing

Basic Plan

₹1,249

/month

Ideal for small teams to manage clients, staff & tasks efficiently.

  • Client Management
  • Staff Access & Roles
  • Task Management
  • Due Date Alerts
  • 1-Month Priority Support
Choose a Plan
Pro Plan

₹2,083

/month

All basic features plus invoicing, branding, and smart alerts.

  • Everything in Basic
  • GST Invoice Generator
  • WhatsApp & Email Alerts
  • Custom CRM Branding
  • Free Onboarding
Choose a Plan
Enterprise

₹3,749

/month

Advanced CRM for multi-branch teams with full control & app support.

  • Everything in Pro
  • Multi-Branch Dashboard
  • Role-Based Access
  • Dedicated Mobile App
  • Extended Priority Support
Choose a Plan

Suitable Plans Based on Firm Type

Basic

Best for Solo CA Practitioners who need essential tools to manage clients and compliance.

Pro

Ideal for Mid-Size CA Firms with invoicing, alerts, and CRM customization.

Enterprise

Best for Large CA Firms needing automation, mobile apps, and advanced dashboards.

Choose the Right Plan for Your CA Firm

Audit365 offers powerful CRM plans for Chartered Accountants with compliance tracking, client communication, and billing tools. Designed for efficiency, security, and scale.

Feature/Module Basic Pro Premium
Dashboard ✔️ ✔️ ✔️
Manage Department ✔️ ✔️ ✔️
Manage Employee ✔️ ✔️
Manage Associates ✔️ ✔️ ✔️
Manage Services ✔️ ✔️ ✔️
Manage Notifications ✔️ ✔️ ✔️
Manage Orders ✔️ ✔️
Leads Details ✔️ ✔️ ✔️
Manage Enquiry ✔️ ✔️
Manage Customer ✔️ ✔️ ✔️
Manage Review ✔️ ✔️
Manage Payments (HR Section) ✔️
General Settings ✔️ ✔️ ✔️
Website Settings ✔️ ✔️
Support Email Priority Email Phone + Email
Admin Users 1 3 10

add-On Features

Optional enhancements to supercharge your CRM

📲 WhatsApp API Integration

Automated alerts/reminders via WhatsApp.

Price: ₹4,999/year

Included In: Enterprise

🌐 Landing Page Builder

Custom CA firm profile with lead form.

Price: ₹3,999/year

Included In: Pro, Enterprise

🔍 SEO & Google Tools

Google Indexing, Console, Analytics, On-page SEO.

Price: ₹3,999/year

Included In: Enterprise

💳 Digital Visiting Card

Smart card with QR & profile link.

Price: ₹1,999/year

Included In: Pro, Enterprise

🎯 Google Ads Starter Pack

Setup + ₹1,000 ad credit.

Price: ₹2,999/year

Included In: Add-On Only

⚙️ Add-ons can be managed in CRM via Settings > Add-Ons & Integrations.

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Need help choosing the right plan? Contact Our Team