SOFTWARE AS A SERVICE

Simplify Practice is an innovative and robust software for practice management. It provides functionalities for synchronising and automating multiple processes.

Practice Management

Practice Management provides an end-to-end solution and acts an information hub related to work assignment for Chartered Accountants and professional members in practice.

CRM

CRM is a user friendly tool for professional practice organisation to connect your team with the client. The CRM helps to streamline business functions that include sales, engagement, and customer service.

Employee

It is essential to gain insight about what's happening in your business over time. This module is one-stop solution to track the participation of each member towards the desired goal of the organisation.

Chat

In professional practice maintaining the secrecy of client information is crucial. Also, sharing information via other social app may prove to be harmful. Therefore, our Chat solution facilitates exclusive...

CUSTOMER RELATIONSHIP MANAGEMENT


A SIMPLE CRM STRATEGY

Collection-new

Receivable Management

This tool records payment received against transactions. This module is important since it records details of the transactions.

Enquiry-Contract

Lead to Mandate

This module records and track the leads received by the lead generation team. It generates reminders and notifications for closing the lead.

Marketing-Campaign

Engagement Campaign

Engagement campaigns are the most recommended modules for creating awareness about your professional services.

Invoicing

Invoicing

This module formulates invoices and releases receipt for the client. With just a single click you can send the generated invoice.

EMPLOYEE MANAGEMENT

CHAT

In professional practice maintaining the secrecy of client information is crucial. Also, sharing information via other social app may prove to be harmful. Therefore, our Chat solution facilitates exclusive chat room for your team on a work assignment. Exclusive chat room helps businesses to restrict employees/team members from using social media platforms during work hours. Our Chat room assists in getting maximum quality and productive time for team members.

BI REPORTS

BI Report is auto-generated analytics and reporting tool. With one click, it helps to create dynamic dashboards and reports. It enables to generate reports of complex data. You can gain instant insights on varied activities being performed. BI Reports helps with data-driven decision making. Moreover, this tool allows you to govern the KPIs and actual performance of the team. Also, this tool provides detailed analysis of ROI for each assignment. The BI Report is the motivational factor to your team to take quick steps toward improving results. Highlights of this tool:
  • Personalized and Interactive Dashboard
  • Complex Data Analysis
  • Easy Reporting
  • Decision Making Support
  • Anytime, anywhere