Customer Relationship Management

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. It’s the best solution to automate work that includes features like Engagement Campaign, Lead to Mandate, Invoicing and Receivable Management.

Receivable Management

This tool is to record payments received against transactions. This recording carries important details about transactions such as the nature of payment, invoice details, order details, etc. It also tracks the receivable payments. It generates reminders and notifications for payment received and receivable.

  • Payment Received Register
  • Payment Outstanding Report

Lead to Mandate

This tool is to record and track the leads received by the lead generation team. It generates reminders and notifications for closing the lead. It supplies information of prospect and client at a single click. There is the provision of sending a proposal/quotation that is linked to lead. It also helps in generating and tracking the mandates with clients. It generates a mandate to be received from the client, even though, creating an internal mandate facility available. Mandates can be assigned to respective departments.

  • Quotation Register
  • Quotation Tracking
  • Order Register
  • Sales Register
  • Mandate Register

Engagement Campaign

Engagement campaigns are the most recommended tool for creating awareness about your professional services. You can plan, execute, and assess the performance of an engagement campaign. This tool helps in defining your campaign, resource requirement, tracking workflow and set desired outcomes. Workflows can also be customized to reach maximum results. Campaign report ensures and gives insight on the level of performance at each part of the execution. ROI analysis is the best feature of this tool which supports in balancing budget and results. This tool generates the following reports;

  • Campaign Register
  • Campaign Expense Analysis
  • Expense V/s Sales Achieved
  • Campaign Success Ratios
  • Loyalty Program


This tool formulates invoice and releases receipt for the client. You can send the generated invoice in just a single click. Details required for generating invoice are fetched from the signed mandate. This tool helps you in visualising accounts status at any point in time.

  • Invoice Register
  • Receipt Register