CRM

Customer Relationship Management

CRM is a user friendly tool for CA firms and Professionals to connect your team with the client. Our tool goes beyond connecting to your customers. It helps you to streamline business functions that include sales, engagement and customer service. The biggest advantage of CRM is that it automates work like Engagement Campaign, Lead to Mandate, Invoicing and Receivable Management.

Receivable Management

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

Receivable Management is useful for:

  • →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. With just one click, it supplies information of prospect and client. 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. Mandates can be assigned to respective departments.

Lead to Mandate is useful for:

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

Engagement Campaign

Engagement Campaign is the most recommended tool for creating awareness about your professional services. What more you can ask for when you can plan, execute and assess the performance of an engagement campaign- all under one roof. This tool helps in defining your campaign, understanding resource requirement, tracking workflow and setting 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.

Engagement Campaign is useful for:

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

Invoicing

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 visualizing accounts status at any point in time.

Invoicing is useful for:

  • →Invoice Register
  • →Receipt Register