Client Relationship Management System For Practicing Chartered Accountants

Client Collaboration Software that enables you to connect with your clients & work for them, from anywhere anytime

Work Proactively

Keep up-to-date information relating to contacts and companies and surprise them with all the handy information about them. This Client Relationship Management System helps you retrieve valuable information anytime, every time. know more

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Who’s Who

Link contacts / clients with companies, by the position they hold in that company, so that your team members are always aware about - Whom to talk or Who is the right person to contact. know more

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Automate Your Processes

Are you spending too much time doing follow ups to clients? Easycloudbooks can help you make it easy! You’ll get timely reminders when to follow up or you can also set automatic reminders directly to the concerned client. Also you can classify your contacts into different lists based on their industry, legal structure and tags assigned to them. know more

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Build & Nurture Relationships

Don’t let your relationships go stale. Stay in touch with your prospects, clients and contacts 24*7. Using Easycloudbook’s powerful filtering options, you can organize and segment contacts and companies to target the right person at the right time. know more

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Why Easycloudbooks?