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 in one central location and surprise them with all the handy information about them. This Information Management System enables proactive working by providing all the required information anytime, every time. know more

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Who’s Who

The Client Relationship Management System helps to link contacts/clients with companies, by the position they hold in that company, so that your team members are always aware of - Whom to talk or Who is the right person to contact. know more

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Automate Your Follow-ups

Are you spending too much time doing follow-ups to clients? This Data Management System can assist you to automate the follow-up process. 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 the powerful filtering option of this Client Collaboration Software, you can organize and segment contacts and companies to target the right person at the right time. know more

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