CRM for Chartered Accountants

Why CRM is must for Chartered Accountants?

In the world of Chartered Accountancy, success depends on strong client relationships and efficient operations. Traditional systems have their place, but Sangam CRM brings something more a chance to boost your practice beyond the usual.

How CRM can help Chartered Accountants

Traditional systems do well with tasks, but they often miss the mark on building relationships and planning growth. With CRM, you can organize interactions, track tasks, and manage deadlines. CRM can fill the gaps that traditional Practice Management software can’t.

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What all Activities it can Manage

CRM can handle a wide array of Chartered Accountant (CA) activities, including GST, audits, profession tax, Income tax, TDS, certifications, and various other miscellaneous projects related to accounting. With Sangam CRM, every task finds its place, ensuring efficient tracking and management.

Sales Management
Contract Management
Customer Service & SLA Management
Quotation Management

Why Use Sangam CRM

Benefits of Using CRM for CA Firms

Holistic task and activity management

The nature of CA work involves juggling multiple tasks, Effectively Manage GST, TDS, Auditing, Profession Tax, Income Tax, and other miscellaneous projects with CRM

Effortless Communication

CA's regularly engage with Clients through emails, calls, and meetings.
CRM keeps a record of these interactions and it ensures consistent & accurate communication

Marketing & Lead Management

Facilitate communication between your sales team and pre-sales teams to ensure that they develops a proposal that addresses customer's need.

Secure Document Management

CRM can provide CA firms, a secure hub to handle all the documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates & various other documents.

Centralized Client Management

Set a qualification process at Lead Level to ensure that your sales team focuses only on leads with the highest potential.

Do Cross Sell & Generate More Business

Identify opportunities to cross-sell to your existing customer. Increase your revenue by selling more to the existing customer.

Why Choose Sangam CRM?

Revolutionary Opr Dashboard & Reporting

Through Open Periodic & Result Dashboard, Users and Managers can easily detect activities and task that are In Progress, Completed & those that have been Missed.

Automating Repetitive Activities

Many activities performed by CA are repetative which are required to be done monthly, Quaterlly and Annually.
Through Recurring Activity, such activities can be automated.

Automate Activity Assignment

In CRM, workflows can be configured to auto-assign tasks to other user after one user finishes an activity.
e.g. Invoicing & Payment Follow-up can be reassigned to the Account team.

Effortless Integration of Master Data

While creating activity, CRM can retrive relavant information from Client Master once it is related with any Client.
This can significantly reduces the time & effort of user.

Task-Relevant Fields

CRM displays relevant fields for input based on the user's chosen task category.
This allow users to only focus on collecting necessary informations and saves their time & effort.

Advance Client Data Security

With Sangam CRM, one can easily set record as well as feild level restrictions.
This ensures that the sensitive information of clients is accessible only to authorized users.

Seamless Integration with Sangam CRM

Integrate Sangam CRM with your Favourite Apps

Customer Success Story

Read case studies of our existing CRM Users of CA Industries & Know how we help them achieve their business goals and address their challanges

Baheti & Somani LLP (B&S)|Pune

How they are able to easily handle different activities such as GST, TDS, Auditing, Profession Tax, Income Tax and other miscellaneous projects through Sangam CRM.

Read Case Study

Elevate Your Practice with Sangam CRM

Sangam CRM isn’t just a tool, it’s a partner in your CA practice’s growth journey. With features designed specifically for Chartered Accountants, Sangam CRM empowers you to excel in client relationships, task management, and strategic growth.

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Best Alternative to Practice Management Software for Chartered Accountants