CA CRM brings clients, GST/ITR/TDS deadlines, documents, leads and fees into one connected workspace — with an AI agent that handles WhatsApp queries and follow-ups so nothing falls through.
Client documents in WhatsApp, deadlines in a diary, fee follow-ups made one phone call at a time. Nothing talks to anything else — and things slip.
From the first enquiry to the filed return — the workflows a CA practice actually runs on, in one connected system.
A firm-wide view of clients, deadlines, fees and AI activity, updated live.
Automated WhatsApp and email replies for common client queries — escalating to a partner only when it needs one.
Track required documents per client through received, under review and verified.
GST, ITR, TDS and ROC deadlines tracked automatically, with reminders sent ahead of time.
Enquiries from WhatsApp, website or referral — qualified by AI and moved through to onboarding.
Outstanding fees tracked with automated WhatsApp, email and call reminders.
From the moment an enquiry lands to the moment a return is filed and paid — every step is tracked and followed up.
An enquiry arrives via WhatsApp, the website or a referral.
The AI agent asks qualifying questions and scores the lead.
Proposal sent, client onboarded with a document checklist.
Client uploads documents; each one tracked through to verified.
GST, ITR, TDS and ROC deadlines tracked automatically against the client.
Reminders go out for pending documents, approaching deadlines and unpaid fees.
Outstanding invoices tracked and followed up until they're paid.
Documents, deadlines, invoices, tasks and conversations aren't separate lists — they're all connected to the same client record.
Client documents, GSTINs and PANs pass through your firm's own channels — nothing is shared with or sold to third parties.
The AI agent resolves routine queries and escalates anything it isn't confident about straight to a partner.
What you see in the demo reflects what's actually built today — we'll tell you plainly what's still on the roadmap.
Talk to us and we'll walk through documents, compliance, leads and fees end to end — or explore the live demo yourself first.