Practice Management Software for Chartered Accountants in Middle East
Sangam CRM helps Chartered Accountants in organizing client data, enhancing audit processes, automating follow-ups, and optimizing financial management practices.
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How Sangam CRM Helps Chartered Acountants
Sangam CRM possesses the capability to manage a diverse array of business processes, encompassing that makes it a Best Software for CA, & Virtual CFO.
Comprehensive Client Management
- Centralize all client details in one system.
- Allow clients to upload documents and track task progress via CRM access.
- Easily retrieve group-based account statements with transaction and balance details.
- Clients can view their payment history and outstanding balances.
Task & Activity Management
- Track and monitor task status, identifying overdue items.
- Automate task creation from emails with Email-to-Task functionality
- Set up recurring tasks for weekly, monthly, or annual activities.
- Analyze time spent on each task with Time Cost Analysis.
Invoice & Payment Management
- Safely store critical documents like PAN, GST, Aadhar, and TDS certificates.
- Get payment follow-up reminders to ensure timely collections.
- Generate and send receipts via email or WhatsApp.
- Forecast short-term cash flow projections.
Secure Document Management
- Securely manage essential documents like PAN, GST, and Aadhar cards.
- Attach documents to the relevant records for easy access.
- Track and manage client digital signatures and renewals.
Employee Management
- Reassign tasks to employees during transitions.
- Employees can mark attendance and request leave via the mobile app.
- Set approval workflows for completed tasks.
- Log client visits and track expenses seamlessly.
Streamlined Communication
- Keep a record of client interactions via WhatsApp, email, and calls.
- Automate reminders for clients and team members.
- Set up automated birthday, anniversary, and payment reminders.
Benefits of Sangam CRM for Chartered Accountant
What makes Sangam CRM the best practice management Software for CA and Virtual CFO
Centralized Client Management
Track client details and financial documents in one place.
Efficient Document Management
Securely store, organize, and easily retrieve important financial documents.
Simplified Task Management
Assign, track, and set reminders for tasks like tax filing and audits.
Seamless Communication
Log all client interactions and automate reminders for due dates.
Lead Management
Manage and convert leads into clients efficiently.
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