How One CA Firm Followed Up with 100+ Clients in 7 Daysβ€”No Calls Needed

🧩 The Problem

This CA firm in Surat had a solid client base, but the backend was pure chaos:

❌ Missed follow-ups after tax deadlines
πŸ“† Clients forgetting to share docs on time
πŸ“ž Staff wasting hours daily on reminder calls
🧠 No central place to track which CA handled which client
πŸ“Š No visibility on overdue payments or filed returns

Result?
πŸ‘‰ Delayed work, irritated clients, and team burnout during peak months.

πŸ’‘ The Solution

Then they adopted a custom-built ERP+CRM setup powered by automation. Here’s what we did:

1️⃣ Step 1: Setup Smart Dashboards β€”

  • β†’ to show which clients were pending for which task (GST filing, ITR, ROC, etc.)

2️⃣ Step 2: Added Task Tracking + CA Assignment β€”

β†’ every client was auto-assigned to a team member

3️⃣ Step 3: Used WhatsApp Automation + Templates β€”

β†’ to send gentle auto-reminders like β€œSir, tomorrow’s your GST due. Please upload docs.”

4️⃣ Step 4: Enabled CRM Module β€”

β†’ with stages like Docs Pending, Filed, Invoice Sent, Payment Due

5️⃣ Step 5: Integrated Finance Module β€”

β†’ so invoices auto-generated post filing, and reminders went out till paid

6️⃣ Step 6: Enabled Daily Reports for CA Heads β€”

β†’ showing follow-up status, team workload, overdue tasks

πŸ“Š The Result

πŸ”₯ 100+ clients followed up within 7 working days
πŸ“‰ 0 manual calls made
βœ… β‚Ή3.5 Lakhs in pending invoices cleared in the first month
πŸ’¬ Clients appreciated reminders without feeling nagged
πŸ“† CA team now plans ahead, not in panic mode

πŸ” Why It Worked

✨ No extra hiring β€” just smart reminders
🧠 Clear dashboards = Instant clarity for CA heads
πŸ•’ Real-time updates = Zero delays
πŸ“² WhatsApp > Emails (Clients actually respond!)

πŸ“£ Final CTA

  • Want to simplify your CA firm without adding more stress?
    Let’s build your own reminder-driven, dashboard-led system.
  • ERP + CRM + WhatsApp = Growth without Chaos
    πŸ’Ό For CA Firms, Tax Professionals & Finance Teams