This CA firm in Surat had a solid client base, but the backend was pure chaos:
β Missed follow-ups after tax deadlines π Clients forgetting to share docs on time π Staff wasting hours daily on reminder calls π§ No central place to track which CA handled which client π No visibility on overdue payments or filed returns
Result? π Delayed work, irritated clients, and team burnout during peak months.
π‘ The Solution
Then they adopted a custom-built ERP+CRM setup powered by automation. Here’s what we did:
1οΈβ£ Step 1: Setup Smart Dashboards β
β to show which clients were pending for which task (GST filing, ITR, ROC, etc.)
2οΈβ£ Step 2: Added Task Tracking + CA Assignment β
β every client was auto-assigned to a team member
3οΈβ£ Step 3: Used WhatsApp Automation + Templates β
β to send gentle auto-reminders like βSir, tomorrowβs your GST due. Please upload docs.”
4οΈβ£ Step 4: Enabled CRM Module β
β with stages like Docs Pending, Filed, Invoice Sent, Payment Due
5οΈβ£ Step 5: Integrated Finance Module β
β so invoices auto-generated post filing, and reminders went out till paid
6οΈβ£ Step 6: Enabled Daily Reports for CA Heads β
β showing follow-up status, team workload, overdue tasks
π The Result
π₯ 100+ clients followed up within 7 working days π 0 manual calls made β βΉ3.5 Lakhs in pending invoices cleared in the first month π¬ Clients appreciated reminders without feeling nagged π CA team now plans ahead, not in panic mode
π Why It Worked
β¨ No extra hiring β just smart reminders π§ Clear dashboards = Instant clarity for CA heads π Real-time updates = Zero delays π² WhatsApp > Emails (Clients actually respond!)
π£ Final CTA
Want to simplify your CA firm without adding more stress? Letβs build your own reminder-driven, dashboard-led system.
ERP + CRM + WhatsApp = Growth without Chaos πΌ For CA Firms, Tax Professionals & Finance Teams