🧩 The Problem
This CA firm in Surat had a solid client base, but the backend was pure chaos:
❌ Missed follow-ups after tax deadlines
📆 Clients forgetting to share docs on time
📞 Staff wasting hours daily on reminder calls
🧠 No central place to track which CA handled which client
📊 No visibility on overdue payments or filed returns
Result?
👉 Delayed work, irritated clients, and team burnout during peak months.
💡 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 —
→ to show which clients were pending for which task (GST filing, ITR, ROC, etc.)
2️⃣ Step 2: Added Task Tracking + CA Assignment —
→ every client was auto-assigned to a team member
3️⃣ Step 3: Used WhatsApp Automation + Templates —
→ to send gentle auto-reminders like “Sir, tomorrow’s your GST due. Please upload docs.”
4️⃣ Step 4: Enabled CRM Module —
→ with stages like Docs Pending, Filed, Invoice Sent, Payment Due
5️⃣ Step 5: Integrated Finance Module —
→ so invoices auto-generated post filing, and reminders went out till paid
6️⃣ Step 6: Enabled Daily Reports for CA Heads —
→ showing follow-up status, team workload, overdue tasks
📊 The Result
🔥 100+ clients followed up within 7 working days
📉 0 manual calls made
✅ ₹3.5 Lakhs in pending invoices cleared in the first month
💬 Clients appreciated reminders without feeling nagged
📆 CA team now plans ahead, not in panic mode
🔍 Why It Worked
✨ No extra hiring — just smart reminders
🧠 Clear dashboards = Instant clarity for CA heads
🕒 Real-time updates = Zero delays
📲 WhatsApp > Emails (Clients actually respond!)
📣 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
💼 For CA Firms, Tax Professionals & Finance Teams
