Baheti & Somani LLP (B&S) is a team of chartered accountants and professionals based in Pune. They offer a range of financial services, which includes taxation, auditing and various other compliances relating to financial laws.
They have clients from various industry sectors, starting from manufacturing, retail, and trading, including HNIs, SMEs, Corporates and MNCs.
Business & Finance
Pune
More than 50
Activities & Task Management
Before adopting Sangam CRM, Baheti and Somani encountered numerous challenges managing their business processes through Excel, leading to difficulties tracking and managing the activities.
Following were the challenges faced by Baheti & sumani Team:
Some steps required timely communication with clients and government authorities, which were sometimes missed or delayed due to the absence of a system.
Satish GardiAfter using EnjayCRM(SangamCRM), we are having a good control of the Return Filling Process. It is very convinent for us to track down the no. of return are pending and no. of return are done.
Upon implementing Sangam CRM, B&S experienced significant improvements in their business process. They were able to easily handle different activities such as GST, TDS, Auditing, Profession Tax, Income Tax and other miscellaneous projects through Sangam CRM.
To create & Manage various activities such as GST, TDS, Auditing, Profession Tax, Income Tax and other miscellaneous projects.
To analyse the activities created by different team members.
Our team had set various dependency criteria within the module. This configuration allowed users to see only relevant fields based on the activity and task type.
This ensured that users only see necessary fields related to a particular activity.
Sangam CRM allowed the Baheti team to set a workflow whereby, upon completion of specific activities by a designated user, the system would automatically assign the task to another user from the designated team to proceed with further actions.
+91 9898 00 76 50
4th floor, Asopalav Building, Opp. Railway station Bhilad (West), Dist. Valsad, Gujarat – 396105
