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.
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.
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.