Best Practice Management Software for CA and Virtual CFO
You focus on your practice, let Sangam CRM manage your CA & Virtual CFO Office.
Best Practice Management Software for CA & Virtual CFO
You focus on your practice, let Sangam CRM manage your CA & Virtual CFO Office.
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Get it free, for less than 10 Users. Book Demo, if your team size is Big.
Why CRM is must for Chartered Accountants, and Virtual CFO?
Growth in financial management depends on strong client relationships and optimizing operations. Traditional methods can be limiting, but Sangam CRM makes things easier. It keeps all client details and interactions in one place, so you can understand their needs better. It also helps you track tasks and follow-ups, ensuring your team meets deadlines and nothing is missed.
With Sangam CRM, you can simplify your work and focus on growing your practice.
Why CRM is must for Chartered Accountants, and Virtual CFO?
Growth in financial management depends on strong client relationships and optimizing operations. Traditional methods can be limiting, but Sangam CRM makes things easier. It keeps all client details and interactions in one place, so you can understand their needs better. It also helps you track tasks and follow-ups, ensuring your team meets deadlines and nothing is missed.
With Sangam CRM, you can simplify your work and focus on growing your practice.
How CRM Can Help CA, & Virtual CFO
Sangam CRM possesses the capability to manage a diverse array of business processes, encompassing that makes it a Best Software for CA, & Virtual CFO.
Centralised Client Management
- Manage every detail about Client Groups, Individuals, and contacts on Sangam's centralised system.
- Provide your client access to CRM to upload/manage their documents and track the status of their tasks.
- Retrieve Groupwise Account Statements, detailing total transactions made entity-wise, and also get outstanding balances for each group effortlessly.
- Clients can view payment histories and outstanding balances through the client login feature.
Holistic Task & Activity Management
- Manage various tasks (Jobs) and track their respective statuses. Get clarity on what's progressing well and what's overdue.
- Sangam supports Email to Task Functionality, now automate the creation of activities when assigned over email.
- Easily create recurring activities for tasks that repeat weekly, monthly, quarterly, or yearly.
- Get Time Cost Analysis with Sangam and analyze hours spent on each activity.
Invoicing and Payment Follow-up
- Sangam serves as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more.
- Receive reminders for payment follow-ups, ensuring timely collections.
- Generate receipts upon entry and send them directly to clients via email and WhatsApp.
- Utilize Sangam to predict short-term projected cash flow.
Secure Document Management
- Sangam serves as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more.
- Attach documents directly to respective records, ensuring easy accessibility whenever required.
- Manage Digital Signatures of your clients, their status & renewals.
Employee Management
- Effectively reassign works/activities to new or existing employees, ensure smooth transition during employee changes.
- Allow employees to mark their attendance and apply for leave through Sangam Mobile App.
- Set up an approval flow in CRM to send activities/tasks for approval to the senior team once completed by the junior team.
- Efficiently log your Client Visits and track your Expenses.
Effortless Communication
- CRM keeps a detailed record of interactions with clients through various channels like WhatsApp, emails, and calls ensuring consistent and accurate communication.
- Set up automated reminders and notifications for clients and team members, enhancing communication efficiency.
- Effortlessly Automate Birthday/ Anniversary Alerts and Payment reminders.
How CRM Can Help CA, & Virtual CFO
Sangam CRM possesses the capability to manage a diverse array of business processes, encompassing that makes it a Best Software for CA, & Virtual CFO.
Centralised Client Management
- Manage every detail about Client Groups, Individuals, and contacts on Sangam's centralised system.
- Provide your client access to CRM to upload/manage their documents and track the status of their tasks.
- Retrieve Groupwise Account Statements, detailing total transactions made entity-wise, and also get outstanding balances for each group effortlessly.
- Clients can view payment histories and outstanding balances through the client login feature.
Holistic Task & Activity Management
- Manage various tasks (Jobs) and track their respective statuses. Get clarity on what's progressing well and what's overdue.
- Sangam supports Email to Task Functionality, now automate the creation of activities when assigned over email.
- Easily create recurring activities for tasks that repeat weekly, monthly, quarterly, or yearly.
- Get Time Cost Analysis with Sangam and analyze hours spent on each activity.
Invoicing and Payment Follow-up
- Sangam serves as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more.
- Receive reminders for payment follow-ups, ensuring timely collections.
- Generate receipts upon entry and send them directly to clients via email and WhatsApp.
- Utilize Sangam to predict short-term projected cash flow.
Secure Document Management
- Sangam serves as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more.
- Attach documents directly to respective records, ensuring easy accessibility whenever required.
- Manage Digital Signatures of your clients, their status & renewals.
Employee Management
- Effectively reassign works/activities to new or existing employees, ensure smooth transition during employee changes.
- Allow employees to mark their attendance and apply for leave through Sangam Mobile App.
- Set up an approval flow in CRM to send activities/tasks for approval to the senior team once completed by the junior team.
- Efficiently log your Client Visits and track your Expenses.
Effortless Communication
- CRM keeps a detailed record of interactions with clients through various channels like WhatsApp, emails, and calls ensuring consistent and accurate communication.
- Set up automated reminders and notifications for clients and team members, enhancing communication efficiency.
- Effortlessly Automate Birthday/ Anniversary Alerts and Payment reminders.
Why Choose Sangam CRM?
What makes Sangam CRM the best practice management Software for CA and Virtual CFO
Web & Mobile App Accessibility
Efficiently manage everything from web and mobile platforms. Gain insights from our user-friendly dashboards.
CRM with APIs and Integrations
Integrate Sangam CRM with your favouite Apps through its rich API.
Advance Security & Restrictions
Boost data security with user-specific restrictions and an extra layer through email or phone masking.
OPR Dashboard and Reporting
Track activities easily, In Progress, Completed, or Missed and gain insights with comprehensive reporting.
Adaptable, Scalable, Customizable
Scale your cloud platform to meet requirements, configuring CRM effortlessly with our Low-code Admin Panel
Customizable Workflows & SOPs
Customize your user experience by displaying only relevant fields and automate process through workflows.
Implementation & Handholding
Every CRM has almost similar features. What Makes Sangam & Enjay unique, is our Implementation process & our Handholding.
CRM Training & Audits
We Conduct Onboarding Trainings & Free Audits for our clients, which helps improve the CRM Usage and CRM Adoption for their users.
Lifetime Course Access
Our Sangam CRM Certification courses are super useful & helpful for users to learn & adopt easily with Sangam CRM.
Why Choose Sangam CRM?
What makes Sangam CRM the best practice management Software for CA and Virtual CFO
Web & Mobile App Accessibility
Efficiently manage everything from web and mobile platforms. Gain insights from our user-friendly dashboards.
CRM with APIs and Integrations
Integrate Sangam CRM with your favouite Apps through its rich API.
Advance Security & Restrictions
Boost data security with user-specific restrictions and an extra layer through email or phone masking.
OPR Dashboard and Reporting
Track activities easily, In Progress, Completed, or Missed and gain insights with comprehensive reporting.
Adaptable, Scalable, Customizable
Scale your cloud platform to meet requirements, configuring CRM effortlessly with our Low-code Admin Panel
Customizable Workflows & SOPs
Customize your user experience by displaying only relevant fields and automate process through workflows.
Implementation & Handholding
Every CRM has almost similar features. What Makes Sangam & Enjay unique, is our Implementation process & our Handholding.
CRM Training & Audits
We Conduct Onboarding Trainings & Free Audits for our clients, which helps improve the CRM Usage and CRM Adoption for their users.
Access to Courses
Our Sangam CRM Certification courses are super useful & helpful for users to learn & adopt easily with Sangam CRM.
Seamless Integration
Integrate Sangam CRM with your Favourite Apps
WA & Email Integration
Send Automated Alerts & Payment reminders over Email & WhatsApp.
CRM & Tally Integration
Sync Tally Ledgers and their respective closing balances into CRM
Upcoming Integration
Soon you will be able to integrate MCA, GST & IT Portal with CRM.
Seamless Integration
Integrate Sangam CRM with your Favourite Apps
WA & Email Integration
Send Automated Alerts & Payment reminders over Email & WhatsApp.
CRM & Tally Integration
Sync Tally Ledgers and their respective closing balances into CRM
Upcoming Integration
Soon you will be able to integrate MCA, GST & IT Portal with CRM.
