Best Practice Management Software for CA

Best Practice Management Software for CA
You focus on your practice, let Sangam CRM manage your CA Office.
Get it free, for less than 10 Users. Book Demo, if your team size is Big.

Trusted By Reputed Firms Like

Best Practice Management Software for CA

You focus on your practice, let Sangam CRM manage your CA Office.
Trusted By Reputed Firms Like
Get it free, for less than 10 Users. Book Demo, if your team size is Big.
Best Practice Management Software for CA

Why CRM is must for Chartered Accountants?​

In the world of Chartered Accountancy, success depends on strong client relationships and efficient operations. Traditional systems have their place, but Sangam CRM brings something more a chance to boost your practice beyond the usual.

Why CRM is must for Chartered Accountants?​

In the world of Chartered Accountancy, success depends on strong client relationships and efficient operations. Traditional systems have their place, but Sangam CRM brings something more a chance to boost your practice beyond the usual.

How CRM Can Help CA & Tax Practitioners

Sangam CRM possesses the capability to manage a diverse array of business processes, encompassing that makes it a Best Practice Management Software for CA.
Centralised Client Management

Centralised Client Management

Holistic Task & Activity Management

Holistic Task and Activity Management
Invoicing and Payment Followup

Invoicing and Payment Follow-up

Secure Document Management

Secure Document Management
Employee Management

Employee Management

Effortless Communication

Effortless Communication

How CRM Can Help CA & Tax Practitioners

Sangam CRM possesses the capability to manage a diverse array of business processes, encompassing that makes it a Best Practice Management Software for CA.

Centralised Client Management

Centralised Client Management

Holistic Task & Activity Management

Holistic Task and Activity Management

Invoicing and Payment Follow-up

Invoicing and Payment Followup

Secure Document Management

Secure Document Management

Employee Management

Employee Management

Effortless Communication

Effortless Communication

Why Choose Sangam CRM?

What makes Sangam CRM the best practice management Software for CA
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
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.

Customer Success Story

Play Video

Baheti & Somani LLP (B&S)|Pune

Watch the Success story of one of our client & Know how we help them achieve their business goals and address their challanges. Also you can read the case study and know how they are able to easily handle different activities such as GST, TDS, Auditing, Profession Tax, Income Tax and other miscellaneous projects through Sangam CRM.

Customer Success Story

Baheti & Somani LLP

Play Video
Watch the Success story of one of our client & Know how we help them achieve their business goals and address their challanges. Also you can read the case study and know how they are able to easily handle different activities such as GST, TDS, Auditing, Profession Tax, Income Tax and other miscellaneous projects through Sangam CRM.

Elevate Your Practice with Sangam CRM

Sangam CRM isn’t just a tool, it’s a partner in your CA practice’s growth journey. With features designed specifically for Chartered Accountants, Sangam CRM empowers you to excel in client relationships, task management, and strategic growth.