Industry
CA and accounting
Practice CRM for clients, compliance calendars, and follow-ups.
CA and accounting practices that need a client workspace, not another spreadsheet.
A CA client is not a deal. Compliance calendars, assignments, and follow-ups are the practice. A B2B CRM will not model that.
We built a practice CRM for chartered accountancy and accounting firms: clients, compliance, internal follow-up. There is no live public demo — we walk a client record and a calendar the way a firm actually runs.
WhatsApp and the website belong on the same client file when the reminder and the portal have to agree.
Who it is for
The work this fits
- Firms whose compliance calendar still lives in Excel and WhatsApp
- Partners who need staff to see the same client file
- Practices that may want a public site that writes into the same CRM
How we help
What the programme usually holds
- 01
Client as the record
Compliance, assignment, follow-up — partners should recognise the practice.
- 02
Calendar
What is due, who owns it, what the client was told.
- 03
Conversation
WhatsApp on the same file as the workspace.
- 04
Public face
A firm site that can enquire into the CRM. Graphics Designing for the identity.
Work
Named programmes in this sector
Programmes already in the catalogue for this sector.
Services
What we typically bring
AI Development
Models and assistants on the same records as CRM, WhatsApp, and the website — not a chatbot bolted on the side.
Web platforms
Customer portals, admin consoles, and public sites that share one design system.
CRM and ERP
A single operating layer for customers, inventory, billing, and teams.
WhatsApp automation
Conversations that update the business, not a chatbot bolted on the side.
Graphics Designing
Logos, print, catalogues, video, and 3D — a Krishiv service alongside the IT work.
Process
How a job runs
- 01
Discover
Map how you sell, deliver, and report — and which tool is actually fighting the work.
- 02
Architect
The surfaces, the data model, and what must connect. A slice you can say yes or no to.
- 03
Build
Ship in increments you can use. Visible progress, not a six-month black box.
- 04
Handover
Training, documentation, or an embedded team — whichever keeps the system alive.
FAQ
Questions we get
- Is there a public demo?
- No live public URL. We walk a client record and a compliance calendar the way a firm actually runs.
- Is this Tally or a practice website?
- It is a client workspace: compliance, assignment, follow-up. The public site is a separate slice if you need it.
Industries
Other sectors
Same company. Different operation.
