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CRM

CRM for CA and accounting firms

Practice CRM for clients, compliance, and internal follow-up.

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A CA or accounting practice that needs 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. 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.

Client
CA and accounting firms
Industry
CA and accounting
Live
No public URL. We walk this in a demo.

What shipped

What the programme 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

    Walkthrough

    No public URL. We walk a client file and a calendar.

  • 04

    Public face

    A firm site that can enquire into the CRM, if you need that slice.

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.

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.

Work

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