OFFICE CRM

Personal CRM Software

Get Verified & Update Profile Claimed profiles go to the top of search results. Get verified now, it takes just a couple minutes. Visit Report

OFFICE CRM offers smart software designed to improve workflow and manage office tasks for CA accounting firms. Key features include fee reminders, message tracking, and progress reports, making it easy to handle client and staff management efficiently.

OFFICE CRM can be found in Personal CRM Software categories.

The most similar products to OFFICE CRM are:

ClearCRM Promoted → Practive → FirmTamer → Mango → Financial Cents →

Screenshots

YouTube Videos

Details

OFFICE CRM Main Features

• GST Module
  The software includes a module for managing GST-related tasks.
• Fee Reminder
  It sends reminders to clients about their fees to ensure they pay on time.
• Message Tracking
  You can track messages sent to clients, making communication easier.
• Daily Work Report
  You can get daily reports on what staff and clients are doing.
• Pending Fee Report
  It shows you which fees are still pending and when they are due.
• Work Status Management
  It allows you to see work that is in progress, on hold, or completed.
• Bulk Client List Upload
  You can upload a list of clients from an Excel sheet quickly.
• User-Friendly Interface
  The software is easy to use, making it simple to manage clients and employees.
• Client and Staff Management
  The software helps you manage both clients and staff easily.
• Task Assignment and Tracking
  You can assign tasks clearly and track their progress in real time.
• Comprehensive Office Management
  The software helps manage all parts of a CA accounting firm efficiently.

Verified Badge

<a href="https://saasbrowser.com/en/saas/861967/office-crm" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/gkcikdrml2m00h8jdvo1a9ouw3z5" alt="OFFICE CRM - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

<a href="https://saasbrowser.com/en/saas/861967/office-crm" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/mfolz1y91y6fnv5qzftql6ihorue" alt="OFFICE CRM - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

OFFICE CRM Alternatives

ClearCRM Promoted

ClearCRM is a powerful all-in-one platform designed to help small businesses ...

Practive

This office management software streamlines operations for accounting and cha...

FirmTamer

This software streamlines the management of accounting practices by providing...

Mango

This software solution enhances the efficiency of accounting practices by cen...

Financial Cents

Financial Cents offers comprehensive accounting practice management software ...

Technologies Used

View All Technologies