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📋CA & Accounting Firms·CRM Software

CRM Software for CA & Accounting Firms Companies in India

Never lose a deal. Close more customers.

AI-powered CRM built for Indian businesses — built to handle Indian GST, PF/ESIC compliance, and the realities of running a ca & accounting firms business in India.

🎯 3× more deals closed

Free plan forever · Paid from ₹1,999/month · Cancel anytime

The CRM Software problems every ca & accounting firms company knows

If any of these sound familiar, you need a better system.

Client onboarding handled over WhatsApp — no standard process

Which partner handles which client? Known only to that partner

Follow-up on document submissions is manual and inconsistent

How Proactiq CRM Software fixes this for ca & accounting firms companies

Built specifically for how ca & accounting firms businesses work in India.

Client onboarding workflow with checklist and document collection

Partner-wise client portfolio with engagement history

Document submission reminders sent automatically to clients

What you get with Proactiq CRM Software

All included in every plan, from free to enterprise.

Visual sales pipeline
AI follow-up emails
Lead scoring
Deal forecasting
WhatsApp integration
Mobile app
“We switched to Proactiq for our crm software needs. 3× more deals closed is no longer just a promise — it's our daily reality. Best decision we made for our ca & accounting firmsbusiness.”

CA Suresh Joshi

Senior Partner, CA Firm, Mumbai

Simple pricing for ca & accounting firms businesses

Modules tailored to each plan. No per-module fees.

Free

₹0

forever · 1 user

Start free

Starter

₹1,999

/month · 2 users

Upgrade
Most Popular

Growth

₹2,999

/month · 3 users

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Scale

₹4,999

/month · 5 users

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Ready to modernise your ca & accounting firms business?

Start free. No credit card. No setup fee. Your crm software is ready in 60 seconds.