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.
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.
“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.
More Proactiq tools for CA & Accounting Firms
Ready to modernise your ca & accounting firms business?
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