Client queries, documents and deadline reminders all run over WhatsApp. WA CRM turns each client into a tracked record with reminders so filings are on time and no client is lost.
The problem
GST, ITR and ROC due dates slip because reminders live in someone's head, not a system.
Clients don't send documents on time and there's no structured follow-up.
Partners can't see which staff handle which clients or what's pending.
How WA CRM helps
WA CRM turns your team's WhatsApp into a productive, trackable sales pipeline.
Follow up on every enquiry at the right time so more ca & tax practitioners leads convert — no deal lost to a forgotten reply.
One-click lead capture from WhatsApp Web means your team spends time selling, not copy-pasting into spreadsheets.
Stages, notes and reminders keep every lead moving forward automatically, so nothing falls through the cracks.
Managers see every rep's pipeline, hot leads and overdue follow-ups on one dashboard — so no money is left on the table.
In practice
FAQ
Yes. Set a reminder per client for each GST/ITR/ROC deadline and WA CRM alerts you in time so nothing is filed late.
Yes. Tag clients as "Docs Pending" and set reminders so document collection always gets followed up.
Yes. Every client syncs to a shared dashboard where partners see each staff member's load and pending work.
Pricing
Start free. Upgrade when you're closing more. No per-lead fees, no lock-in.
Track your own leads, on your own
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