Effortless CA Office Management

Top Practice Management Software for Chartered Accountants

Feature

Boost Profitability with SukamApp's CRM Solutions

Client Management

Easily manage detailed information about client groups, individuals, and contacts within Sukam Apps centralized system.
Allow clients to upload and manage their documents and track task statuses through CRM access.
Retrieve groupwise account statements detailing transactions and outstanding balances effortlessly.
Enable clients to view payment histories and outstanding balances via the client login feature.

Task & Activity Management

Efficiently manage tasks (jobs) and track their statuses to monitor progress and identify overdue items.
Utilize Sukam's email-to-task functionality to automate activity creation when tasks are assigned via email.
Easily create recurring activities for tasks that repeat weekly, monthly, quarterly, or yearly.
Perform time cost analysis with Sangam to analyze hours spent on each activity and optimize resource allocation.

Invoicing and Payment Follow-up

Safely manage critical documents like PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more within Sangam's secure platform.
Receive timely reminders for payment follow-ups to ensure collections are made promptly.
Generate receipts upon entry and seamlessly send them directly to clients via email and WhatsApp.
Leverage Sukam's capabilities to predict short-term projected cash flow for informed financial planning.

Secure Document Management

Utilize Sukam as a secure hub for handling critical documents such as PAN Card, GST Certificate, Aadhar Card, TDS Certificates, and more.
Attach documents directly to respective records for easy accessibility whenever needed.
Manage digital signatures of your clients, including their status and renewals, within Sukam.

Employee Management

Effortlessly reassign tasks and activities to new or existing employees for smooth transitions during employee changes.
Enable employees to mark their attendance and apply for leave conveniently through the Sukam Mobile App.
Implement an approval flow in CRM to send completed activities/tasks from junior team members for approval by the senior team.
Efficiently log client visits and track expenses using Sangam CRM for comprehensive business management.

Effortless Communication

Maintain detailed records of client interactions across WhatsApp, email, and calls within the CRM for consistent and accurate communication.
Implement automated reminders and notifications for clients and team members to enhance communication efficiency and responsiveness.
Automatically generate birthday/anniversary alerts and payment reminders to streamline communication and engagement processes.

Our Clients: Partners in Success
with Our Solutions

Testimonial

Client Feedback & Reviews

“We have been using Sukam Apps Services’ Tally On Cloud and Cloud IVR system for the past six years and they have been a great help to our business. Tally On Cloud has made it much easier for us to manage our finances and inventory, and the Cloud IVR system has provided a more efficient and personalized way for our clients to contact us. We are especially impressed with the way the two systems work together to provide a better customer experience.”

Pathvista

“We have been using Sukam Apps Services’ CRM and call centre solution for the past two years and they have been a great help to our business. The CRM system has helped us to keep track of our customers and their needs, and the call centre solution has helped us to provide a better customer service experience. We are especially impressed with the way the two systems work together to provide a seamless customer experience.”

Bells Overseas

“We have been using Sukam Apps Services’ CRM and WhatsApp API for the past three years and they have been a great help to our business. The CRM system has helped us to keep track of our students and their progress, and the WhatsApp API has allowed us to connect with them in a more timely and convenient way. We are especially impressed with the way the two systems work together to provide a better student experience.”