Click4Docs - Customer Relationship Management

ABOUT US

Customer Relationship Management (CRM)

Click4Docs is an online Customer management software for Chartered Accountants, Company Secretaries & Tax Practitioners. It provides a centralized platform for companies to store and access all necessary information in one location.

Click4Docs can help you to manage and analyze customer interactions and data throughout the consultant lifecycle, from lead generation to post-sale service and support. With Click4Docs you can gain insights into your consultants' preferences, behaviors, and needs, and use that information to improve your marketing, sales, and customer service strategies.

Integrated Software for Optimal Efficiency

Firm management

This is a type of software designed to help firms manage their customer relationships and interactions. It provides a central platform for organizing, and analyzing customer information, interactions, and transactions.

Consultant Management

CRM software allows businesses to store and manage Consultant contact information in a centralized database, including email addresses, phone numbers, and social media handles.

Employee Management

A centralized database that stores all employee information, including personal details, job history, and performance data. Employee management can play a crucial role in the successful implementation and utilization.

Features

We Have Some Easy Way to Features Working

Easy Customer Management

Make sure that your CRM database is updated with accurate customer information such as contact details, Customer contact and history.

Secured

A secure system should have robust access control features to ensure that only authorized personnel can access sensitive customer information.

Document Management

Document management refers to the process of storing, organizing, managing, and tracking electronic and physical documents within an organization.

Expenses Management

Expense management is an important aspect of any business, including CRM The first step is to establish a budget for your CRM expenses.

Reminders

Sending payment, dues and other reminders is an important part of business communication.Consider the most effective medium for sending the reminder.

Lead Management

Lead management in CRM is the process of managing leads or potential customers from the initial contact through the conversion to a paying customer.

Task Management

Task management is a process of managing tasks from start to finish.Prioritize your tasks based on their importance and urgency.

Scan to download the app

The #1 CA Software on mobile app

Businesses use Click4Docs software to engage and build connections with leads and clients. It helps sales teams and other companies manage their consultants’ data.

The Most Simplified Lead Manager & CRM on Android. Now you can track leads, follow-ups and increase your conversions.

Get The Best All In One Customer Management Work Management Staff Management Financial Management Dues Management Task Management

Simple CRM for India that makes your day beautiful and productive.

ABOUT US

Customer Relationship Management (CRM)

Features

Integrated Software for Optimal Efficiency

Firm management

Consultant Management

Employee Management

Features

We Have Some Easy Way to Features Working

Easy Customer Management

Secured

Document Management

Expenses Management

Reminders

Lead Management

Task Management

Users

Our Performance Snapshot

Total Firm

Total Company

Total Consultants

Total Docs

Scan to download the app

The #1 CA Software on mobile app

Website Visitors

Quick Links

Get In Touch

Email:

Phone: