A Simple CRM for CA Firms
Between GST returns, ITR filings and a phone that never stops ringing, things get missed. 91Leads keeps every client, enquiry and deadline in one place, so your practice stays calm even in peak season.
Where CA Practices Lose Time and Clients
You are good at the work. It is the keeping-track-of-everything part that eats your day. For most firms, the pressure builds up in these three places.
Deadlines slip by
A GST return or ITR due date quietly passes because it lived in someone's head or a long Excel sheet nobody opened.
Enquiries go cold
A prospective client calls during filing season, nobody calls back, and they sign up with another firm instead.
Client details scattered
Documents on WhatsApp, notes in a diary, status in someone's memory. Pulling it all together wastes hours.
Everything Your Firm Needs in One Place
Built around how a CA office actually runs, so the whole team always knows what is pending and what is due next.
Never Miss a Due Date
Set the due date for each client's GST, ITR or ROC work and get reminded before it arrives. See the whole week's filings at a glance during peak season.
Win More Clients
Every call, referral and website enquiry is captured with a follow-up reminder, so new business does not slip away while you are busy with returns.
Keep the Team in Sync
Assign clients and tasks to partners, staff and articles, and see who is handling what. When someone is away, anyone can step in with the full history.
Stay in Touch on WhatsApp
Send reminders for documents and payments, and keep each client's conversation history in one place instead of scattered across personal phones.
How CA Firms Use 91Leads
No long training, no complicated setup. Three simple steps and your practice runs smoother.
Add Clients & Enquiries
Bring your clients and new enquiries into one list, each with their details and the work you handle for them.
Set Deadlines & Tasks
Add due dates for filings and assign work to your team. Everything shows up where the right person can see it.
Stay On Top of It All
Get timely reminders, follow up on enquiries, and file on time, without anything slipping through the cracks.
Made for the Way You Actually Work
You did not become a chartered accountant to chase sticky notes and scroll through old WhatsApp chats. 91Leads quietly handles the tracking, so you can focus on the work your clients trust you for.
- Open one screen and see every pending filing and follow-up.
- Reminders for GST, ITR and ROC dates before they arrive.
- Your whole team on the same page, even in peak season.
CRM for CA Firms FAQs
Common questions chartered accountants ask about managing their practice with a CRM.
It is a single place where a CA firm keeps every client enquiry, ongoing work and deadline. Instead of tracking things across diaries, Excel sheets and WhatsApp, the whole team sees who the client is, what work is pending and when the next filing is due.
Yes. You set the due date for each client's work, and 91Leads reminds you before it arrives. During peak filing season, you can see everything that is due that week in one view, so nothing gets missed.
Yes. Smaller firms often feel the pressure the most, because one missed enquiry or deadline is a real loss. 91Leads is light enough to set up quickly and starts at ₹199, so it fits a growing practice.
Yes. You can assign clients and tasks to partners, staff and articles, and see who is handling what. When someone is on leave, another person can pick up with the full history already there.
Yes. Every call, referral and website enquiry is captured with a reminder to follow up, so prospective clients do not slip away while you are buried in filing work.
Yes. Start with a 7-day free trial, add a few clients and enquiries, and see how it fits your practice. Most firms know within a week whether it makes their work easier.
Run Your Practice Without the Chaos
Keep every client, deadline and enquiry in one calm, organised place. Try 91Leads free for 7 days and feel the difference this filing season.