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Submission: On November 12 via api from US — Scanned from GB
Submission: On November 12 via api from US — Scanned from GB
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You need to enable JavaScript to run this app. info@taxcrm.in+91 95100 56789 (Customer Care) HomeAbout HRMPricing Log inRegister HAPPY CUSTOMERS, AMAZING BUSINESS. Providing good relations to your customers,Transforming client and customer relationships for the better. Unlimited Firms Unlimited Users Role Wise Rights Multi Department Designation ABOUT TAX CRM TAX CRM is a tool that help businesses aggregate, organize, and analyze customer information data to better manage relationships with customers. TASK & PROJECT/SERVICE/WORK MANAGEMENT Task management is the process of managing a task through its life cycle. It involves the planning estimation, and scheduling of the task as well as the ability to track dependencies and milestones Increased productivity — helps individuals and teams stay organized and prioritize tasks, leading to increased productivity. It allows for the assignment of tasks to specific individuals reducing the chances of tasks being overlooked or forgotten. Read More... LEAD MANAGEMENT To accelerate your business development, sales teams needs to continually generate new leads and increase the number of interactions with each prospect. In today’s digital age, generating a long prospect list from the internet is easier than managing them efficiently, for which you will need the right lead management tools. Never miss out on a follow-up Get all the information you need on one screen and sell faster. Close deals fast — whether you’re working at the office or on the road. Tracking leads in the sales pipeline. Monitor the sales team's activity Increase productivity Deadline Dashboard Kanban board Daily Reports View REMINDER Missed appointments, administrative backlog, and client confusion can negatively impact your revenue and business image. One simple step toward better scheduling, simplified admin, and improved client retention is using appointment reminder software to track bookings, notify clients when their scheduled service is approaching, and encourage follow-up appointments. Client Birth Day/Anniversary/ Reminders Schedule calls, meetings, mailings, or quotations Reminder Calendar Integration Service Reminder ESTIMATE Professional Estimate Template :Choose from a variety of professional estimate templates to suit your business needs. Create Custom Templates Tailor your estimate templates to align with your brand guidelines and preferences. Add company details, testimonials, product photos, terms, and more with ease. Create templates as per brand guideline. Stay ahead with leads, nurture relationships, close deals faster. OUR SERVICES Welcome to TAX CRM, your one-stop solution for efficient Business management. Our services include seamless Client Management, powerful Reports for real-time insights, and user-friendly Billing solutions. Let us simplify your financial processes and empower your business for success. Contact us today to tailor these services to your unique needs CLIENT MANAGEMENT Store Client Information with Documents on Cloud Storage Contact Managements DIGITAL SIGNATURE (SERVICE) MANAGEMENT Service Client List Service Expiry Status Reminder REPORTS Reports with data, charts, and graphs. Export Reports to Excel or PDF. BILLING Invoicing Management (Proforma/Sales Bill/Receipt) Expenses Management Inventory Management Outstanding Register CONTACT US Connect with TAX CRM your gateway to personalized financial solutions. Our dedicated team is here to assist you on your journey to financial success. LOCATION: 601-602, 6th Floor,Shubh Square, opp.Venus Hospital, Lal Darwaja,Surat-395003. (Gujarat) EMAIL: info@taxcrm.in CALL: +91 95100 56789 (IVR 20 lines) OPEN HOURS: Mon-Sat: 10:00 AM - 8:00 PM Save TAX CRM is a cutting-edge Customer Relationship Management (CRM) website specifically designed to streamline and enhance the tax-related processes for individuals, businesses, and accounting professionals. This innovative platform seamlessly integrates customer data management with comprehensive tax solutions, offering a robust and user-friendly interface to meet the unique needs of tax professionals and their clients. OUR SERVICES * Income Tax Software * Audit Software * GST Software * Website Development * Customize Softawre PRIVACY POLICY * TAX CRM Privacy * TAX CRM Terms & Conditions * TAX CRM Refund & Cancellation * TAX HRM Privacy * TAX HRM Terms & Conditions * TAX HRM Refund & Cancellation CONTACT US 601-602, 6th Floor,Shubh Square, opp.Venus Hospital,Lal Darwaja, Surat-395003. (Gujarat) Phone: +91 95100 56789(Customer Care) Email:info@taxcrm.in Strands © Copyright © 2023-2024 TAX CRM. All Rights Reserved