The client group was never a client list
A WhatsApp group is a broadcast tool with the confidentiality taken out. The GST group holds two hundred numbers, including the proprietor who left the firm two years ago and the accountant of a client whose engagement ended last March, and all of them can see each other. One client replies with a question about his own turnover and a hundred and ninety-nine people read it.
The larger cost is that nobody is targeted. A proprietor with one annual return gets the same forward as a company with monthly filings and a statutory audit, so after the fourth irrelevant notice he stops opening anything from the firm, including the one about his own missing papers. Partners know this, which is why the notices that matter get typed out client by client by whoever is free, in the fortnight when nobody is.
Segments from the client record, delivered one to one
The segment is built from what the client record already holds: engagement type, filing frequency, the partner who owns the relationship, and whether this cycle's documents have arrived. Clients already marked filed for the period can be left out of the notice about that period, which is the one thing a forwarded message can never do.
Each recipient gets a private message carrying their own name and their own period. Replies land in the shared inbox against that client's record instead of in a group, opt-outs are honoured, and the delivered and failed counts show which numbers on a list built over fifteen years no longer reach anyone.
More on the capability itself: WhatsApp Broadcast. More on this industry: CRM for CA firms.
A Friday notice to the quarterly filers
A change lands that affects only clients with quarterly filings. Here is that Friday afternoon.
- 1Filter the client list to quarterly engagements in the current period, and exclude those already marked filed.
- 2Approve the template once with client name and period as variables, then preview it on a partner's own number.
- 3Send. Each client receives it as a private message rather than a group forward.
- 4Nine clients reply with questions, and each becomes a task on their record for the article who handles them.
Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.
Related capabilities for this team
Questions teams ask
Run it once, with real records
The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.