The chase call leaves no record and the fee call never happens
A partner asks whether anyone has spoken to a client this week and gets three answers. Two people have rung the same proprietor about the same missing register, while a client who has gone quiet for three weeks has not been called at all, because the list of who was called lives on paper that is reprinted each morning.
The other call is the one nobody makes. A fee that has not moved in four years while the client's filings doubled needs a conversation, and it gets postponed every cycle because preparing for it means reconstructing four years of history from a billing sheet and memory. When it finally happens, what was agreed is remembered differently by the partner and the client, so the same argument starts again next year.
Dial from the record that already holds the history
The call starts from the client record, so the engagement, the outstanding checklist items and the last fee note are on screen before the phone rings. Outcomes are picked from a short list the practice actually uses: documents promised, part received, not reachable, will pay after the twentieth, disputes the fee.
Every call closes with a next action and a date, which is how a call back promised in season survives into the following month. Call lists are built from a filter rather than a printout, such as clients with items outstanding inside four weeks of a date, or fee notes past a chosen age. Calls made from the mobile app at a client's premises log against the same record.
More on the capability itself: Built-in Dialer. More on this industry: CRM for CA firms.
A Tuesday chase list in season
The office manager works one filtered list instead of a printed page.
- 1Filter to clients with documents outstanding and a date inside four weeks, ordered by how long they have been quiet.
- 2Call from the record, with that client's missing items visible while the phone rings.
- 3Pick the outcome and set the next date, which schedules the second attempt rather than trusting it to memory.
- 4The partner opens the list at six and sees who was reached, what was promised and who needs his own call.
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.
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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.