The CRM Built for Chartered Accountants
Stop managing clients across WhatsApp, email, and scattered spreadsheets. CAGos gives every client a unified master profile — with compliance status, billing history, documents, and interactions in one place.
2,500+
CA firms onboarded
342
Avg clients per firm
4 hrs
Saved per week per CA
40%
Fewer client calls
Everything your firm needs to manage clients
Purpose-built for Indian CA firms — not generic CRM software that you have to twist and bend.
Master Client Profiles
One card per client — PAN, TAN, GST numbers, entity type, billing tier, assigned CA, and compliance status. Everything your team needs in under 3 seconds.
Interaction Timeline
A chronological log of every call note, email, WhatsApp message, and meeting linked to each client — searchable and filterable by date or team member.
Document Linking
Attach ITR acknowledgements, GST returns, engagement letters, and KYC documents directly to the client profile. No more searching shared drives.
Self-Service Client Portal
Give clients a branded login to track their tasks, view and pay invoices, upload documents, and raise queries — reducing calls to your team by 40%.
Bulk Communication
Send compliance reminders, greetings, or firm announcements to your entire client base in one click — segmented by entity type, billing tier, or assigned CA.
Client Health Dashboard
See which clients are overdue on filings, have unpaid invoices, or have not been contacted in 30+ days. Act before they become a problem.
Up and running in 3 steps
Import your client list
Upload a CSV or sync from Tally — CAGos maps PAN, GST, and entity details automatically. Done in under 5 minutes for 500 clients.
Assign CAs and set billing tiers
Tag each client with their primary CA, billing plan, and compliance types. The system auto-creates recurring tasks and compliance schedules.
Engage, track, and grow
Log interactions, share the client portal, monitor health scores — and get alerts when a client needs attention before they churn.
Common questions about Client CRM
Can I migrate from my existing spreadsheet or software?
How is the client portal branded?
Can different CAs in my firm see only their own clients?
Is there a limit on how many clients I can add?
How does interaction logging work?