CRM Suite OpenSource- India for Chartered Accountant

With your Customer and Accounting data organized on the cloud, this is the customized software build as per your convinent to manage your clients as well as staff's with permission, invoice and billings, reports, sales, accounting and planning with dynamic emails and all statastics for more preference and much more. Why CRM Software? It's easy to use and you need not be an expert to use CRM Software.

To your thriving Business, CRM Suite is a best customized solution to accounting and sales management, and billing with lot more. It is intact, ease of handle, rapid response anywhere.

It is best suite for any Service industry like chartered accountants, consultancy services, abroad advisory, overseas company. Financial service provider company and IT services, etc.

CRM Suite Features

CRM Suite is self hosted Customer Relationship Management software that is a great fit for any company, freelancer or many other uses. With its clean and modern design, CRM Suite can help you look more professional to your customers and help improve business performance at the same time.

Managing customers is important and CRM Suite helps in several ways :

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many CRM Suite features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.

10,000+ Sales

Last Update 18 August 20
Created 18 December 15
High Resolution Yes
Compatible Browsers Firefox, Safari, Opera, Chrome, Edge
Files Included JavaScript JS, HTML, CSS, PHP, SQL
Software Framework CodeIgniter
Software Version PHP 7.x, MySQL 5.x
Tags client management, codeigniter, crm, estimates, expenses, invoice, lead management system, leads, project management, proposals, Recurring Invoice, support ticket, surveys, task, task management

CRM Suite Custom Features

CRM Suite is self managing Customer Relationship Management software that is a great fit for any company. With its Graph, Notifications and easy managing technique gives your company a broad aspect to manage your data easily.

Managing customers with different service bundles is important and CRM Suite helps in several ways :

  • Service Bundle, Service, Service Report Feature based on staff roles.
  • Assign Service Bundle to clients facilitated.
  • Multi Corporate billing Option in respect to corporate or client.
  • Auto genearate Invoice and Credit Note numbering technique according to Date and Corporate.
  • Custom Reports according to Corporate with custom filters.

Service include following as

  • TDS Quarterly Return
  • IT - Tax Audit
  • IT - Non Tax Audit
  • IT - Salary/HP/CG/Oth
  • IT - Advance Tax
  • GSTR - 4 (Composition dealers Qtrly)
  • GSTR - 9 (Annual Return Yrly)
  • GSTR - 9C (Annual Return Yrly)
  • GST - GSTR 3B
  • GST - GSTR 1(Qtrly)
  • GST - GSTR 1(Monthly)

Try Demo Accounts
Admin :
Password admin123
Staff :
Password staff123
Staff 2 :
Password staff2123
Client :
Password client123

Four step easy installation in your local system

  • Free installation support
  • Technical support
  • Free training
  • Video Tutorial available

Video Tutorial - Opensource CRM