ERPCA help you to scheduled a meeting with lead and that can also be notified in To-Do as well. Click on the name of the lead to add the meeting details and no of meetings scheduled can be seen against the name in the lead management page.
This video will help you understand the process.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.
ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
In ERPCA you can see there are different filter which has been provided to search lead based on various categories like fake, new lead, assigned, not assigned, etc. On applying these filter you can easily generate the data.
