Professional services
Professional services CRM for CAs, lawyers and agencies
Run enquiries through discovery, proposal and engagement letter to a billed retainer. Compliance due dates remind clients without chasing.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA prospect asks about a service through the website, referral or portal, with the service type noted.
- Stage 2Discovery callA partner or senior calls to understand scope, size and urgency before quoting.
- Stage 3ProposalA scoped proposal with fees and deliverables is sent and followed up.
- Stage 4Engagement letterThe scope is signed electronically so work and fee terms are agreed in writing.
- Stage 5OnboardedDocuments, access and contacts are collected on an onboarding checklist.
- Stage 6RetainerMonthly or annual billing starts, with deliverable and compliance dates tracked.
What is a professional services CRM?
Professional firms sell trust and repeat work. A CA firm wins a client once and files their GST every month; an agency wins a project and then a retainer. The CRM must therefore cover the sale and the long tail: discovery, scoped proposal, a signed engagement letter, onboarding documents and recurring billing. Gandiv adds compliance due dates, such as GST returns, ITR and ROC filings, to each client so reminders for documents go out automatically. Partners see pipeline and retainer income; associates see which clients owe documents this week, without a spreadsheet of deadlines.
Why professional services teams need one
Problem
Proposals go out as email attachments with no follow-up.
With Gandiv
Each proposal is tracked, with a follow-up task and a status.
Problem
Scope disputes arise because nothing was signed.
With Gandiv
Engagement letters are sent for e-sign from the record.
Problem
Clients send documents late for GST or ITR.
With Gandiv
Due-date reminders ask for documents ahead of the deadline.
Problem
Retainer invoices are raised when someone remembers.
With Gandiv
Retainer schedules create invoices and payment links on the agreed date.
Problem
Onboarding documents are chased one by one.
With Gandiv
An onboarding checklist shows what is still pending per client.
Problem
Referrals are not credited or thanked.
With Gandiv
Referral source is recorded and a thank-you task is created on conversion.
Key features
Proposals
Scoped proposals with status
Prepare a proposal with services, fees and deliverables from a template and send it as a PDF. Opens, replies and follow-ups are tracked, and a stale proposal prompts a call.
- Service templates
- Follow-up task
- Won or lost reason
Proposals
- Service templates
- Follow-up task
- Won or lost reason
Engagement letters
Sign scope before work starts
Send the engagement letter for e-sign from the same record. The signed copy is stored on the client, and the client moves to Onboarded only after it is done.
- E-sign from the CRM
- Signed copy stored
- Stage moves on signature
Engagement letters
- E-sign from the CRM
- Signed copy stored
- Stage moves on signature
Onboarding
Collect documents without a chase list
Create a checklist per service, such as PAN, GST login or Aadhaar, and tick items as they arrive. Pending documents trigger a polite reminder on WhatsApp.
- Checklist per service
- Document upload
- Pending reminder
Onboarding
- Checklist per service
- Document upload
- Pending reminder
Retainer billing
Recurring fees on schedule
Set monthly, quarterly or annual fees per client. Invoices and Razorpay links are raised on the due date, and unpaid ones appear in a collections list.
- Recurring schedule
- Payment link
- Outstanding list
Retainer billing
- Recurring schedule
- Payment link
- Outstanding list
Compliance dates
GST, ITR and ROC reminders
Attach due dates such as GSTR-3B, advance tax, ITR and ROC annual filing to each client. Reminders ask for documents ahead of time, and a dashboard shows filings due this week.
- Due-date calendar
- Document request message
- Filings due this week
Compliance dates
- Due-date calendar
- Document request message
- Filings due this week
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | Service type · Entity type · Annual turnover · GSTIN · Fee · Billing cycle · Compliance due dates |
|---|---|
| Automations | Proposal follow-up after 3 days · Engagement letter e-sign on acceptance · Onboarding checklist on signature · GSTR-3B document request on the 5th · Retainer invoice and link on the 1st |
| Reports | Proposal win rate by service · Pipeline value by stage · Retainer income by month · Filings due this week · Outstanding fees by client |
| Message templates | Please find our proposal for GST compliance · Your engagement letter is ready to sign · Please share your sales data for GSTR-3B by the 8th · Your retainer invoice for this month is attached |
| Call script | Hello, I am [Name] from [Firm]. You asked about [service]. To prepare an accurate proposal, may I ask about your business size, your current filings and when you need us to start? |
Fields
Service type · Entity type · Annual turnover · GSTIN · Fee · Billing cycle · Compliance due dates
Automations
Proposal follow-up after 3 days · Engagement letter e-sign on acceptance · Onboarding checklist on signature · GSTR-3B document request on the 5th · Retainer invoice and link on the 1st
Reports
Proposal win rate by service · Pipeline value by stage · Retainer income by month · Filings due this week · Outstanding fees by client
Message templates
Please find our proposal for GST compliance · Your engagement letter is ready to sign · Please share your sales data for GSTR-3B by the 8th · Your retainer invoice for this month is attached
Call script
Hello, I am [Name] from [Firm]. You asked about [service]. To prepare an accurate proposal, may I ask about your business size, your current filings and when you need us to start?
By role
Partner or director
- See pipeline and retainer income
- Approve fees and proposals
- Watch filings due and outstanding fees
Business development executive
- Run discovery calls with notes
- Send proposals and follow up
- Close with the engagement letter
Associate or account manager
- Collect onboarding documents
- Track compliance dates per client
- Raise retainer invoices
Integrations for this industry
Frequently asked questions
Can it remind clients about GST and ITR dates?
Yes. Add due dates to each client and set document request messages. Reminders go out ahead of the deadline on WhatsApp or email.
Does it send engagement letters for e-sign?
Yes. The letter is generated from a template, sent for e-sign and stored on the client record once signed.
Can I bill retainers automatically?
You can schedule recurring invoices and payment links per client. Accounting entries stay in your accounts software such as Tally.
Does it suit an IT or digital agency?
Yes. Replace compliance dates with project milestones and retainers, and use proposals, e-sign and monthly billing as they are.
Is client data confidential?
Access is by role, documents are restricted to assigned staff, and activity is logged. You decide who sees which client.
Start with the professional services template
Your pipeline, fields and messages are created for you. Change anything later.