CRM for chartered accountants

A CRM for CA firms whose client work runs on phone calls

NLCaller gives chartered accountant firms a phone CRM that keeps every client call, recurring reminder and retainer renewal inside one shared record.

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How can a CA firm win clients and keep them with a phone CRM?

For plenty of CA practices, new clients arrive as referrals from existing ones, and those clients stay because someone in the office picks up, remembers their situation and rings back when promised. NLCaller is a dialer-based CRM for CA firms that turns the office phones into that memory. When a client rings, the screen shows their name, the stage their work has reached and the last note an article assistant typed, before anyone says hello. Once the call ends, a short sheet records the status, a remark and the next callback. Routine engagements, such as monthly bookkeeping, become repeating reminders, and a yearly retainer is logged as a package carrying a closing date, so its renewal appears in good time. NLCaller only holds notes and contact history: it prepares no returns, keeps no ledgers and offers no tax opinion. As of October 2026 a seat is ₹1,944 a year (roughly ₹162 monthly) plus GST, after three free days with every feature open.

Practices that also handle investment planning for clients can compare the set-up for financial advisors, which leans more on review calls. Owner-run clients who ask how to keep track of their own buyers can be pointed to the CRM for MSMEs.

How does a CA office use NLCaller through the working day?

Imagined for this page, not taken from any firm: a two-partner CA office in Jaipur with four article assistants and roughly 300 clients.

The daily workflow of a CA firm using NLCaller
MomentWhat the team doesWhat NLCaller does
9:30 am planningThe office manager decides which clients must be chased for papers todayThe reminders tab, set to today, lists every due chase, and the auto dialer can ring them one after another
A client calls with a queryAn article assistant answers while both partners are busyThe full-screen caller view shows the client's stage and the newest remark, so the assistant starts informed
Papers still pendingThe client says the bank statements will come by FridayA Friday follow-up is booked from the after-call sheet and will ring like an alarm, with an optional WhatsApp nudge
Partner out at a client visitA call goes unanswered on the partner's phoneA missed-call alert offers call back with a SIM choice, and an automatic WhatsApp tells the caller to expect a ring
Referral enquiryA client's cousin asks for help setting up a new partnership businessThe number goes in as a Referral-source lead, handed to the partner who takes new businesses
Retainer coming upA yearly bookkeeping retainer ends next weekThe 7-day expiry filter brings the client up, and a renewal adds a fresh term after the old one
Article term endsAn assistant leaves after finishing their articleshipTheir clients move to a colleague with a transfer record, and the WhatsApp chats remain with the firm

Office size, client count and the service named are illustrative only.

Which NLCaller tools matter most to a CA practice?

Client memory

The last conversation, visible before you answer

Calls, WhatsApp messages, remarks and reminders for a client sit in tabs on a single screen. A remark left by one staff member shows up on the next call, whoever takes it.

  • Remarks can be dictated by voice between meetings
  • Status changes made on the web dashboard appear in the history too

Routine engagements

Reminders that repeat on the cycle you choose

Set a reminder to repeat monthly, quarterly by choosing every 90 days, or yearly, with an end date. The firm decides every date; NLCaller simply rings at the time you set. More options are in the reminder app guide.

  • Attach a saved WhatsApp asking for documents
  • Call back or move the date from the reminder itself

Retainers

Fees recorded as packages with an end date

Mark a client as paid, pick a package such as Annual bookkeeping, and note what is paid and what is still due. Read how renewal tracking works across a whole client list.

  • Revenue cards for the day, week, month and year
  • Each repeat sale stays its own record

What habits help a CA office get the most from a phone CRM?

  • Name statuses after your own stages of work, for example Papers awaited, In progress, Query raised with client, Completed. Avoid names that pretend to track anything official.
  • Give every new client a source so the partners can see whether referrals, the website or walk-ins bring the steadiest work.
  • Store engagement letters or price sheets in My Docs and share them on WhatsApp straight from the app when a prospect asks.
  • Keep personal numbers out of the system: excluded numbers skip backup and every automation.

Chartered accountants on running client calls through NLCaller

  • “Clients used to repeat their whole story to whoever answered. Now my assistants see my last note and pick up from there.”

    Partner, CA firm, Jaipur

  • “Chasing papers was a notebook job. The reminders ring on time and the WhatsApp request goes with them.”

    Office manager, chartered accountancy practice, Indore

  • “When I took over clients from a senior who left, every remark and chat was already sitting in the record.”

    Article assistant, CA firm, Nagpur

Pricing

How much does NLCaller cost?

NLCaller costs ₹162 per user per month on yearly billing or ₹254 on the 3-month plan, plus GST. The Basic Dialer is free forever.

Basic Dialer

₹0free forever

No payment, no expiry

  • Calling
  • WhatsApp after every call
  • Call analytics on your phone
Get the free dialer

3 months

₹254per user per month + GST

Billed ₹762 per user every 3 months · $13 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

36% less per month

Yearly

₹162per user per month + GST

Billed ₹1,944 per user per year · $25 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

Prices per user. GST added for India. Outside India, prices are in US dollars per user per billing period. The free trial opens every paid feature for 3 days. Prices checked 3 October 2026.

When is NLCaller the wrong tool for a CA firm?

NLCaller covers calls, follow-ups and client contact. It is not built for:

  • Practice management or accounting work: task allocation per assignment, time sheets, billing, ledgers or return preparation all need dedicated CA software.
  • Tax, audit or compliance guidance. NLCaller tracks no statutory dates and gives no advice; any reminder date is one your staff typed in.
  • Email newsletters or mass client mailers. NLCaller sends WhatsApp, never email campaigns.

Questions people ask

What is the best CRM for CA practices that work mostly over the phone?

When clients reach the office by calls and WhatsApp rather than through a portal, the best CRM for CA practices is NLCaller, because client notes, chase reminders and retainer renewals live inside the dialer the staff already use.

What is NLCaller?

NLCaller is a client-calling CRM that replaces the Android dialer (and runs on iPhone) and adds client records, repeating reminders, retainer tracking, list dialling and WhatsApp messages. Nishita Solutions in Bhubaneswar makes it.

How can a CA get clients without losing referrals?

Save every enquiry the moment it calls, tag where it came from, and book the next callback before hanging up. NLCaller does not find clients for you, but it stops referred enquiries from slipping through.

Is there a free CRM for chartered accountants?

Partly. The Basic Dialer in NLCaller never expires and costs nothing: dialling, an automatic post-call WhatsApp and the analytics rings. Client files, document-chase alarms and staff tools are paid once the three trial days run out.

Does NLCaller give tax advice or track due dates?

No. It contains no tax rules and no statutory calendar. Your staff choose every reminder date, and professional judgement stays with the firm.

Can partners see the calls their article assistants make?

Yes. Team call logs show each staff member's calls to the owner account, and clients can be assigned or transferred with the history kept.

How this page was made: drafted with AI assistance from NLCaller's documented features, Google search research and dated public sources.

Give your CA office one shared client memory

Ask for NLCaller on WhatsApp, load your client list from Excel and try every feature free for three days.

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