Plan Structure
| Module / Feature | |||
|---|---|---|---|
| Dashboard | ✔ Basic stats | ✔ Full stats, graphs | ✔ Advanced analytics, KPIs |
| Customer Management | ✔ Add/Edit/View customers | ✔ Full customer management | ✔ Multi-branch / department support |
| Lead Management | ✔ Add/View leads | ✔ Full leads & follow-ups | ✔ Multi-branch lead management |
| Task & Follow-Up | ✔ Limited tasks (10/month) | ✔ Unlimited tasks, due date, status, email & manual WhatsApp reminders | ✔ Unlimited + multi-department task management |
| Payments & Billing | ✔ Simple payments tracking | ✔ GST Invoice PDF, Proforma Invoice, Paid/Partial/Due, download/share WhatsApp | ✔ Everything in Power + branding & template customization |
| WhatsApp Integration | ✔ Manual WhatsApp button on customer profile, invoice, lead | ✔ Manual WhatsApp + optional API integration for automation (extra charge) | ✔ Manual + API integration + bulk messaging option |
| Role & Permission Control | ✘ Only Super Admin access | ✔ Roles: Admin, Accountant, Employee, Associate | ✔ Same as Power + branch-based role control |
| Reports Section | ✔ Basic: monthly revenue, pending payments | ✔ Full: monthly revenue, employee performance, service-wise revenue, pending payments, lead conversion ratio | ✔ Advanced: analytics, KPIs, graphs, exportable reports |
| Recurring Orders / Subscriptions | ✘ Not included | ✔ Included | ✔ Included |
| Refer & Earn Module | ✘ Not included | ✔ Included | ✔ Included |
| Events / Notifications | ✘ Not included | ✔ Included | ✔ Included |
| Support | Standard email support | Priority email + chat support | Priority + dedicated account manager + onboarding |
| Customization | ✘ Not included | Limited (colors/logo) | Full customization (branding, invoice templates, modules) |
Suitable Plans Based on Firm Type
Basic
Best for Solo CA Practitioners who need essential tools to manage clients and compliance.
Pro
Ideal for Mid-Size CA Firms with invoicing, alerts, and CRM customization.
Enterprise
Best for Large CA Firms needing automation, mobile apps, and advanced dashboards.