A powerful CRM customized for CAs, lawyers, agencies, and service professionals — manage client appointments, automate follow-ups, and simplify invoicing with multi-channel communication tools.
Whether you offer advisory, legal, financial, or coaching services — your business runs on timely reminders and consistent engagement. Our Consultant CRM helps you automate routine follow-ups, reduce client no-shows, and ensure repeat renewals — all from one dashboard.
Use WhatsApp to:
Send appointment confirmations & payment reminders
Share documents like invoices or legal agreements
Collect post-session feedback or renewal confirmation
All automated. All tracked.
Boost client retention with voice automation:
Schedule IVR calls for payment due alerts
Send auto-calls for upcoming sessions or renewals
Record custom voice flows for engagement
Perfect for CAs, fitness trainers, lawyers, and advisors.
📅 Appointment & Renewal Calendar
💬 WhatsApp Follow-Up Flows
📲 SMS for Payment/Meeting Alerts
📞 Voice Call Reminders
📧 Email Invoicing & Agreements
🔗 Google Calendar / QuickBooks / Zoho Integration (Optional)
Everything synced and accessible from one place.
⏱️ Reduce No-Shows with Automated Reminders
📊 Track Invoices, Status & Client Notes in One View
🔁 Boost Renewals & Long-Term Retention
🔐 Secure Storage for Documents & Logs
🤖 Time Saved on Routine Communications
| Segment | Use Case |
|---|---|
 CAs & Accountants | GST return reminders, payment alerts via WhatsApp & SMS |
 Legal Advisors | Contract renewal calls, hearing schedule reminders |
 Business Consultants | Strategy session follow-ups, file sharing via email |
 Trainers / Therapists | Appointment confirmations, feedback collection |
 Agencies & Freelancers | Client onboarding + project milestone check-ins |
✅ WhatsApp API Automation Included
✅ Voice + SMS Engines for Full Coverage
✅ Ready Templates for Invoices, Follow-Ups, Confirmations
✅ Quick Setup + Dedicated Support
✅ White-Label Option for Agency Networks
✅ Works with Single or Multi-User Teams
Ready to automate your advisory or consulting business? Let us show you how other professionals are using PRP to grow faster.
Address
139, 3rd floor, Avtar Enclave, Opposite Metro Pillar no 233, Paschim Vihar, New Delhi-110063