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.