support@multicrm.softurecsailabs.com Mon - Sat, 9:00 AM - 7:00 PM
v18.17
Built for CA firms, law practices & consultants

Turn every client enquiry into a paid consultation

Enquiries for GST filing, company registration, audits and legal advice land in one pipeline. Prospects get a WhatsApp welcome, an email with your service scope and a call from an associate within minutes.

  • Website, Google & referral leads in one place
  • Auto WhatsApp welcome + document checklist
  • Associate call-back in 2 minutes
CNAPSK ★★★★★
Loved by growing businesses
  multicrm.softurecsailabs.com/leads
Client enquiries todayLive
Enquiries47
Consults15
Signed6
AB
Arvind BansalGST registration · Delhi
New
SK
Sunita KrishnanCompany audit · Chennai
Consult
RM
Rajat MalhotraTrademark filing · Noida
Proposal
FS
Fatima SiddiquiStartup advisory · Pune
Signed
New lead capturedWebsite form · just now
WhatsApp sentDelivered & read ✓✓
IVR call connectedAgent bridged · 00:42

Works with the tools your business already uses

WhatsApp Meta Google Instagram Messenger Razorpay Stripe Shopify WordPress Google Sheets Gmail & SMTP LinkedIn YouTube TeleCMI PayPal OpenAI & Claude WhatsApp Meta Google Instagram Messenger Razorpay Stripe Shopify WordPress Google Sheets Gmail & SMTP LinkedIn YouTube TeleCMI PayPal OpenAI & Claude
2.6xmore consultations booked
< 60sfirst response time
45%faster engagement sign-off
24/7lead capture
Sound familiar?

Why professional services teams lose good leads

Speed wins deals. These are the gaps that quietly cost you customers every week.

Enquiries wait for a free partner

A startup founder needing GST registration calls three firms; the one that responds first gets the mandate.

Documents chased on WhatsApp

PAN, bank statements and incorporation papers arrive across personal chats and emails, and nothing is filed to the client.

Compliance deadlines slip

GST, TDS and ROC due dates are tracked in diaries, so reminders go out late and penalties hurt client trust.

Here is how Multi CRM fixes every one of them
Features

Everything CA, Legal & Consulting Firms needs to grow faster

Capture client enquiries from your website and Google, reply on WhatsApp instantly, auto-call prospects and turn more consultations into signed engagements.

Every enquiry, one pipeline

Website forms, Google, JustDial, LinkedIn and referrals flow into one CRM, tagged by service: tax, audit, legal or advisory.

Instant WhatsApp welcome

New prospects get your firm profile, service scope and a document checklist on WhatsApp the moment they submit.

Auto IVR call-back

The prospect is connected to the right associate by IVR within two minutes, with the call recorded on the lead.

Consultation booking

Clients book paid or free consultations in person or on video, with automatic WhatsApp and email reminders.

Engagement letters & e-sign

Send fee proposals and engagement letters, collect e-signatures and convert the lead into an active client instantly.

Retainer billing with GST

Raise retainer and one-time invoices with GST, accept online payments and send due-date reminders on WhatsApp.

Automation

Every enquiry answered in under 60 seconds

The moment someone fills your form, the platform takes over: a WhatsApp message, an email and a phone call — automatically, day or night.

Form submittedOn your website, landing page, ad or QR code
0 sec
Lead created & assignedDe-duplicated, scored and routed to the right person
1 sec
WhatsApp message sentPersonalised greeting, brochure or booking link
Instant
Email deliveredBranded welcome email with all the details
Instant
Automatic IVR callYour team is bridged to the customer, call recorded
2 min
Follow-ups & remindersTasks, nudges and drip messages until they convert
Day 1-30
Messages, delays and call routing are fully editable from your admin panel.
Calling customer…IVR · agent connected
Email deliveredOpened just now
38 modules · one login

One platform instead of ten tools

CRM, WhatsApp, calling, marketing, billing and operations — connected, so every customer conversation lives in one place.

Popular Leads & Sales CRM

Pipelines, scoring, round-robin routing and follow-up reminders.

Popular WhatsApp Business

Official API + WhatsApp Web: campaigns, shared inbox, templates.

Popular Smart Forms

Multi-step forms, OTP, landing forms — every entry becomes a lead.

Popular IVR & Cloud Calling

Auto call-backs, click-to-call, recordings and call analytics.

Popular Calendar & Booking

Booking pages, reminders, round-robin and Google sync.

Popular Contracts & E-Sign

Send, track and e-sign contracts with audit trails.

AI Voice Agents

Human-like AI agents that call, qualify and book 24/7.

Email Marketing

Drag-and-drop campaigns, drips, tracking and auto-replies.

SMS & DLT

Transactional and promotional SMS with DLT templates.

Social Media Suite

Schedule posts, reply to comments and DMs from one place.

Lead Ads Sync

Meta & Google lead ads land in the CRM in real time.

Bot Builder

No-code chatbots for WhatsApp, Instagram and your website.

Omnichannel Inbox

WhatsApp, Instagram, Messenger and web chat in one team inbox.

AI Website Builder

Launch a fast website with AI in minutes — no code.

Online Store

Catalogue, cart, payments and WhatsApp ordering.

Point of Sale

Fast billing counter with e-receipts on WhatsApp.

How it works

From first enquiry to loyal customer

Set it up once in an afternoon. The platform runs it every day after that.

1

Capture

Every enquiry from website, Google and referrals is captured with the service needed.

2

Engage

WhatsApp welcome, document checklist email and an IVR call go out automatically.

3

Consult

Prospects book a consultation slot; reminders and a video link are sent automatically.

4

Sign & bill

Send the engagement letter for e-sign, then raise GST invoices and track retainers.

Customer stories

Businesses like yours grow with us

★★★★★

Every website enquiry now gets our checklist on WhatsApp instantly. Clients arrive at the first meeting with documents ready.

CNCA Nikhil MehraManaging Partner, Mehra & Associates · New Delhi
★★★★★

Engagement letters are signed online in minutes instead of days. We onboard new corporate clients twice as fast.

APAdv. Priyanka IyerFounding Partner, Iyer Legal LLP · Mumbai
★★★★★

Retainer invoices and WhatsApp reminders brought our receivables down by a third in one quarter.

SKSanjay KothariDirector, Kothari Advisory · Indore
Pricing

Simple plans that pay for themselves

Start free, upgrade when you grow. No setup fees, no hidden charges, cancel anytime.

Free trail

Get Free trail for 2 days

₹0/month
₹0/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Start for free
Most popular

Business

Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.

₹499/month
₹299/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Get started

Premium.

Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.

₹999/month
₹699/month, billed yearly
  • System Updater
  • Broadcasts
  • Keyword Replies
  • Auto Replies
  • Send button message
  • Chat Forms
  • Send list messages
  • Templates
  • 100 MB storage
Get started
Secure payments Cancel anytime Free onboarding & support Your data stays yours
FAQ

Questions, answered

Still unsure? Our team replies on WhatsApp within minutes.

Can it capture enquiries from our website and Google?
Yes. Website forms post directly into the CRM, Google and Meta lead ads sync automatically, and each lead is tagged with the service and source it came from.
Will prospects get a WhatsApp message automatically?
Yes. As soon as an enquiry arrives, the prospect receives your firm profile and a document checklist on WhatsApp, followed by an email with your service scope.
How does the automatic IVR call work?
Two minutes after the enquiry, the platform calls the assigned associate and bridges them to the prospect. Calls are recorded and logged against the lead.
Can clients sign engagement letters online?
Yes. Send fee proposals and engagement letters from the CRM; clients review and e-sign on any device, and the signed copy is stored on their record.
Is client data kept confidential?
Yes. Role-based access limits each associate to their own clients, every action is logged, and your data stays in your own workspace.
Get in touch

Get a personalised demo for your firm

Tell us about your practice. You will get a WhatsApp and an email right away, and our expert will call you within minutes.

  • Instant WhatsApp replySeconds after you submit
  • Confirmation emailWith everything you asked for
  • A call from our expertIn about 2 minutes (business hours)
Business hoursMon - Sat, 9:00 AM - 7:00 PM

Tell us about your business

Takes 30 seconds. No spam — ever.

Ready to sign more clients, faster?

See how CA, legal and consulting firms turn more enquiries into signed engagements with instant follow-ups.