ERPCA provides the option to appoint a dedicated resource for a customer who will look after all the tasks of the corresponding client. Multiple customers can be assigned to single resource where he/she will become the Account Manager for those clients. Account Manager have right to view all the task, billings related to assigned customers.
This video will give a complete guidance about appointing a dedicated account manager for a particular client.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.
ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
Rather than adding the user manually one by one..you can import the whole set of users in bulk by downloading the excel template and import the same into ERPCA.
