ERPCA will help you to change the status and view all the leads log in ERPCA. On the Lead management page click on the name of the lead and select the leads status from the drop down. You can also change status and view leads log in details through actions.
In this video you will be able to understand the process.
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We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. 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
ERPCA help you to scheduled a meeting with lead and that can also be notified in To-Do as well.
