CRM for Consultants, CA Firms and Financial Advisors
Your clients come through referrals, calls and WhatsApp, and they come back every year. Salesvora keeps every enquiry, call and chat on the client's record and reminds you to follow up on proposals and renewals.
Call tracking free on every plan · Pro from ₹499/month for the whole team
In short
Salesvora is a CRM for Indian consultants, including CA and tax practices, financial and insurance advisors, immigration and visa consultants, and business consultants, who win clients on calls, WhatsApp and referrals. The Android app logs every client call, WhatsApp chats sit in a shared inbox on the practice's number, website and ad enquiries arrive automatically, and recurring work such as yearly filings or renewals is tracked as new deals on the same client. A solo consultant can use it free with call tracking; Pro is ₹499/month for up to 5 people.
Where consultants lose clients and renewals
A consulting practice grows on referrals and repeat work. Both depend on calling back promptly and remembering dates.
Referral calls are taken and forgotten
Renewals depend on memory
Client conversations are scattered
A referral becomes a client, and comes back next year
A CA practice with two partners and three associates handling tax, GST and company compliance.
Monday, 12:40 pm
A referral calls while you are in a meeting
A restaurant owner referred by an existing client calls about GST registration. The missed call is logged, a new lead is created, and he gets an automatic WhatsApp saying you will call back shortly.Monday, 3:15 pm
Call back, with the context saved
The associate calls back. The post-call sheet notes "New restaurant, GST registration + monthly returns, wants fee quote" and sets a follow-up for Wednesday.Wednesday
Fee quoted on WhatsApp, engagement confirmed
The fee proposal goes out from the practice's WhatsApp number. He confirms the same day and the lead moves to Engaged.Next June
The annual follow-up is already scheduled
A follow-up set months earlier reminds the associate to call about his income tax return. The ITR becomes a new deal on the same client.
Calls
Every client call saved, even the quick ones between meetings
Consultants spend much of the day on short calls. The Salesvora Android app logs every call with a client or prospect, with its duration, and creates a new lead when an unknown number calls, which is how most referrals arrive.
When a call ends, note what was discussed and set the next follow-up, a week from now or a year from now, in a few taps.
- Client and referral calls logged automatically
- Missed calls answered with an automatic WhatsApp (Pro and Max)
- Next follow-up set as the call ends, even a year ahead
- Works on Free for solo consultants
Call tracking uses the Salesvora Android app and is included on every plan, including Free.
Call ended · 3m 41s
Hotel Saffron (Mr. Bansal)
Existing Client - Fee Quoted
Last remark: “Referred by Mehta & Sons”
Call Outcome / Disposition
Schedule Next Follow-Up
Set for Wed, 6 Nov at 12:00 PM
Quick Note / Remarks
GST registration + monthly returns. Fee ₹2,500/month quoted. Confirming Wednesday.
Documents and updates on the practice's WhatsApp number
Clients send documents, photos of notices and questions on WhatsApp. With Salesvora, those chats come into a shared inbox on the practice's number, so partners and associates can reply and every message stays on the client's record.
Before a filing deadline or renewal season, send a WhatsApp campaign to the clients it applies to, filtered by service, and see who has read and replied.
- Partners and associates on one practice number
- Documents and chats saved on the client
- Deadline and renewal campaigns, filtered by service
- Associates see only the clients assigned to them
WhatsApp inbox and campaigns are on Pro and Max.
Hotel Saffron
Assigned to Riya · Engaged
Template
Hi Mr. Bansal, a reminder that GSTR-3B for October is due on 20 November. Please share your sales and purchase bills by the 15th.10:00Riya
Thank you. We will file and share the acknowledgement.10:25Lead sources
See how much of your practice comes from referrals
Website enquiries, Meta ads and Google Ads lead forms arrive automatically. Referrals can be tagged with their source when you add them, and new callers are captured by the app.
The Leads by Source report shows how many clients came from referrals versus your website or ads, which tells you whether a referral programme or more ad spend is the better bet.
- Website form on every plan
- Meta and Google lead forms (Pro and Max)
- Referral source on every lead
- Clients won by source
Hotel Saffron
MonGST registration · referred by a client
ReferralAssigned to RiyaDr. Anand Rao
TueWebsite form · tax planning for doctors
Website FormAssigned to PartnerKunal Shah
ThuIncoming call · startup incorporation
CallAssigned to Riya
AI agent
An AI agent that answers routine questions after office hours
On Max, the AI agent answers the questions every practice gets: services offered, fee ranges, documents required, deadlines and office timings, from FAQs you write. It books a consultation slot in your working hours.
Anything that needs professional judgement, such as tax advice or a specific case, is handed to a partner or associate.
- Document checklists and timings answered instantly
- Consultations booked inside working hours
- Professional advice always handed to a person
- Replies in English, Hindi or Hinglish
FAQ agent on Pro (50 replies a month). All six agents and automations on Max.
Kunal Shah
WhatsApp · AI agent
AI agent
PAN and Aadhaar of all directors, address proof, a photo, and a utility bill or rent agreement for the office. Would you like a call with our team to discuss fees?21:05AI agent
Booked for tomorrow at 11 AM. Riya will call you.21:07Pipeline
Stages from first call to repeat client
Rename the stages to fit your practice. A common setup is Enquiry, Consultation, Fee Quoted, Engaged and Not Proceeding.
Recurring work is tracked as a new deal on the same client each time, such as each year's filing or each policy renewal, so you can see a client's full history and lifetime value in one place.
Kunal Shah
Incorporation
Dr. Anand Rao
Tax planning
Neha Kapoor
Fri 5 PM
Hotel Saffron
₹2,500/month
Mehta & Sons
Renewal #4
What Salesvora costs a consulting practice
A solo consultant can use Free: one user, call tracking, follow-up reminders and 50 new leads a month. A practice with up to five partners and associates runs on Pro at ₹499/month (₹4,999/year), flat for the team, with WhatsApp, lead ads and unlimited leads.
Practices with six to fifteen people, or anyone who wants the AI agent answering routine questions after hours, use Max at ₹999/month (₹9,999/year).
Frequently Asked Questions
Is Salesvora suitable for a CA or tax practice?
Yes, for managing enquiries, client conversations, follow-ups and recurring work. It logs calls, keeps WhatsApp chats on the client's record and reminds you of deadlines and renewals. It does not replace your accounting, tax-filing or practice-management software.
Can I set reminders for yearly renewals and filings?
Yes. Set a follow-up on the client for any date, even a year ahead, and the person responsible is reminded on WhatsApp, Telegram or email before it is due.
Is there a free plan for solo consultants?
Yes. The Free plan covers one user with call tracking, follow-up reminders, the pipeline, one website form and 50 new leads a month (150 lifetime). No card is required.
Can I track referrals?
Yes. Tag referred leads with the Referral source, and the Leads by Source report shows how many referrals became clients compared with your website, ads and calls.
Is client data kept confidential?
Data is stored on servers in India and encrypted in transit and at rest. Associates see only the clients assigned to them, and Salesvora never sells or shares your data.
How much does it cost?
Free for one user. Pro is ₹499/month for up to 5 team members and Max is ₹999/month for up to 15, flat for the whole team, with a 14-day free trial.
Never miss a referral or a renewal again
Free for solo consultants, with call tracking. Pro for your whole practice at ₹499/month.