CRM & Proposal Software for CA Firms
Track every enquiry, send branded proposals, and know whether a prospect actually opened what you sent.
When a proposal is accepted, the prospect becomes a client record with the tasks and invoice already linked, so nothing is re-typed.
Built for Indian CA & CS Firms · Audit · GST · Tax · Advisory Engagements
TL;DR
Turia's CRM tracks leads from first enquiry through to client conversion. It includes lead scoring, custom pipeline stages, quotations, proposal tracking with open and view status, and automatic conversion of an accepted proposal into a client record with tasks and invoicing already linked. Lead Management and Proposal Management are included on every Turia plan.
Most Proposals Aren't Lost. They're Forgotten
A CA firm's new work usually doesn't fall through because the proposal was wrong. It falls through because nobody followed up:
Enquiries tracked in a notebook or inbox
Every proposal rewritten from scratch
No idea whether the prospect opened it
Follow-ups that depend on remembering
A sent proposal quietly going nowhere
No view of what's actually in the pipeline
Client details re-typed after winning
Won work that nobody turned into tasks
CRM Built Around CA Engagements
Turia is CRM software for CA firms, built around audit, GST, tax and advisory engagements rather than a generic sales pipeline.
Lead Capture
Track every enquiry as a lead with its requirement and owner, not a note somewhere.
Quotations
Create a quotation for a prospect and convert it into a full proposal.
Proposals
Send branded proposals as PDF, over WhatsApp or by email, from one place.
Status Tracking
Know whether a proposal is Draft, Sent, Viewed or Accepted.
Follow-Up Automation
An unanswered proposal can trigger a reminder without anyone remembering.
Proposal Templates
Reuse standard engagement formats instead of writing each one from scratch.
Convert to Client
An accepted proposal becomes a Client Master record, not a re-typed form.
Linked to Billing
Won work connects straight to the tasks and invoice that follow it.
Know What's Out There and What You've Won
Every proposal moves through a clear status, so you can tell the difference between a prospect who hasn't looked yet and one who's still deciding.
Total Proposals
6
+2 this week
Awaiting Response
2
₹8.06L in pipeline
Accepted
1
₹14.66L won
Win Rate
50%
2 decided
Verdant Agritech Ltd
Statutory + Tax Audit Engagement FY 2026
₹2,51,340
Inclusive of GST
Starlane Logistics Pvt Ltd
Company Incorporation + Startup India Bundle
₹75,519
Inclusive of GST
Standard engagement templates your firm can reuse:
Word Documents and Memory vs Proposal Management in Turia
Emailing a Word document works, right up until you need to know whether anyone read it.
| Capability | Word Docs & Email |  Turia |
|---|---|---|
| Lead tracking | Ad hocEnquiries live in a notebook or inbox. | TrackedEvery lead has a requirement and an owner. |
| Creating proposals | From scratchA Word document rewritten each time. | TemplatesReuse standard engagement formats. |
| Sending proposals | Email onlyAttached and hoped for. | Multi-channelPDF, WhatsApp or email from one place. |
| Knowing if it was seen | No ideaSilence tells you nothing. | StatusDraft, Sent, Viewed or Accepted. |
| Follow-up | If rememberedDepends on someone noticing. | AutomatedAn unanswered proposal triggers a reminder. |
| Pipeline value | UnknownNo view of what's in play. | VisibleSee awaiting, accepted and win rate. |
| Converting to client | Re-typedClient details entered all over again. | One clickBecomes a Client Master record. |
| Work after winning | DisconnectedSomeone has to create the tasks. | ConnectedTasks and invoice linked to the proposal. |
| Practice management | NoA standalone sales tracker. | YesPart of a complete CA practice management suite. |
From Enquiry to Engagement, All in One Flow
Turia connects the first enquiry to the proposal, the follow-up, and the work that starts once it's accepted.
Lead comes in
An enquiry is captured with its requirement, contact and owner.
New Lead
Lead
Starlane Logistics
Requirement
Company Incorporation
Source
Referral
Owner
Kavin S.
Stage
Requirement
Proposal goes out
Built from a template and sent as PDF, over WhatsApp or by email.
PRP-2026-1040
SentStarlane Logistics Pvt Ltd
Company Incorporation + Startup India Bundle
₹75,519
Follow-up fires
If nobody responds, a reminder goes out without anyone remembering.
Auto Reminder
No response, 3 days
Accepted becomes work
The prospect becomes a client, with tasks and an invoice linked.
Proposal Accepted
WonConverted to Client
Tasks Created
Invoice Linked
Nothing Goes Quiet
You know whether a proposal was actually viewed.
Follow-Up Happens
Automated reminders, not someone's memory.
Faster Proposals
Templates instead of writing each one fresh.
Real Pipeline View
See what's in play and what you've won.
Clean Handover
Won work turns into tasks without re-typing.
Built for the Way CA Firms Win Work
A generic CRM tracks deals. It doesn't know what a statutory audit engagement is or what happens after you win one. Turia does.
Built around CA engagements
Audit, GST, tax and advisory proposals, not a generic sales pipeline.
Proposals under your brand
Proposals go out under your own firm's branding, not Turia's.
Value
₹2,51,340
Follow-up that runs itself
A proposal that goes unanswered can trigger a WhatsApp or email reminder.
No Reply
3 Days
Won work becomes real work
An accepted proposal creates the client record, the tasks and the invoice link, with nothing re-typed.
Lead
Proposal
Client
Scale proposals without scaling effort
Standard engagement templates mean sending more proposals doesn't mean writing more of them.
Word Docs
Templates
Send more proposals without writing more of them.
Connect Your Pipeline to the Rest of Your Practice
CRM and proposal management are one part of Turia's CA practice management software. Explore the other modules they connect to.
Client Management
See where an accepted proposal lands as a client record.
Learn moreTask Management
See the work created once a proposal is won.
Learn moreTask Automation
See how unanswered proposals trigger follow-ups.
Learn morePractice Analytics
See how won work turns into revenue you can measure.
Learn moreWhatsApp Automation
Send proposals and reminders over WhatsApp.
Learn moreEmail Automation
Send proposals and follow-ups by email.
Learn moreCompliance Management
Deliver the compliance work you just won.
Learn moreLead Management Deep Dive
How pipeline stages, quotations, and one-step conversion fit together.
Learn moreFrequently Asked Questions About CRM Software for CA Firms
What is CRM software for CA firms?
CRM software for CA firms, sometimes called a sales CRM for CA firms, a lead management system for CA firms, or CRM software for chartered accountants, tracks leads from first enquiry through proposal and quotation to a converted client, with deal value, lead score, source and pipeline stage in one place instead of a spreadsheet nobody keeps updated.
What is proposal management software for CA firms?
Proposal management software for CA firms helps practices create, send, track and follow up on proposals, whether for a brand-new prospect or an existing client asking for a specific service outside their regular engagement. As proposal management for CA firms, it organizes proposal status, follow-ups, pricing, services and client communication from one place instead of proposals living in email threads and Word documents.
Are proposals only for new leads, or can I send one to an existing client?
Both. A large share of proposals a CA firm sends are actually to existing clients: appointment of a director, a trademark filing, a valuation, or any one-off service outside the regular retainer. The client asks for a proposal, agrees to it, and the work begins. Turia handles a proposal to an existing client the same way it handles one to a brand-new prospect.
Does Turia track deal value and lead score for every lead?
Yes. Every lead shows its deal value and a lead score reflecting engagement, so a team can prioritize the leads that matter most instead of treating every enquiry the same. As sales pipeline management for CA firms, this is core to lead tracking software for CA firms, lead scoring software for CA firms, and client acquisition software for CA firms more broadly.
Can Turia create proposals for prospective clients?
Yes. Proposals can be created for audit, tax, GST, advisory and other professional services directly from a lead, as part of Turia's proposal creation software for CA firms.
Can I send proposals directly from Turia?
Yes. Proposals are sent and tracked from the lead record itself, so a sent proposal doesn't get buried in an email thread separate from the rest of the opportunity.
Can I track whether a proposal has been accepted?
Yes. Proposal tracking software for CA firms follows each proposal through Draft, Sent, Viewed, Accepted, Rejected or Expired, so your team can see where every opportunity stands.
Can Turia remind my team to follow up on proposals?
Yes. As lead follow-up software for CA firms, a sent proposal doesn't have to become a forgotten proposal: follow-ups can be scheduled and connected to the opportunity so your team knows when to act.
Can proposal follow-ups be automated?
Proposal follow-up automation lets an automation agent prompt a reminder after a proposal goes unanswered for a set period. Exact agent behavior depends on what is configured and live for your firm.
Can proposal reminders be sent through WhatsApp?
Yes, as part of proposal automation for CA firms. See Turia's WhatsApp automation for CA firms for the full communication workflow.
Can proposal reminders be sent by email?
Yes, alongside WhatsApp reminders. See Turia's email automation for CA firms for the full email workflow.
Can I create quotations for leads?
Yes. Quotation management software for CA firms lets your team create a quotation, share it with the prospect, and track it as part of the lead's pipeline.
Can I convert a quotation into a proposal?
Yes. A quotation can be created first and converted into a fuller proposal as the opportunity progresses, keeping quotation and proposal management for CA firms connected rather than run as separate steps.
Can an accepted quotation become an invoice automatically?
Yes. Once a quotation is accepted, converting it into an invoice is one click, with the amounts carried over instead of retyped.
Can I convert an accepted lead into a client?
Yes. Once a proposal is accepted, converting the lead into a full client record is one click, and that client's information continues into Client Master, tasks, compliance and billing. See Turia's client management software for CA firms for the full client view.
Can proposal management be connected to billing?
Yes. Proposal management, quotations and billing are connected, so an accepted proposal or quotation can move toward an invoice without re-entering the same details. See Turia's billing and invoicing for the full picture.
Independently reviewed by CA firms winning work with Turia:
Stop Losing Work to Silence.
Track every enquiry, send branded proposals, know when they're viewed, and let follow-ups happen without anyone having to remember.
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