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
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.
No credit card required • 7-day free trial • Instant Setup
Explore Turia Practice Management Modules
Complete suite of practice automation tools designed for Chartered Accountants, CS & Tax Professionals.
Client Module
Automate client module workflows for your CA practice.
Service Management
Automate service management workflows for your CA practice.
Task Management
Automate task management workflows for your CA practice.
Billing Management
Automate billing management workflows for your CA practice.
Team Management
Automate team management workflows for your CA practice.
Chat
Automate chat workflows for your CA practice.
Further Reading
Proposal Management Software for CA Firms
Send proposals, collect approvals and convert leads into onboarded clients — end to end.
10 Problems CA Practice Management Software Solves
Poor lead tracking and manual client onboarding are among the recurring pain points covered.
Turia vs Practive: Feature Comparison
A detailed comparison of CRM, lead management and client onboarding capabilities.
Client Management for CA Firms
Once a lead converts, manage their documents, compliance and tasks from one client master.