Lead Management for CA Firms
Your firm gets leads from WhatsApp, referrals, emails, or website forms but they get lost in chats, Excel sheets, or forgotten notes. There's no system to track, follow up, or convert them efficiently.
Convert More Leads. Never Miss a Follow-Up.
Break free from scattered Excel sheets, WhatsApp threads, and missed callbacks. With Turia’s Lead Management Module, your CA firm can track every inquiry, automate reminders, and close more deals faster.
Get more conversions in less effort
Capture and assign leads with clear ownership
Track lead stages (New, Contacted, Qualified, Demo, Converted)
Set follow-up reminders so no lead falls through the cracks
Stay On Top of Every Opportunity.
From inquiry to invoice — Turia keeps your pipeline clear, responsive, and conversion-ready.
Track every lead stage - New, Contacted, Demo, Converted — always know what’s next.
Add service interest - Map what services the lead is looking for (e.g., GST, ITR, Incorporation)
One-click conversion - Convert qualified leads into clients without re-entering data
View Our Pricing
No hidden charges. Plans that grow with your CA firm..
Benefits of using Lead Management Software for CA firms
Turia's Lead Management software helps your CA firm close more leads, respond faster, and streamline client onboarding without adding complexity.
Never Miss a Lead Again
Centralize all your inbound leads, Whether leads come through calls, referrals, or forms, Turia ensures nothing slips through the cracks.
Respond Faster, Close Faster
Assign leads instantly, add notes, and track follow-ups. When response time drops, conversion rates go up.
Bring Context to Every Call
Add the services a lead is interested in, jot down key details, and pick up conversations right where you left off with full visibility.
Send Quotations Instantly
Create and send professional-looking proposals in minutes. Get approvals quicker and reduce time-to-close.
Quotations
Create, Save and Share
Share, Approve & Track Quotations with Ease
Stop chasing documents and updates over WhatsApp or email. Turia’s secure client portal helps your clients upload files, track task progress, and stay informed — without needing to follow up.
Send professional quotes directly from the system — no manual formatting required
Once a lead says yes, convert them into a client — no duplicate data entry, no delays.
Centralize communication – Add internal notes and client updates on each lead
Discover Actionable insights across your firm with Analytics
Let data drive your decisions
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Free 14 days trial
Exclusive Support
No Fees
Questions & Answers
Browse through these FAQs to find answers to commonly asked questions.
1. What is the pricing for Turia?
Turia Practice is priced at Rs 100 per user per month, providing full access to all features and updates.
2. Is there a free trial available for Turia Practice??
Yes, we offer a 15-day free trial, allowing you to explore all the features and see how Turia can benefit your audit firm before committing.
3. Can I cancel my plan anytime?
Yes, for any reason, if you do not find Turia Practice suitable for your firm, you can cancel it anytime and we wont charge you any more.
4. Does Turia Practice offer customer support?
Yes, Turia provides dedicated onboarding support to assist with helping you set up.
5. Is my data secure on Turia Practice?
Absolutely! We prioritize data security with end-to-end encryption and 2 factor authentication to keep your data safe.
6. Can Turia Practice be integrated with other tools?
Yes, Turia seamlessly integrates with Gmail, Outlook, Calendar, Zoho Books, Tally, and payment gateways to centralize your audit firm's workflow.
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