See CRM in the product
Screenshots coming soon — layout reserved for product imagery.
CRM workspace
Primary product screenshot (16:10)
CRM detail view
Secondary UI screenshot
Why teams choose Vardhan Tax CRM
Deep workflows for Indian operations — not a shallow feature checklist.
Capture
Every enquiry becomes a lead you can work
Import from Google Forms and Sheets, map fields once, and keep duplicates under control when responses are edited.
- •Forms + Sheets sources
- •Field mapping wizard
- •Response update history on the lead
Pipeline
Move deals with blueprints, not guesswork
Statuses, owners, and timelines stay visible so managers see risk early — without forcing a bloated enterprise UX.
- •Lead / deal pipelines
- •Owner assignment
- •Timeline + notes
Convert
Turn wins into accounts, contacts, and deals
Conversion keeps context — so billing and books can pick up where sales left off.
- •One-click convert
- •Linked records
- •Source attribution
Automation that removes busywork
Fewer exports. Fewer follow-up gaps. More time on customers and cash.
Scheduled syncs
Keep external sources and ERP records aligned without nightly spreadsheet rituals.
Status workflows
Move records through clear stages with ownership and history.
Alerts & reminders
Surface what needs attention before it becomes a missed SLA.
Audit-friendly history
Know who changed what — and why — when questions come up.
Ready to price CRM?
See editions, or talk to us for a multi-module rollout.
CRM FAQs
Straight answers before you start a free trial.