Practice & project management with built-in compliance

Run Your Practice On One Platform, Built Around Your Workflow

CRM+ connects clients, workflows, compliance, renewals, billing, HR and your own brand in one system.

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Developed & Supported by Qavi Link

CRM+ · Practice Dashboard Sample data
  • Active Clients120+8 this month
  • Open Engagements4812 due this week
  • Renewals Due365 overdue
  • Compliance Score94%+3 pts
Engagements completed · 12 months
By service
48open
  • Accounting
  • Tax
  • Advisory
  • Payroll
Recent activity
  • VAT Return Filed
  • Renewal Reminder Sent
  • E-Signature Completed
  • White-Label Ready
  • Compliance-Ready
  • Client Portal
  • AI Assistant

The problem

Struggling to manage it all?

Disconnected tools tip the balance against your team. Click a problem to see which CRM+ feature takes it off the scale.

Tap a problem to solve it

6 problems on the scale. Select one to see the fix.

Product explorer

See CRM+ in action

Ten modules, one connected record. Pick a module to try a working preview. Sample data

Clients & Enforced Follow-ups

Every client has one record and an owner. CRM+ will not let a conversation go quiet: a next follow-up is required before an activity can be closed.

  • Single client record with contacts, documents and history
  • Mandatory next-step date on every interaction
  • Overdue follow-ups escalate to the owner and manager
Clients · Follow-upsSample data
  • CLCrescent LogisticsFollow-up overdue by 2 days
  • OROrchid RealtyFollow-up due today
  • NBNorthgate BuildersNext follow-up in 4 days

Services → Workflow → Compliance

Define a service once. CRM+ turns it into a step-by-step workflow with a compliance checklist, so every engagement follows the same standard.

  • Service templates with ordered steps and owners
  • Compliance checklist attached to each workflow
  • Progress and sign-off recorded in the audit trail
Workflow builderSample data
Workflow steps
Compliance checklist0%

Renewal & Expiry Queue

Licences, registrations, contracts and policies sit in one queue sorted by urgency. Reminders go out before anything lapses.

  • Colour-coded status: Overdue, Due in 7 days, Upcoming
  • Automatic reminders to your team and the client
  • One click from renewal to a new engagement and invoice
Renewal & Expiry QueueSample data
Sample renewal queue
Item Status
Crescent LogisticsTrade Licence5 days agoOverdue
Summit Legal LLPProfessional Indemnity PolicyYesterdayOverdue
Orchid RealtyBroker LicenceIn 2 daysDue in 7 days
Bluewave ClinicFacility LicenceIn 5 daysDue in 7 days
Harbor IT SolutionsSoftware SubscriptionIn 7 daysDue in 7 days
Northgate BuildersContractor RegistrationIn 14 daysUpcoming
Vertex ManufacturingQuality CertificateIn 30 daysUpcoming
Lumen AcademyTenancy ContractIn 45 daysUpcoming

Showing 8 of 8 items

Recurring Delivery Cycles

Monthly bookkeeping, quarterly returns, annual audits: set the cadence once and CRM+ creates each period's tasks, deadlines and owners.

  • Monthly, quarterly and annual cycles per client
  • Tasks generated ahead of each due date
  • Calendar view of every delivery across the firm
Delivery calendar · 2026Sample data
Monthly cycle
  • Bookkeeping close
  • Payroll run
  • Management accounts

E-Signature & Versions

Send engagement letters and agreements for signature from the client record. Every revision is kept, so you always know which version was signed.

  • Sign from any device, no printing or scanning
  • Full version history with change notes
  • Signed copy filed to the client record automatically
Engagement Letter · FY 2026Awaiting signature

Engagement Letter

Version 3 · Scope & fees updated

Client signature

Version history

Client Portal

Clients sign in to your branded portal to upload documents, sign letters and see exactly where their work stands, without chasing emails.

  • Secure document requests and uploads
  • Live status tracker for every engagement
  • Runs on your brand and your domain
portal.yourfirm.comSigned in as Sample Client
    1. Requested
    2. Uploaded
    3. In review
    4. Completed

    HR, Attendance & Payroll

    Staff check in from the app, leave and attendance roll up automatically, and payroll uses the same data, so payslips match the timesheet.

    • One-tap check-in and check-out
    • Attendance and leave grid per team
    • Payslips generated from attendance and salary rules
    My daySample data

    Not checked in yet today.

    Attendance this week (P present, R remote, L leave, A absent)
    StaffMonTueWedThuFri
    YouPPRP–
    Aisha K.PPPLP
    Rahul M.PRPPP
    Omar S.APPPR

    Payslip preview · October

    Basic salary
    4,500.00
    Allowances
    1,200.00
    Deductions
    −350.00
    Net pay
    5,350.00

    Billing & Invoicing

    Raise invoices straight from engagements and recurring cycles, track what is paid and overdue, and send reminders without leaving CRM+.

    • Invoices created from completed work or a fixed schedule
    • Outstanding and overdue balances at a glance
    • Payment reminders linked to the client record
    InvoicesSample data
    Outstanding4,130
    Paid this month2,400
    Overdue980
    • INV-1042Crescent Logistics2,400Paid
    • INV-1043Northgate Builders3,150Sent
    • INV-1044Orchid Realty980Overdue

    AI Assistant

    Ask questions about your practice in plain language and get answers drawn from your CRM+ data: renewals, follow-ups, compliance and more.

    • Answers built from your clients, tasks and renewals
    • Drafts reminders and client messages for review
    • Respects each user's access permissions
    AI AssistantScripted preview
    Hi! I can answer questions about your practice. Try one of the questions below.

    Reports & Analytics

    See revenue, workload, renewals and compliance across the firm, then drill into a team, a service or a client.

    • Live dashboards for partners and managers
    • Workload and utilisation by team member
    • Export reports for reviews and board packs
    Revenue by monthSample data
    Revenue by month, in thousands (sample data)
    MonthRevenue (k)
    May42
    Jun48
    Jul45
    Aug56
    Sep61
    Oct68

    Industries

    Built for professional firms and project-driven businesses

    Select your industry to see example workflows, compliance checklist items and a sample pipeline.

    Workflow examples

    • Year-end audit: planning, fieldwork, review and sign-off
    • Monthly bookkeeping with automatic close tasks
    • VAT / GST return preparation and filing

    Compliance checklist

    • Engagement letter signed before work begins
    • Client KYC documents collected and verified
    • Independence and conflict check recorded
    • Reviewer sign-off logged in the audit trail

    Sample pipeline

    1. Lead
    2. Proposal
    3. Engagement Letter
    4. In Progress
    5. Filed / Delivered

    Customizable compliance workflows: checklists, stages and approvals are configured to your firm's own standards and jurisdiction.

    Compare

    Why CRM+ instead of what you use today

    Feature comparison between CRM+, a generic CRM, spreadsheets and manual processes
    Capability CRM+ Generic CRM Spreadsheets Manual
    Enforced follow-upsYesVariesNoNo
    Services → workflow → complianceYesRarelyNoNo
    Renewal & expiry queueYesRarelyManualNo
    Recurring delivery cyclesYesNoManualManual
    E-signature & versionsYesAdd-onNoNo
    Client portalYesRarelyNoNo
    HR, attendance & payrollYesNoSeparateSeparate
    Your own brandYesRarelyN/AN/A

    White-label

    Your brand, your domain, your CRM+

    Try it: enter your firm's details and watch the portal and invoice update instantly. Nothing you enter leaves your browser.

    #1D6FEA
    https://
    portal.yourfirm.com

    Welcome to Your Firm

    Documents12
    Pending signature1
    Invoices due2
    Upload documents
    Your Firmportal.yourfirm.com INVOICE
    Annual audit · FY 2026
    3,500.00
    VAT return · Q3
    650.00
    Total due
    4,150.00
    Pay invoice

    ROI calculator

    Estimate the time you could win back

    Adjust the sliders to match your team. The estimate updates as you go.

    10
    5 h
    $25
    40%

    Estimated savings per year

    960hours saved
    $24,000cost saved

    Assumes a 40% reduction in manual tracking time (adjustable) across 48 working weeks a year. This is an illustrative estimate, not a guarantee.

    Security & reliability

    Designed to protect client data

    Security controls are built into CRM+ and are reviewed with every client during onboarding.

    • Role-based access

      Assign roles so each person sees only the clients, modules and actions their role allows.

    • Audit trail

      Key actions such as approvals, edits and sign-offs are logged with user and time for review.

    • Secure document portal

      Clients exchange documents through an authenticated portal instead of email attachments.

    • Backups

      Data is backed up on a regular schedule. Backup frequency and retention are agreed during onboarding.

    • Encryption in transit

      Connections to CRM+ use HTTPS/TLS so data is encrypted between the browser and the server.

    Demo access

    Request guided demo access to CRM+

    crm360pro.com provides guided demo access to CRM+. Open the live demo to explore on your own, or tell us about your firm and we will arrange a guided walkthrough tailored to the modules you care about.

    Interested modules
    Preferred demo mode

    We use your details only to arrange your demo. See our Privacy Policy.

    FAQ

    Frequently asked questions

    Is CRM+ white-label?

    Yes. CRM+ can run under your firm's name, logo, colours and your own domain, so your clients see your brand in the portal, on invoices and in emails.

    Which industries is CRM+ for?

    CRM+ is built for accounting, audit and tax practices and other professional firms such as legal and consulting, as well as project-driven businesses in construction, real estate, healthcare, manufacturing, IT services and education.

    Can it be customized to our processes?

    Yes. Services, workflow steps, compliance checklists, pipeline stages, roles and modules are configured around how your firm works. We review your processes during the demo and onboarding.

    How is our data kept secure?

    CRM+ uses role-based access, an audit trail of key actions, a secure client portal for document exchange, regular backups and HTTPS encryption in transit. We are happy to walk your team through the details during the demo.

    What support do you provide?

    CRM+ is developed and supported by Qavi Link. Our team helps with setup, training and ongoing support by email and WhatsApp.

    Is there a demo environment I can try?

    Yes. Use any "Live Demo" link on this page to open the CRM+ demo environment in a new tab. The demo uses sample data and is reset periodically, so please do not enter real client information. For a guided walkthrough, request demo access and our team will arrange it.

    How long does implementation take?

    It depends on the modules you choose and how much data needs to move across. After the discovery call we share a clear rollout plan and timeline for your firm.

    How much does CRM+ cost?

    Pricing is tailored to your modules and team size. Request a demo for a quote.

    Does it include HR and payroll?

    Yes. The HR, Attendance & Payroll module covers staff records, check-in and attendance, leave and payslip generation, alongside the rest of CRM+.

    Does CRM+ integrate with other tools?

    Integration options depend on the tools you already use. Share your current stack in the demo request and we will confirm what can be connected or imported.

    Let's Build Your CRM+

    One platform for clients, workflows, compliance, billing, HR and your brand.

    Request Demo Access