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Sangam CRM Community

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6 contributions to Sangam CRM Community
Workshop on Practice Management Software for Chartered Accountants
To all the Chartered Accountants and Tax Practitioners out there, Have you ever found yourself juggling the complexities of various tasks in your CA practice? GST registrations, income tax, audits – the list goes on. The struggle is real, and you're not alone. Join us for a transformative workshop on 6th Jan 2024, Saturday, 10:00 AM to 1:00 PM, where we address these challenges head-on. Join us and discover how Sangam CRM revolutionizes traditional practice management, providing a holistic solution to streamline your operations, strengthen client relationships, and boost your business growth. Head over to the event page for more details: https://bit.ly/47XpTHz
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New comment Jan 5
Workshop on Practice Management Software for Chartered Accountants
1 like • Dec '23
@Taufik Patel Yes, we have already started it. Thanks. Nilesh Shah.
Setting up of automatic email and whatsapp messages for birthday and anniversary
How can we set-up automatic email and whatsapp messages for birthday and anniversary so that they will be sent on the day in the morning to all the contacts?
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New comment Sep '23
0 likes • May '23
Unable to see the phone number module in mobile app, though it is made on in studio. Please suggest solution.
How I Use Sangam CRM | Sangam CRM is pretty handy tool for all our sales and support activities
Well, Sangam CRM has now become our must have tool for our day to day work of sales and support. We are managing leads and opportunities in Sangam which helps us timely follow-up of them resulting more new business conversion. It helped us close 10% more business in last two months of last F.Y. Our support staff is fully on Sangam CRM and ticketing of all support calls help us manage support to the satisfaction of the customers. There has been least chances of missing any support call and providing timely services. This will certainly increase our reputation amongst the customers. Quotation through Sangam has made my job easier as have been able to delegate it to subordinates with confidence. It has made our job so easy that it has no more remained a task for us. All in all a great experience, more time to other core activities and still better efficiency of man power. Thanks. Nilesh Shah. Sani Software Private Limited.
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New comment May '23
Amazingly designed courses
The courses for Sangam CRM, may it be Users course, Administrator course or sellers course, all are designed amazingly. Its simple language, parallel screen video, crisp concepts and precise narrations makes it easy to understand and simple to implement. The function wise topics and not the module wise description makes it unique in nature and makes viewer expert of a given function like sales, ticketing etc. very easily. At few places it is cut short where more description would have been better, does not effect more on its overall training effect. All in all these are amazingly designed courses. Thanks. Nilesh Shah. Sani Software Private Limited Implementation Partner Enjay IT Solutions Private Limited - Sangam CRM
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New comment May '23
Nilesh Shah from Sani Software Private Limited has more than 3 decades of experience in Software selling and support
Hello everyone! I am Nilesh Shah CMD of Sani Software Private Limited. We are in to software selling and support business for more than 3 decades now. We are providing quality software from reputed vendors in the field of Taxation, CRM, Accounting, ERP, HRMS (HR and Payroll management). Our domain expertise, skilled and polite support team and zeal to bring customer delight place us a notch above the rest. We are specialized in TDS work, especially old default clearing with an experience of removing defaults/demands of nearly 200 cr. Call us any time for any support required for any of the above software or services and specifically for Sangam CRM. Thanks. Nilesh Shah. Sani Software Private Limited Implementation Partner Enjay IT Solutions Private Limited - Sangam CRM
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New comment May '23
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@nilesh-shah-2040
Managing software solution business that provides Taxation Software, CRM Solutions, ERP Solutions, UPS, servo stabilizer, static stabilizer, etc.

Active 247d ago
Joined Apr 24, 2023
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