Track every prospect from first contact to signed engagement letter on a visual kanban board. Capture leads from LinkedIn, automate follow-ups on WhatsApp + Email, and convert a qualified lead into a billable client in one click.
Purpose-built for CA, CS & Tax firms in India.
Drag leads through stages — New, Contacted, Qualified, Converted, Lost. See your entire pipeline at a glance and spot stalled deals instantly.
Capture prospects straight from a LinkedIn profile with our Chrome extension — name, company, email, and phone land in your CRM in one click.
Set follow-up sequences that nudge prospects on WhatsApp and Email automatically, so no lead goes cold while your team focuses on closing.
When a lead qualifies, convert it to a business with one click. Contact details, history, and notes carry over — no retyping.
Tag where every lead came from and track status changes over time. Know which channels actually bring in paying clients.
Partners and managers see the whole firm's pipeline, assign leads to team members, and track conversion rates in real time.
Add prospects manually, import a list, or capture them from LinkedIn with the Chrome extension. Every lead lands on your pipeline board.
Move leads through stages and let automated WhatsApp + Email follow-ups keep prospects warm until they're ready to commit.
Qualified? Convert the lead to a business in one click and roll straight into proposals and onboarding — all details carried over.
Yes. Our free Chrome extension captures a prospect's name, company, email, and phone from their LinkedIn profile and adds them to your PracticeStacks pipeline in one click.
Each lead is a card you drag across stages — New, Contacted, Qualified, Converted, or Lost. You always see your full pipeline and can spot deals that have gone quiet.
Yes. You configure WhatsApp and Email follow-up sequences, and PracticeStacks sends them on schedule until the prospect responds or you mark the lead converted.
Click convert and the lead becomes a business with all its contacts, notes, and history intact. You can immediately create a proposal or start onboarding — no duplicate data entry.
Join thousands of professionals who have transformed their practice with precision and speed.
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.