This presentation introduces the Amazing H-Office CRM platform and demonstrates its capabilities. It covers the business challenges it addresses for CA offices, its key integrated benefits, and live demos of its contact management, invoicing, task assignment, document management, and reporting features. The presentation concludes with information on implementation support.

1. CHARTERED
ACCOUNTANT DEMO

2. Agenda of this presentation
• Business Challenge in CA office
• Introduction to Amazing H-Office CRM Platform
• Key benefit of CRM integrated
• Business platform with Amazing H-Office
• Live demo of Solutions
• Implementation and Support Starkey
• Query and feedback resolution

3. Login Screen

4. Home Page

5. Dashboard

6. Multiple Dashboard

7. Dashboard Filtration

8. Contact Grid View

9. Contact Home Page

10. Detail View 1

11. Detail View 2

12. Detail View 3

13. Detail View 4

14. Contact Invoice

15. Invoice Home Page

16. Detail Invoice View

17. Receipt

18. Task Homepage

19. Task Assigned

20. Task Reply

21. Task Status Change

22. Notification

23. Appointment Homepage

24. Service Homepage

25. Individual Service Home Page

26. DMS Home Page

27. Report Home Page

28. Summary Report

29. Task User Wise Report

30. Employee Wise Report

31. Activity Wise Report

32. Sub Activity Wise Report

33. Daily Work Report

34. Thank You