Ledgerline CRM
- Industry
- Professional Services
- Location
- New Delhi
- Year
- 2026
- Platform
- Laravel, React, PostgreSQL
- Custom CRM
- Client onboarding
- Automation
- WhatsApp integration
Challenge and solution
01 The challenge
The firm tracked prospects in spreadsheets and chased clients for documents manually. Deadlines were remembered, not scheduled, and partners had no view of the pipeline.
02 Our approach
We designed a CRM around the firm's real workflow: a sales pipeline, onboarding checklists per service, document requests and automated WhatsApp and email reminders tied to filing deadlines.
03 — What we built
The system behind Ledgerline CRM.
- 01
Sales pipeline
Stages from enquiry to engagement letter, with owners and next steps.
- 02
Onboarding checklists
Service-specific task lists created automatically when a deal is won.
- 03
Document requests
Clients upload files through a secure link; reminders stop once received.
- 04
Deadline automations
Filing-date reminders sent to clients and staff on a schedule.
- 01Enquiry
- 02Pipeline
- 03Engagement
- 04Onboarding tasks
- 05Automated reminders
04 — Technology
- Laravel
- React
- PostgreSQL
- Docker
- WhatsApp API
05 — Result
Reminders go out on schedule without anyone remembering to send them, and partners see the whole pipeline in one screen.
We report outcomes from the client’s own analytics and CRM. Detailed figures are shared in conversation, with the client’s permission.
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