Monthly document request
Hello {{nome}} ({{empresa}})! {{mes}} is coming to an end. I need by {{prazo}}: 1) Invoices issued, 2) Invoices received, 3) Bank statements. You can send them right here.
🧾For Accounting teams
WhatsApp CRM for Accounting Firms
Fee proposals in the pipeline with open value, bulk document chasing and follow-up that does not get lost in the rush.
Accounting teams: real pain points
Recognize any of these problems?
1
The client forgets to send an invoice and the tax filing is late
2
Many clients (50+) turned into message chaos
3
Fee collection slips with no reminder
4
Client questions outside hours with no boundary
Ready-made templates for Accounting Firm
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Sending the tax slip
Hello {{nome}}! {{tipo_imposto}} slip for {{mes}}: R$ {{valor}}. Due {{data}}. PDF/barcode: {{link}}. Pay by {{prazo}} to avoid interest.
Due-date reminder (3 days ahead)
Friendly reminder, {{nome}}! The {{tipo}} slip is due in 3 days ({{data}}). Already paid? Send the receipt.
Fee billing
Hello {{nome}}! {{mes}} fees: R$ {{valor}}, as per the contract. Payment link: {{link}}. Due {{data}}.
Frequently asked questions
Accounting Firm: questions about WhatsApp CRM
How do I organise a book of many clients (50+)?▾
Tags by size (micro-entrepreneur, simplified regime, presumed profit) plus stage (up to date, pending, in arrears). Filters and reports.
Out-of-hours boundary?▾
An automatic message outside business hours. The client understands. You do not become a hostage to WhatsApp.
Recurring fee billing?▾
Yes, Asaas. The monthly fee generates an automatic charge plus a WhatsApp reminder.
Is it worth it for a one-person practice?▾
Yes. It professionalises the practice, automates the monthly reminders and organises the book. R$ 249,90/month pays for itself with one extra client a month.
Comparing WhatsApp CRMs?
See how CRPRO compares with the most searched options on the market.
WhatsApp CRM for other industries
CRPRO adapts to the routine of every kind of business. See other industries:
By profession
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Accounting Firm: start using CRPRO today
Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.
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