Salesious.io for Financial Advisors, Tax Consultants & CAs

Dear Financial Advisors, Tax Consultants & CAs

Stop Missing Leads While Filing Returns.

Salesious.io helps you capture enquiries, book consultations, and automate reminders — so you focus on clients, not chasing them.

Auto-book calls for tax consultations

Send reminders for ITR, GST, due dates

Track client leads and payments easily

Book Demo for Finance Pros

Smart Tool for Smart Entrepreneurs!

Here is what you might be dealing with:

❌ Clients ghost after first enquiry

❌ You’re reminding everyone manually for filings

❌ Your WhatsApp is flooded with mixed chats

❌ You waste hours sending payment links & invoices

Book Your Free Demo

With Salesious.io, you can:

Let clients book ITR, GST, or tax consultation slots
Send automatic WhatsApp reminders for deadlines or missing docs
Auto-send payment links + GST invoices
Tag clients as “New, Returning, Delayed” or by service (GST, TDS, ROC, Audit)
Track where your best leads are coming from (referrals, ads, website)
Use broadcast to run follow-up campaigns for expired clients

Book Your Free Demo

Here is what's possible with Salesious.io

Compliance reminders, follow-ups, and onboarding — automated in one system

Features Built Just for Financial Advisors, Tax Consultants & CAs

Calendar Funnel for Bookings (Consultation, Filing Review, Retainer)

WhatsApp + Email Reminders for ITR, GST, Advance Tax

Client Tagging by Service Type & Status

Automated Invoice Generator (Post-Payment)

CRM for Lead & Client Management

Team Access Control (CA, Support Staff, Admin)

Broadcast Feature for New Launches

Follow-Up Broadcasts for Old Clients

Lead Source Tracking (Website, Referral, WhatsApp)

Book Your Free Demo

You handle financial compliance for others.
Isn’t it time your backend ran as efficiently?

Your future clients are waiting — let’s make sure they don’t fall through the cracks.

salesious.io seamlessly INTEGRATES WITH YOUR FAVOURITE BUSINESS TOOLS

Curious to know how much is the investment?

Select the best plan that suits your needs

Grow your sales with this all-in-one tool that even a 5th grade kid can operate!

Monthly

Yearly

Rs.

5999/-

per month

START WITH MONTHLY

🔧 Core Funnel & Website Features

Unlimited Landing Pages

Unlimited Websites

Drag-and-drop Funnel Builder

Popups & Inline Forms

Custom Domains & SSL

Mobile Responsive Pages

Page Analytics & Conversion Tracking

📆 Calendar & Appointment Booking

Smart Calendar Funnel (Book 1:1 Calls)

Custom Availability Setup

Appointment Reminders (Email & WhatsApp)

Rescheduling & Cancellation Options

Automatic Slot Allocation

🧠 CRM & Lead Management

Centralized Lead Dashboard

Smart Lead Tagging

Custom Lead Fields

Notes & Activity Logs

Pipeline & Deal Stage Management

Lead Source Tracking

Internal Notifications (Email, SMS, WhatsApp)

Notes & Activity Logs

🤖 Automation & Workflows

WhatsApp Autoresponders (Instant & Delayed)

Email Automation Sequences

Tag-Based Workflow Triggers

Lead Routing (Team Assignment Rules)

Auto Follow-ups for No-shows

Birthday/Anniversary Automations

Notes & Activity Logs

💬 Communication & Engagement

WhatsApp Business API Integration

Email Campaigns

Broadcast to Tags/Segments

Daily WhatsApp Drips

1-click Responder for Missed Leads

💰 Payments & Checkout

Razorpay Integration (One-time & Recurring)

Custom Payment Pages

Upsells / Order Bumps

Invoicing for Offline Payments

Payment Confirmation Automations

Subscription Management

🧑‍💼 Team & Access Control

Multi-user Login

Role-Based Access (Admin, Sales Rep, Staff)

Lead Assignment Rules

Team-Wise Reporting

Sales Leaderboard

📊 Analytics & Tracking

Lead Source Analytics Dashboard

Funnel Conversion Metrics

Calendar Performance Stats

Sales Pipeline Report

Sales Team Performance Report

🛠️ Other Hidden Gems (Underrated but Powerful)

Lead Capture Forms with Auto-Mapping (Meta Integration)

Auto-Assign Sales Rep Based on Time or Tags

Internal Alerts for Hot Leads

Smart Filters for Pipeline & CRM

Birthday Wishes Automation

WhatsApp Bot for Demo / Payment / Support

Instant Add to WhatsApp Group (post-purchase)

START WITH MONTHLY

59990/-

billed annualy

START WITH YEARLY

Everything mentioned in monthly!

Extra Features Unlocked for Annual Subscribers

Personal 1-1 Setup Guidance

Stop Missing Leads While Filing Returns.

Here is what you might be dealing with:

With Salesious.io, you can:

Here is what's possible with Salesious.io

Compliance reminders, follow-ups, and onboarding — automated in one system

Features Built Just for Financial Advisors, Tax Consultants & CAs

You handle financial compliance for others.
Isn’t it time your backend ran as efficiently?

salesious.io seamlessly INTEGRATES WITH YOUR FAVOURITE BUSINESS TOOLS

Curious to know how much is the investment?

Select the best plan that suits your needs

🔧 Core Funnel & Website Features

📆 Calendar & Appointment Booking

🧠 CRM & Lead Management

🤖 Automation & Workflows

💬 Communication & Engagement

💰 Payments & Checkout

🧑‍💼 Team & Access Control

📊 Analytics & Tracking

🛠️ Other Hidden Gems (Underrated but Powerful)

Everything mentioned in monthly!

Extra Features Unlocked for Annual Subscribers

Book Your Free Demo & Get Your Tax Workflow Setup

Trusted by 100+ Indian coaches, service providers & marketers

Contact: connect@salesious.io

Salesious Alternatives

Salesious Use Cases

Resources

Stop Missing Leads While Filing Returns.

Here is what you might be dealing with:

With Salesious.io, you can:

Here is what's possible with Salesious.io

Compliance reminders, follow-ups, and onboarding — automated in one system

Features Built Just for Financial Advisors, Tax Consultants & CAs

You handle financial compliance for others.Isn’t it time your backend ran as efficiently?

salesious.io seamlessly INTEGRATES WITH YOUR FAVOURITE BUSINESS TOOLS

Curious to know how much is the investment?

Select the best plan that suits your needs

🔧 Core Funnel & Website Features

📆 Calendar & Appointment Booking

🧠 CRM & Lead Management

🤖 Automation & Workflows

💬 Communication & Engagement

💰 Payments & Checkout

🧑‍💼 Team & Access Control

📊 Analytics & Tracking

🛠️ Other Hidden Gems (Underrated but Powerful)

Everything mentioned in monthly!

Extra Features Unlocked for Annual Subscribers

Book Your Free Demo & Get Your Tax Workflow Setup

Trusted by 100+ Indian coaches, service providers & marketers

Contact: connect@salesious.io

Salesious Alternatives

Salesious Use Cases

Resources

You handle financial compliance for others.
Isn’t it time your backend ran as efficiently?