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INDIA’S FIRST PROJECT MANAGEMENT APP EXCLUSIVELY FOR
CHARTERED ACCOUNTANTS

Developed by Young Chartered accountants,
Leading consultant and Developers.

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Why Choose Our App?

In an ever-evolving financial landscape, Chartered Accountants need tools that keep pace. Our app, developed by a vibrant team of young Chartered Accountants and skilled developers, is tailored specifically to meet the unique needs of your profession. Embrace innovation and elevate your practice with a solution designed for efficiency and growth.

Lead management and followup
1

Lead management and followup

Lead management and follow-up are essential for building lasting client relationships and driving conversions. By effectively organizing, tracking, and nurturing leads, businesses can ensure timely follow-ups, address client needs, and enhance engagement. This structured approach not only improves response rates but also helps convert more leads into loyal customers, contributing to sustainable growth and customer satisfaction.


Project Flow management
2

Project Flow management

Project flow management involves organizing, tracking, and optimizing the various stages of a project to ensure smooth execution from start to finish. By clearly defining tasks, setting deadlines, and monitoring progress, businesses can effectively manage resources, minimize delays, and maintain high-quality standards. This approach enhances collaboration, improves efficiency, and ensures that projects are completed on time, within budget, and according to client expectations.


Project management
3

Project management

Project management is the process of planning, organizing, and overseeing the successful execution of a project. It involves setting clear objectives, defining tasks, allocating resources, and managing timelines to ensure that the project meets its goals. Effective project management helps identify risks early, facilitates communication among team members, and ensures that the project is delivered on time and within budget. By using tools, frameworks, and strategies, project managers can optimize performance, drive productivity, and ensure client satisfaction.


Staff efficiency management
4

Staff efficiency management

Staff efficiency management involves optimizing the performance and productivity of employees to achieve organizational goals effectively. It focuses on identifying areas where employees can improve, providing the necessary tools and training, and implementing processes to streamline workflows. By setting clear expectations, offering regular feedback, and encouraging collaboration, staff efficiency management ensures that each team member contributes to the overall success of the business. This approach not only enhances productivity but also boosts employee satisfaction and retention, creating a more engaged and effective workforce.


Target and Budget
5

Target and Budget

Target and budget management is the process of setting specific, measurable goals (targets) and aligning financial resources (budget) to achieve them. It involves defining clear objectives, estimating the required financial resources, and tracking progress to ensure that the goals are met within the allocated budget. By carefully monitoring spending and adjusting strategies when necessary, businesses can achieve their targets without overspending. This approach helps in prioritizing projects, optimizing resource allocation, and making informed decisions, ultimately driving profitability and growth. Effective target and budget management ensures that resources are used efficiently to meet business goals.


Project Phases

Project Proposal

Importance: Prolist enabling as its project first phase simply records the leads and proposals through installed web-based mobile app or Laptop at anywhere at any time, as practicing chartered accounts may not always be at the office and is generally busy. Work lead calls and proposals may be received at any time by call or during conversations, so we may not be able to remember all leads or proposals while we are busy.

Ready to work

Proposals will be moved to the "ready to work" page once they are confirmed. Projects can then be allocated to staff members, a project lead, or the head of the department. They can be recorded as "to do (As default), "on going", "on hold," "cancelled," "to discuss with client," "to review," and "done."

Review & Completed

When staff members finish a project, they can move it to review, which will show up on the lead portal. The project review lead can then move it to done, and if there are any subtasks, it will recommend moving it to work completed once all subtasks have been completed.

To bill, Billed and Finish

When the task completes and completes the review, it will be moved to the "to bill" tab. When the time comes to share the bill with the client, it may be handled by an administrator user who has special software permissions. At that point, the lead may supply billing information and descriptions. The lead or head can keep track of all the statuses in an organized manner after the administrative staff bills for the project.

Unlock a World of Benefits

Project Monitoring

Project Monitoring

Monitor the status of all projects in real time. Get instant updates and insights to make informed decisions.

Proposal Records and Follow-Up

Proposal Records and Follow-Up

Simplify the proposal process. Keep a record of proposals and set reminders for follow-ups to enhance client engagement.

Client Data Records

Client Data Records

Securely manage all client information in one place. Easily access historical data to provide tailored services.

Enhanced Communication

Enhanced Communication

Foster better communication within your team. Use built-in messaging tools for quick updates and collaboration.

Increased Staff Efficiency

Increased Staff Efficiency

Optimize your team’s productivity with intuitive features that reduce time spent on administrative tasks.

Daily Reminders and Due Dates

Daily Reminders and Due Dates

Stay organized with daily reminders and due dates, ensuring timely completion of projects and deadlines.

Performance Analytics

Performance Analytics

Gain insights into staff performance and project timelines to continuously improve operations.

Powerful Features for Your Practice

Individual Staff Login

Individual Staff Login

Customized login for each team member, ensuring secure access to relevant projects and information.

Separate Access for Admin Staff

Separate Access for Admin Staff

Admin functionalities allow for centralized management while maintaining data security.

Partner and Branch Creation

Partner and Branch Creation

Manage multiple partners and branches effortlessly with dedicated tools designed for scalability.

Access Privacy Policy

Access Privacy Policy

Transparent access to our privacy policy ensures you understand how your data is handled and protected.

Live App with Cloud Storage

Live App with Cloud Storage

Work from anywhere, at any time! Our cloud-based system guarantees your data is always accessible and secure.

Auto Save

Auto Save

Automatic saving means your progress is never lost, allowing you to focus on what truly matters.

Customizable Dashboard

Customizable Dashboard

Personalize your dashboard to prioritize the information most relevant to your workflow.

Our Product is Designed for Industry Leaders.

Ready to Elevate Your Business with Prolist?

Get Started Today and Experience the Difference!.