Streamline Client Bookings, File Shares & Fee Reminders
Automate appointment scheduling, send tax/case filing reminders, and request payments. Perfect for Chartered Accountants (CAs), Lawyers, and Consultants.
Solving Daily Hurdles in Professional Services
Traditional methods cost money and block scaling. Here is exactly what we fix.
Delayed Client Files & Docs
Tax filing deadlines or legal dates pass because clients delay sending required documents, causing penalties.
Automated Document Triggers
Send scheduled document requirements on WhatsApp with simple checklist templates.
Unpaid Advisory Fees
Consultants waste time calling clients repeatedly for unpaid retainer invoices and advisory bills.
WhatsApp Invoice Alerts
Send formal invoice templates over WhatsApp with instant UPI checkout links directly.
Never Forget to Send Product Details Again
Respond to every enquiry within seconds by sharing the right brochure or catalogue with a single click—without saving the customer's number or worrying about forgetting to send product details.
Instant Service Proposals & Profile Sharing
"Share service brochure, pricing, company profile, proposals, and capability documents instantly."
Apex_Consulting_Capability_Statement.pdf
Ready PDF Document
The Manual Follow-up Loss
Customer Pain Points Faced Daily
Most businesses receive dozens of enquiries every day through phone calls, WhatsApp, social media, referrals, or walk-in customers. After the conversation, busy sales staff often forget to follow up.
What Staff Frequently Forget:
- •Send product brochures
- •Share catalogues
- •Send pricing PDFs
- •Share company profiles
- •Send service details
- •Send quotation documents
Which Results In:
The EPromo Solution
Fast. Professional. Consistent.
With EPromo, every enquiry receives the right brochure, catalogue, company profile, price list, or product PDF in just one click. Send the exact documents through WhatsApp in seconds.
No Need To Do Any Of This:
- ✕Save customer's phone number
- ✕Open WhatsApp manually
- ✕Search for PDF files
- ✕Search through your gallery
- ✕Look for brochures
- ✕Remember to send files later
Simply click the "Send Brochure" button:
See One-Click Sharing in Action
Watch EPromo automate the entire brochure dispatch pipeline below
One-Click Dispatch Simulator
EPromo sits inside your browser or mobile CRM. When an enquiry ends, you trigger a brochure delivery instantly. Watch the simulator run the automated flow.
Rajesh Kumar
+91 98765 43210
Matched Document Type:
The Automated One-Click Flow
Zero complexity. Designed for speed.
Customer Enquiry
Phone call, WhatsApp, or referral received
Call Ends
No manual followup needed
Lead Created
Logged in EPromo instantly
Click 'Send Brochure'
Single tap in EPromo dashboard
Delivered in Milliseconds
Directly sent via EPromo Cloud API
Customer Impressed
Prospect reads details while in call mindset
Reminder Set
Follow-up schedule created automatically
Higher Conversion
Instant value beats competitors
Key Performance Outcomes
What happens when your sales team uses one-click brochure sharing
Send brochures in one click
No copy-pasting or switching apps. Direct brochure sharing takes a single second.
Share PDF catalogues instantly
Auto-loads catalog PDFs into chat instantly, with clear visual preview support.
Same Number Delivery (No Saving)
No system-generated or virtual numbers. Deliver messages directly on the same number the customer used to contact you, without saving it.
Never forget product details
EPromo matches customer profiles to documents so your staff sends the correct file every time.
Faster customer response
Speed is critical for sales. Reach prospects while their interest is at its absolute peak.
Professional communication
Pre-approved templates, professional greetings, and high-quality documents only.
Improve enquiry conversion
Fast followups turn cold queries into immediate purchases, boosting close ratios.
Reduce manual work
Allows your administrative and sales staff to save up to 2 hours of manual sorting every single day.
Immediate Customer Delivery
Ensure every lead gets value documentation instantly, leaving zero cold gaps.
Activate One-Click Brochure Sharing Today
Empower your team, speed up operations, and close more business from your daily enquiries. Start sending professional catalog documents instantly.
Tailored Features for Your Growth
We don't just sell CRM software. We provide specific workflows engineered to increase margins and repeat sales.
Document Checklists
Auto-remind clients about tax forms, contracts, or KYC updates.
Saves hours spent sending email follow-ups.
Billing Alerts
Send invoice links and reminders on WhatsApp.
Reduces outstanding dues and recovers outstanding payments.
Meeting Scheduling
Allow clients to book available consultation slots easily.
Keeps appointment schedules calendar-synchronized.
How EPromo Runs On Autopilot
From the first phone call or click, EPromo guides your customer relationships to conversion.
Client Onboarded
Client contracts for CA / Consulting services.
Doc Request Alert
EPromo triggers WhatsApp check-list for required documents.
Work In Progress
Client returns files. Consultant updates task stage in pipeline.
Delivery & Invoice
Filing completed. UPI Payment invoice sent over WhatsApp.
Feedback & Review
Payment confirmed. Review link sent to collect client rating.
Outcome: Higher Trust, Repeat Sales, Better Google Rating
The system auto-triggers alerts, collects feedback, and flags deadlines without manual oversight.
Expected Business Outcomes
What EPromo does to impact your top-line, client retention, and local discovery.
Appointments
Automated confirmations and directions prevent late arrivals.
In File Recovery
WhatsApp document list alerts ensure fast client turnaround.
Payment Delays
UPI-equipped WhatsApp billing links increase payout rates.
“Clients submit required tax papers in hours instead of days because of automated WhatsApp check-lists. Outstanding consulting invoice reminders UPI links have completely solved my payment delays.”
CA Swati Sood
Senior Consultant — Sood & Associates, Delhi
Frequently Asked Questions
Get EPromo for Professional Services
& Scale Your Operations
Join thousands of small and medium businesses in India using EPromo. Set up follow-up schedules and official WhatsApp automations in under 10 minutes.