The Nitivaan blog

Practical guides for crm for consultants & service firms owners, from the D&D Technology team in Jaipur.

A Simple Lead Follow-Up System for Consultants

How consultants and small firms can stop losing enquiries: a practical follow-up routine, what to track for each lead and mistakes to avoid.

A practical structure for consulting and agency proposals: scope, timeline, fees and terms, plus the common mistakes that slow down a yes.

How a client portal cuts status calls and lost documents for CA firms, consultants and agencies, and how to roll one out without confusing clients.

A practical guide to tracking tasks and projects in a small agency or service firm: owners, dates, weekly reviews and mistakes that cause delays.