Tax & professional services · Chennai
SRK Services
A workspace built around a tax practice.
Client records, quotations, invoices, compliance work, documents and reports brought into one practice management platform.
Grow · Email & CRM
Turn one-time buyers into regulars.
Customer follow-up should not depend on someone remembering to send the next email. We connect customer records, reminders and email workflows around your actual relationships — from an enquiry to an ongoing service or renewal.
Related work from Raaxo
A closer look at the work.
Explore the project and its delivered scope. Each case study explains the work in context.
The problem we solve
Follow up with the customers you already know.
Email CRM setup connects a business's existing contact list to a sequenced follow-up system — enquiry acknowledgements, renewal reminders, appointment confirmations, or post-service updates. The focus is on the customers and leads the business already has, not new audience acquisition. Setup covers contact import and cleaning, platform configuration, sequence design, and a delivery check. For a full pipeline and service management platform, the CRM Development service is the relevant starting point.
An example of how the work connects
Illustrative flow · Exact steps and approvals agreed during discovery.
- 01Organise the contacts
- 02Choose the trigger
- 03Send the follow-up
- 04Record the response
What we can build together
Useful capabilities.
A clearly agreed scope.
Choose the work that solves the problem. Your proposal defines the deliverables, integrations and responsibilities included.
- 01
A CRM built around how you actually manage customers
- 02
One reliable place for every customer and conversation
- 03
Email setups that keep you in touch without the manual effort
- 04
Follow-ups and reminders so leads don't go cold
- 05
A clearer view of who your customers are and what they need
- 06
Systems that help turn one-time buyers into repeat ones
Who it’s for
A good fit when…
- Businesses losing track of customers and follow-ups
- Teams managing clients across scattered notes and inboxes
- Companies wanting more repeat business from existing customers
- Anyone who needs one organised view of their customers
Before you commit
Know what you’re
signing up for.
The practical decisions belong in the open. Discuss these before settling the scope and quote.
Start with contact quality
Review the source of the list, permission to contact people, duplicate records and unsubscribe handling.
Choose useful sequences
Define enquiry follow-ups, renewal reminders or customer updates around actual business events.
Separate the tools and fees
Agree the CRM connection, email provider, sending limits and who maintains the content after setup.
Put it in writing.
Need a complete CRM platform? Deliverables and review stages. Data and account access. Ownership and third-party fees. Handover, training and post-launch support. Agree what is included and what is separate.
How we work together
Clear at every stage.
You work with the people doing the work. Scope, reviews and handover are part of the conversation from the beginning.
- 01
Understand
Map the current process, the people involved and what needs to improve.
A clear scope and priorities - 02
Design & review
Review the direction and key flows before committing to implementation.
An agreed direction - 03
Build & check
Review work at each stage, resolve questions early and check it against the scope.
Work you can review - 04
Hand over & support
Prepare the documentation and training your team needs. Agree the support arrangements.
A handover your team can use
Do you build the CRM, or set up an existing one?
We build CRM systems shaped around your business — we've built them for real clients, including a full client portal a firm uses to manage its customers day to day. If an existing tool genuinely fits you better, we'll say so, but custom means it actually matches how you work.
Can it connect with the rest of our systems?
Usually, yes. Because we also build websites and software, your CRM and email can tie into the rest of your setup — so customer information flows in one place instead of being scattered. We'll tell you honestly what's possible in your case.
Let’s talk · Email & CRM
Tell us what’s
slowing you down.
Bring the process, the problem or the idea. We’ll discuss what needs to change, what can stay, and the right first step.
No finished specification needed. Start with a conversation.