Document Storage
Store all your client documents on the cloud. Enable users to upload, organize and share documents, such as contracts or proposals.
Client Management
Every Client. Every Detail.
One Connected Workspace.
CA Cloud Desk centralizes client information, documents, onboarding, and related client operations — so your practice can nurture relationships, personalize communication, and keep every client detail in one connected workspace.
Client 360°
CA Cloud Desk
Client Profile
Customer Groups
Documents
Onboarding
Reporting
Client Account
Custom Fields
Mobile Access
Client lifecycle, in one flow
From adding a client to reporting — the same verified Client Desk capabilities, shown as a compact journey.
- 01 Add Client Start a client record
- 02 Build Profile Custom fields & details
- 03 Group / Organize Customer groups
- 04 Collect Documents Centralized store
- 05 Manage Operations Onboarding & access
- 06 Track & Report Internal visibility
Our Features
Core Client Management capabilities from the existing CA Cloud Desk module page.
Customization
Create client personalized profiles by allowing your team to add custom fields to client profiles. Store and manage your client data with ease.
Mobile Accessibility
Provide clients with real-time updates and documents on their mobile applications. This will help enhance client satisfaction.
Comprehensive Reporting
Generate accurate and comprehensive reports for internal use of your organization, thereby enhancing productivity.
One client → one connected source of information
A Client 360° workspace view of verified categories that live around a single client profile.
Client Profile
Personalized data & custom fields
Revolutionizing Efficient Client Management Solutions
All existing Client Management solution areas — redesigned as a compact bento grid.
Faster communication by group
Group your customers using our customer group feature and make your communication faster and easier.
Onboard & scale
Utilize the client onboarding feature to save time by automating your client logins and scaling your practice with ease.
One repository per customer
Store all documents related to a single customer in a centralized repository, making them easily accessible and reusable.
Forms that fit your practice
Customize your client onboarding form with ease and manage all your client-related data as per the requirements.
Digital data, fewer gaps
Efficiently Get Digital Data from Clients, Eliminating Missing Information for Seamless Task Execution
Simple for every user
Enjoy a user-friendly and intuitive interface that makes accessing the order data simple and accessible to users of all levels of technical expertise.
Before vs with CA Cloud Desk
Benefits supported by existing Client Management content — centralized profiles, documents, onboarding, and visibility.
Without centralized client management
- Scattered client information
- Manual document handling
- Repeated information
- Difficult client visibility
With CA Cloud Desk
- Centralized client profiles
- Organized documents
- Structured onboarding
- Better client information visibility
Elevating Your Client Management Experience
Build lasting connections with a well-structured client management system — personalized communication, attentive listening, and proactive problem-solving in one CA Cloud Desk workspace.
Contact Info
- Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U.P. 201013
- +91 120 430 8902
Mon - Sat: 11.00 am - 7.00 pm
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