AutomateYourClientCommunication
AI-powered workflows for CAs, financial firms, and marketing teams. Save hours every week with smart email scheduling, client management, and document handling.
Everything you need to Automate
Powerful tools designed to save you hours every week and delight your clients.
Client Onboarding System
Seamless Client Management
Automate your entire onboarding workflow — from sign-up forms to document collection. Get clients started in minutes, not days.
Client Onboarding System
Smooth and structured onboarding flow to get clients started quickly.
Bulk Email Scheduler
Send instant emails or schedule them daily, weekly, or monthly with ease.
Custom Email Templates
Create personalized templates that match your brand and communication style.
Pre-built Templates Library
Ready-to-use professional email formats for common business scenarios.
Organization & Client Login
Secure multi-user access with separate organization and client portals.
Automation Dashboard
Centralized control for all activities with real-time insights and analytics.
Get started in 3 simple steps
From sign-up to sending your first automated email — it only takes minutes.
Sign Up & Create Organization
Create your account in seconds and set up your organization profile to get started.
- Quick registration with email or Google
- Set up your organization profile & branding
- Invite team members to collaborate
Add Clients & Upload Documents
Import your client list and upload relevant documents for easy access and management.
- Bulk import clients via CSV or manually
- Organize documents by client & category
- Secure cloud storage for all files
Schedule & Send Emails
Use pre-built or custom templates to schedule and send professional emails at scale.
- Choose from ready-made email templates
- Schedule emails daily, weekly, or monthly
- Track delivery & engagement in real-time
Simple, transparent pricing
Start free and scale as your business grows. No hidden fees.
Basic
Perfect for individual CAs and small firms getting started.
- Client Onboarding System
- Bulk Email Scheduler
- 5 Custom Email Templates
- Pre-built Templates Library
- Organization Login
- Client Document Submission
- Basic Dashboard
Pro
For growing firms that need advanced automation and analytics.
- Everything in Basic, plus:
- Unlimited Custom Templates
- Advanced Email Analytics
- Priority Email Delivery
- Client Portal Login
- Team Collaboration
- API Access
Premium
Enterprise-grade features for large organizations.
- Everything in Pro, plus:
- White-label Branding
- Dedicated Account Manager
- Custom Integrations
- SLA Guarantee
- Advanced Security
- Unlimited Users
Built for professionals
From finance to healthcare, Lekvya powers email automation across every industry.
Marketing & E-commerce
Promotions, discounts, and product launches
Abandoned cart reminders
Examples: Online stores, marketplaces
Loved by professionals
"Lekvya has transformed how I handle client communication. I used to spend hours sending ITR reminders — now it's all automated."
- Rajesh Gupta, Chartered Accountant
"The bulk email scheduler and template library save us at least 15 hours every week. It's a game changer."
- Priya Sharma, Director at FinServ Solutions
"We tried several platforms before Lekvya. The onboarding system and secure document management set it apart."
- Amit Patel, Marketing Manager
"I'm confident my clients' financial data is safe with Lekvya's secure portals. Best decision we've made this year."
- Neha Desai, Wealth Advisor
"Sending weekly market updates to 500+ clients took hours. With Lekvya, it takes exactly 5 minutes."
- Karan Singh, Financial Analyst
"The pre-built templates library is a lifesaver for our HR team. We got our organization set up in 10 minutes."
- Sneha Reddy, HR Head
"Seamlessly scaling our real-estate newsletter thanks to Lekvya. The ROI is easily 100x for us."
- Vikram Malhotra, Real Estate Broker
"I would be lost without Lekvya's in-depth tracking. Seeing exactly who opens our proposals is highly valuable."
- Ananya Rao, Agency Founder
"Client document submission used to be a nightmare of scattered emails. Lekvya organized everything perfectly."
- Rahul Verma, Operations Lead
"Our team loves the collaborative features. We work 5x faster with Lekvya."
- Meera Nair, Startup COO
Ready to automate your workflow?
Join hundreds of professionals who save 10+ hours every week with Lekvya AI Automation.
Frequently asked questions
Get in Touch
Ready to automate your smart client interactions? Reach out to our team to request a personalized demo or ask any questions.
Contact Information
Email Us
contact@navedhana.com
Call Us
+91 8885026092
Visit Us
Shyamlal Buildings,Begumpet,
Hyderabad,Telangana,India