Execution
Execution is where day-to-day regulatory work happens — standalone assignments, return filings, client queries, eSign requests, and document collection. This module covers each sub-area step by step.
Service Desk
Service Desk handles standalone service work that is not part of a project — e.g., monthly GST filing, annual MCA forms, ad hoc advisory.
Creating a Service Assignment
Go to Execution → Service Desk → + New Assignment
Fill in: Client, Service Type, Team (not individual — a team owns it first), SLA date, and description.
Team Manager routes to consultant
The team manager sees unassigned items in their queue and allocates to a specific consultant. The consultant is notified in My Workspace.
Consultant logs time
As work progresses, the consultant logs hours via My Workspace → My Effort. Billable flag must be set correctly.
Submit for approval
When work is done, the consultant marks the assignment complete and submits effort for manager approval.
Manager approves → billing triggered
Approved effort can be included in the monthly statement or directly invoiced if the assignment is billable.
Return Tracker
Tracks statutory return filing deadlines — SEBI quarterly submissions, RBI monthly returns, IRDAI annual filings — across all clients in one view.
| Column | Meaning |
|---|---|
| Return Name | Official name of the regulatory return (e.g., NBS-1, ALM Returns) |
| Client | Which client entity the return is for |
| Frequency | Monthly / Quarterly / Annual |
| Due Date | Next filing deadline. Pre-alert sent 7 days before |
| Status | Pending / Filed / Overdue. Click Pending to open the filing workflow |
Client Queries
Client Queries is the structured inbox for queries raised by client portal users. Every query creates a ticket with an SLA timer. Do not manage these via email — use this module.
Open Execution → Client Queries
Lists all open tickets sorted by SLA — most urgent at the top.
Click a query to open it
See the client's full question, any attachments, and conversation history.
Reply within ZippCRM
Type your response and click Send. The client is notified via email and can see the reply in their portal.
Mark Resolved when done
Sets the query to Closed and stops the SLA timer. The client receives a closure confirmation.
eSign Requests
Send documents for digital signature directly from ZippCRM. Signed documents are stored in the client's document vault automatically.
Go to Execution → eSign → + New Request
Select the client, upload the document, and add signatories (client contact email + any internal signers).
Set signing order if required
Sequential: Signer 1 must sign before Signer 2 is notified. Parallel: All signers notified simultaneously.
Click Send for Signature
Signatories receive an email with a secure link. No ZippCRM account required for the client to sign.
Monitor signature status
Status column shows: Sent → Partially Signed → Fully Signed. You are notified when all parties have signed.
Download or view in vault
Fully signed documents are automatically filed in the client's document vault and timestamped.
Document Requests
Use Doc Requests to formally ask a client to upload a specific document. Avoids informal email chains and keeps evidence in the system.
Go to Execution → Doc Requests → + New Request
Select client, project (optional), document name, due date, and instructions. Keep instructions clear — the client sees exactly what you type.
Click Send Request
Client is notified via email and in their portal. A pending item appears in their Documents section.
Client uploads the document
Upload is visible immediately in Ops Center → Uploads for your review.
Review and Accept / Reject
If accepted, the document is filed. If rejected, enter a reason — the client is notified and can re-upload.