Centralized Consultancy Operations Hub
- Complete Client Management
- Service Configuration Setup
- Document Processing Add-On
- Agent Assignment
- Automated Receipt Generation
- Payment Tracking Add-On
- Application Status Tracking
- Inquiry Management Portal
- Export & Reporting
Complete Consultancy Management Solution
The Consultancy Management Add-On is a complete solution that helps you manage your consultancy business from the first client contact to the final service delivery. It brings everything together in one Add-On, so you can easily handle client information, set up services, and manage inquiries without any confusion. Each client gets a unique application ID, which helps you track their progress smoothly. You can also create a list of services with flexible pricing and required documents. This makes your work more organized, helps you follow all rules, and gives you full control over your daily operations.
- Manage complete client profiles with all essential information.
- Automatically generate unique application IDs for every entry.
- Configure flexible service offerings as per business needs.
- Streamline inquiry handling with efficient processing features.
Advanced Document and Agent Management
The Add-On simplifies document handling and team task management using smart automation. It allows users to upload multiple documents in different formats, storing them securely and identifying required files based on the chosen service. Team members are assigned to clients based on their skills and availability, ensuring balanced workloads. Real-time updates and built-in communication tools help everyone stay connected during the service process. This creates smooth collaboration between clients, agents, and administrators. Detailed activity logs keep everything transparent and trackable.
- Upload and manage documents in multiple supported formats.
- Automatically assign agents using predefined intelligent rules.
- Instantly track updates for every status change made.
- Maintain detailed logs for all system user activities.
Automated Financial Management and Tracking
The Financial and Tracking Add-On removes the need for manual billing and provides complete visibility into each step of the consultancy process. Receipts are generated automatically when a client applies, including service charges and payment details. All transactions are securely recorded for easy reference. The Add-On also tracks important notes during service delivery and helps maintain accurate payment histories. It ensures consultants stay organized with minimal effort, supporting smooth financial operations throughout the client journey.
- Automatically generate receipts for transactions with zero effort.
- Track payments across multiple statuses in real time.
- Monitor application progress live with instant status updates.
- Customize professional receipt templates to match business branding.
Intelligent Inquiry Tracking and Performance Monitoring
The inquiry management Add-On helps capture and manage potential clients with an easy and organized process. Clients can submit detailed inquiries using simple web forms, which are automatically sorted by service type. Open and closed inquiries are clearly marked, and built-in messaging tools make it easy to respond quickly and professionally. Analytics show where inquiry comes from, how many turn into clients, and which services are most in demand. Reports can be exported in different formats for better planning. Automated Lead Capture Add-On.
- Automatically capture inquiries from all available input channels.
- Route inquiries based on specific service categories automatically.
- Access detailed analytics and reports for better decisions.
- View live performance indicators on the main dashboard.
Enterprise-Grade Reporting and Business Intelligence
The analytics and reporting Add-On helps consultancy businesses make smart decisions by turning data into clear insights. Customizable report templates let teams create reports based on specific needs, while scheduled reports can be sent automatically to managers. The Add-On shows key data efficiency using clear charts and trends. It also connects easily with other business tools to share data smoothly. Role-based access keeps sensitive information secure. This setup gives each team the right level of access to support planning and improve daily operations.
- Create customizable report templates to match business needs.
- Distribute scheduled reports automatically to selected recipients.
- Gain insights using advanced business intelligence analytics tools.
- Control access securely with role-based user permissions.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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2 reviews for Consultancy – Dash SaaS Add-On
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Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
Most of the features we needed for client management are already included. Scheduling and tracking work perfectly, though a few more options would be great.
The code structure is solid and easy to maintain. We integrated the add-on quickly, and it runs without any performance issues.