The Consultancy Add-On streamlines client management by organizing customer details, applications, payments, and enquiries in one centralized system. It ensures smooth workflows by linking required documents to specific services and tracking every stage from enquiry to service completion.
Essential Functions for Streamlined Consultancy Workflows
- Centralized Client Management
- Service Configuration Tools
- Application Tracking System
- Document Upload Support
- Payment Management Panel
- Enquiry Handling Portal
- Status-Based Filtering
- Agent Assignment
- Multi-View Data Display
System Setup & Configuration
The Consultancy Add-On lets admins set up the main data for the platform. They can choose what documents clients must provide and define the services offered. Each service can have its own required documents, so everything is clear from the start. This helps the team work smoothly without missing information.
- Configure required documents before starting services
- Define consultancy services based on business needs
- Link specific documents to each consultancy service
- Ensure smooth workflow with complete client information
Customer & Application Management
The Consultancy Add-On helps you manage customers and their applications in an organized way. Each customer’s personal and contact details are stored in one place for easy access. You can create and track their consultancy applications step by step. All related documents are saved together, so the team can see the current status and avoid delays.
- Store each customer’s details in an organized system
- Create and track consultancy applications step by step
- Monitor every application stage from start to finish
- Keep all required documents together in one place
Payment Processing & Management
The Consultancy Add-On helps manage all payments linked to consultancy applications in one place. Each payment is connected to its application and reviewed to confirm if it is cleared or cancelled. The team can easily track the status of every payment at any time. Having payments and consultancy operations together prevents confusion and keeps everything organized.
- Manage all payments linked to consultancy applications easily
- Review each payment for clearance or possible cancellation
- Track status of every payment anytime without confusion
- Keep payments and consultancy operations organized in one system
Consultancy Enquiry Management
The Consultancy Add-On provides a clear way to manage enquiries from potential clients. Each inquiry is stored with the person’s contact details and the service they are interested in. The system tracks whether enquiries are still open or already addressed. This helps the team follow up on leads efficiently and smoothly convert them into active clients.
- Manage inquiries from potential clients in one system
- Store contact details and interested service information clearly
- Track inquiry status as open or already addressed
- Follow up efficiently to convert leads into clients
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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Internal Knowledge (KB)
An internal knowledge base is a company-made resource consisting of process documents and tools that members of the organization need to do their jobs properly. Its purpose is to mitigate organizational, technical, and learning difficulties often faced within companies that limit productivity.
cybersource
cybersource is a leading payment gateway service provider that facilitates the secure and efficient processing of online payments for businesses.
Scalable architecture supports continuous business growth
Seamless third-party integration improves productivity tools usage
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.