Centralized Consultancy Operations Hub

Run your consultancy business smoothly with an all-in-one management hub.

1. Complete Client Profiles

   Store all client details, applications, and histories securely.

2. Unique Application IDs

   Automatically generate IDs to track each client’s progress.

3. Flexible Services

   Configure service offerings with pricing and required documents.

Advanced Document & Agent Management

Simplify document handling and team collaboration with smart automation.

1. Secure Document Upload

   Manage multiple file formats safely in one repository.

2. Smart Agent Assignment

   Assign agents based on availability and expertise automatically.

3. Real-Time Updates

   Track changes instantly with detailed system activity logs.

Automated Financial Management & Tracking

Ensure accurate, seamless billing and transparent payment tracking.

1. Instant Receipt Generation

   Automatically generate branded receipts for all transactions.

2. Payment Tracking

   Monitor payments across multiple statuses in real time.

3. Application Monitoring

   Track financial progress alongside live application updates.

Intelligent Inquiry Management

Capture, track, and respond to inquiries efficiently from one portal.

1. Lead Capture

   Collect inquiries through web forms and multiple channels.

2. Service Routing

   Automatically categorize inquiries by service type.

3. Analytics & Insights

   View inquiry sources, conversion rates, and demand trends.

Enterprise-Grade Reporting & Analytics

Turn consultancy data into clear insights for smarter decisions.

1. Customizable Templates

   Build reports tailored to your consultancy’s requirements.

2. Scheduled Reports

   Send automated reports to managers at set times.

3. Data Security

   Use role-based permissions to protect sensitive information.