Consultancy Features
Complete feature reference for the Consultancy addon
Feature Overview
| Feature | Description | Access |
|---|---|---|
| Customer Management | Complete client profiles | Company |
| Service Configuration | Flexible service setup | Company |
| Document Processing | Upload and manage documents | Company |
| Agent Assignment | Assign team members | Company |
| Receipt Management | Payment tracking | Company |
| Inquiry Portal | Lead capture | Company |
1. Customer Management
Manage complete client profiles with all essential information.
Capabilities
- Create and edit customer profiles
- Auto-generate unique Application IDs
- Store contact information and details
- Link customers to services
- Upload customer documents
- Assign agents to customers
Available Actions
| Action | Description |
|---|---|
| Create | Add new customer |
| Edit | Update customer details |
| Delete | Remove customer |
| Assign Agent | Link team member to customer |
| Upload Documents | Add required files |
2. Service Configuration
Configure flexible service offerings based on your business needs.
Capabilities
- Create service offerings with custom pricing
- Define required documents per service
- Add service descriptions
- Toggle services active/inactive
- Set up service categories
Available Actions
| Action | Description |
|---|---|
| Create | Add new service |
| Edit | Update service details |
| Toggle | Enable/disable service |
| Delete | Remove service |
3. Document Management
Upload and manage documents in multiple supported formats.
Capabilities
- Upload documents in various formats
- Auto-identify required documents by service
- Secure document storage
- View document descriptions
- Delete outdated documents
Supported Actions
| Action | Description |
|---|---|
| Upload | Add new document |
| View | See document details |
| Delete | Remove document |
4. Agent Assignment
Assign team members to customers using predefined rules.
Capabilities
- Assign agents to customer applications
- Balance workloads across team
- Track agent assignments
- Real-time status updates
- Activity logging
5. Receipt Management
Automated financial management and tracking.
Capabilities
- Auto-generate receipts on application
- Track payment status
- Record transactions securely
- View payment history
- Customize receipt templates
Payment Statuses
| Status | Description |
|---|---|
| Pending | Awaiting payment |
| Paid | Payment received |
| Partial | Partial payment made |
6. Inquiry Management
Capture and manage potential clients with an organized process.
Capabilities
- Capture inquiries from web forms
- Route by service category
- Track open/closed status
- Built-in messaging tools
- Analytics and reporting
Related Features
- Documents — Document management system
- Custom Fields — Add custom fields to customer forms