Consultancy

🧠 Structured Success: Introducing the Mewayz Consultancy Management Add-On

Move beyond siloed processes to a unified, automated consultancy hub. The Mewayz Consultancy Management Add-On is a complete, enterprise-grade solution designed to centralize and automate every aspect of your professional services firm—from initial inquiry and client onboarding to service delivery, payment, and reporting.

Gain real-time control, enforce compliance, and drive efficiency with smart automation and built-in business intelligence.

🎯 Key Features for End-to-End Management:

• Complete Client and Service Management:

  • Unique Tracking: Automatically generate a unique Application ID for every client entry, ensuring smooth progress tracking.

  • Flexible Configuration: Configure a list of services with flexible pricing and pre-define required documents to maintain organization and compliance.

  • Client Profiles: Manage complete client profiles with all essential information.

• Advanced Document & Agent Management:

  • Document Processing: Securely upload and manage multiple document formats. System automatically identifies and tracks required files based on the selected service.

  • Intelligent Assignment: Automatically assign agents based on predefined rules (skills/availability), ensuring balanced workloads and smooth collaboration.

  • Transparency: Maintain detailed activity logs and instantly track updates for every status change.

• Automated Financial Management and Tracking:

  • Zero-Effort Receipts: Receipts are automatically generated upon client application, detailing service charges and payment information.

  • Live Tracking: Track payments across multiple statuses in real time and monitor application progress instantly.

  • Branding: Customize professional receipt templates to match your business branding.

• Intelligent Inquiry Tracking & Analytics:

  • Automated Lead Capture: Automatically capture and route inquiries from all channels based on service type.

  • Performance Monitoring: Access detailed analytics and reports showing inquiry source, conversion rates, and service demand to inform better business decisions.

• Enterprise-Grade Reporting:

  • Business Intelligence (BI): Turn data into clear insights with advanced BI analytics, charts, and trend monitoring.

  • Customizable & Scheduled Reports: Create custom report templates and automatically distribute scheduled reports to managers.

  • Security: Control access to sensitive data with role-based user permissions.

Ready to streamline your client journey and scale your consultancy business?

#Mewayz #ConsultancyManagement #ProfessionalServices #ClientManagement #InquiryTracking #FinancialAutomation #BusinessIntelligence #ServiceDelivery #AllInOnePlatform