Manage your matrimonial agency like a Pro

Dashboard

Notification Icon to view today's Meeting, Task and Leads.

• Global client search
• Staff defined theme and preferences
• Analytics/ Client data on the basis of:
  • Total number of Profile
  • Total number of Paid Profile
  • Total Leads
  • Total Client Meeting
• Client’s birthday & anniversary
  • View client data, tasks and its follow-up based on below criteria:
  • Pending Task
  • Today's Task
  • Tomorrow's Task
  • Upcoming Task

Manage Clients

• Add/update client data in separate sections as Personal Details, Educational and Occupation Details, Family Details, Contact Details, Photos and Bio Data, Registration details and Payment details with more than 100 fields to be captured.
• Create client profile in 10 to 15 minutes
• Segregate clients as General, Important, and Confidential
• Search and share approved profiles to client through Email and Whatsapp in PDF
• Shortlist profiles for client for approval by admin
• Manage task & followup created for each client
• 360 degree view of profile. All actions performed on client such as profile sent, profile received, meetings and notes, interaction notes etc.
• List clients whose membership has expired
• List clients not followed up in last 14 days
• Create meeting/tasks in reference to profiles
• Manage clients response/feedback on the profiles shared with the client
• Manage client interactions

Search Clients & Advanced Search:

Clients can search the profiles based on various criteria such as:

• Gender, Age, Height, Personality, Complexion
• Religion, Caste, Sub-caste, Gotra, Astrology
• Qualification, Occupation, Premium College
• Eating habits, Drinking habits
• Budget, House type, Annual income, Family income
• Marital Status, NRI Status, Settle abroad
• More than 40+ search filters to search for profiles
• Last searched profile filters are saved for each client

Manage Shortlists

• List profiles shortlisted by staff
• Admin can add/view/approve/reject shortlisted profiles by staff
• List approved profiles
• List rejected profiles

Manage Leads

• Manage leads from various sources by entering the Reference of the leads
• Manage lead follow-up
• Search/Filter leads based on Name, Location, Assignee, Status and other search criteria
• Aesthetic UI that is more readable and understandable to the user

Manage Tasks

• Manage tasks and their follow-ups for each client
• Task categories such as:
  • Short listing
  • Client meeting
  • Family meeting
  • Follow-up
  • Feedback
• Create tasks on the basis of categories
• Assign task to any other team member
• Add/View followup date time for task
• Search/Filter tasks based on Task Title, Client Name, Task Category, Assignee, Status and Other Criteria

Manage Reports

Staff Report

• Admin should be able to view the Work Done / Action Performed by all the Staff
• Staff reports will be generated based on below criteria:
  • No of Profiles Viewed
  • No of Profiles Sent
  • No of Meetings Scheduled
  • No of Profiles Handled
  • No of Profile Created
  • Total Payment Collected
  • Staff report can be filtered on the basis of Time Duration

Client Payment report:

• The User will be able to view payment reports for each client.
• The Payment reports are generated on the basis of:-
  • Expected Amount
  • Received Payment
  • Payment Due
  • Payment reports can be search/filter on the basis of Client Name, Email, Phone and Date Filter
• Filter
  • View/Add Payment of each Client

Staff Activity Log

Users can view Activity log on the basis of

• Staff name
• Module Name, Sub-module
• Client Name
• Description
• Date and Time

Manage Settings

• Various details related to the client profile can be added and managed in the system.
• Setting’s criterias are as follows:-
  • Profile sourced from
  • Religion
  • Caste
  • Qualification
  • Reference (for leads)
  • Country
  • Occupation type and many more
  • Income
  • Whatsapp Login
  • Many others

Manage Staff

Staff:

• User will be able to add/edit/delete/deactivate staff members
• For the security purposes:-
  • To login to a new device, staff need approval from the admin in the system. On next login from the same device, User can login without approval for a set no. of days.
  • Admin can view staff last login request and approve the login after reviewing below details such as:-
    

    IP, Date Time, Location, Device

  • User can view Last Login activity details such as:-
    

    IP, Date Time, Location, Device

• Search staff by name, type and status
• View Login History of staffs
• View profiles handled by the staff
• View Deleted Users
• View Login History of staffs
• View Permissions of Staffs
• Role management with Permission levels

Extra Features:

Client Feedback *

• When staff shares any profile to client then client will be have option to give feedback for that profile in Whatsapp or Desktop view
• Feedback received by client will be displayed under "Client Response"
• In the Client Response staff can view/add response and resend profile.
• Client response to acceptance / rejection for the profile is clearly highlighted.
• Client response is displayed in the profile cards using thumbs symbols