Roles Management

Manage control with predefined roles to match your team member’s responsibilities and duties and track their performance.

Roles Management

Role Management

Control level of access

Control levels of access to your client database to prevent the sharing of confidential information. .

Key Performance Indicators (KPIs)

Set targets and a measuring parameter within a specified time period. Increase your team’s efficiency by establishing a KPI target for your Counsellors to judge their performance.

Easy Workspace

Giving access to counsellors as much is needed so that it’s easy for them to work and aren’t overwhelmed with the extensive information.

Judge Team Performance

Monitor and judge your Counsellor’s performance through smart reporting and subsequently take appropriate action.

Add Followers

Multiple team members can work on the same client for different purposes, making collaboration easy.

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