Manage your marriage bureau like a Pro

Dashboard

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

• View client data, tasks and its follow-up based on below criteria:
  • Pending Task
  • Today's Task
  • Tomorrow's Task
  • Upcoming Task
• Total clients, paid clients, total leads, client meetings
• Client’s birthday, client’s anniversary

Manage Clients

• Add/update profile (name, date of birth, religion, caste, sub-caste, personality, eye sight, education & occupation, family, photo, contact, payment details and approx. 100 fields to capture)
• Share PDF of multiple profiles with each client and response received from client
• Manage interaction record of each client
• Shortlist profiles for client to be approved by admin
• Add/view registration & payment details
• Add/view task & followup created for each client
• Membership expiring client report
• Payment due and collection report
• 360 degree view of actions performed for each client

Search Clients & Advance Search

Clients can be searched based on various criteria like:

• Client Name
• Gender
• Religion, caste, sub-caste
• Occupation, income, education
• Astrology
• Location, budget
• Age, Height
• Eating Habits and many more search criteria

Manage Shortlists

• Can add/view/approve/reject shortlisted profiles by staff
• List profiles on the basis of approved and rejected Profiles

Manage Leads

• Add/edit/delete leads generated from various sources
• Add/View lead followups
• Filter leads based on name, location, assignee, status and other search criteria

Manage Tasks

Multiple tasks and followups can be added for each client

• Add/view/edit/delete task and its follow-ups
• There are various categories of task like
  • Short listing
  • Client meeting
  • Family meeting
  • Follow-up
  • Feedback
• Task priority can be set as 'Normal' or 'Urgent'
• Add/View followup for task
• Search task based on task title,client name, task Category, assignee, status and other criteria

Manage Reports

Staff Report

• Admin will be able to view the work done / action performed by all the staff members
• Staff reports based on below criteria will be displayed:
  • 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 based on date filter

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
  • View/Add payment of each client
  • Payment reports can be filtered based on client name, email, phone and date filter

Manage Settings

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

Manage 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, he 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

Extra Features

Client Feedback *

• When user shares any profile to client, then client will be having option of giving feedback for that profile
• All the feedbacks will be displayed in the system under "Client Response"
• In the Client Response user can view/add response and resend profile.
• Client response to acceptance / rejection for the profile is clearly highlighted.