This application is available in English

The Consulting Manager 365 system was developed for a large international consulting firm in order to increase the efficiency, speed, and security of interaction with clients. It provides the client with state-of-the-art customer relationship tools, automates document and report collection, reconciliation, and exchange, and provides archive support and mobile access to the document archive for authorized users. It also includes a line of specialized services, such as a wiki library of common documents, global and local news and events, online report reconciliation, and developing a reconciliation protocol.

Key features:

Organizing consultant teams responsible for a particular client. Access to the customer documents is only granted to the members of the corresponding consultant team.
Storing all the customer documents in a single account. Access to the account is only provided for authorized customer employees.
Online report reconciliation with customers.

Uploading and downloading documents by authorized employees using a secure protocol instead of unsecure email and file exchange services.

· Creating both global (for consulting firm employees and all customers) and local (for a particular customer) news and events.

· Creating a personal payment schedule and exporting it into the customer’s calendar.

· Fast access for authorized customer employees to the consulting firm's contacts (chat, email) and vice versa.

Using a document retention policy.
An advanced notification system that informs the client about:

Local (including notifications about dates of payment) and global events.
Adding new documents to the system and accounts.
Too many documents have been added to the system.

Versioning – the system stores a specified number of document copies

Consulting Manager 365

АЛВ Груп