What features are included with the 'Getting Started' (FREE) plan:


__________________________________________________________________________________

GENERAL

✔️ Create unlimited users of ONKHO

 

✔️ Customise layout of dashboard using common widgets

 

✔️ Import clients & contacts as per the current CSV format

 

✔️ Customise your dashboard using the standard widgets

 

✔️ View all activity for each client and contact

 

✔️ Add unlimited notes to your clients and contacts

 

❌ Send Message

 

❌ Create dashboard widgets from insights

 

❌ Message template creation/ storage

 

 

 __________________________________________________________________________________

WORKFLOW

✔️ Add compliance services to your clients

 

✔️ 2 deadline dates in the Smart Planner

 

✔️ Assign work to the team

 

✔️ Status updates for jobs

 

❌ Add job (ad-hoc)

 

❌ Add steps & requirements to services

 

❌ Create unlimited custom services

 

 

 __________________________________________________________________________________

CRM

✔️ Create unlimited contacts & clients

 

✔️ Add notes

 

✔️ Common properties included in client page (NINO/ VAT reg No/ CH Reg No etc)

 

❌ Add one-off jobs to clients

 

❌ Add your own custom properties in client page

 

❌ Doc portal - 4GB storage for each client

 

❌ Terms - Onboarding feature: Fee Plans,Agreements (Letters of Engagement/ Terms), e-authorisation of Agreements

 

 __________________________________________________________________________________

INSIGHTS

✔️ Create & run Insights

 

❌ Save, share & export

 

❌ Add insights to the dashboard

 

 

 __________________________________________________________________________________

COMMUNICATIONS

❌ Incoming, outgoing and internal communications - automated reminders/ communications with clients/ internal communications