What features are included with the 'Getting Started' (FREE) plan:
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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
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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
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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
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INSIGHTS
✔️ Create & run Insights
❌ Save, share & export
❌ Add insights to the dashboard
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COMMUNICATIONS
❌ Incoming, outgoing and internal communications - automated reminders/ communications with clients/ internal communications