This is the advance version of KPTS where our clients can manage the existing clients as well as prospective clients through this app.

Through this app, client can monitor his existing clients, renewals, meetings, grievances. All the visit history is recorded. User can set meetings, send message, send emails, set reminders and many more.

Prospect clients can also be managed through this app.

Few Modules are

  • API to sync data from Current System – Existing Clients
  • Manage Office
  • User Module
  • Assign/Re-Assign Clients to BDM
  • Reports/Dashboard

Mobile Users

  • My Client
  • My Prospect
  • Meetings
  • SMS
  • EMAILS
  • Calls
  • My Reminder/Alerts
  • Data Enrichment
  • References
  • Service Request