To establish a streamlined and efficient process for handling enquiries, ensuring clients feel valued and supported throughout their journey.

A well-managed enquiry process is essential for building trust and credibility with clients. By responding promptly, understanding their needs, and providing tailored solutions, you create a positive client experience that can lead to stronger relationships, increased engagement, and ultimately, higher conversion rates.

When an enquiry comes in, Kato has you covered. You'll get a notification, and the enquiry is placed into a dedicated bucket for easy management. From there, you can approve or discount the match based on the requirements—simple, efficient, and always in your control.

Your 'Outbound' section is where you will find any society enquiries or portal enquiries. This means you have full control over what is shown on your interest schedule at all times.