CRM software for Immigration processes is aimed to have the workflow automated to a great extent, so that every day repetitive tasks can be performed quickly, and ensuring that no data update is missed.

Maple CRM is specialized in this field and the features included in the software stem from more than a decade of industry experience and the technical expertise dedicated to bringing out the best user experience.

In addition to the lead and process workflow automation, Maple CRM has dedicated features for Canada Immigration process-

• 67 Point Score Calculator
• CRS Score Calculator
• Automated Evaluation Report

These are the vital procedures to be followed for Canada Immigration. 67 point and CRS score calculator are the basic requirements for the candidate’s scoring. These are inbuilt in Maple CRM and are picked up automatically while generating report.

The process involves another critical step- ‘EVALUATION REPORT’, which is mandatory and has to be generated with utmost prudence by the consulting agent. Absolutely NO ERRORS allowed!  Maple CRM supports automatic generation of Evaluation report- thus eliminating errors, data misses or any other discrepancy.

Features:

• Inbuilt calculator for CRS and 67-point score
• Configurable template for report
• Custom defined headers and footers with company logo
• Provision for addition of images and text

Maple CRM aims at ‘Less Time Typing, More Time Selling!’

More than 600 of our customers have experienced a minimum of 40% rise in productivity after switching over to Maple CRM. Why think? Contact today!!

Contact our representative for more information or an interactive session.

info@maplecrm.com     |      +91 861 864 6767     |  www.maplecrm.com

With the world opening its doors wide for immigration and abroad resettlement, ways are getting paved for Immigration Consultants to boost their business and speed up the process of migrating applicants towards their dream country.

This process, however, involves multiple steps, crucial documents, assessments and processes. To achieve accuracy, prompt response and excellent customer experience, it’s a MUST to have an automated system for the entire process.

Maple CRM is a specially designed CRM software for Immigration consultants, encompassing all the facets of Immigration Processes with customizable workflow for all the countries.

– Lead Management
– Workflow Automation
– Custom Configurable Process Management
– Online Client Portal
– Custom Reports
– Custom Dashboards and Views with filters
-Automated Evaluation Report for Canada Immigration

Maple CRM stands out from the rest due to the unique features and functionalities developed considering the cruxes of Immigration Consultancies.

For more information, drop a WhatsApp message with ‘Hi, I would like to know more’ to the below mentioned number, or just give a call. We believe we can connect better if we have a chat!

www.maplecrm.com | www.maplecrm.ae | info@maplecrm.com
+91 861 864 6767

Big or small companies rely greatly on effective mode of communications and handling business process along with building a healthy relationship with clients.

Many companies do face problems in maintaining the good day to day flow like:

• Consultants are loaded with activities without a structured work culture
• Data accessibility issues when there is no proper hierarchy set in place
• Inconsistent and out dated details floating around the team
• No proper tracking mechanism to have a hold on the process
• Difficulty in manually notifying the status to clients everytime there is an update

The above are on the ground level. When we dig in, we may find many more hurdles from one stage to another.

Immigration CRM

Maple CRM Software has been designed to reduce the complications of the workflow. It can manage the entire organization process in an orderly manner with great ease. The solution ensures to improve the productivity and quality with result oriented solutions for all the problems.

Maple lets you to configure the entire process in a structured and systematic way allowing the consultants to work on their activities smoothly.

Maple CRM promises to offer for Immigration Consultants:

• Pre-Sales
• Workflow
• Automation
• Communication
• Tracking

Pre-Sales

Maple CRM can integrate to your websites or different landing pages and allow enquiries to directly flow into your CRM eliminating all the manual work of lead additions. It can also distribute these enquiries to different consultants using round robin method. This would save up majority of the resources time by making things system driven.

Lead Management CRM

Lead Management also supports Lead Scoring allowing you to prioritize and target the potential leads with score points. These scores are automatically updated based on the business structure configured. Further to this, the CRM lets you to have your own lead cycles defined so that the counsellors or sales team can take care of the follow ups and convert them accordingly.

Workflow

The entire process of applicants can be taken care in Maple CRM in a streamlined manner using the Workflow Management module. The module offers to have every single task for various countries to be pre-defined and structured initially and lets the consultants take care of their work activities as per the defined model. This also ensures that every designated work gets completed on time and as per the requirement. Every document that is required to be collected can be mapped to the Task or the Work item during which it needs to be collected. This would ensure that all the mandate documents are collected and is processed accordingly.

CRM Software for Immigration

With the help of Maple CRM system, the consultants can take care of the complete application filing, processing and visa submission activities at one place. The entire immigration process can be configured in the CRM with respect to the flows of different countries.

Automation

One of the most tedious job is getting all your leads added one by one into the CRM. Maple CRM can help you in getting this automatically imported through web integrations. The second most important time consuming job is client interactions, which most obviously happens over calls or emails. The smarter approach here would be to trigger automations from CRM. The emails can be sent automatically to inform or share time updates. Same with SMS, the system can send quick short message notifications to clients via SMS. These triggers are going to save resources time majorly .

Communication

Interacting and updating applicants about their application status is far more easier and professional using Maple CRM’s email and SMS solutions. This also offers to have email and sms templates pre-defined and used anytime instantly.

Tracking

Keep tab on progress of each of the work items allocated and also on the consultants on effectiveness and work closures. The system lets you monitor the entire process and also lets you know whether the timelines are met or has been overshot. Any approvals or time extensions can be routed through managers and that would ensure that everything is under the administration scanner.

What does a CRM promise to offer for a Study Abroad or Education Consultants?

We are not just talking about storing databases of contacts and to use them to do cold calling or send bulk emails. We are talking about potential CRM that can build value addition to businesses and help in increasing productivity and profitability.

Let us take a normal scenario where counselors get walk-ins and everyday enquiries that needs to be dealt with. Tens and hundreds of enquiries, stored in excel and following up with them and keeping up with priority cases is definitely a nightmare.

CRM Software for Business

So a basic CRM can ofcourse help in storing, managing these leads, timely notifications on follow up and probably keeping track of the lead progress. That’s all right. I mean that is what many CRMs promise to help in managing daily work activities.

If you are thinking CRM is just the above, then you are wrong. CRM is vast and it can do much more than you can imagine.

When you say daily work activities of an education counselor or an expert, it involves collecting the lead details, converting them into a potential student, complete registration, conducting interviews, get the fund approvals, take care of medicals, submission and approval of visas, etc. and ofcourse these are handled by different subject matter experts. How are these taken care in a CRM?

Not to forget the managers who want to keep track of these operations, the timelines on these and managing the entire process and ensuring that everything is getting done and is running smoothly on time. Well, it sounds like you need to build a custom software to take care of all these processes? That’s the only option is what you think!

Seriously? Think again!

What you need is not to waste time, resources and money in building a super fantastic huge software of your own! But an intelligent CRM that can do all the work for you.

You need Maple CRM!

What can Maple CRM do?

• Organizes your business workflow
• Automates work activities
• Helps in tracking work progress
• Enhances agent to student communications
• Maximizes business performance
• Increases profitability and efficiency

CRM Software for Education

With hundreds of applications a year, you can easily organize your tasks and manage your growing leads in one CRM. Be it multiple teams or branches, you can establish a streamlined access and an effective communication between the experts in Maple CRM. The solution offers lead to student conversion, maintaining separate channels for lead and student process.

In addition to the above, the Education CRM provides:

1. Lead creation from web sources and landing pages
2. Automatic distribution of leads to Consultants
3. Lead Management Process with Lead Scoring
4. Lead work flow  and follow-up.
5. Conversion of Leads for Processing
6. Country/University/College course finder
7. Student Process tracking & Application Filing
8. Document Check list & Check points

Workflow Management

Maple CRM can build the complete flow for Education process in regards to the various countries. The counselors and experts can be designated with the work item as per the flow and will be notified on what needs to be done along with the timelines. This would ensure that there is no manager or administration intervention required for the smooth flow of the process.

Study CRM Automation

Automate the workflow with pre-defined triggers that can easily communicate, notify and update the students through email or SMS. These automations can help in sending timely updates to students about their application status, submissions, approvals, etc. Such automations can not only save up the resources time but also adds up professionalism in student interactions.

Tracking of Workflow and Process

With Maple CRM at your fingertips, it is easy to monitor the entire process and ensure that all the activities are taken care and the timelines are met. Dashboard & Charts are equipped to highlight the key areas where you need to have constant look out. More importantly, you can download various reports on the workflow and the activities as needed in just few seconds.

Immigration CRM

Maple CRM is specialized with end to end solution for Immigration process. The software includes features designed to cover all the business activities of immigration related workflow.

Be it a small or large enterprise, Maple CRM can cater to the needs of everyday workflow for Immigration Consultants.

The modules cover both on sales and workflow management front giving valuable tools to effectively manage the immigration work process.

Immigration based CRM helps in:

• Automatically acquiring new leads who are willing to immigrate from various sources.
• Provide streamlined and timely updates to leads
• Monitor and track work progress
• Get timely notifications on follow-ups and payment checks
• Organized work allocation and updates

Study CRM

Overseas and Study Abroad CRM provides an exclusive interface to store and manage student enquiries with customized fields and enquiry stages like application filed, documented, visa issued, etc. Consultants can easily analyze and manage the opportunities.

Study CRM helps to:

• Improve the applicant tracking process
• Save time and stay organized
• Allocate consultant based on expertise
• Maintain professional & healthy communication

Maple CRM enables easy to use and an efficient workflow process that includes:

Pre-Sales:

Attracting new enquiries from various sources and communicating on timely manner with html based designed emailers that can help in promoting and building a healthy relationship with the customer.

Enquiry Management:

Maintaining and storing all relevant details to provide better facilities and updates to customers. The solution can help in adding, uploading files, tracking application status, sending applications, etc. Thus, helping in taking care of the necessary steps without a miss.

Account Management:

Generate proforma and sales invoices easily and maintain track of the payment details and follow up on the pending payments.

Automation:

Configure automated triggers based on stage changes to notify customer via email or SMS regarding their application status or updates. Maintain professional communication using the CRM automation feature.

Workflow Tracking:

Monitor the employee performance and team progress on each enquiry. Also, easily analyze how business is progressing and take necessary actions based on that. Easily pull out reports as needed to help your decision making process.

With the advent of GST process from July 2017, many organizations have by now made their entire billing process in compliance with the GST. Definitely, there was a lot of scuffle during the initial stages for products and service companies to understand and implement the new GST model.

Maple CRM had introduced the GST based Invoice builder during those times which was developed to help organizations of different verticals to easily bill the customers using our system.

Maple CRM Invoice builder lets you to generate Proforma and Sales Invoice for Product Companies, Service Companies, etc.

Sample GST Invoice for Product Companies

Below is a sample GST Invoice for Product Company where each product can vary with different tax rates.

Maple CRM offers simplified GST based Invoice Builder where you can configure different flavor based profiles i.e. Invoice templates that can be pulled accordingly when generating invoice for your client. Also, all the products can be uploaded under Product Catalogue for instant use. These products can be loaded with technical details of the product, standard unit price, HSN/SAC code and applicable tax rates (CGST, SGST and IGST).

While generating invoice for a client with the required product, once can choose what tax rates need to be applied and accordingly update the tax rates. The tax amounts along with the total invoice amount shall be automatically calculated. The generated invoice shall be available in PDF format which can be downloaded or emailed to the client from Maple CRM directly.

Configuring Products with GST rates

Below snapshot showcases the Product Addition form where one can enter all the product related details including HSN Code, Unit Price, Applicable tax rates, etc. Based on which, you can bill the customer by just selecting the product in the Invoice generation form.

Similarly, GST based invoices can be generated for Service Companies. For Service industry one can apply SAC code instead of HSN. You can easily generate invoices using Maple CRM in GST format in less than a minute.

Additionally, Maple CRM offers flavored predefined templates where you can have the PDF Invoice with the GST rates breakup on each product/service or the total GST calculation. Companies who do not fall under the GST model can opt for No GST template that will not include any of the GST details on it. This way, Maple CRM lets you to easily customize your business billing process as needed.

Check this video to understand more on Maple CRM Quotation Builder with GST.

Small Business practices that increases Productivity

As a small business owner, you may have planned to accomplish many things each day but the limited time doesn’t really help to finish what is planned. So it is really necessary for you to find ways to make time and also in streamlining how these things can be done.

Here are some tips to help you improve productivity for you & your team.

Identify the important tasks

This helps in focusing on the really important items on your to-do list. Also, the other items can be allocated to your team members so that your time can be effectively used for the important ones than just everything.

Classify your enquiries

Ensure to segregate your enquiries in different ways so that you can easily priortize your leads and work on them for better conversion.

Make it Streamlined

Passing notes & emails for delegating items and then remembering to follow up and track are the old ways. Using CRM software, allocate as well as track team activities.

Identify activities for automation

Many software solutions like Sales Automation, CRM Software, etc come up with automation features that can erase your routine & administrative tasks helping you and your team to be more effective. Explore such options while subscribing for software solutions.

Keep Track and in Loop

Your team needs constant attention and tracking so that they can modify their process for better deliverability and also for you to monitor their performance. Ensure to track the business activities on a timely manner and take corrective measures wherever needed.

Ways to Improve Small Business Sales

Nurture Leads using Lead Automation Tools

The sales process need not be complicated if you have the right tools to help your team. Many solutions come with Automation and Lead Scoring techniques that can be effective to target leads, nurture them and make sales. Here is a quick video on Lead Scoring Automation tool.

Bring Professional approach to Customer Interactions.

It is important that every communication with customer is professional and effective. Add great content in the emails and SMS that goes out to customer. Ensure that interactions are reaching the customers at the right time and do not over push multiple emails for promotional purpose. Use email and SMS templates in your software to keep your communicating methods uniform across.

Follow a Sales Planner

Set proper business goals and make your team follow the model to keep up in bringing the sales. You can set targets for each team and individuals and keep track of how things are progressing.

Adopt Upselling Model

If your business works well for upselling, then this is one of the great way to bring more revenue. Ensure that your customer stays happy with your business and can keep returning back to you for more. For this, you would also need to have a good customer management in place. Keep your customers happy so that it can bring better sales in future.