Process / Operations Management with CRM for Immigration Consultants

How ideally a CRM can be utilised for Management of Multiple countries’ Visa Processes in Immigration Services

Best CRM for Immigration Consultants – Sales and Process Management with Maple CRM

It’s a common understanding that CRM is only a ‘Sales Management Software’ and there are tons of companies who solve this purpose, too. But crux of any Immigration Service Agency is to manage the actual Process , i.e., the Operations team.

As important it is to manage sales, so is to manage the processing, documentation, updates and escalations, too. A great organization is built from great customer as well as easy flowing user experiences.

What role does a CRM play in arduous task of Visa filing management? Let’s have a look:

1.Ensuring Accurate, On-time and Smooth Process filing:

CRM has the ability to support assigning of the tasks involved in each process to the executives, along with configuration of steps involved, timeline for each process, escalations for delays and notifications to concerned authorities

Task Status can be updated and customer statuses can be configured.

2.Document Checklist:

Assigning the tasks to executives makes them independent, but still a check can be kept on them so as to ensure proper status updates. Example: A document checklist can be configured such that the status of the process can be marked completed only if the documents are uploaded in the CRM

This system cannot be bypassed any delay in the process can be well kept a record of and notified to the concerned authorities.

Custom document checklist can be configured for each Process.

3. Updates to Clients and Notifications:

CRM should and must support automatic updates to the clients and notifications on completion of major steps. This helps maintain a transparent business and clients can be assured they get the worth of their money spent.

CRM not only enhances the workflow, but also helps bridge the gap between internal updates in the organization and shortfalls in communicating the sane with the Clients.

Immigration CRM

Maple CRM is the Best CRM software for Immigration consultants in UAE. Process Management is the strongest feature of Maple CRM, which is of utmost requirement in any Immigration Consultancy or Visa Filing Service Agency.

Check Features of Maple CRM for Immigration consultants here.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive and have a chat!

Quick Connect: info@maplecrm.com

Call/Whatsapp: +91 8618646767

 www.maplecrm.com | www.maplecrm.ae

Check Maple CRM Blogs to gain deeper insights on the role of CRM software for Immigration Consultants.

We serve a wide clientele from INDIA, UAE, QATAR, AUSTRALIA, CANADA, UK and many more parts of the world! 600+ clients- excelling process management every day with Maple CRM!

CRM for Sales and Operations Management for Immigration Consultants

Best Immigration CRM in UAE

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Maple CRM: Specially built for Immigration Consultants for lead and process management

The immigrant population growing by leaps and bounds over years makes Immigration Consulting Companies one of the highest searched and consulted organizations. Exploding magnitude of inquiries pouring in and the umpteen applications processing every single day makes it a herculean task to manually manage the entire process- leave alone effectively and without any leakages. Click here to check how Maple CRM helps.

CRM software is a must for any business, more weightage onto Immigration Consultants . It solves all the purposes: Manages the Sales part, operations part, finance part and also supports document generation- automatically!

Why not take a quick look how a CRM can be a companion for Immigration Consultants:

1. Lead Management

  • Auto Capture leads from online lead generation platforms- like FB, Insta, Google, Website, Landing pages, etc.
  • Prioritize high quality leads
  • Group the inquiries and assign to individuals automatically
  • Generate Sales reports

2. Process Management

  • Multi country process configuration
  • Task mapping to users and teams
  • Time-line management and escalations
  • Client portal – for Updates and Notifications

document agreement contract

3. Documentation

  • Generate Custom Documents
  • Pre-configure Templates
  • Send Documents to Clients
  • Check-list of mandatory documents

CRM invoice, payments. Immigration CRM, Manage payments. Online payments

4. Payments

  • Generate Invoices and mail to clients
  • Online viewing of payment status
  • Generate receipts
  • Manage Part payments and installments

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

Check Maple CRM Blogs to gain deeper insights on the role of CRM software for Immigration Consultants.

We serve a wide clientele from INDIA, UAE, QATAR, AUSTRALIA, CANADA, UK and many more parts of the world! 600+ clients- excelling process management every day with Maple CRM!

Multi faceted business? Easy and Precise management with Maple CRM!

CRM- Customer Relationship Management software is the spine of business workflow management. An organization with CRM in place displays organized structure for management of their leads, processes and collaborative task implementation.

Result being reduction in lead leakages, saving of time in every day tasks, increased customer retention and boost in productivity of the executives

Take a look at how Maple CRM rises above rest to enhance the process management – Maple CRM for Workflow Management

How does it really work? Let’s dive into the functionalities of a CRM software:

1.Manage leads with automation and notifications

Right from auto capture of leads to conversion of leads- entire workflow can be customized and automated in CRM. Follow ups and reminders can be set and the To-Do List is always at handy, ensuring that lead is missed out.

Escalations due to lead no actions on any case can be set so that managers are notified of the same from time to time. You may miss following up, but CRM won’t let it happen!

2.Organize data, Documents and set priorities

Well-organized, categorized and segregated data is the only possible way to manage it effectively. Organize data based on context, user wise or priority wise, CRM is flexible enough to accommodate any such requirement.

Generate Documents (Check the feature here: Documentation in Maple CRM), organized by headings and custom mandatory checks can be implemented. This will ensure that the entire process goes ahead adhering to the rules and regulations of the organization.

3.Multi-platform access

CRM is your companion for everyday working, and a companion should be accessible from anywhere, any platform. CRM software is compatible with desktops, smartphones and number of other devices.

Easy to use when it’s on your fingertips and at ready disposal.

4.Customize, Customize, Customize!

Identification of a professional CRM is on the extent of customization it provides. Afterall, no business is the same. So how can one-size-fits-all can be applicable to CRM?

Ensure that CRM workflow, nomenclature, headings, viewing groups, task mapping, etc are flexible enough so that it can be moulded into your business structure seamlessly.

5.Customer Retention

The major aim ahead in having a better workflow, better management and better system is having a great customer in flow and retention of existing customers.

Get analytics of customer buying patterns, customer size to forecast the up-sales. Customer history insights give a better understanding of market progress and enables devising better sales strategies.

CRM is, without a shred of doubt, the vital tool at the centre of the system, getting all the cogs in tandem.

Utilizing it to the fullest potential ensures smooth functioning of a system and productivity enhancement, resulting into rocket-speed soaring of a business.

Ask for more information on: info@maplecrm.com for more details.

Quick connect: Request a demo

Call/Whatsapp: +91 8618646767

4 Reasons why Immigration Consultants should have a CRM for lead and operations management

CRM is Customer Relationship Management software- aimed at automating the lead management, process management and performance monitoring of an organization.

Immigration consultancies- which is one of the ever-in-demand niches, have a huge amount of data, processes and updates which have to be aptly managed to ensure smooth running of the business. On top of that, with several executives working simultaneously, it’s mandatory that all the cogs are set to rotate in tandem and nothing, not a single goes astray.

What is the role played by a CRM software:

CRM software enables and enhances the workflow right from the lead capturing stage to deal closing, and also beyond sales- like providing services, after sales support, etc.

  • Auto-Capturing leads from online ads and websites
  • Assigning work processes to concerned authorities
  • Reminders and Notifications for follow ups and updates
  • Documentation- Generation and Storage
  • Operations workflow management
  • System performance monitoring

Now let’s have a look at the 4 major reasons an immigration consultancy MUST have a CRM software:

  1. Lead Management:

The throughput of leads and inquiries for immigration consultancies is too high for anyone to maintain it manually. Follow ups are missed, notes are not updated and obviously the calls and related comments are never noted down. CRM is the quickest and the surest way of having all these records in one place, reminders scheduled and automatic notifications for the tasks.

This way, the sales person doesn’t have to get burdened with brain-storing all the details, and can completely rely on the CRM software to do the work.

2.Customer Support and Service

Customer data, history and records- all are collected under one single roof- the CRM software. Smart search, priority-based organization and quick re-collection of data smoothen the process of customer service.

Any customer, for any reason drops the plan but tries to re-connect in say, after 3 months, the concerned executive can get all the details of the related account history in a matter of a couple of seconds and give a pleasant customer experience, since customers feel privileged with the priority service.

3. Record Keeping and Documentation

Conversation remarks and documents can be stored in the CRM. This functionality is more shot into focus when there’s a multitude of database, thousands of customers and huge amounts of data to be maintained.

It may need super-human brain to process all this and keep it at hand at any instant as required. Since we cannot expect Super-Man to come and do it, let’s leave it to our CRM software!
Organization of the data, storage of the documents under specific headings and transfer to the concerned authorities- all supported with CRM and with the assurance of no data loss.

4. Team Performance and productivity

Now here’s where eyes of the managers and owners can seek relevance- Monitoring how’s their team performing.

And if a software does that for them- more even- it gives analytics, notifications on any delays, plus prominent reports get deposited in their inbox regularly!

All these can be configured in CRM and can be used for the advantage of the organization.

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

Scope of CRM : How does it actually benefit your business?

Article specially for Immigration Process Consultants.

Maple CRM is one among the top CRM software providers, trusted by businesses globally and catering to requirements of various niches.

In a business with high lead throughput, several number of executives simultaneously handling scores of tasks and multiple processes ongoing, more than being difficult, it’s counter-productive for any organization to keep a tab on everything. This results in lead leaks and process mismanagement.

CRM plays a vital role for organizing, workflow automation and dedicating user access as per roles to the executives.

Maple CRM is voted the No.1 choice by customers in ease of use and flexibility.

Let’s have a look at 5 major ways in which Maple CRM enhances the process management:

  1. Organization of data

Get the leads organized by segregating into categories, prioritizing with the help of lead scoring and provision of re-assigning to designated executives.
Not only leads, the notes which are added related to any lead can be categorized as well on the basis of their subject.

2. Workflow Automation

Business workflow can be customized, mandatory steps can be set and notifications for all can be configured so that everything goes on smoothly and important steps and updates are never missed.

3. User Access Control

Provide users (executives) access to only the features which are related to them. Task demarcation based on the user type is supported in Maple CRM and admin of the system has the right to set it. This way, it can be ensured that no data leaks can happen inter-organization and every individual flawlessly glides through their own tasks.

4. Documentation

All the documents collected from the leads and the applicants can be categorized and listed as per names under that particular lead. Generating custom documents too, is supported in Maple CRM.

5. Usability and Ergonomics

Maple CRM is designed considering 2 major factors:

  • Ease of use even for a non-tech savvy person
  • Usage every day, every instant

This implies that all the tasks, lead management options, priority list access, escalations, etc. are so easily accessible that it become impossible for an update to be missed!

This is what makes Maple CRM the highest rated software in the niche and our support team enjoys 5 star reviews from all the customers!

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

CRM software for Immigration Consultants: Maple CRM

Prime Features which play a key role in every day tasks and enhance the productivity

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CRM software is the basis of a stable and a well-organized system. Especially for Immigration Consultants owing to huge amount of data processing every single day.

It’s a great practice to have the CRM software incepted right from the beginning of an organization, as the old saying goes- well begun is half done! A structured way of lead management, workflow configuration and process management ensures a scalable and an error free system.

Why does CRM play such an important role?

  1. Automation of repetitive tasks
  • Why spend time and effort manually when there’s an automatic system for it? Lead Capturing, Assigning, Notifications, Reminders, Automatic Mails and Notifications to Clients- All can be set for the CRM to perform as per pre-defined schedules.
  • Pre-configured mail and WhatsApp message templates are a real time saver when it comes to sending same mail content to multiple receivers every day

2. Automatic Agreement / Document generator

  • Pre-configured templates of documents, with provision of auto pick up of Client Name, Contact Number, Email ID, Address and any other required variable field enable generation of documents / agreements within a couple of seconds
  • These documents can be stored and transferred to concerned authorities internally through the CRM

3. Invoice and Payment Management

  • Multiple profiles of Invoice can be configured in the system and the content in it can be placed as required.
  • Multi-Currency setting option, Flexibility in discounts applicable, pre-feeding of services provided, all are supported in Maple CRM
  • Payment management- in terms of installments provided, discounts for each installment wherever applicable, notifications to account manager as well as client for payment reminding ensure no payments are missed.

4. Marketing Forecast

  • Real-time updated, customizable dashboards and custom reports, CRM gives a clear picture of which are the high performing lead sources
  • Which marketing strategy has driven chunks of leads to your organization and brought business.
  • This can enable forecasting on investing more on the high performing sources and take necessary action for the low performing one.
  • Forecasting can also be done on the basis of quality of leads brought in by various sources, conversion rate and client retention rate.

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

Immigration and Visa Process Management – 5 ways to make it quicker, error free and effective

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Thousands of Immigration Consultants and multiples of thousands of applicants everyday flood the systems of Immigration businesses with their enquiries, applications and visa submissions.

While this is just one of the daily chores of Immigration Consultants, there can be many tight spots where it’s cumbersome to seamlessly transfer tasks internally within the team with ZERO LOSS of information and documents, or and the most important of all- LEAD LEAKS!

Lead leaks can happen due to several reasons- like missing the communication, losing track of lead progress, missing out on high priority leads, no quick communication and most important of all- no reminders for all this!

Check out these 5 ways in which an Immigration Consultants can be at the TOP OF THEIR GAME by effective management and great customer experience:

1. Get it automated – Use a CRM software!

  • CRM software reduces more than 80% of efforts, which is equivalent to 80% productivity boost! Click here to know how exactly it works.
  • With automatic reminders, no follow ups are missed and all the details are ready available for reference.
  • Maple CRM is the one among the top ones in Immigration and Oveseas Education niche, with features and functionalities customized to suit the requirements. Get a demo scheduled today!

2. Encourage executives to make it a practice of recording every single thing!

  • Old school method- of jotting down every single detail works the best even today!
  • Backed by modern technology and sophisticated softwares, keeping note of all progresses, communication and updates is made quite easy to follow.
  • Scheduled reminders and update notifications play an important role in Work process management. Maple CRM has the most user-friendly platform for customization and configuration of the system and user-wise reminder settings.

3. Periodic trainings to new users

  • Cycle of employees leaving the organization and hiring their replacements is another part and parcel in any business. Especially, for Immgration consultants, this business is vastly employee-oriented and technology can be made to work only with proper handlers.
  • It’s imperative that every one is adapted and is adept in using the software or any other technical tool used to daily work process management.
  • Dedicated trainers should be instructed to ensure proper training to new users and keeping all of them up to date on any new additions / updates

4. Easier to maintain soft copies- don’t pile up the papers!

  • Documentation is the most important phase in Immigration Process.
  • The reason for emphasizing software for management automation is not just for a great customer experience, but for a great user experience, too!
  • It’s a thing of the past, where printouts brim the edges of the executives’ table and drawers. It’s difficult, least effective and time eater method of keeping and retrieving records.
  • CRM software now a days are very well designed and easy to use, so that data addition and retrieval is easy and matter of just a couple of seconds!

5. Get technology working for you!

  • Before going ahead with any form of software or tool for your business, it’s useability must be measured stringently and only if it’s flexible enough to fit in your requirements, should it be accepted.
  • Technology here to work for you, not to make you work for it!
  • Contact Maple CRM today to learn how this software can be moulded into your requirements, so that it fits like a glove in your business model and business can reach new heights with productivity boost!

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

Software for Overseas Education and Visa Processing – lead and process management

Overseas Education and Immigration procedures involve numerous steps, highly professional organization of the tasks, documents and a detailed designed workflow. Right from capturing of the lead to having the Visa stamped- all the processes can be seamlessly roped in Maple CRM

With well structured functionalities and a vertical designed specially for Overseas education and Immigration, Maple CRM is rapidly becoming the top most choice of businesses due to the advantage the software brings in.


Unique features:
–         Custom document / agreement generation
–         Ready to refer COURSE FINDER (course library) with all the corresponding details
–         Custom configurable lead and student form
–         Configurable workflow as per process selected
–         Hierarchy-wise and expertise-wise task mapping
–         Online portal for data updating
 

Course Finder comes equipped with 10+ standard filters and a host of custom filters through which the university and courses can be shortlisted and same can be referred to the students. Example- you need to find an Engineering Course in Canada, follow the below steps-

  1. Go to ‘Course Finder’ option in Maple CRM
  2. Type in the Key words, Select filters, like State, Province, Intake, Acceptance Criteria, IELTS score, etc.
  3. There’s your perfect course right in front of you!
  4. Get the student on board!

Multiple course selection, multiple applications, tasks defining for each of these processes and allocating the tasks to the concerned executives- all can be configured through Maple CRM. Documents generation can be done in a matter of a few seconds with pre-configured templates. The hassle of every time typing the matter, checking for errors, etc., is totally eliminated, thus eliminating errors and increasing the productive time.


Maple CRM can be moulded into your business workflow and can be customized exactly as per the requirement. The user can decide what workflow is required, how many steps to be involved, mandatory steps, documents to be generated, payment involved, and most important of all- performance reports.We do not make you alter your ways to fit into the CRM. Maple CRM does the work for you!

Maple CRM- adding value to businesses from the last 10+ years!
Less typing more selling !

Contact us today to get a free demo or just reply ‘interested’ to this post.
www.maplecrm.com | info@maplecrm.com | +91 8618646767

Software for Immigration Consultants : Features for Canada Immigration

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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

Software for Overseas Education Consultants – Management of Sales and Process Workflow

Maple CRM is a software for Smart management of Sales and Process Workflow, specially designed for Immigration and Overseas Education Consultants.

What’s unique??
   

  • Auto Lead Capture from online lead generation platforms
  • Smart allocation based on Subject Matter Expertise
  • Student Online portal – for document uploading, status monitoring
  • Custom Dashboards, Views, Reports
  • Custom Document Generator– Generate any agreement / contract in just a few clicks!
  • Excellent Support and Service

With meticulous and well structured functionalities, get the workflow defined and configured according to your business, with process automations, mandatory checks and customized configurations.

Maple CRM supports the unique ability to have the software defined the way you work, without having to compromise at any step.

This CRM works for you!

How does it benefit sales?

  • Quick action tabs for addition of leads (also through Mobile App)
  • One-touch contact option
  • Super quick follow ups setting, rescheduling and adding
  • Configurable Mail Templates
  • Configurable document templates
  • Payment Tracking

How does it benefit process side?

  • User expertise wise task configuration
  • Pre-defined structure for tasks with timelines
  • Collaborative Task management
  • Automation for notifications and mandatory actions
  • One glance view of the entire process- making it easy for managing
  • Custom Reports – build them the way you want!

600+ businesses globally are basking under the well-organized workflow and automation in their day to day tasks with Maple CRM. Results? Impressive rise in Productivity and Sales!

Contact us TODAY to have a free demo of the software!

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