Immigration Process CRM Software

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


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.


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.


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 .


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.


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.

Overseas Education CRM Software

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.