Lead Management Automation, Agreements & Payments managed effectively with Maple CRM
Fly High Abroad, UAE –
Multi-country Immigration Service Consultancy which effectively managed 60+ agreement/contract formats, automated document generation and automatic Lead Categorization & Distribution with Maple CRM
One of the elite Immigration consultancy services in UAE, Fly High Abroad spans over multiple countries like Abu Dhabi, Canada, India and Europe. They excel in providing specialized and personalized services like Study & Work permits, Permanent Residency, Business Immigration and Visas, Tourist and Family sponsored Visas for Canada, Australia, New Zealand, UK, USA & Europe etc.
Challenges Faced:
- Due to multiple country immigration processes and numerous visa programs undertaken, the documentation job was vast and expansive.
It caused errors due to manual typing and checking, and tiniest of the details, if missed or mis-typed could mean massive legal implications for the company. - Agreements/Contracts were all handled manually and keeping a track, updating and maintaining the edited version history was very difficult and complicated, leading to mistakes and delays.
- Need for a proper defined workflow which could facilitate quick agreement generation, discretion in access control of the documents and a provision where in all the generated agreements/contracts pass through the management approval, only then can be forwarded to clients.
- They have multiple branches spread across the globe. Apart from the regional managers, the authorities in Head Office in Dubai also needed to have real time updates on daily work status of entire team and escalation notifications.
- Hence, they also needed a system which centralized their Lead and Visa Process management, with real time updates on the cases handled.
Why Maple CRM?
Maple CRM is an all-in-one solution for Immigration Consultants.
Trusted by 1000+ clients globally and enriched with 12+ years of industry experience.
How Maple CRM helped:
Agreement / Contract generation:
- Custom agreement/contract templates generated with support from Maple CRM team. Templates can be accessed by configured users while generating the document.
Agreement generation now no longer requires typing. 1 click – and it’s generated!
- Client data to be included in the agreements is automatically picked up by the system.
- Agreement can be approved by the managers and ONLY then can be shared to clients.
Step by step analysis and solution building:
Document management:
- Documents collected from the clients can be uploaded and stored securely in Maple CRM.
- Documents can be categorized as per their types.
- Document checklist for particular Visa process can be defined and system checks automatically if all the mandatory documents are uploaded.
- Clients can upload documents remotely through mobile portal (online).
- All documents collected by the sales executive in the initial stages can be seamlessly forwarded to the Visa processing officer through Maple CRM. No need to separately send over the documents in mail or any other format.
Lead categorization and distribution:
- Leads are captured automatically from online lead generation sources.
These leads can be categorized as per the Immigration program, source, location or any custom field as required. - Once landed in the CRM, automatic lead distribution rule gets applied.
- Leads can be automatically distributed to the sales executives based on type, category, location, etc.
- Sales executives get notified on web app+ Mobile app when lead gets assigned to them. They can manage the lead from mobile app too.
Centralized management:
- Multi level hierarchy system in Maple CRM helped categorize users as per their role.
- Managers, executives and admins defined with relevant hierarchy.
- Feature access, grouping and data access is custom defined exactly as required.
- Also Admins can receive data updates and escalation notifications from the other users.
- Lead and Visa process management case reports can be custom generated and check on the entire team’s updates can be kept.
What Fly High Abroad team feels about Maple CRM:
Connect with us TODAY for an online demo of Maple CRM software, speak with our experts and get to know can we customize the system for your business requrirements.
Maple CRM: All in one CRM software for Immigration Consultants for Leads + Visa process management.
12+ years of quality deliverance | 1000+ clients globally
www.maplecrm.com | info@maplecrm.com | +91 9538925641