3 min read | Maple CRM | www.maplecrm.com
Immigration and Visa processing is no easy feat, as it calls for a myriad of steps in it, like involvement of multiple experts in the journey, critical data collection from clients and document authentication, submission to the Government entities- to name a few! And not to forget- secured storage and handling of all this data.
Gone are the days when manually all the processes were carried on, checked, double-checked and twice the amount of effort and time spent on every application. And this even didn’t guarantee an error-free processing.
After all, to err is human, right?
But this is unacceptable when the future of the Immigration Aspirants depends on how an Immigration Consultancy handles their data and gets it in the right path of Visa processing.
That’s where CRM software comes into picture.
CRM software for Immigration Consultants is a platform meant to automate the workflow, have a proper management defined for the entire team and have a proper channel for the processes involved.
CRM software is nothing short of a pre-requisite for Immigration Consultants. It’s an empowerment to the entire team working tirelessly for client management, documentation and Visa processing.
WHAT is a CRM software for Immigration Consultants?
To say in basic words- a CRM (Customer Relationship Management) software for Immigration consultants is a system in which every stakeholder has their designated workflow and access, right from a lead in inquiry stage, upto a well-converted client with completion of immigration process.
CRM software is a platform for centralized management of the workflow. The authorities of the business can have a 360 degree view of the entire process, updates of the executives and keep a tab on high performing cases.
Access restrictions based on hierarchy ensure role-based access to the software for the executives. This means that no body will be able to peek at the information they’re not supposed to and keeps the system secured.
Automation in process makes it easy for the executives to carry on their tasks and ensures an error-free execution. Automation = least manual intervention. This automatically brings in precision and timely completion of the processes.
Updates, reports, analytics are made easily accessible and customizable in a CRM. Reports and analytics are of utmost importance, since they give a clarity on the business performance. CRM makes it extremely easy to pull out the reports and data accuracy is guaranteed.
WHY is a CRM needed for an Immigration Consultancy
It’s a no-brainer that every business aspires to be perfect and thriving.
With augmentation of exact tools made for their purpose, this is 100% attainable. CRM software is such a tool for Immigration Consultants and any business to speak of, which not only ensures perfection in the process, but also it enhances and empowers the workflow, resulting into better business.
As mentioned in the above picture, a CRM software directly brings a rise in productivity of the team– since the team spends less time and effort in maintaining logs and records, and more time working. CRM does the rest for them!
Lead losses are practically ZERO. Any delay/miss in connecting with leads is directly visible in CRM dashboards and can be addressed instantly.
Better customer experience leads to more customers! Instant connection with leads, giving them timely updates, driving their process towards success- all through CRM – ensure a boost in customer database.
Errors are reduced to the minimum and a perfectly set, custom built system is always at disposal for Immigration consultants to make their business better.
How can a CRM contribute to better business for Immigration consultants?
To get a better knowledge on how an actual Immigration CRM works, check Maple CRM for Immigration Consultants
Quick look at Immigration CRM features:
- Auto lead capture from online lead sources
- Custom Agreement Generator
- Document e-Signing
- Invoice, Payments and Refund management
- Client Portal
- Reports, Charts and Analysis
- Automatic Lead Scoring
- Exemplary after sales support
Check a video explaining exactly WHY do Immigration consultants need a CRM software:
Maple CRM is the all in one solution for Immigration Consultants for Sales and Operations Management.
Connect with us for an online demo of the system and get to know how Maple CRM is the best and the ONLY tool you require for managing your Sales as well as Visa filing team effectively and flawlessly!
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
info@maplecrm.com | +91 9538925641 | www.maplecrm.com
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