🕔2 min read | www.maplecrm.com | Immigration CRM for sales and process management
3 major ingredients for a start-up to scale up:
- An excellent, dynamic team
- High energy vibes with positive attitude
- Right & User-friendly tools for business management
Especially if the start-up is an Immigration Consultancy, the need of a suitable tool to manage the leads, paperwork, clients progress and updates can never stressed enough.
What every Immigration Consultant needs is a support system for business which will not only ensure proper recording of the sales, processes and client details, but also empowers the team by eliminating errors and repetitive work.
If you’re a start-up, it comes with extensive responsibilities. You and each stakeholder dons multiple hats. In this situation, if a software solution, like a CRM- handles the entire administrative part and also prompts the users of new inquiries, tasks for the day, pending and scheduled activities, it’s like a seasoned virtual manager managing the sales and operations single-handedly, so that you can concentrate on ‘growing’ the business, not just ‘managing’ it.
is designed specially for Immigration Consultants. Check features here.
So how exactly does Maple CRM advantage the start-ups?
Maple CRM is aimed at making the Sales and Operations easier for an Immigration Consultant. Especially for start ups, where there’s absolutely no time for adapting to a complicated and expansive software, this is a perfect solution for excellence in management right from the day 1.
Lead Capture and Lead Management
Immigration Consultancy Start-ups rely greatly on promotional campaigns and social media presence.
Typically it means that most of the leads coming in are through social media campaigns.
Most commonly used platforms are Facebook, Instagram, LinkedIn, Google ads, etc.
There could also be lead inquiry form on the website.
With multiple platforms yielding number of leads in a day, we won’t be wrong to say that half of the time of an entrepreneur goes in collecting the leads, sorting them, contacting them one by one and all the while ensuring that no lead is left untouched.
Maple CRM helps the lead management with following features:
- Automatic Capture of leads from Social Media and Websites
- Mobile app (Android/iOS)
- Instant notification on mobile for new leads
- Automatic mail triggering on new lead arrival (ensuring quick connect)
- Prompts on un-followed leads
- Pre-defined templates for quick message (WhatsApp / SMS)
- Dashboard for Leads and pipeline
- Quick reminder setting
- Voice to text for notes (Don’t waste time typing!)
If you’re an entrepreneur and on a journey to boost your Immigration Consultancy start-up, you’ll surely know the importance of a systematic approach towards sales and operations right from the beginning of the business. Maple CRM helps you channelize your workflow and have custom built dashboards as per your requirement.
Mobile App for Lead Management and Notifications
“I have enough time every day to sit in front of my DESKTOP and stare at the screen” – Said NO entrepreneur ever!
We understand this.
That’s why Maple CRM is best used with a mobile app- which is the most user-friendly and intuitive.
Maple CRM Mobile App provides the following features:
- Mobile notifications on new lead arrival from social media and website
- Quick-add of new leads manually
- Pop ups for tasks of the day
- Reminders list
- Quick message with predefined templates
- Client list and updates
- Client journey view and related notes
Mobile app can be used from anywhere, any time and any smart phone.
With real-time updates, sync with desktop app and all the functionalities (and more) of the web app, Maple CRM mobile app is the favorite among dynamic users. After all, in this digital age, having information at your finger tips and accessible instantly is all that matters to stay ahead all the time!
Pre-defined Agreement and Document Templates and e-signing
Speaking of saving time and smart management, what good would a CRM software be, if it doesn’t simplify Document and Agreement generation?
Check here for details on Agreement Generation with Maple CRM
An immigration consultant has to constantly be vigilant when there’s agreements and contracts in picture. Inadvertently, every immigration process calls for agreement generation or any other document generation which is mutually agreed upon and signed by the client.
It’s utmost important that the accuracy of these agreements is maintained perfectly and authorized person approves of it before sending it over to the client.
This process is automated and simplified with Maple CRM.
- Pre-defined custom templates for Agreements
- Automatic capture of client details (eliminate any possibility of errors!)
- One-click agreement generation
- Online sharing to clients
- Provision for e-signing of the clients (check a quick video )
Due to least manual intervention, agreement generation can be quick and error-free. This ensures more than 80% of time saved and a perfectly made agreement going to the client.
For sure boosts up the client experience!
Invoice and Payments management
Invoice and payment management is the most important part, which many of the entrepreneurs struggle with, as they’re extremely busy with other facets of their business.
So who’ll take care of the accounting and invoicing part?
Maple CRM has the solution!
With Maple CRM, customize your own invoice templates and let the customer get that professional look of your startup right from the documentation!
Multiple templates can be pre-defined in the system and can be directly used while invoice creation. Following are the major features:
- Custom Invoice templates (with your company logo and theme)
- Pre-fed services, charges and discounts- selectable from drop down in invoice
- Online sharing of invoice with clients
- Payments and Installments management
- Refunds management
- Share payment link with clients
Maple CRM encompasses every sector of business management for an Immigration Consultancy and is the perfect tool for start ups as well as well-established firms.
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
13+ years of quality deliverance | 1000+ customers globally