🕓 2 min read | www.maplecrm.com | Best CRM for Immigration Consultants
Online Immigration CRM software can be defined as a tool which automates and channelizes the workflow of an Immigration Consultancy with a centralized database and user-based login system.
In simple words, it’s an online system which serves as an operational platform for every team member involved in an Immigration Consultancy business in departments like sales, operations, support, finance and management. Every executive can be linked with the CRM software and central records of database and updates can be kept secured. Automation in workflow facilitates timely reminders of tasks, tracking the customer journey, escalating vital information and communication with the client.
Maple CRM software is a uniquely built CRM for Immigration and Education consultants which effectively manages the Sales, Visa Processes and Payments.
What does an Online Immigration Software do?
1. Lead Capture and Automation in Lead Nurturing:
It’s practically an extremely difficult job to handle loads of leads everyday, maintain perfect records and ensure not even a single follow up and contact is missed.
With a CRM software, leads from social media can be capture automatically. Check details here on which platforms can be integrated with a CRM.
These leads go through an entirely automated process – right from data authentication, lead scoring, prioritization, grouping and allocation to sales executives.
With instant updates on mobile as well as desktop, executives are always aware of new leads landing in the system, reminders for follow ups and pending tasks.
Thus a CRM software ensures zero lead leaks and serves as an excellent lead management software too!
2. Visa and Immigration process management
A CRM software facilitates building of a workflow for any Visa program and tasks involved in it. Since every country has a variety of Visa types, the stages and processes involved in each are different. These processes can be custom configured with in an Immigration CRM software.
3. Agreements / Contracts generation and sharing with clients
With a CRM software, one of the most critical steps of any immigration process- Contract generation – is simplified and made error-free. With manual document generation there are always possibilities of errors, mis-spells and and confusion. This can lead to serious repercussions for the Immigration consultant, since legal entities too are involved in this.
With an efficient CRM system- like Maple CRM, generation of documents is extremely easy and error-free.
With pre-defined templates and macros-based client data insertion while agreement generation any possibility for data mismanagement is eliminated completely.
Sharing with clients is made super quick and convenient through a client portal- a platform for clients to login, check their own application status, communicate with immigration consultants and get updates on payment status.
4. Payments and Invoices
When we talk about a CRM system catering to every facet of an Immigration Consultancy, finance team forms an important part of the entire process.
CRM software for Immigration consultants addresses this concern by effectively managing every record of payment done, invoices and receipts generated. Maple CRM encompasses both of these functionalities in addition to the REFUNDS management too. Check details on payments, invoice and refunds management.
What are the prime benefits of using an online CRM system for Immigration Consultants?
- Accessible from anywhere, any time, any device – not confined to any one place, providing flexibility in operation
- Hierarchy based data access and control– management can access their team’s data
- Automation in workflow – ensuring accuracy and time saved
- Provides great customer experience– leading to growth of business
- Entire process comes in tandem – due to automation in process and timely updates
Are you an immigration consultant? What system do you use for management of your sales, processing and finance teams?
Are you using a CRM software? If not yet, connect with Maple CRM team TODAY and get an online demo of the system. Sure you’ll be surprised on how effective a CRM can be for your business!
Maple CRM is the all in one solution for Immigration Consultants for Sales , Operations, Documents and Billings management. Connect with us TODAY on info@maplecrm.com for a live demo of the software.
FAQs
Which CRM is the best for Immigration and Overseas Education Consultants?
Maple CRM is the best for Immigration Consultants. Maple CRM helps manage leads as well as Visa tasks and processes. Documents like contracts/agreements can be generated automatically and can be shared with client through online portal. This is the easiest and the most user-friendly CRM software.
What is cloud CRM?
A CRM software which is hosted on central servers and can be accessed from anywhere in the world irrespective of the device is called a cloud CRM. Cloud based systems are preferred in today’s world especially when millennials are never confined to their computer or even their office and ‘work from anywhere’ is the new norm. Cloud based CRM software enables access to the leads, clients and updates from any device like laptop or mobile and the platform can be conveniently operated from any location.