🕗3 min read | www.maplecrm.com | 6th Nov 2024
💡 In this blog:
– What is CRM for Immigration Consultants?
– Maple CRM Mobile app – Immigration CRM
– Lead management and Visa Process management from mobile app
– Document management with mobile app
– Invoice and payment management with mobile app
We have an app.
Will you use it if it’s not on your phone, but only on your desktop? Especially when you need to access the app minimum 10 times a day??
No, right?
That’s why the world is literally driven by mobile apps. Then how can it be left behind when it comes to sales and process management? CRM software – a platform for management of sales, operations and payments used by businesses in all sectors. Even CRM software is best used when it’s in your mobile phone and can be instantly accessed just like you access WhatsApp or Facebook apps!
Maple CRM is a specialized CRM for Immigration and Education Consultants, which offers both- desktop as well as mobile app. Extremely user friendly and easy to use CRM is what makes Maple CRM the favorite among Immigration Consultants across the globe!
What is CRM for Immigration Consultants?
A platform for management of Sales leads, Visa Process, Documentation and Payments in an Immigration Consultancy.
An Immigration CRM – like Maple CRM encompasses all of the above functionalities and in addition, provides centralized database management and hierarchy-based access to client details and updates.
Check details on What is Maple CRM for Immigration consultants here.
Maple CRM is the best CRM for Immigration and Education consultants. Some prime highlights are- custom configuration of workflow according to Visa processes of different countries and customization of agreement/contracts as required, Invoice, payments and refunds management, smart lead management and client online portal.
Let’s delve deeper into Mobile App for Immigration Sales and Process management.
Maple CRM Mobile app – Immigration CRM
What can a mobile CRM do for Immigration consultants?
Easy. EVERYTHING that a desktop based Immigration CRM does!
Maple CRM mobile app features:
Lead Management:
- Instant notification on mobile upon arrival of new lead.
- One-touch call and WhatsApp text (with templates)
- Quick reminder setting
- Lead status change and tracking of lead journey
- Share and receive CUSTOM ASSESSMENT forms
- Add quick notes with Voice-To-Text feature in Maple CRM mobile app.
Document Management:
- Upload client documents and store them securely in Maple CRM.
- Document checklist can be sent to the leads and they can upload required documents accordingly
- These documents can be sorted and grouped as required and can be accessed only by authorized executives.
Client can upload the documents from their side by signing into the Client Portal.
Lead Invoice and payments management:
Generate invoices for the leads, payment receipts and installments with Maple CRM.
Invoice templates can be custom configured as per requirement and can be used for quick generation of invoices for the payments done.
– Generate custom invoices
– Manage scheduled payments (installments)
– Manage refunds
– Generate reports on no. of payments done, their status and total amount received.
– Automatic Tax (GST, VAT, etc.) calculations
Case Management with Mobile app:
- Once lead is set ahead for Visa process, it’s called a ‘Case’ in Maple CRM.
- Visa process tasks (pre-configured) can be managed and updated from Mobile app.
- Status of the case can be changed as it progresses ahead.
- Documents can be uploaded in the CRM through mobile app.
- These documents can be viewed and shared via WhatsApp / Email.
- Visa process and stages involved can be viewed by the relevant authorities as allocated to them and entire process can be managed through mobile app.
- Invoices, payments and refunds can be managed with Maple CRM.
Document Management in Visa filing:
- Documents as per the document checklist can be uploaded with mobile app.
- Documents in the form of pdf, jpg, png or word format can be uploaded.
- Documents can be tagged as per their type
- Records of document size, upload date, user name and type can be accessed any time in Maple CRM.
- These documents can be vied and shared via Email and WhatsApp
Visa Process Tracking and status updates:
- Get a listing of all the tasks involved in the Visa process.
- Change status as and when the task is completed.
- Every Task, along with mandatory information and document requirements is displayed in the mobile app.
- Status of all the cases can be viewed, grouped as per category, sorted as per date and visa type.
- Manager can have a bird’s eye view of all the cases handled by the team.
- Escalations notifications go directly to the management team/authorized personnel.
- Search made super-easy (we know, this is the feature which is used the MOST by our clients and they demand it to be easy, having filter options and must be super quick!)
- Search history can be used for quick access to past searched clients
- Search based on just 3 characters of name or category of the clients.
More details on Maple CRM case management here.
Watch a quick Video on Multi Country Visa process management:
Maple CRM not only automates, but also enhances and empowers the workflow for Immigration Consultants. Connect with our CRM expert today and get an online demo of the software.
Take your business up a notch! Make the wise decision. Connect with us TODAY!
Maple CRM: #1 Sales and Visa Process management software for Immigration Consultants .
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
FAQ
Can an Immigration CRM manage the leads and visa file process too?
Yes! Check Maple CRM . It’s the best CRM for Immigration consultants for sales and process management. Along with excellent features and user-friendly interface, Maple CRM allows customization in agreement generation, invoices, dashboards and reports. Lead management ensures zero lead leak and Visa process management is augmented with custom task and document management.
Can I manage invoices and payments too with an Immigration CRM?
Maple CRM facilitates Invoice, Receipts, Payments and Refunds management.
You can customize the invoices to suit your business type and standard formats. All the payments and refunds are tagged under the specific client name and reports can be derived accordingly to get an overall idea on the business performance.