🕔2 min read | www.maplecrm.com | 11th Nov 2024
💡 In this blog:
– What is an immigration consultancy service?
– 5 major ways to ideally manage an immigration consultancy business
– How to go far, far ahead of your competition in Immigration Consultancy Service? – 5 CRM functionalities which help!
– Maple CRM and it’s features for the most effective management of Sales and Visa Process
Every business aspires to thrive and crawl up the ladder to be the flagship in their niche. What’s the most important factor that drives it forward? It’s effective management! The best managed business is the one which grows. Fast.
For an immigration business too, this statement holds true. In addition to having the best minds at work to determine the course of the business. it can be augmented with tools and software systems for elevating the performance of the business and resultant outcomes too. CRM for Immigration and Visa consultants is one such a tool for the best sales and process management. Check details here.
Let’s start from the basics here.
What is an Immigration Consultancy Service?
Immigration Consultancy Service is the entity which assists aspiring applicants to migrate to a country of their choice through various methods like Work, Study, Re-settlement, etc.
Basic role of this entity is to guide the applicants throughout the course of the process- like assessing their eligibility as per the desired country Visa program, collecting and authenticating documents, submitting the docs to the concerned government authority, completing mandatory requirements and getting the Visa stamped.
This entire process may go on for days or months together. An Immigration service provider is like a counterpart of the applicants, applying on their behalf for permission to migrate to another country from their present residing one.
One of the most sought after countries for migration from the last 2 decades is Canada, followed by Australia and United States of America.
Image source: Reddit (https://www.reddit.com/r/dataisbeautiful/comments/uz36v5/countries_with_highest_immigration_oc/?rdt=60260)
What’s the ideal way to manage an immigration consultancy business?
This can be explained in 5 quick points:
- Authenticity:
The best way to treat customers is with honesty. Authenticity in your services and your promises take your business far ahead and ensures a long term sustenance. Immigration business, especially, deals with personal details and important documents of their clients and literally decide the course of life for their clients with success or failures to get their Visa stamped.
So, lesson no.1: Ensure yours and your team members’ authenticity towards the job. - Good –no, Great management:
When we have all the resources, all the ingredients to make up the perfect business structure, it’s of no use if it looks good only on paper. If not executed potently, the business cannot have a vision ahead.
Strategic Management is most important asset of an Immigration business. Every step of the Visa process must go through stringent checks and perfectly carried out. - Usage of powerful tools and automation:
Immigration CRM is one of the best examples of an empowering tool for an Immigration and Visa processing service.
This is not just a management software, but it’s a virtual assistant to ensure channelized flow of the inquiries from the beginning to completion. - Documentation
Now this is where the quality of your service is testified!
Documentation plays a pivotal role in an Immigration Processes. Good prospecting visa applications could get rejected if the documentation is not clear, complete or authenticated.
So ensure that your team is well trained and knowledgeable about it.
Best option- use a CRM software with pre-fed document checklist and agreement templates.
Check Maple CRM – how agreements and contracts are generated in 1 click and without errors. - Payment management
This can be linked with great management as well as authenticity!
When you’re collecting payments from the leads and prospects, all the payment records must be perfectly maintained, invoices and receipts must be shared with the clients and both the parties must be perfectly clear on the payment terms and the amount involved.
Check the below video on how Immigration Consultants can manage their payments with Maple CRM:
5 CRM functionalities to propel your Immigration and Education consultancy business:
Maple CRM is one of the best tools for Sales and Visa process management for Immigration and Education consultants.
Trusted by over 1000+ clients in 5+ countries, Maple CRM automates the entire Immigration workflow- right from lead capture from online lead sources, to automated contract generation, right upto Visa stamping.
With Maple CRM, take your Immigration business to another level with custom configurable workflow and process tasks. You’ll be backed with a technically strong team (12+ years experienced and subject matter experts!).
We’ll configure your entire process- multiple country Visa and Immigration processes and help you manage from a single, powerful and secured database: Maple CRM!
Maple CRM features for the best management of Immigration business:
- Automated lead capture from online sources (Facebook, Instagram, Google, Website, etc.)
- WhatsApp automation
- Email automation
- Custom sales pipeline
- Pre-configured templates for agreement / contract generation
- Hierarchy- based access control
- Customization in Visa process tasks- type, mandatory requirements, documents, process and duration
- Online Client Portal – updates on Visa status, Documents and E-signing, invoices
- Invoice, Payment and Refunds management
- Mobile app for sales and process management
- Custom reports and analytics
- Process automation
- Multi-language support for agreements (English and Arabic)
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