🕔3 min read | www.maplecrm.com
💡 In this blog-
– Need for Immigration CRM
– Best Immigration CRM software – Maple CRM and features
– What sets Maple CRM apart from competitors?
– How can Immigration Consultants benefit from Maple CRM?
– Client references
United Arab Emirates (UAE) claims it’s top position on the globe to be one of the best places which are an active hub connecting the East to the West. It attracts the global population towards itself. Magnitude of the population in UAE migrating to other countries like USA, Canada, UK, Australia, etc. is huge and grows with each passing day.
Immigration Consultants surely go through tedious and stringent processes every single day for processing of the ultra high number of Visa applications and documentations.
Maple CRM is by far the best software for Immigration and Visa application management.
It provides a single platform for management of all the stake holders and their tasks in the Immigration Process.
Sales, Documentation, Counselling, Consultation, Visa Processing and Finance- every team’s workflow and tasks can be channelized and managed seamlessly with Maple CRM.
Need for Immigration CRM
An Immigration CRM helps streamline operations, improve customer relationships, reduce human error, ensure compliance, and ultimately create a better overall experience for both the immigration service providers and their clients. It is a powerful tool for increasing efficiency and growing for an Immigration Consulting service business.
- Quicker and Precise workflow with automation
With a CRM system in place, major tasks are automated and can even be customized as per the need. Management of the leads, prioritization, documentation, Visa processes, Invoicing, etc. all can be channelized through the CRM software, thus making the overall process faster and error-free. - Document Generation and Management
Agreements/Contract generation is the most vital and critical step in an Immigration process. With a CRM software, this can be automated and possibilities of errors can be eliminated.
Multiple documents from the clients are collected by the Immigration consultants. These documents can be securely stored and can be retrieved whenever needed in the CRM - Effective Client management (new/existing)
CRM software automates the workflow of sales and process. This means that for every prospective and existing client- all the tasks can be scheduled, with automatic notifications popping up and reminding the executives to take actions. This ensures no inquiry is left unnoticed. - Better Client experience
If you’re an immigration consultant, you’ll relate to this- client communications, timely updates and perfect documentation – give this, and the clients will never cease to get impressed by your service!
CRM software makes client experience better by allowing them the information right at their fingertips. - Team Performance Monitoring
CRM software allows the management authorities to have an overall view always of their team’s performance. The clients handled by them, on-time deliveries, delays, escalations- all are transparently visible to the management and apt actions can be taken as required.
Overall, a CRM system proves to be a backbone for business and workflow management for Immigration and Overseas education consultancy business.
Best Immigration CRM software – Maple CRM and features
Maple CRM has been among the top providers for Immigration and Visa management software.
With 13+ years of being in the industry and 1000+ clients, Maple CRM has provided custom and smart solutions to Immigration Consultants globally.
Some of the major features are listed below:
End to End Immigration Process Management
Right form Automatic Lead Capture from online lead generation platforms upto Visa stamping- manage each task, each stage and customize the workflow as required.
Filtration of the leads can be done automatically and a score can be assigned, based on which auto prioritization can be done.
When the lead goes ahead for Visa filing, the tasks involved in the process can be customized for each type of Visa as required. All types of Visa process can be managed from Maple CRM.
- Multi-Country Visa Process Management
- Immigration and Study Visa
- Family and Dependents Visa
- Work Permits
- PRs
Every program, Assessment forms, Candidate scoring rules, Visa Process tasks and mandatory checklists can be custom configured in Maple CRM and system can be made Plug and Play for the Immigration Consultants.
Client Portal for 2-way Communication, Documents and Updates
Client portal is a mobile login platform for the clients enabling the following functionalities:
- Video / Audio call and chat between client and the Immigration Consultant
- Agreement / document sharing
- Document e-signing
- Appointment scheduling
- Document upload and download
- Document check list access
- Updates on Visa process
- Notifications on updates from Consultants side
- Invoices and Payment status access
All Countries Visa Process Management
Configure every country Visa process with Maple CRM.
Agreement Generation for every country as per the Visa requirement, mandatory checks, documents needed and all the other steps can be duly configured, assigned to the concerned executives and clients are updated accordingly.
Custom Retainership Agreement Generators-
Maple CRM specializes in custom agreement generation for every Visa process requirement.
May it be Retainership agreement, Contracts or any other specialized document, Maple CRM facilitates quick generation of the documents with pre-configured templates.
Client details like contact information, Visa process applied, payment details, etc.- all can be automatically captured in the agreements. Other details can be pre configured in templates and as required, the templates can be chosen and within a matter of seconds, flawless agreements can be generated.
These agreements can be shared with the clients and can be accessed through the portal too!
What sets Maple CRM apart from competitors?
Maple CRM provides unique features intended for simplifying the workflow of Immigration process and automate the tasks.
There are several functionalities in Maple CRM that give better benefits to the users:
- Ease of use
- Mobile + Web App
- Pre-configured templates for document / contract generation
- Multi-country Visa Process Management
- Invoice and Payments management
- Refunds Management
- Custom Reports Automation
- Custom Dashboards and Charts
How can Immigration Consultants benefit from Maple CRM?
No Lead Leakage
With Maple CRM, there’s no chance of any lead getting overlooked or any client follow up missed!
That’s due to the smart placement and recurring reminders of the pending tasks.
Also, managers get a direct notifications if anybody in the team has leads left with no follow ups.
Better Visibility – Better Productivity
With sales pipeline indicators, pie charts and bar charts displaying all the data updates very clearly in dashboard and with custom defined views as needed by every user, it’s easy to get an idea of the daily transactions and status of each inquiry.
With intuitive interfaces and pre-configured templates, communication with clients and document generation becomes easy and super quick! This takes productivity levels off the roof!
More client retention
Online client portal and automated client communication gives a great client experience.
Transparency in business built trust- which forms a solid foundation between the service provider and the clients.
Systematic way of working- Better Sales!
It’s an established fact that a well managed business exceeds better and faster! With Maple CRM, which is built uniquely for immigration consultants, Immigration process management becomes easy and flawless. Result- more sales and booming growth for the organization!
Client references
Check a quick video of what our esteemed clients have to say about us:
So when are YOU contacting us for an online demo?
Take quick actions if you wish to excel in Immigration Service field !
Connect with Maple CRM today to for effective management of Sales and Case Management and bring workflow automation to your benefit!
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