Why RCIC agents must consider Maple CRM for Canada Immigration Process
Despite the global trends fluctuation, Canada remains highlighted when it comes to Immigration. Roughly 20% of the Canadian total population consists of Immigrants. Immigration Consultation firms consist of RCIC lawyers who authenticate and drive the Immigration Applications.
But because of the huge number of applications processed every single day, a proper system for management of these processes with records and updates is a must-have for all the Immigration Consultants. CRM software for Immigration process is a tool which facilitates the entire workflow, channelizes the operations and maintains perfect records of the applications and processes.
Maple CRM is one of the highest rated Immigration CRM solutions.
Maple CRM is an all-in-one solution for Immigration Consultants for management of Sales, Visa Filing process, Accounts and Candidate score calculation.
For Canada Immigration, Maple CRM has specialized inbuilt functionalities like:
- Inbuilt CRS and 67 point Score calculator
- Custom Candidate Assessment form
- Pre-configured and customizable processes for Express Entry and PNP
- Candidate scoring and categorization as per visa type applicable
- Payments and Refunds management
- Multiple Countries Visa process management
So why RCIC agents must go for Maple CRM software for Immigration Process Management?
Maple CRM can be completely customized EXACTLY as per each Immigration business workflow requirement.
Maple CRM capabilities:
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.
- Express Entry – FSW, FST and CEC
- PNP Program
- Work Permit
- Pilot Programs
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!
Trusted by Prime Immigration Consultants in Canada
Connect with Maple CRM today to for effective management of Sales and Case Management and bring workflow automation to your benefit!
hello@maplecrm.ca
www.maplecrm.ca