Maple CRM – All in one solution for Immigration Consultants to manage Sales and Visa Processing.
As we speak about Immigration Consultancy Services, the whole business structure is customer centric to the core. It’s all about how great an experience a customer gets when interacting and during the entire course of the service rendered.
The best advertising you can have is a loyal customer spreading the word how incredible your business is. – Shep Hyken
Customer is the king- as is with any B2C business, so is completely true to Immigration Sector too. So how about keeping the ‘king’ happy and updated all the time? 80% of the ‘Great Customer Experience’ battle is won here itself!
Maple CRM is a specialized Sales and Process management software for Immigration consultants. ‘Client Portal‘ is a distinctive feature of Maple CRM to achieve:
- Higher level of client satisfaction
- Keeping client updated even before they ask
- Enabling clients to view and upload details from their end
- Maintain transparency in business, thus building trust and authenticity
Deep diving into an Immigration process, there can be quite a huge list of options of Countries, Visa Types, sub types and specialised programs list. This calls for quite intricate Visa procedures and sure it takes quite a lot of time for completion. In this entire process, it should never happen that the client looses a thread of communication or by chance the Visa filing officer misses an update to the client.
That’s why the Client portal is designed in such a way that the communication and updates can be seamless and well notified to both the parties.
Let’s have a look at 4 major functionalities of a Client Portal:
1.Client Information & Status Updates
- Client details- while collected before starting and also during the procedure are entered in the CRM software.
- Clients can have a view of the information entered, suggest any corrections / additions as required through the Portal.
- Notifications any important concern or update can be posted in the portal from the executives.
- This way, an up to date information is always ensured to the clients which is right at their finger tips!
2. Agreements and E-signing
Maple CRM has the provision to generate custom Agreements / Contracts for multiple countries.
Be it Canada, Australia, Europe, US or any other immigration process, every Visa Type does require agreements to be generated, duly signed and stored for records.
With Maple CRM, custom agreements can be generated within just a few clicks and can be shared with the clients for review and signing.
🔷 Clients can view this agreement through the client portal,
🔷 They can sign it digitally and share it back to the Visa filing officer through the portal.
🔷Signed copy and records of the Agreement / Contract stays with the client in the portal and also is automatically updated in the ‘Documents’ data base of the client in the CRM.
3. Document Management & upload
Documents collected from the clients right from the time of registration and throughout the entire Visa Process are an important aspect of the procedure.
Client Documents can be stored in the CRM software under custom configured labeling.
These documents can also be viewed by the client through the Client Portal.
🔷 If at any point of time if a document is required from the Client’s side, the Visa filing officer can notify then by sending a message to the portal.
🔷 Client gets notified on mail and details can be viewed in the portal.
🔷 They can take a picture of the document needed / upload a pdf /jpg / png file into the portal.
🔷 Thus it can be shared back to the officer, which will land directly in the documents data base of that client in the CRM software.
4. Payments and Invoices
Payment management is another vital facet of the procedure.
Clients can be given choices of one-shot payment, advance payment or payment in installments.
This calls for multiple entries in the CRM regarding the payments done, balance due and the date of payment.
In Maple CRM, payments can be aptly managed by updating the payment method, status, paid date and amount due.
In case of part payments, receipts are issued to the client
Through Client portals , clients can-
🔷 View the payments done till date and balance pending
🔷 View and download the receipts
🔷 Get notified regarding the payments and status
Client portal not only serves as an information center, but also proves to be a gateway to stay connected with the clients without even having to disturb the schedule of the operations team. This proves its worth in the long term and rewards you with great references from existing clients!
Maple CRM: #1 Sales and Visa Process management software for Immigration Consultants
Quick connect with Maple CRM team for a live demo of the software : info@maplecrm.com
+91 953 892 5641