🕓2 min read | www.maplecrm.com | 18th Nov 2024
💡 In this blog-
– What are agreements / contracts in an Immigration Process?
– How does Maple CRM help create custom contracts with ZERO errors
– How to share these contracts with Clients in a secured way ( OTP enabled )
– Document E-signing via Maple CRM online portal
– 5 Advantages
Maple CRM– #1 CRM software for Immigration and Visa consultants.
If you’re an Immigration consultant, you very well understand the importance of augmenting your workflow with an able CRM software which not only assists you in sales, Visa process and documentation management, but also empowers your team to give the best performance without any errors.
Maple CRM does exactly that! And much more!
- Automation in Lead and Visa Process workflow
- Custom Agreements/Contracts generation
- Management of Invoices and Payment receipts
- Communication with clients via Online Portal
Generation of agreements and contracts is one of the most important and pivotal steps in an immigration process. All the details of the Visa programs, rules and regulations as per the country opted by the applicant, payment details and every single bit of information is mentioned in the contracts. These contracts are legally stamped and any discrepancies may lead to legal proceedings towards either of the stake holders.
That’s why, as an Immigration Consultant, you can gauge the value of a strong system which helps eliminate errors in the process, thus saving the further complications and also maintaining perfect records of any changes, edits or re-creations done.
What are agreements/Contracts in an Immigration Process?
An Immigration process sets its route ahead only after a contract or an agreement is signed between the client and the Immigration service provider.
Agreement is a proof that the client is clear of the Visa processes, documentation, financial terms and other mandatory requirements as per the rules, accepts the same and gives consent to the Immigration Service provider to apply for the process of Visa stamping for the desired country.
This is a pretty long term and multi-step process. Also, documentation is the the major key that unlocks the aspirants path towards migration. If any error or misinformation is found in the document, the whole Visa application comes into jeopardy.
To avoid this, the Agreements/Documents generated by the Immigration Consultants are always multiple times checked, approved by the higher authorities, given to the clients for review and only then get it signed. After this commences the Visa application process.
Check how Maple CRM simplifies the Agreement and Visa process generation.
How does Maple CRM help create custom contracts with ZERO errors
Maple CRM facilitates with customization of agreement templates as per the Visa process and the country requirements.
Every Immigration consultant can have their own templates generated and kept ready for reference through Maple CRM.
Benefits of using pre-configured custom templates:
- Quick generation of Agreements/Contracts (just a couple of clicks. That’s all!)
- No errors- since client info is selected automatically from the database
- Hierarchy-wise document editing permission. (Don’t let any one ruin your intricate template!)
- Maintenance of date of agreement generation and edits, name-wise records of users who created it and when was it shared/downloaded.
- Speeds up the Visa process, makes it simpler and quicker
With Maple CRM, an Immigration Consultancy can be ensured of Quick, Error-free and Easy document generation.
These documents can be configured with the company logo, color themes, images and any other data as required. Custom configured for EVERY immigration consultant uniquely.
How to share these contracts with Clients in a secured way ( OTP enabled )
When such important documents come into picture, Maple CRM always goes the extra mile to ensure that these documents are accessed only by authorized personnel and safety protocols are maintained.
Agreements generated by the immigration consultants in Maple CRM are shared to the client, who can access them via the Online Client Portal.
Check details here:
With the OTP enabled for signing the documents, it’s ensured that the right person (client) receives the document and with his consent only it’s submitted back to the Immigration Consultant.
Document E-signing via Maple CRM online portal
Facilitating the agreement generation further, Maple CRM provides the agreements to be viewed by the clients via the Online Portal.
This client portal allows the clients to check each and every line mentioned in the agreements, download if required and also sign the document digitally.
- Clients get notified when documents are uploaded in the portal
- They can view the documents from the portal (Mobile + Desktop)
- If any query, they can communicate with the immigration consultants from the portal
- If everything looks great, Clients can sign the document digitally
- Clients can submit the document after signing
- Record of the document signed stays with them as well as the Immigration Consultant.
- The Consultant gets notified in their CRM of the document submission
Check further details on Agreement generation here.
With the entire process being online, there’s a seamless flow of data between the immigration consultants and the clients.
This also ensures that both the parties are on the same page and Immigration Consultants drive a transparent business with the clients who have placed their money, time and trust with the consultants.
5 advantages of online generation and Digital Signing (e-signing) of agreements/contracts through a CRM:
- Rise in accuracy and customer experience
Since the documents are generated online with pre-defined templates, they are completely error free and clients can clearly ensure this via the online portal. They can easily sign the documents digitally and submit it via the portal- this makes it convenient for the clients to deal with the complicated paperwork and cuts short the time delays. - Quick closures- better ROI
Due to the enhanced client experience, quick transfer of documents and instant notifications, the overall process quickens, becomes more accurate and simpler. This results into time used productively by the executives, more closures and better ROI on the CRM investment. Since clients are happy due to the convenience, Immigration Consultants can expect more business by reference too! - Safe and Secure
Transfer of documents done digitally leaves a footprint in the system in the form of records. The exact date and time of document generation, edits, re-creation, sharing with clients, signing by clients, submission, each detail is maintained in the system of the CRM and can be re-traced at any point of time if needed. This portrays the strong security of the system. Double-factor authentication on the client’s side ensures that the document is in the hands of the authorized person only. - Easy access
Certainly, hitting a couple of keys and getting the exact document on screen is easier than scouring through endless files piled up the cupboard and checking each stack of printed documents manually. Access every detail of the documents instantly with a CRM software. - Environment friendly
This can be deemed as one of the most important advantages. Digital document generation, signing and storing saves trees! No prints needed, no harm done.
Save the environment. Go digital! Get a CRM software for your Immigration business.
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
What is an Immigration and Visa management CRM ?
Immigration and Visa management CRM is a platform which enables effective management of the entire workflow of an immigration consultancy by eliminating errors, providing timely updates and keeping the clients up to date on latest information always.
It’s a system to empower the immigration consultant team and enhance their management process. Check Maple CRM on how an ideal Immigration and Visa management CRM is like.
Is digital signing of Visa contracts secure?
With Maple CRM, Yes!
Maple CRM provides a 2- factor authentication with OTP to ensure that there’s no malpractice involved when it comes to agreement / contract signing. Clients receive the documents online on the client portal, they can get themselves authorized, sign the document digitally and submit it back to the Immigration Consultant via the portal.