🕖 2 min read | Maple CRM
Immigration has become one of the most sought-after opportunities for skilled professionals in India. Every year, thousands of candidates apply for permanent residency in countries like Canada and Australia, with estimates suggesting that over 2-3 lakh Indians submit applications annually. The growing demand has made immigration consulting both highly competitive and time-sensitive.
In such a scenario, consultants need to stand out by providing fast, accurate, and professional service to candidates. One such extremely important step in an immigration process is Generation of Evaluation Reports. These reports are a comprehensive document of the test scores of the candidate, their eligibility and other details related to the Visa application.
That’s exactly what Maple CRM’s Automated Evaluation Reports deliver – helping consultants save time, improve accuracy, and enhance client satisfaction.
Challenges in Manual Evaluation Report
Traditionally, immigration consultants relied on manual processes to prepare evaluation reports. This often meant collecting data from candidates, calculating points using country-specific systems, and drafting the report from scratch. While it gets the job done, manual report generation comes with several drawbacks:
- Time-Consuming: Preparing each report individually can take hours, reducing overall productivity.
- Error-Prone: Manual calculations of scores (like Canada’s CRS or Australia’s 65-point system) increase the chances of mistakes.
- Inconsistent Formatting: Reports may lack uniformity, making them look less professional.
- Delayed Client Response: Slow turnaround time can frustrate candidates and lead to lost opportunities.
Automated Evaluation Report Generation
Custom Evaluation Reports with Country-Specific Scoring
Maple CRM makes it simple to generate custom evaluation reports based on the immigration requirements of different countries. For example:
- Canada: Includes the 67 points system and CRS calculators for Express Entry.
- Australia: Uses the 65 points system for skilled immigration.
These reports not only calculate scores but also outline the candidate’s eligibility based on the respective immigration program rules.
These evaluation reports are meant to be having all the details of the candidate score, other basic details, country details and also any custom tables required to include relevant information.
Custom Tables in evaluation reports can be used to include the basic evaluation details, like criteria and scores, payment details, education details, etc. These tables can also be directly imported from the information mentioned in the CRM system.
Pre-defined templates save a ton of time and also eliminate errors. These templates can be designed as per the country requirements and access to create and edit these templates can be restricted as per the hierarchy.
Comprehensive Report Details
Every evaluation report generated in Maple CRM is designed to be clear, informative, and professional. It includes:
- Candidate’s personal details and profile overview
- Eligibility status based on the selected country
- Detailed score breakdown with points criteria
- Immigration program rules and guidelines
- Relevant information about the chosen country’s immigration pathway
This ensures candidates have all the information they need in one place, without confusion.
Online Access Through Client Portal
One of the most convenient features is that these evaluation reports can be shared directly with candidates through the online client portal. Candidates can log in securely, view their evaluation, and download the report on their own device. This not only enhances transparency but also strengthens trust between consultants and clients.
Click to know more on Client Portal– For Visa Process details, Documents and Payment updates.
Advantages of Automated Evaluation Reports in Maple CRM
- Time Efficiency
Consultants no longer need to prepare reports manually. Custom pre-defined templates hours of repetitive work. - Accuracy and Standardization
Built-in calculators (Canada 67 points, CRS, Australia 65 points, etc.) ensure error-free calculations and consistency in every report. - Professional Presentation
Reports are structured and easy to understand, adding to the consultant’s credibility. - Client Convenience
With online portal access, candidates can instantly download and refer to their evaluation anytime. - Improved Conversion
A clear, well-presented evaluation helps candidates make informed decisions faster, leading to higher conversion rates for consultants.
With automated evaluation reports, Maple CRM takes immigration consulting to the next level. By reducing manual effort, ensuring accuracy, and offering seamless delivery through the client portal, consultants can focus more on advising clients rather than paperwork. It’s a win-win for both consultants and candidates-efficiency for one, and clarity for the other.
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.
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