Manage Leads. Documents, Visa Filing process and Billing with Maple CRM software built specially for Immigration consultants
Maple CRM for immigration not only handles the lead and Visa filing processes, but also the finance part is managed seamlessly.
Management of payments, generation of invoices, keeping a track of part payments and refunds- all form a major facet of any business. In an Immigration business, this proves to be an every day routine task carried on for multiple clients simultaneously due to the huge volume of lead throughput.
Maple CRM provides a system wherein the entire payments and billing process can be managed, centrally controlled and individually access controlled too.
Payment Scheduling and Management
Payments can be scheduled with Maple CRM. Advance payments, part payments, installments and full payments- manage with ease and without errors.
- Customize payment plans for every client.
- Add the payment type-eg.- advance, part, installment, etc.
- Put up the expected payment date while adding the payment
- Schedule reminders for the next payment date
- Discount % if applicable can be pre-defined
Invoices & Receipts
Invoices can be customized and quickly created with predefined templates.
Maple CRM provides the flexibility to custom configure the invoice templates and use them as per the requirement.
Example: An Immigration Consultancy with multi country branches- customize invoice template for each branch with the relevant tax components and terms.
- Multiple Invoice templates for ready access
- Pre-configure the services offered, charges and discount applicable and select from drop down list in invoice
- Receipts can be generated for part payments
- Receipts with amount paid and balance due
- Tax calculations automatically updated as set in the profile.
- Reports for monthly / quarterly / yearly tax calculations can be extracted from invoices
Refunds management
Refund management, linking it with the original payment plan and issuing invoices / receipts accordingly- this uniquely knotty process is simplified with Maple CRM
- Select the invoice / payment against which the refund is to be issued
- Enter the amount and reason for refund.
- Multi Currency support
- Record the refunds and the details.
Quick Payment Management:
When a payment has to be collected from a prospective client in the initial stages, where still the process has not entirely progressed ahead (example: advance payment), quickly these payments can be added in the CRM – no need of generating an invoice. Just add the payment received and share receipt with the client. Quick, easy, convenient!
Maple CRM is the all in one solution for Immigration Consultants for Sales , Operations, Documents and Billings management. Connect with us TODAY on info@maplecrm.com for a live demo of the software.
FAQ
1. What is an Immigration CRM?
A platform specially designed for Immigration Consultants to manage entire workflow- right from Lead Management upto Visa Process Management.
An Immigration CRM forms the main pillar of the entire team. The Sales and Operations processes can be defined, users can be assigned for the tasks and centralized monitoring can be done by the team admin. Learn more here.
2. How to handle multiple country Visa processes?
Best in class Immigration CRM softwares like Maple CRM offer an all in one solution for multi country, multi visa processing.
Every country Visa type, steps (tasks) involved in each, mandatory checks, documents and relevant executives can be configured in Maple CRM. Thus the processes can be custom configured for each and every Immigration service provider.