All in one sales and operations management software for Immigration Consultants
Maple CRM is a software enabling effective management of Sales and Visa Process (Operations) management, specially built for Immigration Consultants.
Specialty of this CRM software is that it can be customized for every business – for any country Visa process. With this unique and super flexible functionality, Maple CRM stands to be the best all in one solution to organize the workflow and maintain a well managed system, resulting in productivity boost.
Immigration service providers vary greatly in the type of services offered. Some cater to multiple countries, multiple visa services, while some specialize only in 1 country and its Visa types.
Maple CRM has a functionality for custom configuring the Visa processes. It’s called TMS- Task Management System. 1 country or multiple – customize each Visa process task EXACTLY as required.
So what exactly is TMS?
Task Management System is a functionality where in all the steps involved in a Visa process can be configured w.r.t. type, time frame, concerned executive handling the task, priority and documents.
Multiple Countries
Multiple Visa types
Configure them in Maple CRM. Simplifying process management for Immigration consultants.
- Configuring Multi Country process Tasks – Multiple countries offer various Visa programs.
– Customize each Visa program name, steps (tasks) involved in each, document checklist and executives to be tagged for handling the tasks
- Task Status Configuration
-Each task can be configured for the status through which it progresses.
– Each status can be associated with dependent actions to be automatically triggered, like mail, reminder, etc.
- Country wise Agreement generation
– Country wise Visa process Agreement/ Contract can be custom configured and can be used as a ready reference in the process
– Agreements and contracts can be shared with clients through the online client portal
– Clients can sign it digitally and share it back through the portal.
– These documents are maintained as records in the CRM.
- Multi Country Programs Configuration
– There can be cases where multiple country visa process has to be simultaneously carried on for a particular candidate
– Or, in some cases, due to one country process has to be halted and another country visa process has to be started
– Maple CRM supports multiple country process configuration
– The case will be filed one after the other or simultaneously under that particular visa process which is opted by the candidate.
Maple CRM– all in one software for Immigration consultants for Leads, Visa Process, Documents and Payments management.
Get in touch with us TODAY to have an online demo of the software.
info@maplecrm.com | +91 953 892 5641 | www.maplecrm.com
FAQ
- Can we generate agreements and contracts as per the Visa process?
➡️ Yes. Multiple agreement and contract templates can be pre-defined in Maple CRM. These templates pick up the client information automatically and in just 1 click, the entire agreement is generated!
Payment terms and conditions, country details, client information and other details- all can be preconfigured in the template.
2. Can the clients sign the agreement online and submit?
➡️ Maple CRM supports e-signing of agreements.
Once the agreement is generated, Visa filing executive can share it over the online client portal. The client can view it and sign it digitally there itself and share the agreement back to the executive through the portal.
This ensures quick, hassle free and error free interaction and well-recorded information maintenance.
Are you an Immigration consultant an aspire to push your business up a notch? Start from the basics. Get your workflow organized and managed with an intelligent software.
Maple CRM- smart way of Sales & Operations management. Click the below button to schedule a demo.