Multiple countries, multiple Visa Application processes: Complete case file management with Maple CRM

All in one software for Immigration Consultants: Sales and Operations streamlined with Maple CRM

Immigration, Visa Application process, Re-settlement services – Immigration Consultants worldwide are hooked upon these words 24 x 7. The expanse of aspirants for Immigration services, the processes involved in the Visa application and documents related to them form a massive database management routine for every Immigration Consultant on the surface of the earth.

Maple CRM – specialized software for Immigration Consultants weighs it’s contribution in this stringent task by providing COMPLETE CASE FILE MANAGEMENT for Visa application processes.

There are 4 major parts of any Immigration process:

1. Sales
2. Documentation
3. Operations- Visa Process
4. Payments

Check how effectively and accurately Sales and Documentation is managed with Maple CRM.

Workflow process Immigration Consultancy by and large constitutes the above mentioned 4 modules- the sales part, where in the lead arrives, communication between the lead and the sales executive begins. For further authentication, documents are collected from the lead and checked for the mandatory requirements.

If all is found well and matches with the Visa program opted, the case is forwarded for Visa filing process.

Now speaking of the Visa Filing process, there can be multitudes of versions and related sub processes involved.

• Country-wise Visa processes
• Various Visa types- Family, Spouse, Re-settlement, Work Permit, PR, etc.
• Visa for studying abroad
• Special Visa programs initiated by certain countries
• Pilot programs
• Refugees and Asylum seekers

With a wide variety of Visa and it’s types, there HAS to be a system which accommodates all the requirements, Visa tasks, document types, mandatory checks, record history of aspirant and connected family members processes too!

Maple CRM has the unique capability of customizing each Visa process exactly as required. Based on country and Visa type, one can define the order of the steps right from Registration of candidate upto visa stamping. Payments and documentation too can be custom configured for each and every organization.

So what exactly does COMPLETE CASE FILE MANAGEMENT mean?

As can be seen in the screenshot above, you can configure multi country visa process in Maple CRM.
As simple as it sounds, so is to configure too!
Below are the custom configuration options provided:

1.Define the Visa Type :

• Different countries host different Visa programs. Canada, for instance, has Visa programs for PR, Express Entry, Spouse, Work Permit, etc.

• Maple CRM provides customization where Visa types can be defined for every country. Visa type defining will open configuration options for further customization as stated below.

• In a nutshell- Any country, every visa type- configure as per requirement.

2. Configure the process as per Visa type

• How to ensure smooth Visa process management? Few points listed below:

1. As per the Visa Type, like Express Entry for Canada, Work Permit (any country), Resettlement, etc., the documents list can be configured.
2. Mandatory checks and documents can be set in the CRM so that executives do not miss adding the details
3. The entire process, for every country and every Visa type can be custom defined
4. TAT can be configured for each Visa process to track the status
5. Collection of payments, keeping a record of transactions and even refunds can be managed through the CRM
   

3. Generate Skill Assessment Forms if applicable

• Work Permit Visas specially require additional assessment of the candidate. This is so that the proper candidate is placed in the proper job profile.

• Skill Assessment is a pivotal step in this process.

• With Maple CRM – you can create custom Skill Assessment forms- as per the intended countries rules and norms. Job requirements, educational qualifications, experience details and any other required data field can be defined in the assessment form for qualifying the aptness of the candidate for the Visa.

• These forms can be shared via Client Portal (View Details Here) and can be auto filled in the CRM once the client shares it back over the portal.

4. Appointment creation and communication to client

Any immigration and Visa process calls for multiple meetings between the clients and the immigration officer. To smoothen this, Maple CRM offers a feature for appointment scheduling.

• Schedule the date and time of the appointment as communicated with the client
• Select the type of meeting- whether over call/in-person or Video call
• Set the status for each meeting- whether confirmed, completed, cancelled or re-scheduled
• Add other participants if needed
• Automatically update and notification goes to all the meeting participants

5. Communication with clients– Client Portal

Client portal acts as a bridge between the immigration processing executive and the client. It is an online portal where clients can-

• Login and view their Visa application status
• Get notified on updates and any requirements
• Get notified on new meetings / appointments scheduled
• Communicate with the Visa processing executive through internal messaging
• Get agreements/contracats e-copy, sign digitally and submit through the portal
• Get a complete view of the payments done, pending and upcoming
• Download the receipts of completed payments

Thus, Maple CRM helps enhance the client experience by imbibing transparency in operations and keeping clients updated on the progress.

6. Documentation and Payments

• Maple CRM provides the facility to upload client’s documents in the CRM, label them as required and store securely under the client’s account.

• There’s also a functionality to GENERATE AGREEMENTS / CONTRACTS for the clients.

• Custom configured document generation– one of the majorly used and appreciated features of Maple CRM. (Connect for more details)

• Part payments, Advance payments, Installments, Complete payments- can be managed, defined with dates and receipts can be generated as required.
• Payment reminders can be sent to the clients as well as the operations executive on the predefined dates.

Maple CRM not only automates, but also enhances and empowers the workflow for Immigration Consultants. Connect with our CRM expert today and get an online demo of the software.

Do not wait to take your business up a notch! Boost the productivity of your team TODAY!!

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.

info@maplecrm.com | +91 9538925641 | www.maplecrm.com