Process / Operations Management with CRM for Immigration Consultants

Posted on August 7, 2023 by Philip George

How ideally a CRM can be utilised for Management of Multiple countries’ Visa Processes in Immigration Services

Best CRM for Immigration Consultants – Sales and Process Management with Maple CRM

It’s a common understanding that CRM is only a ‘Sales Management Software’ and there are tons of companies who solve this purpose, too. But crux of any Immigration Service Agency is to manage the actual Process , i.e., the Operations team.

As important it is to manage sales, so is to manage the processing, documentation, updates and escalations, too. A great organization is built from great customer as well as easy flowing user experiences.

What role does a CRM play in arduous task of Visa filing management? Let’s have a look:

1.Ensuring Accurate, On-time and Smooth Process filing:

CRM has the ability to support assigning of the tasks involved in each process to the executives, along with configuration of steps involved, timeline for each process, escalations for delays and notifications to concerned authorities

Task Status can be updated and customer statuses can be configured.

2.Document Checklist:

Assigning the tasks to executives makes them independent, but still a check can be kept on them so as to ensure proper status updates. Example: A document checklist can be configured such that the status of the process can be marked completed only if the documents are uploaded in the CRM

This system cannot be bypassed any delay in the process can be well kept a record of and notified to the concerned authorities.

Custom document checklist can be configured for each Process.

3. Updates to Clients and Notifications:

CRM should and must support automatic updates to the clients and notifications on completion of major steps. This helps maintain a transparent business and clients can be assured they get the worth of their money spent.

CRM not only enhances the workflow, but also helps bridge the gap between internal updates in the organization and shortfalls in communicating the sane with the Clients.

Maple CRM is the Best CRM software for Immigration consultants in UAE. Process Management is the strongest feature of Maple CRM, which is of utmost requirement in any Immigration Consultancy or Visa Filing Service Agency.

Check Features of Maple CRM for Immigration consultants here.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive and have a chat!

Quick Connect: info@maplecrm.com

Call/Whatsapp: +91 8618646767

www.maplecrm.com | www.maplecrm.ae

Check Maple CRM Blogs to gain deeper insights on the role of CRM software for Immigration Consultants.

We serve a wide clientele from INDIA, UAE, QATAR, AUSTRALIA, CANADA, UK and many more parts of the world! 600+ clients- excelling process management every day with Maple CRM!

CRM for Sales and Operations Management for Immigration Consultants

Posted on August 4, 2023 by Philip George

Best Immigration CRM in UAE

CRM for Immigration, Immigration software, sales management, lead management, Immigration CRM, — Maple CRM: Specially built for Immigration Consultants for lead and process management

The immigrant population growing by leaps and bounds over years makes Immigration Consulting Companies one of the highest searched and consulted organizations. Exploding magnitude of inquiries pouring in and the umpteen applications processing every single day makes it a herculean task to manually manage the entire process- leave alone effectively and without any leakages. Click here to check how Maple CRM helps.

CRM software is a must for any business, more weightage onto Immigration Consultants . It solves all the purposes: Manages the Sales part, operations part, finance part and also supports document generation- automatically!

Why not take a quick look how a CRM can be a companion for Immigration Consultants:

1. Lead Management

Auto Capture leads from online lead generation platforms- like FB, Insta, Google, Website, Landing pages, etc.
Prioritize high quality leads
Group the inquiries and assign to individuals automatically
Generate Sales reports

2. Process Management

Multi country process configuration
Task mapping to users and teams
Time-line management and escalations
Client portal – for Updates and Notifications

3. Documentation

Generate Custom Documents
Pre-configure Templates
Send Documents to Clients
Check-list of mandatory documents

CRM invoice, payments. Immigration CRM, Manage payments. Online payments

4. Payments

Generate Invoices and mail to clients
Online viewing of payment status
Generate receipts
Manage Part payments and installments

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

Check Maple CRM Blogs to gain deeper insights on the role of CRM software for Immigration Consultants.

We serve a wide clientele from INDIA, UAE, QATAR, AUSTRALIA, CANADA, UK and many more parts of the world! 600+ clients- excelling process management every day with Maple CRM!

4 Reasons why Immigration Consultants should have a CRM for lead and operations management

Posted on May 27, 2023 by Philip George

CRM is Customer Relationship Management software- aimed at automating the lead management, process management and performance monitoring of an organization.

Immigration consultancies- which is one of the ever-in-demand niches, have a huge amount of data, processes and updates which have to be aptly managed to ensure smooth running of the business. On top of that, with several executives working simultaneously, it’s mandatory that all the cogs are set to rotate in tandem and nothing, not a single goes astray.

What is the role played by a CRM software:

CRM software enables and enhances the workflow right from the lead capturing stage to deal closing, and also beyond sales- like providing services, after sales support, etc.

Auto-Capturing leads from online ads and websites
Assigning work processes to concerned authorities
Reminders and Notifications for follow ups and updates
Documentation- Generation and Storage
Operations workflow management
System performance monitoring

Now let’s have a look at the 4 major reasons an immigration consultancy MUST have a CRM software:

Lead Management:

The throughput of leads and inquiries for immigration consultancies is too high for anyone to maintain it manually. Follow ups are missed, notes are not updated and obviously the calls and related comments are never noted down. CRM is the quickest and the surest way of having all these records in one place, reminders scheduled and automatic notifications for the tasks.

This way, the sales person doesn’t have to get burdened with brain-storing all the details, and can completely rely on the CRM software to do the work.

2.Customer Support and Service

Customer data, history and records- all are collected under one single roof- the CRM software. Smart search, priority-based organization and quick re-collection of data smoothen the process of customer service.

Any customer, for any reason drops the plan but tries to re-connect in say, after 3 months, the concerned executive can get all the details of the related account history in a matter of a couple of seconds and give a pleasant customer experience, since customers feel privileged with the priority service.

3. Record Keeping and Documentation

Conversation remarks and documents can be stored in the CRM. This functionality is more shot into focus when there’s a multitude of database, thousands of customers and huge amounts of data to be maintained.

It may need super-human brain to process all this and keep it at hand at any instant as required. Since we cannot expect Super-Man to come and do it, let’s leave it to our CRM software!
Organization of the data, storage of the documents under specific headings and transfer to the concerned authorities- all supported with CRM and with the assurance of no data loss.

4. Team Performance and productivity

Now here’s where eyes of the managers and owners can seek relevance- Monitoring how’s their team performing.

And if a software does that for them- more even- it gives analytics, notifications on any delays, plus prominent reports get deposited in their inbox regularly!

All these can be configured in CRM and can be used for the advantage of the organization.