Documents management and generation with CRM software

Maple CRM- Specialized software for Immigration Consultants to manage Sale and Operations.

With the humongous amount of candidates applying for Immigration and re-location services worldwide, the need for maintaining documents is spiralling up. It poses to be a critical parameter to gauge the authenticity and reliability of an Immigratioin Consultancy business.

Immigration Consultants can be assured of the best solution for Document management, security and storage with a software which is designed for the specific purpose.

Maple CRM – software specialized for Immigration consultants for management of Client data, documents, history and Visa Application details.

How does a CRM software facilitate Document management?

Secured Storage

  • Uploading documents of the clients and storing under their file name
  • Easy searching and quick display of uploaded documents
  • Record of who uploaded the document, time stamp and size details
  • Access control to ensure unauthorized access to documents

Document Generation

  • Documents can be generated, formatted and themed as per company norms.
  • As per requirements, various templates can be configured and used as ready made references while creating documents.
  • Templates can be further made accurate with macros enabled fields, like Client’s name, Email ID, Contact number, Service opted, etc.
  • These macros can be picked up automatically by the document generator and placed in the specified fields in the document.
  • Access control for document generation and editing can be defined and ensured authorized access only.
  • Custom documents, agreements, contracts, etc. can be generated withing just a few seconds with a document generator.

Check how Maple CRM enables quick and flawless document generation. Schedule for an online Demo as per your convenient time!

Document checklist

  • A checklist of all the documents as per the requirement can be configured and kept as a reference in handy every time an executive uploads the client docs.
  • Documents mandatory for the service can be marked in the software so as to eliminate any possibility of a miss.
  • If in case any documents are missing, the system pops up error/warning messages, notifying the executive.
  • Updates of the documents can be accessed by the concerned authorities, who can check and authenticate.

Document archiving and retrieval

  • It’s of utmost importance that the documents are secured, stored and archived as required even though the client is no longer associated with the company.
  • Archiving of of non-active documents can be done in a CRM software.
  • Secured and controlled access to storage ensures protection of documents, no matter how long they’re stored in the software.
  • Quick search of documents based on keywords, users, client names and types can be used for retrieval.

A CRM software proves to be of great assistance for any business, especially for Immigration consultants, where the upheaval of documents is frequent and in big quantities.

Documents of are critical importance, need stringent privacy checks and security. Gone are the days when documents were stored in files and locked in mounting storages with interconnected locks. In this supersonic speedy world, there’s no doubt that right from creating a document to archiving them- all should be gone through a proper workflow, marked with details authenticating the entries, securely stored and access controlled all the time.

Process / Operations Management with CRM for Immigration Consultants

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.

Immigration CRM

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!

Scope of CRM : How does it actually benefit your business?

Article specially for Immigration Process Consultants.

Maple CRM is one among the top CRM software providers, trusted by businesses globally and catering to requirements of various niches.

In a business with high lead throughput, several number of executives simultaneously handling scores of tasks and multiple processes ongoing, more than being difficult, it’s counter-productive for any organization to keep a tab on everything. This results in lead leaks and process mismanagement.

CRM plays a vital role for organizing, workflow automation and dedicating user access as per roles to the executives.

Maple CRM is voted the No.1 choice by customers in ease of use and flexibility.

Let’s have a look at 5 major ways in which Maple CRM enhances the process management:

  1. Organization of data

Get the leads organized by segregating into categories, prioritizing with the help of lead scoring and provision of re-assigning to designated executives.
Not only leads, the notes which are added related to any lead can be categorized as well on the basis of their subject.

2. Workflow Automation

Business workflow can be customized, mandatory steps can be set and notifications for all can be configured so that everything goes on smoothly and important steps and updates are never missed.

3. User Access Control

Provide users (executives) access to only the features which are related to them. Task demarcation based on the user type is supported in Maple CRM and admin of the system has the right to set it. This way, it can be ensured that no data leaks can happen inter-organization and every individual flawlessly glides through their own tasks.

4. Documentation

All the documents collected from the leads and the applicants can be categorized and listed as per names under that particular lead. Generating custom documents too, is supported in Maple CRM.

5. Usability and Ergonomics

Maple CRM is designed considering 2 major factors:

  • Ease of use even for a non-tech savvy person
  • Usage every day, every instant

This implies that all the tasks, lead management options, priority list access, escalations, etc. are so easily accessible that it become impossible for an update to be missed!

This is what makes Maple CRM the highest rated software in the niche and our support team enjoys 5 star reviews from all the customers!

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

CRM software for Immigration Consultants: Maple CRM

Prime Features which play a key role in every day tasks and enhance the productivity

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CRM software is the basis of a stable and a well-organized system. Especially for Immigration Consultants owing to huge amount of data processing every single day.

It’s a great practice to have the CRM software incepted right from the beginning of an organization, as the old saying goes- well begun is half done! A structured way of lead management, workflow configuration and process management ensures a scalable and an error free system.

Why does CRM play such an important role?

  1. Automation of repetitive tasks
  • Why spend time and effort manually when there’s an automatic system for it? Lead Capturing, Assigning, Notifications, Reminders, Automatic Mails and Notifications to Clients- All can be set for the CRM to perform as per pre-defined schedules.
  • Pre-configured mail and WhatsApp message templates are a real time saver when it comes to sending same mail content to multiple receivers every day

2. Automatic Agreement / Document generator

  • Pre-configured templates of documents, with provision of auto pick up of Client Name, Contact Number, Email ID, Address and any other required variable field enable generation of documents / agreements within a couple of seconds
  • These documents can be stored and transferred to concerned authorities internally through the CRM

3. Invoice and Payment Management

  • Multiple profiles of Invoice can be configured in the system and the content in it can be placed as required.
  • Multi-Currency setting option, Flexibility in discounts applicable, pre-feeding of services provided, all are supported in Maple CRM
  • Payment management- in terms of installments provided, discounts for each installment wherever applicable, notifications to account manager as well as client for payment reminding ensure no payments are missed.

4. Marketing Forecast

  • Real-time updated, customizable dashboards and custom reports, CRM gives a clear picture of which are the high performing lead sources
  • Which marketing strategy has driven chunks of leads to your organization and brought business.
  • This can enable forecasting on investing more on the high performing sources and take necessary action for the low performing one.
  • Forecasting can also be done on the basis of quality of leads brought in by various sources, conversion rate and client retention rate.

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

Immigration and Visa Process Management – 5 ways to make it quicker, error free and effective

Maple CRM, CRM for immigration, immigration software, software for leads management, Canada immigration, migration process, immigration and relocation, work permit, business visa, PR visa

Thousands of Immigration Consultants and multiples of thousands of applicants everyday flood the systems of Immigration businesses with their enquiries, applications and visa submissions.

While this is just one of the daily chores of Immigration Consultants, there can be many tight spots where it’s cumbersome to seamlessly transfer tasks internally within the team with ZERO LOSS of information and documents, or and the most important of all- LEAD LEAKS!

Lead leaks can happen due to several reasons- like missing the communication, losing track of lead progress, missing out on high priority leads, no quick communication and most important of all- no reminders for all this!

Check out these 5 ways in which an Immigration Consultants can be at the TOP OF THEIR GAME by effective management and great customer experience:

1. Get it automated – Use a CRM software!

  • CRM software reduces more than 80% of efforts, which is equivalent to 80% productivity boost! Click here to know how exactly it works.
  • With automatic reminders, no follow ups are missed and all the details are ready available for reference.
  • Maple CRM is the one among the top ones in Immigration and Oveseas Education niche, with features and functionalities customized to suit the requirements. Get a demo scheduled today!

2. Encourage executives to make it a practice of recording every single thing!

  • Old school method- of jotting down every single detail works the best even today!
  • Backed by modern technology and sophisticated softwares, keeping note of all progresses, communication and updates is made quite easy to follow.
  • Scheduled reminders and update notifications play an important role in Work process management. Maple CRM has the most user-friendly platform for customization and configuration of the system and user-wise reminder settings.

3. Periodic trainings to new users

  • Cycle of employees leaving the organization and hiring their replacements is another part and parcel in any business. Especially, for Immgration consultants, this business is vastly employee-oriented and technology can be made to work only with proper handlers.
  • It’s imperative that every one is adapted and is adept in using the software or any other technical tool used to daily work process management.
  • Dedicated trainers should be instructed to ensure proper training to new users and keeping all of them up to date on any new additions / updates

4. Easier to maintain soft copies- don’t pile up the papers!

  • Documentation is the most important phase in Immigration Process.
  • The reason for emphasizing software for management automation is not just for a great customer experience, but for a great user experience, too!
  • It’s a thing of the past, where printouts brim the edges of the executives’ table and drawers. It’s difficult, least effective and time eater method of keeping and retrieving records.
  • CRM software now a days are very well designed and easy to use, so that data addition and retrieval is easy and matter of just a couple of seconds!

5. Get technology working for you!

  • Before going ahead with any form of software or tool for your business, it’s useability must be measured stringently and only if it’s flexible enough to fit in your requirements, should it be accepted.
  • Technology here to work for you, not to make you work for it!
  • Contact Maple CRM today to learn how this software can be moulded into your requirements, so that it fits like a glove in your business model and business can reach new heights with productivity boost!

For more information, drop a WhatsApp message with ‘Hi, I would like to know more’ to the below mentioned number, or just give a call.

We believe we can connect better if we have a chat!

www.maplecrm.com | www.maplecrm.ae | info@maplecrm.com
+91 861 864 6767

Software for Overseas Education Consultants – Management of Sales and Process Workflow

Maple CRM is a software for Smart management of Sales and Process Workflow, specially designed for Immigration and Overseas Education Consultants.

What’s unique??
   

  • Auto Lead Capture from online lead generation platforms
  • Smart allocation based on Subject Matter Expertise
  • Student Online portal – for document uploading, status monitoring
  • Custom Dashboards, Views, Reports
  • Custom Document Generator– Generate any agreement / contract in just a few clicks!
  • Excellent Support and Service

With meticulous and well structured functionalities, get the workflow defined and configured according to your business, with process automations, mandatory checks and customized configurations.

Maple CRM supports the unique ability to have the software defined the way you work, without having to compromise at any step.

This CRM works for you!

How does it benefit sales?

  • Quick action tabs for addition of leads (also through Mobile App)
  • One-touch contact option
  • Super quick follow ups setting, rescheduling and adding
  • Configurable Mail Templates
  • Configurable document templates
  • Payment Tracking

How does it benefit process side?

  • User expertise wise task configuration
  • Pre-defined structure for tasks with timelines
  • Collaborative Task management
  • Automation for notifications and mandatory actions
  • One glance view of the entire process- making it easy for managing
  • Custom Reports – build them the way you want!

600+ businesses globally are basking under the well-organized workflow and automation in their day to day tasks with Maple CRM. Results? Impressive rise in Productivity and Sales!

Contact us TODAY to have a free demo of the software!

www.maplecrm.com | info@maplecrm.com | +91 861 864 6767

Smart & Flexible is the key to the Future CRM!

One size fits all“. Does this phrase hold good when it comes to business and software applications?

Many CRM systems are built to fit varied industries and business sectors. In the early days, having any CRM would mean that you have multiple options that you can use as your CRM would comprise of everything to anything and that’s why you had to pay a hefty price for the same. Hence, the one size fits all approach was acceptable.

Over the years, CRM solutions have evolved to offer many features that can work on a customized approach to fit into any business. The focus has changed to a flexible mode that that can be opted as needed. It comes down to the features and functions that any business wants to priortize and the costing varies based on what has been chosen rather than everything.

The current demand is that CRM has to respond in a different way to every individual in the organization. That would mean virtually every individual interacting with an organization’s CRM system needs a view of that system that is uniquely personal. So in fact, it becomes contrary of the one-size-fits-all system. Instead of being a huge system offering everything to everyone, it should be a system that simply returns whatever information, in whatever form, to whatever interface, an individual needs – whenever it’s asked to.

The future CRM demands to have a personal view which should present the information I need, remind me in the way how I want it to be reminded and the CRM should definitely be smart enough to deliver my personalized experience in a device – appropriate manner.

And ‘Smart” is the real key here. Moving forward, market is looking for the CRM systems that can truly deliver value to users and customers, CRM systems that are smarter, dynamically personalized for each individual’s needs, and capable of helping us handle the more complex challenges.

Saying that, there are a lot of CRM software choices today in the market, but consider the importance of using a system that was designed with you in mind. One that fits your business.

Top 7 ways how Customer Support System can help you

Customer Support System or in other words Help Desk software is designed to enable the staff to work more effectively. For many small to medium level organizations, the Customer Support System helps in eliminating the pesky manual process which is not only time consuming but also laborious.

While there are multiple reasons how Support System can ease up your business process, here are top 10 listed below:

1. To work more efficiently

The system enables the staff to manage their work in the most organized way reducing manual errors and increasing work efficiency.

2. Access to Information

Users will have customer related information at their tip of hands. Be it service related, ticket related or customer details, every information is accessible to the team to provide instant & better response to the customer.

3. Track Tickets

Users can easily filter out the priority tickets as well as escalated issues and work on getting closures for the same faster. System shall timely remind and lets in tracking the tickets at anytime.

4. Manage Contracts

It is not always easy to remember which contract is expiring when. The support system here helps in listing out expiring contacts and can also send emails or sms to customers letting them know about the contract expiry.

5. Quicker Response using TAT

Keep track of the time spent on each ticket. Escalations can be configured on TAT and reports can be generated to determine the time taken for every ticket.

6. Automation

Support system can do multiple things all by itself. You can simply configure the action plans and system shall take care of doing things automatically.

7. Customization

Your support system can be customized as per your need so that it can perform or work according to your business process.

 

Does Customer Support System really suit for your business?

Software Solutions are designed to make life easier. With a Support CRM, interactions are simplified and tracked, information is organized and the process is much more efficient.

 

4 Powerful ways to manage your Tasks

Enquiries to follow up, need to keep track of what is happening with each leads, have to prepare and send reports, need to keep up the productivity, newsletters to be sent to hot prospects and finally reach the targets. So much to do and less time in hand?

Well, it indeed seems to be so difficult when you start making the list of to-dos. To all the Maple CRM users, here are few effective ways that you can make use of.

Keep up with the Follow ups

Your customer enquiry supports reminder option. Add a follow up for each enquiry on a specific date and time. The system will remind you the day’s tasks on the Dashboard. It shall also notify through email about today’s activities and the pending ones. So you will never be able to miss any task.

Make sure you close each of the task once the activity is completed. If not, it will fall under the Pending tasks and you definitely do not want your manager to see that, Right?

Flexible Views

Configure your View Settings as per the way how you would like to see. Make different views for Hot or Cold cases. That way it will be easy for you to directly jump into those set of enquiries and work on them. Also, configure your enquiries view as per the stages you have accomplished. Keep an easy tab on where each of your enquiries stand today.

Send instant Emails

Draft your newsletter template and save it for multiple usage. Choose the type of segment to whom you want to target your emails, select the template and shoot the email. You can easily keep a note on which all enquiries the emails have been sent.

Status Reports in seconds

Well, in seconds? You got it right. Do not waste time in downloading customized reports for last updated customer enquiries. We have your daily and weekly status report ready for you. Go to Report Templates and choose Account Updates Report. Download your report by selecting the date range and there it is.

Additionally, you also have an option to share the report to your manager directly from the Report Templates. Now sending the report is also easy.

Want to explore more options with Maple CRM? Write an email to support@maplecrm.com and our team shall guide you through it.

Looking for subscribing to Maple CRM? Please write to us info@maplecrm.com or visit www.maplecrm.com

Connect to your customers using Maple CRM Software

Maple CRM Software helps you to centralize all your prospects and lead conversations so that nothing goes missed out and it is available for easy search. The automated CRM solution lets you easily organize, prioritize and engage with your customers. It also helps to connect to customers in a better way increasing the overall customer satisfaction and ensuring that your customers are getting accurate and timely response.

The automated lead generation tools let you get connected to your leads through various ways in an efficient manner. It offers Web Integration where your website or any web page is integrated with the CRM system and leads are captured in your CRM with all the information and further allocating it to your executives for quick process.

SMS Integration works in different ways where inbound and outbound customization process can be set and your CRM can work just the way you want through a simple SMS. SMS Integration is most of the times helpful for executives who are on the field and when they need an access to the CRM system for updating their customer interaction details.

Email Integration, Zipdial Integration are further more options which are available for generating leads automatically and processing them into the CRM system through phone calls or email capturing.

Integrations like such lets you have a comprehensive system along with your CRM resulting in you and your business having an efficient and smooth work flow.

To learn more about Maple CRM, visit www.maplecrm.com.

About Maple CRM:

Maple CRM is an on-demand CRM software solution which focuses on both Sales & marketing as well as customer support. Maple CRM helps in maximizing the sales opportunities by speeding up the sales cycle and providing better sales process and also to improve the customer support process aiming to give better customer satisfaction.