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