visa process

CRM software for Immigration Consultants: Maple CRM

Posted on by Philip George

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

Maple CRM, Immigration CRM, Lead Management, Canada Immigration, UK visa, US visa, Canada visa, visa application, PR. Work permit, Immigration software, process management software

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

Posted on by Philip George
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