3x effective management of Visa Processing and Docs with Immigration CRM

Maple CRM Software is a single platform solution for complete task management for Immigration Consultants.

When we speak about the complexities of Visa Processing for Immigration consultants, there is no single 'best' way to handle the processes. Every Immigration Consultancy business has their own way to manage and execute tasks.

But certainly a CRM software is a common thread between all diligently managed businesses.

Reason? Simple- a proper channelised system to lay the route of processes- right from lead capturing to Visa stamping and beyond. Here we're going to have a look at how the process management is effectively managed with a CRM software.

Maple CRM Software is a complete solution for Lead and Process management for Immigration Consultants. How does it actually help?

Better explained with examples - Let's take ???????????? immigration processes for instance. Canada Immigration processes consists of multiple Visa programs, multiple steps in each and varying document checklist for each type of program.

Some of Canada Immigration programs :

1. Express Entry
2. Provincial Nominees
3. Family Visa
4. Permanent Residency
5. Francophone Immigration
6. Start up Visa
7. Care Givers
8. Agri Food Pilot and many more.

Management with Maple CRM:

• ??????-???????????????????? ?????????????? ?????????? ?????? ?????????? ???????? ???????? ????????????????:- this configuration adheres to the standards set by IRCC. Each step is configured with TAT, executive handling the task is tagged and priority can be predefined. Every process can be carried on individually by the executives, updates on CRM will ensure process is running without a hinderance.Escalations if any can be routed to management automatically.
• ???????????????????? ??????????:- Customized assessment form with preconfigured templates are available in the CRM system. Concerned executives just need to select the right assessment form, send it over to candidates and get updated automatically in the CRM. This filters the candidate eligibility.

Define check-points in process work-flow: Ensure that the processes are authentically completed, with all the necessary documents and only after that the process tasks are marked as 'complete.'

• ?????????? ?????????????????????? ?????? ????????????:- Inbuilt 67 point and CRS score calculators in Maple CRM enable quick score assessment of the candidates right at the initial stage so that eligibility can be set and further processing can begin accordingly. Instant reports can be generated showing the score of the candidate, eligibility criteria and all the other related details.
• ???????????????????? ?????? ??????????????????:- Maple CRM has the provision for custom agreement generation. Templates can be pre-defined. Access control to the templates ensure right templates visible to the right set of people, eliminating confusions. Not only agreements and contracts, any type of document can be custom configured in the CRM system and linked with the visa filing process.
• ?????????????????????? ?????????? ??????????:With all the processes and client progress going it's way through the CRM, the admin can have a centralized view of every tiny bit of the updates.Custom configurable displays enable Task wise details view, priority-wise, visa type wise, status wise, month, year, day wise view and multitude of other options simplifying process management for the admins/ managers.
• ???????????? ????????????:Even the clients need to be kept up-to-date, right? Maple CRM provides an online portal for clients to login, view their own visa status updates and also they can UPLOAD DOCUMENTS from their end, which will be stored directly in the CRM under their name record. Payments and invoices too can be viewed and downloaded through the portal.

For Canada Immigration, reports of CRS / 67 pt calculations is one of the most vital factors which is solved in it's complete sense- along with the score report with Maple CRM.

Just like Canada, Maple CRM is enriched with Australia and other countries visa programs too. For Australia, there's inbuilt 65 point score calculator in the system. Any country Visa program can be configured in Maple CRM, complete with mandatory steps, priorities and document checklists.

Maple CRM aims at smart work and maximum facets of an immigration program are pre-configured in the system. If you're an immigration consultant looking forward for sustainable growth and boost, entrust your business with Maple CRM- #1 software for immigration consultants.

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