CRM software- a companion for Immigration Consultants

India boasts of largest Diaspora in the world with millions opting to migrate overseas for work, education and a host of other purposes. Naturally, all these migrations happen through Immigration Consultants who are flooded with great quantities of leads and processes all the year round.

Due to the cut throat competition among Immigration Consultants, it’s of prime importance to capture leads, retain them, nurture them and ensure a seamless functioning of the system – Every Single Day!

‘To err is human’- though it’s a universal fact, a business cannot afford losing clients due to misses and errors. Solution for this – CRM software.

Especially for Immigration Consultants, where lead throughput is in hundreds and thousands, CRM software is a must for lead and process management. Let’s have a look at what exactly is sought by functioning through CRM:

1.??????Manage leads with automation and notifications

Right from auto capture of leads to conversion of leads- entire workflow can be customized and automated in CRM. Follow ups and reminders can be set and the To-Do List is always at handy, ensuring that no lead is missed out.

Escalations due to lead no actions on any case can be set so that managers are notified of the same from time to time. You may miss following up, but CRM won't let it happen!

Click for more info:??Maple CRM and features

2.??????Organize Leads and Data and Set priorities

Well-organized, categorized and segregated data is the only possible way to manage it efficiently. Organize data based on context, user wise or priority wise, CRM is flexible enough to accommodate any such requirement.

Have priorities set, group based on the executives, get custom views for data groups and effectively manage literally any number of leads at a time!

3.??????Documentation:

Generate Documents (Check the feature here:?Documentation in Maple CRM), organized by headings and custom mandatory checks can be implemented. This will ensure that the entire process goes ahead adhering to the rules and regulations of the organization.

Generation of Agreements, Contracts, Evaluation Reports or any custom document is made easy and precise with a CRM. This should be a MAJOR factor while choosing a CRM- it should be flexible enough to accommodate the document requirements and access control for the same.

4.??????Process Configuration and Management

Multiple Programs, steps involved in each and mapping of concerned executives to perform the tasks- all can be automated and custom configured in a CRM.

This enables you to have the entire process running autonomously and updates spring up time to time on the dashboards.

CRM having an online portal for Clients to view their application status adds weight to your customer experience and maintains a transparency in the system.?

5.??????Reports- Customizable and Standard

CRM provides an overview of the entire process, business ongoing, client analytics and executive performance through Standard as well and Custom Reports.

Custom reports can be configured exactly in the format of the data required, can be replicated to generate multiple times and automatically comes to configured email IDs for easy reference.

CRM software has become an inevitable part, in fact, it’s almost mandatory for any organization to function smoothly and ensure error-free operation.

Maple CRM ranks among the top CRM providers for Immigration Consultants- Globally!

With 600+ clients benefiting from the software and it’s features, Maple CRM is the par excellence due to 12+ years of industry experience and a strong team nurturing it every single day.

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