The immigration process is more complicated than ever. The number of applications received by the immigration agency grows by the day. It is not only necessary to manage the process, but also to keep up with technological trends and advancements. So, if you want to simplify your own immigration management process, the first step is to look into immigration software programs.
The Immigration Management Software is designed to manage the entire system of immigration consultants. This software has all the basic features like bookings, payments, payment history, client management, etc. It is also equipped with a lot of advanced features that make it an ideal solution for any business. This software can be used by consultants who are looking forward to becoming successful professionals in the field of immigration services. The software is available at an affordable price range and provides excellent value for money.
The main advantage of using the Immigration CRM software is that it allows you to work on multiple universities and courses simultaneously without any trouble. You don't have to worry about managing multiple programs because it will take care of everything for you.
The software offers you complete control over your business through its user-friendly interface that makes it easy for anyone to use it without any difficulty. It also provides access to a large database containing all the information about every student who has applied for a study abroad or has already completed his/her studies abroad with you so far. Investing in a CRM system is unquestionably beneficial not only for small and medium-sized businesses but also for large corporations. With so much data and information stored in one location, you have the advantage of being able to access it from anywhere and at any time. Furthermore, effective CRM makes managing various processes associated with your work easier. The Immigration automated system will assist you in managing your clients, leads, and the entire process. You can manage all of your data from a single location and easily communicate with your clients.
Features of Overseas Education CRM
Lead Generation and management
You will benefit from immigration technology in terms of generating leads and customers. You can use this tool to manage all of the lead-generation tasks that you have previously encountered. It will assist you in sending emails at regular intervals, increasing the number of leads generated by your company and even it can also be used to collect data from various sources such as social media, digital marketing, and so on, and track the record of cold leads too. This tool will assist you in developing an effective marketing strategy that will allow your company to grow exponentially.
Once you've generated leads, it's critical to manage them properly so they don't get lost in the system. Using immigration software programs will assist them in managing all of their contacts so that they do not become lost in the system. It will now be much easier for you to contact all of them at once. This will also ensure that there is no ambiguity regarding who has contacted whom when they were contacted by whom, and so on.
One of the most significant issues that most consultants face is the lack of centralized data on their clients. They end up spending time on client-related tasks such as sending emails, tracking call recordings, and so on. However, if they had a single platform where they could store all of the client, university, and program data, it would be easier to work with them and manage the process. This method will also assist you in managing multiple clients at the same time without difficulty or confusion.
You can easily add and update multiple universities and courses in the software. and can inform clients about upcoming admissions and course openings.
You can also use the system to automate tasks like sending out newsletters or emails on specific days or weeks based on your strategy and planning. By utilizing automation technology, you can get more out of your marketing efforts without putting extra work on yourself or hiring more staff members when it is not necessary.
Report & Finance Management
CRM systems include report and finance management functionality. You should be able to access reports at any time, whether or not you are in the office. This will allow you to stay up to date on the status of your clients' immigration projects and track trends over time. It should make it simple for them to track their cash flow throughout the year and balance checkbooks and bank statements. The ability to analyze historical data can also be very useful when attempting to forecast future sales and expense trends.
Read: Immigration Industry, Technology, and Software Trends
It includes three panels to make the software's operation more smooth and less confusing.
Admin Panel and its Features
Admin panel has all the functions, which are required to operate the system:
a. The admin panel is the heart of the software, where all administration occurs.
b. It enables you to keep track of all the records associated with your study courses or programs you offer.
c. It includes a report section that contains information about study abroad applications, documents, and visa application status.
d. Admin panel manages all permissions of all staff members and agent permission also maintains your business opportunities.
e. Admin Panel can easily add, remove, and manage data of the users, university, staff, and agents who are registered for the software.
f. The admin panel has the ability to assign different commission rates to different agents.
Staff Panel and its Features
Staff Panel is a specially designed section, which is used to maintain a high standard quality work environment.
a. Can add, remove, edit, and manage all the client's data.
b. Under the Staff panel, the members can add universities, courses, and clients.
c. Staff can book appointments, send emails and SMSs, create invoices, print documents, track payments and maintain clients' records, and much more.
d. If a client is interested in studying abroad in any country then the staff panel can search for courses and universities that are available to study abroad in the required country.
e. Can view students' information and performance reports such as; the percentage of eligibility, their visa status, results, etc.
Agent Panel and its Features
Agent Panel is the solution that allows migration agents, who are responsible for developing the business
a. This is one of the most important sections where agents perform their duties such as connecting clients' data, document filing, and other activities related to work.
b. It contains all the information related to clients’ data and also contains all their documents (application forms) which have been filed by them in this system.
c. The agent can be assigned tasks such as sending newsletters or emails to potential students or parents/guardians regarding important information regarding the program that they are studying abroad.
d. If the agent is displeased with his commission, he can raise the issue and file a complaint in order to receive the promised commission.
As the digitization trend accelerates, so does the demand for CRM. You can select from a number of options, but you must be firm and select the one that meets all of your requirements. Associating with an experienced provider to learn more about CRM solutions can help you a lot before making an investment. If you're looking for new ways to apply these technologies in your business, contact Digittrix and set up an appointment right away.