Experience Smarter Immigration Management with Customized CRM Development

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Admin

The admin panel is a central hub where the system administrator can manage and monitor
the working of Staff members, Agents and Marketing managers

  • Data Management: Easily add, remove, and manage data of colleges, universities, programs, Agents, and Staff Members.
  • Reporting and Analytics: Track the performance of staff or agents by accessing their daily, monthly, or selected date reports.
  • Additional Features: Can update the notice board, establish admission standards, and set targets
  • Verification: Responsible for verifying & determining the commission of each Agent.
  • Task Management: Designate one or multiple Agents to each Staff and reciprocally.
  • Permissions and Access: Highly adaptable module & can manage different levels of control and access for all staff members.
  • Chat: Allow the Admin to chat with both agents and staff members in the event of any inquiries or concerns.

Staff

The staff panel is used by the employees of the immigration agency to manage applications,
documents, and communication with clients

  • Data Management: Easily add, remove, and manage data of colleges, universities, programs, Agents, and Staff Members.
  • Privileges: Add one or more agents, but only the admin has the authority to approve them
  • Lead Management: Easily add & Track the Status of their leads
  • Tracking: Can utilize a specially crafted application, which allows the admin to monitor their current location and work status.
  • Assignment: Update the status of applications and diligently work on the targets assigned by the admin.

Agent

The agent panel is designed for immigration agents who work with the agency. The agents can access client
information, manage cases, communicate with clients, and generate reports.

  • Document Management: Document Management: Add a new application form and fill in all mandatory fields with the necessary information.
  • Easy SignUp: Easy to signup to CRm by uploading required documents, but admin’s approval is required
  • Application Status: Check the updated status of the application easily.
  • Filters: Can use various filters to check the availability of colleges and programs
  • Chat: Chat with the assigned Staff in the event of any inquiries or concerns
  • Permissions and Access: Highly adaptable module & can manage different levels of control and access for all staff members.

Marketing Manager

The Marketing Manager’s responsibility involves meeting with clients in person
and generating leads using offline methods

  • Separate Application: A distinct marketing application is made available to the marketing manager for completing the targets
  • Schedule Meeting: Create, cancel, and postpone the meeting easily through the provided app
  • Track Earning: It is simple for the manager to monitor their cumulative earnings up to the present moment
  • Plan Routes: Easily plan and select the route to be taken at their convenience
  • Privileges: Add one or more agents, but only the admin has the authority to approve them
  • Access: The manager can access various colleges, universities, and programs to check the availability of courses.

Additional Features

Automated Visa Processing

Automate the visa processing system, from application submission to approval

Case Management

Manage Immigration cases, including tracking and managing case files and deadlines

Document Management

Provide a central repository for all immigration related documents, ensuring that they are easily accessible and secure

Financial Management

Manage financial transactions related to immigration, such as processing fees, payments and refunds

Workflow Automation

Automate workflows, such as application review and approval processes, reduce manual workloads, and improve efficiency.

Chatbot Integration

Can integrate with chatbots to provide 24/7 support to applicants and answer their queries instantly

SMS Gateway

Can send automated text messages to users to remind them of important deadlines, and updates on their case status

Third Party Integration

Integrate with other third party applications and systems to streamline the immigration process

Push Notification

Send updates and alerts to users in real time such as when a visa application status changes or when a deadline is approaching

Real Time Tracking

Track the activities of the marketing manager in real time & provides valuable insights into their performance

Whatsapp API Integration

Integrate with Whatsapp to send and receive messages, making it easier to communicate with clients

Multi-language Support

Cater diverse range of clients, regardless of their language preferences

Safety & Inscription

Robust security measures to prevent any unauthorized access, data breaches, or cyber-attacks.

White Labe

The system can be rebranded, and features can be customized to align with the company's brand, values, and user preferences

Frequently Asked Questions

Yes, an Immigration CRM system can be customized to meet the specific needs of an agency. This can include custom workflows, forms, and reporting, as well as integration with other systems.
Immigration CRM helps with lead management by providing a single platform for managing and tracking all leads and prospects. This allows immigration agencies to capture and track leads from various sources and easily convert them to Application
Immigration CRM is easy to use but yes it's better to provide the minimum training to the users before its implementation
The cost of an Immigration CRM system can vary widely depending on the vendor, the number of users, the features included, and any customization required. It is important to do a thorough evaluation of different options and obtain quotes from multiple vendors before making a decision.
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