Visa & Immigration CRM
Managing the end to end document of a person and processing the visa process with multiple stages is made simple with the help of Solid Performers CRM. Manage the complete life cycle from the time when they are just enquires, till they became your client in a single system.
We provide you with various default field in different modules. Apart from this, we also provide you to add the custom field of your own choice based on your business.
Track the enquiries
Monitor activity at every stage and know if the deal is headed towards closure. This helps in better prospecting of leads and gives the entire sales team a clarity.
Manage all the documents of the students in their profile,. This will help you to access the data of the students in the future at any point in time.
Running email campaigns helps you in creating awareness about your product and service among prospects and clients. Generate more leads easily.
Centralise all your data across various sources on a unified platform. Collect all the data in one place and perform various functions in one place.
Never miss a followup from now on. Get daily & hourly followup updates on a seperate page with the option to filter and contact them based on various criterias.
All in One CRM
Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.
Collect all your enquiries from various channels into our CRM directly. Send them an automated welcome email or sms to get the prospect active.
CRM helps you to track the performance of every lead, client, deal or contact reports and as well as the performance for your sales executive easily.
Lead Management is the primary task and backbone for any successful business. Solid Performers Immigration CRM allows you to consolidate your customer’s information in one shell. Your prospects can convert into clients only when you manage your leads in a streamlined way. To process the continuity one can allocate lead to other user. Lead management also allows you to edit your data as per your requirement.
Creating update these days under lead and clients is the most important part of Visa an Immigration Industry. Getting a workload makes people forget sometimes about the important work which they have to do but here CRM helps reminding you about the update that you have created. Creating update allows you and your customers to understand each other in a finer way.
In Process / Discussion Management
With this module of Solid Performers CRM you can note down all your discussion with particular prospect like eligibility criteria matches or not and all other information of that prospect. CRM helps you with the smooth workflow for your organization. With this entire feature you can also add and save all the documents sent by the prospect to you.
Create proposal for your prospects consisting whatever service you are proving and what are the specification of that service and you can also add tax. You can create a template for proposal like for person applying for VISA or Someone migrating to different country. Default settings and different style for proposal are possible in order to save your time.
You can create invoice for your customers and check the entire invoice under you client for future reference. You can simplify your work by creating the quotation and you can send via WhatsApp directly or you can also download the pdf. Using CRM you can not only create invoice but also you can keep a track of all invoice payments for years.
Under Process Management
Maintaining conversation and progress of any work and the same point of time updating you client is the most important part of VISA and Immigration industry. You can maintain the VISA approval or any other application under this module and you can also update your clients about the progress in their work.
Solid Performers CRM makes it easy for you to manage your multiple services in CRM. While creating any service you can add the description of the service that what all things will be included and with that you can also add the tax for the particular service. It helps you at the time of creating invoice by allowing you to select the existing item from your services list.
Keep detailed record of your company’s income and loss. It helps you to know what is the income and expenditure of your business and will also help you to know when to make the static change if thing are not working fine. You can also track the income and expense of employees and filter which their performance throughout.
Solid Performers CRM allows you to create employees account and give them permission and restriction them from some feature by creating their roles. Employee Management module allows you to track the entire work cycle of your employees from prospects, clients to task allocated to them and then actions of your employees. This will improve your business workflow.
Create support ticket and manage your customer’s complaints under support module. It allows you to take immediate action on your customer complain. Once the complaints are registered one ticket ID is generated that you can share it to you customer via email or sms. You can also allocate that support to your employee to resolve the issue.
You can check the daily paunch-in and punch-out of your employees. Timesheet also allows you get an option to add any remark like if you are late in your punch-in or you are taking off in half day then you can add a remark saying why you were late. Admin of the CRM can track timesheet of all their employees.
Manage your multiple vendor’s details in Solid Performers CRM and check easily in one click by filtering it. You can also create vendor category and simply categorize the vendor’s for quick access. You can also create PO for your vendors from the CRM and manage their payments easily from here. Purchase order status can also be tracked from here.
Solid performers CRM allows you to create & manage purchase order. You can specify and authorize the purchase from their suppliers or vendors as it helps to your business operation to run smoothly and in an organized way. In short you can maintain the detailed record which helps you at the time of auditing.
Try it Completely Free Trial for 7 Days!Get a complete access to the All in One CRM for 7 days. Use it. Experience it. And then make your wise decision.
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