crm software for education agency

Swift AMS’ CRM - An evolution for immigration consultancy firms A detailed design workflow is needed when it comes to running an immigration consultancy business. Right from the beginning with lead capturing to visa stamping, everything needs to be perfectly configured. With well-structured functions and abilities, Swift AMS is specially designed education and migration software that can transform your immigration business world. It is swiftly becoming the topmost choice of immigration agencies due to the long list of salient features mentioned below. Automation of lead capturing and managing Leads for immigration businesses act as fuel to propel their growth and revenue. So, when you are working in this industry, you need a reliable lead management tool. An integrated CRM system can collate leads from multiple channels for your business like print media, website, and social media. It won’t only save the data of leads captured but also manage it to help you take action for maturing potential leads. What if the data of customers is scattered at the time of consultation? The lead management feature will allow you to manage data efficiently with sorting and response status for each query. Automation for workflow and finances

The processes of immigration agencies are not only limited to lead generation and conversions. But the entire business process involves managing workflow relating to billing, leads from multiple sources, and generating invoices. The agency CRM software is equipped with the feature to automate invoicing, referral business generation, multi-channel communication, etc. It can also save information related to fee payment deadlines of students and maintains the records of commissions released to sub-agent networks. So, you can make vital processes for your business seamless and fulfilled punctually. Effective team management Teamwork is necessary for the success of your immigration business. So, by using the modern CRM system, you can strengthen the synergy of your team to improve customer service, workflow, and business integrity. You can create accounts for your employees using this CRM so that they can get access to data to be used for form filling, application preparation, and consultancy services without any hurdles and unwanted delays.