This document describes the features and modules of an immigration consultant management system software. The software allows users to manage client enquiries, contacts, leads, opportunities, applications, documents, tasks, appointments, invoices, teams, and automate repetitive tasks. It includes modules for enquiry management, contacts, leads, opportunities, customers, quotations, sales pipeline, application management, document management, task management, appointment management, bulk emails, invoice creation, team management, and approval flows.

1. Immigration Consultant
Management System

2. Why a software is required?
To support your immigration consultancy for smooth workflow and
easy maintenance of your clients with our solution, with which you
easily keep a track record of all your data.

3. Features or Modules Included
• Enquiry Management
• Contacts
• Lead
• Opportunity
• Customer
• Quotation
• Sales Pipeline
• Application Management
• Document Management
• Task Management
• Appointment Management
• Bulk Emails
• Invoice Creation
• Team Management
• Automate Repetitive Tasks
• Various User Roles
• Approval Flows

4. Enquiry Leads Opportunity Contact Quotation Customer Invoicing

5. Enquiry Management
Elegant and efficient solution for your sales team to manage the
enquiries. It make it simpler to coordinate between team members,
and helps you track the status of all your deals with minimal effort

6. Contact
Enter contact information manually in contact creation page.
Import contact records from CSV.
If your account customized with Email to case feature then for each case creation the contact
will also be created simultaneously.
When lead gets converted to contact, the new contact record will be created.
Import Contact from Google.
Import Contact from Yahoo.

7. Lead
The term lead designates an individual who might become your
customer, but currently isn't. Another word for a lead is a prospect.
Leads are usually converted to contacts, companies and deals
(opportunities) or are 'junked'.

8. Opportunity
Opportunities are potential revenue-generating events, or sale to
an account, that needs to be tracked through a sales process to
completion. The different sales stages the opportunity moves
through for example, demo, proposal or review indicate the value
of your sales pipeline by sales stage.

9. Customer
Creating a new customer: This step can be done from both the back-end and
front-end applications. Customers are created in the database if the entered
details are valid. A registration key is generated for each customer and used as a
token for customer registration confirmation. The key is embedded in the
confirmation link sent by email.
Confirming customer registration: Only a customer can confirm registration
through the front-end application. The customer accesses the link received in
the email sent after the customer creation. When opening the link, an update is
triggered that sets the customer as registered.

10. Quotation
A Sales Quote creates a binding between you and your would-be customer in terms of sharing the
pricing, the charges and the terms. Generating and sharing a quote with your customer is a matter
of few clicks.Quotation templates allows you to define various flavors of quotes; with and without
tax/discounts etc.
Define Quotation profiles with your logos
Generate and share quotes in PDF format
Access control on quote generation & approval
Templates withTax & Discount options

11. Sales Pipeline
The Sales Pipeline is a term used to describe the process your company uses to track a Sales
Opportunity. It creates a record from the customer’s initial awareness through to a confirmed
sale, i.e. a sale you have won.
The Forecast and Opportunity Summary table shows the weighted and unweighted
opportunities you have in the Pipeline, listed by CRM user. When an opportunity is won and you
change the probability to 100% it moves from the Pipeline column to the Closed this Month
column.
The Sales Funnel shows how many outstanding opportunities you have and their value in the
different stages of your sales cycle.
You can use the other widgets to show what information is important to you.

12. Application Management
The enquiries can be converted into registered candidates who can
further be converted into potential applications.

13. Document Management
The advisory branch of your consultancy manages the document
and handle them as per their approval or rejection status of your
documents. Centralized DMS repository enables users to success
any documents at any point of time.

14. Task Management
If you are an institution similar to a Chartered Accountant firm or Immigration Consultants, you might need
to take the work through stages and each stage need ensure certain checkpoints to be verified. With its
foolproof Task Management, CRM can help your team to define the activities, the turn around time(TAT) for
each of the activities and the subject matter expects associated to the activities. We ensures to circulate the
work as per the definition and takes to the completion of the work without delays.
Define Task & Task to Activity Mapping
Define Turn Around Time (TAT) for tasks
Define Subject Matter Experts against tasks
Alerts & notifications on delayed tasks
Customer communication on completion of selected tasks

15. Appointment Management
Create a quick appointment with your client or partner and invite
your team member on the go. All the invitee gets auto email
notifications, so you don’t miss them.

16. Invoice Creation
With its feature to generate proforma and sales invoices, you are almost at the top of your lead to
conversion management using CRM. You can convert your quote to proforma and then to sales invoice in
CRM. The approval process allows you to ensure the approval from accounts team and share with the
customer. The automation solution along with pay-by-date allows you to send automated payment
reminders to your customers using predefined email templates.
Define profiles tax types & payment terms
Convert Quotations to Invoice
Access control on invoice generation & approval
Generate and share invoices in PDF format
Automated payment reminder mails/SMS to customer

17. Team Management
CRM ensures role-based access control with privileges that defines a set of actions that can be performed
within the CRM system.
User profiles supported CRM ensure that users have permission to only the relevant features in CRM -
various features, functions. There is also Multigroup access that allow you to extend the data/team-level
access to multiple user groups/branches of your organization.
User profiles to define the privileges
User groups to define the hierarchy
User type to define the access and visibility

18. Automate Repetitive Tasks
Leave the time and resource consuming repetitive tasks to CRM. Starting from reminding your staff on
their tasks, can help you in sending automated notifications to your customers on payments,
renewals, and any other stuff you want to be in touch with your customers. The preconfigured email
templates gives you the personal touch to the communication and improves your relationship with
your own customers..
Define macro supported email, SMS templates
Automate reminders for birthdays, anniversaries
Automate reminders for payment, renewals and service activations
Flexibility to 'configure once and forget for ever'

19. Various User Roles
Usually employees within a company have different roles (e.g. purchasing,
administration, supervision, etc.). These roles are related to Company Users and are
referred to as Company Roles. A role can be default (“is default” flag), which means that
it is used for all new users automatically.
Upon initial creation of the first Company User, the default role is Admin. After the
Admin user has been created, he/she creates the structure of the company and can
define the default role to be used further on.

20. Approval Flows
The Approval Process feature provided by the application for setting the flexible buying
process of your business. Approval Process enables B2B customers to have multiple people
contributing to the ordering process but require the approval from the manager to proceed
with the order. Permissions related to the approval process are configured based on the
restrictions applied to a company role.