Visa Management System provides software for all parties that are related to the visa process of any country to robotize their processes, Visa consultant, HR team.

1. Visa
Management
Software

2. Who Needs Visa Management System
Visa Management System offers Convenience CRM to the Immigration Team
Immigration
Lawyer
Visa
Consultants
Counsellor
Marketing
Team
HR
Team

3. ● Visa immigration client Management Web
Application / Software
● Offers entire customer immigration management
on single platform
● Multiple users can Use ( Visa Counsellor)
● Immigration system equip with easy
documentation for visa processing
Visa
Management
System
at a Glance

4. ● Build relationship with clients through effective
communication notes and logs
● Increase your client base through simple Email &
Message marketing option
● Secured platform for important customers Data
management
● Available integration with popular online
Payment Systems
Visa
Management
System
at a Glance

5. SERVISA FEATURES & BENEFITS
New inquiry Management software :
● Present the new inquires generated through direct sales (walk
in) or from your website
● Helps to add information of the clients which include personal
details, education & experience description ,country selection.
Customer Relationship Management Software :
● Provide in depth details of customers that includes meetings,
proposals, historical communication notes and sales to invoice
information on single platform.

6. SERVISA FEATURES & BENEFITS
Maintain Communication notes & logs for particular
Customer:
● Allow Users(Consultant, Counsellor) to record a note for
individual customer.
● Set up a reminder for each customer for next level meeting
● Can be added multiple University Applications for student visa
Customer Relationship Management Software :
● Email and Message marketing which help you to update your
customers with new rules and regulation of immigration.
Moreover you can offer promotion deals / coupons to
customers.

7. SERVISA FEATURES & BENEFITS
Marketing :
● Easy Email Template creation and selection option help you to
send message for different groups of customers
● Promotion Emails and Message helps you to generate more leads
and business
Invoicing :
● Allow counsellors to generate invoice and receipt for customers
online and secured payments.
● Accounting Management enable you to find the invoice with status
of payment. (paid or Unpaid)

8. SERVISA FOR TEAM
● Get daily and weekly teams work logs
informations
● Allows you to keep a record of attendance of
each employee. In addition to this,
Attendance report can be generated for each
month with attendance analysis.
● Leave, Expenses and Payroll management
with attendance report
Timesheet Management :

9. SERVISA
APPLICATION
A WALKTHROUGH

10. Login Screen
For User (Owner & Staff)
Login SCREEN
for USER
(OWNER &
Staff)

11. Login Screen
For User (Owner & Staff)
Login Screen

12. ● Dashboard provides
monthly details include
inquires, coaching
application, visa
application, approved
visa & university
application.
● Visa application data
offers you the number
of visa in progress and
approved at current
stage.
● Monthly chart gives you
overview of the number
of application made in
one year time frame
Dashboard
(Imigration Lawyer)

13. ● Inquiry can be created
manually for walk in
customers or from
seminars
● It also generated through
Website
Leady(Inquiry)

14. ● New inquiry form (Blue
mark mandatory) which
includes clients personal
details, education
background, work
experience and english
exam score.
● You can add up
counsellor Name that
who delivered
consultation to customer
Leady(Inquiry)
Form

15. ● Communication note can
be added through log
note. In addition to that
Schedule activity call can
be set up for next
Appointment
Communication

16. ● Allocation of the leads to
each agents can be find
from Lead Tab
Agents Lead

17. ● Attachment option gives
you freedom to attached
as many files as you can
● You can generate
application number of
client though submitting
the details.
Application

18. ● Attachment option gives
you freedom to attached
as many files as you can
● You can generate
application number of
client though submitting
the details.
Application

19. ● Pre-defined checklist to
comply all the Visa
application related
documents at single
place.
Checklist

20. DASHBOARD
(IMIGRATION
LAWYER)
● Dashboard provides Monthly details include inquires, Coaching Application, Visa Application,
Approved Visa & University application.
● Visa Application data offers you the Number of visa in progress and Approved at current
stage.
● Monthly chart gives you overview of the Number of application made in one year time frame

21. LEAD
(INQUIRY)
● Inquiry can be created manually for walk in customers or
from seminars
● It also generated through Website

22. LEAD
(INQUIRY)
FORM
● New inquiry form (Blue mark mandatory) which includes clients personal details,
education background, work experience and english exam score.
● You can add up counsellor Name that who delivered consultation to customer

23. COMMUNICA
TION
● Communication note can be added through log note. In addition to that Schedule
activity call can be set up for next Appointment

24. AGENTS
LEAD
● Allocation of the leads to each agents can be find from Lead Tab

25. APPLICATION
● Attachment option gives you freedom to attached as many files as you can
● You can generate application number of client though submitting the details.

26. CHECKLIST
● Pre-defined checklist to comply all the Visa application related documents
at single place.

27. DASHBOARD
● Customer dashboard provide quick overview of the clients. Payment details and also
communication note can be added.

28. IMMIGRATION
APPLICATION
● It provides you information about the created application. In addition, how many applicants
applied for University Visa, Visa under processing and last approved visa status.

29. UNIVERSITY
APPLICATION
● List of universities can be seen where applicant applied for offer letter
● Status of offer letter can be changed by editing application of University

30. APPLICATION
TRACKING
● Client can track application status on web portal for Selected University and
status of visa.

31. APPLICATION
TRACKING
● Received visa information can be updated through application of visa
● Visa processing status can be changed through uploading visa copy

32. EMAIL
MARKETING
● Send an email to your clients on scheduled time
● Mailing contacts list also can be created and deleted
from list
● Information of how many clients received an email
and replied
● Mass Message allows you to connect with customer
by sending Promotion Messages.

33. EMPLOYEE
MANAGEMENT
● Employees option provides details of each team
member
● Keep a record of each team member with work
information, private information as well as
department.
● Agents get a user details where they can log in and
check details Such as,
● Consulted Client Details- Agent Commission
Report- Number of Application Processed

34. ATTENDANCE
● Attendance Report can be generated for Team Member
for each Month

35. FINANCE
MANAGEMENT
● Payment option bring forth the generated Invoice for
each Month
● It also delivers Tax information with payment status of
Paid/Unpaid invoices.

36. BUSINESS PERKS
Immigration service provider can be benefited largely:
Immigration lawyer and Users with the Login ID
Easy Management of Customer Information
Build Relationship with Client through Smooth Communication
Boost Sales Team coaching to target more Sales
Documents that are stored in the system can be downloaded from anywhere
Manage Attendance, Sales and Lead Analysis Reports Efficiently

37. Serpent Consulting Services Pvt. Ltd.
301, Siddhraj Zavod,
Nr. Kh-0 Circle, Vasna Hadmatiya,
Gandhinagar, Gujarat, India.
Pin – 382421.
Husen Daudi:
www.serpentcs.com
OUR GLOBAL PRESENCE
CONNECT WITH US
+91-987-935-4457
+91-903-347-2982
Jay Vora:
USA UAE Australia Oman
Mauritius Sudan UK Nigeria

38. THANK
YOU!
BY, SERPENT CONSULTING SERVICES PVT. LTD.

39. VISA
MANAGEMENT
SYSTEM
BY, SERPENT CONSULTING SERVICES PVT.