Which CRM Immigration Software is good for sales?

If you are reading this blog we suppose that you at least have an idea of what a CRM is. Even if you don't have a clue about the best software for immigration consultants, we will make sure you get the bigger picture on immigration CRMs.

So you are running an immigration and consultancy business, and everything works fine when the operations are manageable by yourself. The challenge arises when your workload grows and the business needs more human resources.

Moreover, the operations also grow more and more complex and in these changing times a CRM can be the most reliable business partner for you. Let's hop on to understand all the hows and why CRM software is great for sales.

best software for immigration consultants

Key Features Of A Sales-Oriented Immigration CRM

The following are the features that you can easily spot in the best software for immigration consultant

Lead Management

A lot of new enquiries might be coming into your business, they can either be calls, reaching you out online or walk-ins as well. The main task is to manage all of these, filter out the relevant ones and mature those leads into clients. The best software for immigration consultants ensures that you and your sales team are always on top of the leads and bring in more revenue.

Secure Communication Channels

A great sales-enabled immigration CRM software notes and delivers on again a very important aspect of sales and that is communication. A cloud-based immigration CRM offers secure communication lines for all the team members to collaborate and work on leads. An immigration CRM can give you a dedicated platform to make all the official communication streamlined.

Graphical Reporting

Sales and related figures can be tricky especially when we talk about everyday data. But raw data is of not so much use to anyone unless it gives you some meaningful insights. This is why CRM lead management offers various graphical reporting options right on your dashboards. As we all know stats don't lie, and are sure to give you the edge in data-driven decision-making.

Manage Both B2B & B2C Networks

Let's be honest in such a client-centric industry, it can be a daunting task to find clients, especially when agents are mushrooming at a rapid pace. So, it is only rational that you open your business to leads from the East and the West, herein both B2B & B2C networks. Thus it becomes imperative on your part to go for the best software for immigration consultants that offers inclusivity to handle and seamlessly manage both these networks to help make the best out of your resources and connections.

Manage Finances

You can easily identify a good sales immigration CRM software by simply evaluating the features it offers. A good CRM software eases off your business by managing intricate financial transactions. One particular benefit which a sales-oriented CRM can offer you is enabling automation in all of your money matters. What this means is that you can easily track, and manage your commissions and expenses. Moreover with straightforward and exhaustive reports on CRM lead management.

Best Options CRM Options For Your Immigration Business

Innerx CRM is a known tried and tested brand name when it comes to offering industry-specific CRM to well-known immigration agencies. The premium CRM offerings have been well thought out and divided into three categories which you can go for as your business requires.

immigration crm software

Basic

This CRM option is great for you if your business is still in the blooming phase or you might wish to rely on the philosophy of working with the selected few. This CRM option enables up to 5 users. With most of the automation embedded. However, it is to be noted that financial, video calling APIs, social media leads integration, multi-branch implementation and dedicated support are not included in this CRM offering.

Standard

A great option for you if your study abroad business has more workforce and workload. Herein you can easily assign and create up to 10 users in the CRM from your organisation. The good thing here is that you get dedicated support and a wide variety of API customisations in the CRM. Also, you get the team chat option and cloud-based calling, thus streamlining the official communication in a unified platform.

Pro

This is the champion and the most loved of Innerx's CRM offerings for the immigration CRM industry. Here you get all the industry-standard features for all the branches of your immigration business. You get the best of automation with the power of AI. Dedicated support team, a wide variety of customisation options and much more. Making Innerx definitely the best software for immigration consultants.

Parting Words

Choosing a CRM for your business is not a cakewalk but we hope reading this article you have got some clarity on the utility offered by CRMs. Also, we have mentioned some of the best software for immigration consultant options available on the market. We advise you to thoroughly assess your business and its needs and then go for the CRM option you find the most suitable for you.

We have another bonus tip for you since you have stuck to the very end. Before sealing the deal for any CRM, ask the software provider to give you a demo, so you can weigh in all the options available to you and make the best choice for your business.

crm for immigration