The best CRM for immigration and study-abroad consultants are the ones that will help your business grow.
Nothing less. It is, therefore, crucial to get the right CRM software that aligns with your business goals and would accommodate your business growth.
However, we know how difficult it may be to get the right CRM for your business. That’s why we have compiled a list of the 3 Best CRMs for immigration and Study-Abroad consultants.
We will analyze the benefits, pricing, and unique attributes to help you decide faster.
What is an Immigration CRM
Before we dive into the details, let’s understand the meaning of an Immigration CRM.
Immigration CRM software is a tool for managing and enhancing a company’s relationship with its prospective and existing customers. It helps consultants manage their client’s pipelines and automate their existing business processes.
Using the appropriate CRM for your immigration and study-abroad business will enable you to serve customers faster and become much more productive.
Without further do, let’s get to it.
CRMs for Immigration and Study-Abroad Consultants
- CaseEasy CRM
- Maple CRM
Pipedrive’s Travel Agency CRM is better suited for study-abroad consultants.
It helps study-abroad consultants to deliver first-class services to their clients and encourage repeat purchases.
Aside from a travel-related CRM, Pipedrive is one of the industry’s leading CRMs, with tons of positive reviews. As the name sounds, Pipedrive enhances the sales pipeline and produces sales-ready customers.
Features of Pipedrive
- Open to Integrations
Unlike some CRMs, Pipedrive is not a closed system. It’s flexible and open to integration with credible third-party apps.
Chances are that you use other software applications for accounting and other work-related activities. Pipedrive helps connect your CRM with other software, even hiring a developer.
- Lead Management
It isn’t easy to wow your clients during a consultation when your data is scattered. In fact, it will disorganize you during clients’ calls, which is unprofessional.
Pipedrive lets you create an information hub and collate decision-driven data from multiple channels.
- Create Custom Travel Itineraries
With Pipedrive, there’s always room for more. You can create custom fields and import critical client information from any third-party platform.
Study-abroad consultants can finally have the flexibility to customize Pipedrive to suit their specific needs and operations.
- Automate Workflows and Finances
Aside from workflow automation, Pipedrive also enables you to automate your invoicing, billings, and documentation.
Other benefits of Pipedrive include referral generation, segmentation, multi-channel communication, etc.
- Lack of a shared mailbox for the team
- Pay for additional features
2. CaseEasy CRM
CaseEasy is rated the #1 choice for RCICs and Immigration Lawyers across Canada. It’s an all-in-one customer relationship management software for immigration consultants and lawyers.
The software allows immigration consultants to fully automate their businesses and increase their level of productivity without breaking the bank.
After speaking with a couple of Immigration consultants in Canada, we were left in awe of how much CaseEasy is helping them better manage their businesses.
Features of CaseEasy CRM
- Smart Questionnaire
CaseEasy questionnaire allows immigration consultants to create and send assessment forms in minutes.
The questionnaire makes it easy for consultants to assess the qualification and readiness of their clients for different immigration programs.
The best part is that the forms include barcodes and can be integrated into a website for easy form submissions.
CaseEasy lets you work and attend to clients’ work without restrictions.
That means all your work files and data are stored in the cloud. And can be accessed on any device.
There’s no need for an on-premise server or data center. Your data is stored in the cloud from day one.
- Client’s Portal
With CaseEasy, all your paying clients will have a unique portal for all their activities.
That way, the headache of manually tracking clients’ documentation, submissions, and payments is taken off your desk.
To view customer details, log in from your dashboard.
- Letters and Agreements Automation
Consistently generating contracts and term agreements for clients can be a hassle, especially when you’re the sole operator of your consulting business.
CaseEasy lets you generate agreements and letters and letters with a snap of a finger using pre-existing templates on the CRM. Super-easy.
CaseEasy’s other features are calendar management, an analytics dashboard, account reconciliation security, and lots more.
- It is expensive for a new Immigration or Study-Abroad Consultant
- Lack of APIs for integration with other software
3. Maple CRM
Maple CRM is the next CRM for immigration and study-abroad consultants on our list.
Maple CRM provides a 360% view of the lead nurturing process. It’s an industry-specific CRM suited for medium to small-sized teams.
It has some mouth-watering features for immigration consultants and is a scalable solution that will grow with your business.
Features of Maple CRM
- Automated Lead Assignment:
The thing is, no business can survive without a predictable flow of quality leads. Not even one. Quality leads are the lifeblood of every business.
Maple CRM automates the lead management process to enable you to be more efficient, and save time. It collates the leads coming from your marketing channels into a central dashboard for clarity and better decision-making.
- Workflow Automation
Maple CRM’s workflow automation feature lets you automate your basic routines and processes. Instead of wasting time performing a repetitive task, the CRM allows you to put it on autopilot.
You just need to identify the repetitive tasks you do and automate them. Be it client’s documentation, assessments, or even booking of appointments.
- Team Management
You’ve probably heard the phrase that says, “teamwork makes the dream work”. Well, it’s true. And with Maple CRM, you can strengthen the synergy of your team by promoting teamwork with an online team built specifically for collaboration.
- iOS/Android Mobile Apps
Work is no longer restricted to the four walls of the office, it’s now synonymous with freedom. Maple CRM empowers you and your team to work from anywhere with the Maple intuitive mobile application.
Maple CRM’s other features include invoice builder, quotation builder, task management, and much more.
Maple CRM Pricing
- No adequate features for the price
As we discover other top CRM for immigration and study-abroad consultants, we’ll keep updating this post.
Meanwhile, here’s our verdict. If you’re starting and need a budget-friendly CRM, we’d recommend Pipedrive. Also, it’s focused on sales and would help you get more clients.
Then, If you’re looking for an industry-specific CRM compliant with RCIC, we recommend CaseEasy CRM.
Lastly, if you’re looking for something for a small team, I would recommend Maple CRM. Here’s the thing, they are all fantastic CRMs and have their strengths and weaknesses. If you have any questions, kindly share them in the comments.
FAQs on CRM for Immigration & Study-Abroad
How can I get immigration leads?
Well, there are several means of getting leads for your immigration and study-abroad business online. They are email marketing, search engine optimization (SEO), social media ads, building an audience on social media, etc.
How can I promote my immigration business?
You can leverage paid-promotion means like radio jingles, event sponsorships, social media, and search engine advert.
How do I succeed as an immigration consultant?
Here are a few tips I would recommend:
- Network with other immigration consultants in your areas
- Get a conversion-focused website, try Vassion Media
- Invest in digital marketing early
- Always stay complaint with the government’s rules
How to become an Immigration Consultant in Canada?
You need to enroll in the RCIC program. And to register, you need the following: