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Here is a quick overview of Visa and  Immigration Business management CRM software. This is suitable for immigration  consultants, visa consultants,   immigration and overseas education  business, and other related businesses. You can be able to manage all  your leads, prospects, customers,   quotations, invoices, support tickets,  vendors, and users using this CRM. This CRM is built especially for visa  and immigration business purposes,   and you can set up this CRM for your  business in less than 30 minutes. We have provided you with a Default  sales dashboard from which you can get   an overview of the entire sales  & business-related activities. You can manage your team’s target vs achievement,   leads vs prospects growth, the payment  received for this month vs last month,   and deal pipeline for the upcoming  year on a monthly segregation basis. You can also see the top deal values,   the top proposal as well as top expected  closures from the sales dashboard. Apart from the sales dashboard, we have provided  you with the option to create custom dashboards.   You can create any number of  custom dashboards for various   modules by including charts,  graphs, tables, and filters. Leads Module is one of the primary modules in   the CRM and you can manage all the leads  received from various sources over here. You can view the list of  follow-ups for the day from here. You can perform lots of actions using  the action buttons and can also perform   bulk actions like bulk allocation, bulk  follow-up updates, sending bulk emails,   SMS, or Whatsapp, and bulk delete of leads. You can add the leads manually or  bulk upload the leads into the CRM.   You can filter the leads with various  combinations of advanced filters. Leads can be inserted manually and  all the fields which are available   here are completely customizable as per your  business need from the leads settings panel. You can be able to add a new field  in various formats, disable, reorder,   rename or restrict access for  the fields as per your need. This field modification function is  also available for other primary modules   which include prospect, customer,  support ticket as well as vendor. We have got lots of integration  options from which you can connect   all your leads sources like Google,  Facebook, Website, Third Party Leads,   etc., with the CRM directly and the  leads will land on the CRM directly. You can also perform multiple automation  using various channels like email, SMS,   WhatsApp, or push notifications. You can use short codes in automation  which will make the content dynamic and   you can also create multiple delayed  automation for leads nurturing.   The automation can be performed  for other primary modules as well. Once a leads is added, you can perform a  follow-up with the leads and add the next   follow-up date along with the stage,  status, and communication update. These stages and statuses can also be  customized as per your business need. You can view the basic details about  the leads and the follow-up update   details along with the complete history  of all old updates can be viewed here. You will get all follow-up notifications  alerts on the top right side of the CRM   and you will also get reminder alerts on  email, SMS, Push Notifications, or WhatsApp.   You can define all these in the settings. You can see the complete details of the leads on   the view page along with uploaded  files, quotation details, etc., You can convert potential leads  into prospects in one click. You can perform all the functions  like follow-ups, adding prospects,   filters, custom stage & status,  and bulk actions along with some   additional fields like prospect value,  probability, and expected closure date. The pipeline in the dashboard will  get generated based on these data   which will help you to understand the  estimated closures for the upcoming month. You can create quotations from  the quotation module or directly   from the primary modules using the action button. You can also have follow-ups and stages for a   quotation along with the validity  and the value of the quotation. You can create quotations for the leads,  prospects, or customers and can also create   quotation templates and import them in  one click while creating a quotation. You can perform multiple actions for a  created quotation including downloading   them in pdf format or converting  them to invoice in one click. You can convert a leads, or prospect  into a customer and this module has   also got all the functions  similar to the leads module. You can convert a quotation to an invoice  or create an invoice as per the need. You can view the summary of the payments along  with individual split-up of the received and   pending payments along with the status. You can  also add multiple payments for a single invoice. You can create a support ticket for  a customer or embed the customer   support form in your website and your  customers can create their own tickets. Your team members can complete  the tickets based on priority   and the status also will get updated  along with the completion percentage. We have provided you with various default  reports and you can also create any number   of custom reports as per your need. You can create  a summary report or data report as per your need. You can add a user and assign a  user role while creating the user.   The user can be able to perform only the  restricted functions as defined in the user role. You can also disable any  user access as per your need. Our system also provides you with the user  hierarchy tree for easy understanding. This covers a quick overview of the Visa  and Immigration Business Management CRM. You can also check out our detailed demo for  a complete understanding of all the functions.