Acquire Leads & Easily Convert them to Clients
- Capture leads’ information with your agency specific web form that can be shared in any online advertisement.
- Understand what services your prospects expect beforehand to easily convert leads to clients.
- Create and send various quotations to leads with products’ information, fees and discount immediately.
- Import all partners, products and prospects information into your Agentcis Cloud in an instant using template.
Record and manage your clients & partners
- Single online platform to record, upload and manage all your clients’ & partners’ details
- Quickly retrieve your clients’ documents anytime, anywhere
- Easily access all details and documents of your partners and their courses.
- Collaborate and connect all clients’ and partners’ information precisely.
Track your client’s progress in service workflow
- Create various workflows depending on the services you represent.
- Check and follow easily where your clients are on the service stages.
- Workflows that can be customised as per your business needs
- Benefit from various functions at each stage and export the entire process log as a file-note for your records
Create invoices and track them effortlessly
- Agency specific invoice will make the commission claim process so simple and manageable for you and your Partners.
- Create general invoices for other services, such as visa assistance and counseling.
- Simply add and manage due dates for upcoming Invoices based on Intakes dates or service fee instalment. Invoice on time, get paid on time.
- Get financial insights of your business easily at anytime with intelligent reporting feature.
Measure your business performance within seconds
- Smart dashboard widgets that gives you meaningful summary of your agency’s operation and performance.
- Easy access to team performance that helps you decide on efficiency and progress on each team members.
- Know how your branch offices are performing and achieving their targets.
- Get instant overview of your clients’ top choices for partners & products.
Discover an easy, efficient and effective way to operate your agency.