5 ways CRM can help your business to become more efficient

The business world today is no more a place where documents and operations are managed through a pile of papers. This is the age of digitization and today’s ever-growing market demands efficiency and speed. In today’s age, your business cannot survive without an efficient CRM.

In the education and migration business too, it is all about a smooth client experience through centralized data and organized daily operations. Hence, a customer relationship management (CRM) software like Agentcis can help your business become more efficient and grow.

How Agentcis is helping your business efficient?

Agentcis is a simple yet powerful business management software specially designed for education and migration agencies. An enterprise-ready platform, Agentcis comes with all the features that you need for a smooth agency operation.

Task Management

Tracking the daily tasks of your counsellors and other team members is simple on Agentcis CRM. You can easily assign tasks to your team members with a deadline to them. The system auto-reminds the team member so that they won’t miss any important tasks. With just a glance at the system, you can view what your team members are currently working on. In doing so, internal teams can share data and customer information and work as a cohesive unit. As a result, your clients will also have a seamless and consistent end-to-end customer experience that makes them want to remain loyal to your brand. 

Document Checklist

Many times, when you need it, you don’t get it. Meaning, when you are dealing with a client’s application, handling client-related information and documents are not available when you require them. For instance, you need to submit the academic documents of the clients for the visa application process. If you miss a document, you can even lose a lead or client because of the missed deadline. To streamline every agency operation, Agentcis has the feature “Document Checklist. It allows you to make mandatory files in each stage of the workflow. As each workflow requires documents from the clients, selecting the mandatory button helps you know what documents you need to submit. Without submitting the mandatory files, it restricts the further procedure so that you now never forget to upload necessary documents.


Agentcis comes with enhanced automation that includes action-based or time-based triggers. At first, it may seem challenging to set up automation for triggers and actions. But once you set it up, it will ultimately save your time and money in the long run. You can send an automated festive greeting or birthday wish to your client. Or if you need to remind them of upcoming payments, you can automate sending emails and SMS. Also, you can automate your various tasks in the application stage to ensure the application is up to date and all important steps are completed on time. 


With the help of Agentcis, you can prepare reports of your finances as well as daily operations directly from the system. This helps you to see the analytics and make the right business decision. Moreover, you can keep track of the performance of your team members. You can also track your financial details and make effective planning for your business growth. Most importantly, the reports are available immediately with real-time data so you don’t need to wait.

Financial Management

Agentcis has built-in accounts feature that helps you get financial control to education and migration agents. The system stores all your applications, so you can create an invoice in no time. All you have to do is enter the client or partner’s name and everything that needs to be accounted for will be displayed. Even if you forget who you owe a commission to, the system won’t. Agentcis plays a major role here by helping you monitor your payables and receivables in an organized way. Moreover, Agentcis allows agents to add sub-agents, branch offices, and referrers to the system. While sub-agents and branch office agents can use the system with customizable access given by the owner, referrers are only mentioned so their accounts can be kept.


Agentcis can be your digital assistant for improving your business efficiency. Don’t believe us? Try a 14-days free trial for yourself and start now.

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