Firstly, what is an agency CRM software? According to the definition in Investopedia “Customer relationship management (CRM) refers to the principles, practices and guidelines that an organization follows when interacting with its customers.”
So why does immigration agent need agency CRM software? You need a migration agents CRM software for many reasons.
You work hard for every dollar you earn. So when the numbers don’t add up at the end of any month, it is natural for any immigration agent to feel worried. You have to scrutinize all the invoices and receipts and flip through files and folders to check what went wrong. A lot of time and energy get wasted in the process with little sign of lost sales commission.
Agents typically respond to this problem in two different ways.
One type of immigration agent would scratch their head, throw their hands up in frustration but then forget about it. Another type looks for a solution.
You can easily search the internet for sales commission tracking software that can track the sales commission. But finding the agency CRM software that works best for Migration Agencies requires more serious efforts than simply hitting the search button.
Some companies produce common types of tracking agency CRM software and promise to sweep you off your feet with their amazing solutions.
But migration agencies have specific requirements they require a special migration consultancy management software. Any agency CRM software you choose must fulfill both your invoicing and operational needs. So select an agency CRM software that integrates all your agency functions including invoicing and commission tracking features.
Agentcis, the agency management software, has been designed to meet these goals. It is undoubtedly the best CRM software a migration agent can use.
To begin with, the software organizes the information related to your clients and partner institutions so well that you see all of them at a glance. You can directly check every detail of your clients by opening the application on any device connected to the internet.
What’s more, you can do it from anywhere using Agentcis. You don’t have to set aside a specific time and sit with your accountants to get invoice details when you use a CRM software. It lets you find out what is happening with your sales commission instantly.
Also, you can create and update receipts and carry out follow-ups on all unpaid invoices using a CRM software. Similarly, you can reply to all queries on the go.
You don’t need need to spend days holed up in your office just to do all these tasks.
Agentcis also has a cool interface that is pleasing to work with and is easy to use. This is especially helpful because keeping track of sales commission can be very confusing.
Different colleges/universities have different commission payment cycles. So as an immigration agent you need an agency CRM software that allows you to add and manage due dates for upcoming invoices based on service fee installments of various partner institutions. CRM software should also be flexible enough to let you add and customize invoicing items as per your clients’ and partner institutions’ need.
This freedom to generate specific invoices will make the commission claim process simple and manageable for you and your partners.
An immigration agent who is involved in day-to-day Agency operations will be amazed to see how Agentcis tools compliment each other.
Getting from one feature to another is so smooth that immigration agent can cross-check all information in seconds. You can find the number of students you sent abroad when enrollments happened through a CRM software. Also, you get the details of the students’ fee payment and your due sales commission for the enrollments instantly by using migration consultancy management platform.
Not only that, a CRM software also works as a commission tracking software and lets you can track due payments at every stage and add Notes to include additional information on payments.
These features minimize the chances of errors and show you the stage of an application. Also, agency CRM software helps you make the right assessment about when payments and commissions are due.
Agentcis connects the dots, from beginning to the end, so you will never be in the dark about your agency’s financial condition.