Education Consulting Firms, Enjoy Flexibility with Cloud-Based CRM

May 17, 2016
education consulting firms

Cloud-based CRM is changing the way we work and communicate at a faster pace than most of us had imagined. There will come a time when working from your office desk becomes history and client interaction will be faster and efficient through online platforms. The benefits are even higher for Education consulting firms.

For example, your clients and partner institutions will be more pleased if you provide them instant responses and updates. For that to happen, you and your employees must have instant access to all your office work and resources through Agency Management Software.

The client service process will be delayed if your staff starts looking for folders, searching for files, and examining the endless list of documents every time your clients request some information. Just imagine, with clients seated in your office, you can’t find the right folder even after spending more than 15 minutes looking for it.

Thankfully, we have a cloud-based CRM such as Agentcis that frees education consulting firms from the hassles of working from work desk and going through numerous folders. You can focus on business while these platforms take care of all your data. Most trusted online applications are capable of storing all the data and information in highly secured remote servers.

The benefit of using a cloud-based platform is that you can access your work — just like your email — from anywhere, anytime if you have Internet connectivity.

Endless possibilities of Agentcis, a trusted Cloud-based CRM

Quite interestingly, this ease of access automatically opens door to several other possibilities.

Agentcis smartly integrates various modules together to make a better platform for the Education and Migration Agents, such as User Management, Client Relationship Management, Partner & their Product Management, Task Management, customizable Service Workflows, unique Invoicing System and last but not the least, Reporting module.

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Using Agentcis, authorized users can access work on any device simultaneously in real-time, no matter where they are. This makes collaboration among your departments, branches, and partner institution in your education consulting firms much easier and better.


In urgent situation, the staff who cannot reach the office, can execute high priority tasks from home or anywhere by simply accessing Agentcis online. Online platforms like Agentcis are most useful for agency operators and senior staff who are usually traveling, attending programs or busy in meetings.

As they can track all activities online — from progress on a client’s application, the status of pending invoices to instant reports on the key aspects of the business — they can make informed decisions quickly from anywhere.

What makes an online platform a smart choice is a cost it can save your education consulting firms.

We hope we are able to convince you why cloud-based CRM like Agentcis are best for Education consulting firms.

As for our own education agency management system, here’s what we have to say: Agentcis provides more flexibility to you and your staff without compromising your responsiveness, timeliness, and service quality.