Why Education Counsellors should use a CRM to manage Student Visa Applications

education counsellor crm

‘Efficiency’ is the name of the game when it comes to running a successful business. Even more so for education counsellors. A person can only handle so many client applications on a day-to-day basis. And having to do it manually drains a lot of energy. Frustrating as it can be, it also consumes a lot of time. A 5-minute task could take you 15. This is simply inefficient and frankly, unimpressive.

No wonder the world is switching to digitization!

Using a CRM could easily solve these issues for you. With changing times, education counsellors should adopt new technologies that are more efficient. And yes, there are CRM tailored for education counsellors; like Agentcis. It helps education counsellors achieve higher efficiency so that they can handle more clients daily. This drastically increases productivity and supports exponential business growth.

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There are numerous advantages for education counsellors using a CRM. The list can go on forever. However, we have noted down the 3 most considerable advantages of using Agentcis to manage student visa applications:

Tracking student visa application becomes easier

With a step-by-step classification of your service processes, Agentcis makes it super easy for education counsellors to track exactly where a student is in their visa application stage. All the details are available at a single glance. They can easily view student details individually or get an overview of all the students at once. This makes it much simpler to pick up their work from where they left off, without having to meticulously go through each document.

Efficient data management

education counsellors crm
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Streamlining data is probably the biggest hassle for an education counsellor. Connecting Universities and Courses from numerous countries to hundreds of students is no joke. This is why Agentcis accumulates all your business data and connects the dots. Keeping everything organized, processing student visa applications becomes a piece of cake. You can even upload important student documents so that nothing gets misplaced.

Auto backup and easy access

An education consultancy is nothing without its data. Hence, keeping a backup of everything is a must. But we are no stranger to the struggle of maintaining and managing manual backups. The files just keep piling up and there is no telling when what’s getting lost. This is exactly why counsellors need online backup. So, Agentcis stores all your client information on a cloud-based server. Education counsellors will never have to worry about losing progress since everything they do is automatically saved.

And just because everything is cloud-based, you can access your client’s visa application process from anywhere with internet access.

No doubt, using a CRM increases productivity and efficiency. Adaptability to change is the key to thrive in any market and stay ahead of the curve. But knowing what CRM fits your consultancy best is equally important. With so many features and more, Agentcis is probably the best CRM for education counsellors. Especially, designed for education consultants, Agentcis is able to handle all in’s and out’s of a consultancy business.