Develop and Maintain brand loyalty, good word-of mouth and client relationship with the automated emails.
Client loyalty can be achieved by simply remembering their birthday.
Show you care by reminding the client about their VISA expiry date and follow up with the interested services.
In order to keep a client notified, an email is sent once the application stage changes. Also, this helps in showing your client that you have not forgotten about their application.
An automated email send after lead form submission to make them assure that your agency will contact them.
The advance reporting that can help you in making a business decision, locating the problem and making plans to achieve set goals of your agency.
Quick and efficient way of acquiring accurate information of leads, prospects and clients with their sources for proper monitoring and further analysis.
Get detailed information of in progress, discontinued and completed application to make relevant future decision.
Easily prepare report of paid/unpaid invoices with all the valuable information like total fee, income sharing amount, client name, product name and many more.
Automatic report to determine the contact revenue, partner revenue and total forecast with the expected win date to assist you in making your business decision.
An easy option to download the report in excel format for your further data analysis.
Create your own roles to keep your data secured and safe by managing the access and authority to your system
A predefined roles to match your team member’s responsibilities and duties.
Choose the level of access in different system modules you want to provide to your team member so that your data is secured.
Give access to your system as much is needed only so that it’s easy for them to work and they aren’t overwhelmed with the massive information.
Delegate different permissions to same role team members as the work one member does differs from the another.
Create a well-defined stages to make sure your operation runs systematically and smoothly.
The working stages differs depending upon the services you provide, so you can create multiple workflow for each service in order to run your agency operation smoothly.
Make few actions like adding a notes or document mandatory so that you get all the required information and nothing important is missed by your team.
With an option to add up to 20 stages, you can be ensured your lengthy works are also completed in systematic manner.
As business progress, lots of things changes, so do service process. Easily edit your service process with drag and drop at any time, and automatically synchronize the change throughout the system.
Save time with an option to send bulk email from the system to your clients
You can send quick notification or alert mail on bulk to all your clients and inform them on time.
Send an invitation to your client for the event / seminar or any program through a bulk email.
Even though you send a bulk email, each and every client will get an individual email.
Make a quick business decision and plan for growth with an estimation of your revenue from the application and the interested services of your prospects and clients.
Create a budget for your business operation with the beforehand knowledge of the estimated revenue from a prospect or client and work accordingly.
Be prepared for the revenue sharing with the sub-agents by taking the calculation of estimated revenue in consideration.
Rapidly grow your business by making a future investment plan with the help of present estimation of the revenue.
A better client data and accounts connection, to record and manage all the financial data along with agency-specific commission invoices.
Easily creatable net claim and gross claim invoice with the feature of reminder notification.
Create an invoice for any other general service given to client or partner so that you never miss a penny.
Keep proper information of discount given to the client so that your finance is on check.
A single platform to manage the information of client and partner to keep track of all your financial transaction.
Maintain proper record of payables and receivables with the referrer while doing income sharing.
Schedule a due date for an invoice in the specific application stage to be reminded of income collection.
Entered transactions or data processed into the report form automatically for your ease.
A client profile is connected to their respective invoices and financial details so you can email them the invoice from the system.
Set a target and a measuring parameter to evaluate whether the target is achieved or not within the said time period.
Increase your team efficiency by setting a KPI target for everyone who are working on same role.
Evaluate and improve the working efficiency of your team member by setting a specific KPI target.
The graphical representation which makes it easy for you to view and determine the progress of the KPI target.
Agentcis offers the most effective lead acquisition features designed for your agency