How education & migration agents can reduce admin burden and save time with a CRM?

Its extremely important for education & migration agents to focus on reduce their day-2-day time admin burden and spend more time on business growth. Have you noticed that your team is spending too much time on administrative tasks – and not on their core work? In any business including the education and migration business, if the business is overloaded by its administrative burden, the team won’t be able to perform at its best. 

It’s no secret that the Customer Relationship Management system has become a necessity for education and migration business. Hence, Agentcis CRM can help you reduce the time and money spent on administration in your business, freeing up your team to concentrate on more important tasks, and making a real difference to your bottom line.

Here are some ways how you can use Agentcis CRM to maximize the team’s potential over only administrative tasks. Let’s get started! 

1. Collect leads through Lead Forms

Agentcis CRM lets you create shareable and customizable lead forms. You can incorporate system-generated code which you can show on your business website to reach more leads easily. You can then grab your leads into your system or import them in bulk from other platforms with excel. 

2. Manage all your data with CRM

Organizing and managing students’ records and data is a big hassle for an education counselor. Creating a connection between universities and courses from different countries to thousands of students is a hectic process. So, using the best CRM system like Agentics helps you in accumulating all your business data. CRM system makes organizing data and processing student VISA applications as simple as a child’s play. You can also upload various student-related data. All the data are stored in the same place. Thus, the CRM system helps in avoiding any misplacement of data.

3. Track your teamwork

Assign multiple team members to the application process for easy collaboration of work. This is mandatory in our system so that no one is left out.  With a glance at the system, you can know who is working on which client and also know at which stage the client is in. Hence, the CRM lets you track the work progress and your team for easy organization of tasks and work load.

4. Save time with automation

Reduce the risk of human error by automating to improve efficiency. Automatically send clients email notifications once an application stage changes to keep them updated in the application process. Also, follow up with leads in a timely manner using email and SMS automation. Not only this, the CRM lets you maintain good relations with clients by automating birthday wishes and festival greetings through email or SMS to build loyalty.

So, now is the time for you to sign up for a 14-day free trial and know why our CRM software is an undeniable management asset. It will help you successfully grow your education & migration agency. Start Using Agentcis Today!

Read more about the 5 things you can automate using Agentcis.

Check our recent Community Connect Webinar to get more insights from an education agent itself.

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