How to manage your workload using CRM software?

Today is the age of digitization and technology. You cannot expect to find a document out of thousands of piles of files and miss any important deadline to submit. Especially, when you are in an education and migration business, you have to work and collaborate with a number of students, partnered institutions and universities, as well as agents or referrers. The agency business is quite complex and managing all the stakeholders in one single platform is a tough task. 

CRM software can be a powerful tool that can help you manage operations and boost productivity. It brings together clients’ data, partners, and agency in a single tool. But in the case of most of the CRM systems, the root problems frequently lie in not being able to streamline all the agency operations in one place. Also, many do not support sufficient data backups which can result in loss of data. The agency business is so dynamic that most of them do not support the dynamic needs and adapt to the changing demand. The predictable result is that you can lose your clients or commission for any data loss or unfavorable customer experience. 

Get leads from everywhere

Agentcis CRM lets you create shareable and customizable lead forms. You can have quick access to lead forms where you can generate leads from everywhere. You can connect your CRM through your social media channels or whatever source. All the leads can be channelized in one single CRM software. Additionally, not all leads can be approached in the same manner. Customize and modify fields in the lead form to suit your requirements. Once the lead submits the form, it will be automatically shown in the lead section in Agentcis.

Automate your business operations

Whether sending an email to a student regarding upcoming updates or sending a festive greeting, automate your tasks through action-based/ time-based triggers in Agentcis.  You can automate your various tasks in the application stage. It ensures all important steps of the application are completed on time. Whenever a lead converts into a prospect, you can automate to create a new task for your counselor using Agentcis’ CRM. 

Initially, it may sound tedious but it saves your time and money in the long run. Also, it reduces human error, increases efficiency, and also fosters relations with your prospects and clients.

Keep track through Client Portal

Having a lot of clients is great. But failing to keep track of them and missing to update them on important updates can be a nightmare to an education agent. It can even lead to rejection of visa application and losing commission and income. Thus, keeping clients informed and well updated on recent status is important.

The client portal section is where clients can view their application status and upload documents relevant to their application. They can also edit their personal details including their PTE scores, as well as view email and SMS conversations between them and the counselor.

Utilizing a client portal in Agentcis can help work smarter, removing the need to manually update each client.

Integrate multiple channels

With Agentcis, you can have Zapier integration which lets you automate multiple tasks with a single trigger. You do not need to spend time copying and pasting the same message across different channels. You can save time through Zapier automation. For example, you can instantly send a message automatically to your new leads via SMS or email through Zapier integration.

Similarly, Agentcis CRM provides you with a platform to have all education providers and subagents in one place. With this, whenever you need to attach offers given by an education provider to an application, you can do it with a click. Or, whenever you need to add commission/ income sharing with sub-agent on an invoice, you can do it right away.


As a team leader, it’s your responsibility to support your team by managing their work in a way that keeps them on track, focused, and productive. So, Agentcis comes as an all-in-all one CRM intelligent software where you can rely on almost everything you want for your agency operation. Get started with our 14-days free trial and know by yourself.

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