WW-CRM System - Immigration Agency Edition
A tailor-made solution that transforms how immigration firms and consultants manage their operations. In the world of immigration, understanding your clients deeply and promptly addressing their needs is essential. WealWave CRM understands this and offers the following unique features:
- Deep Client Understanding: Obtaining a deep understanding of your clients is vital for any immigration lawyer. By gaining insights into their backgrounds, requirements, and immigration processes, you can serve them better and more efficiently. This allows you to provide a personalized service that caters to their unique needs, ultimately leading to more successful outcomes. With a comprehensive understanding of your clients, you can build stronger relationships, establish trust, and ensure that they receive the best possible outcome for their situation.
- Efficient Case Management: Streamline your immigration case management with our efficient system, allowing you to devote more time and attention to meeting your client's needs. Say goodbye to tedious administrative tasks that take up valuable time and energy, and focus on what really matters - providing top-notch legal services to your clients. With our state-of-the-art platform, you can handle immigration cases easily and confidently, knowing that every detail is handled efficiently and effectively.
- Robust Tracking: With our robust tracking system, you can effortlessly organize, manage, and track your relationships with individuals and service subscribers. This will not only streamline your operations but also significantly improve your overall productivity. Our system covers you whether you need to keep track of customer interactions, monitor subscription renewals, or manage customer support requests. With its intuitive interface and powerful features, you can easily stay on top of all your business operations and make informed decisions that will drive your success.
- Cloud-based Digital Suite: Our digital suite offers a cloud-based platform that allows you to access your CRM from anywhere at any time seamlessly. Designed to cater to the specific needs of modern immigration consultancy requirements, our suite is both efficient and reliable. Whether you're working from home, on the go, or in the office, our cloud-based solution ensures you have constant access to your data without interruptions or delays.
- Global Mobility Support: For companies that operate across different continents, having a reliable and efficient global mobility support system is crucial. This is where WealWave CRM comes in. With our cutting-edge technology, we guarantee seamless and secure cross-border operations. Our platform is specifically designed to cater to the needs of businesses requiring constant mobility support, ensuring that all procedures are carried out smoothly and without any hiccups.
By utilizing WealWave CRM, your immigration agency can experience a significant increase in growth and establish more robust relationships with clients. With advanced technology at your fingertips, you will have the power to streamline processes and optimize workflows, resulting in improved efficiency and productivity. WealWave CRM empowers your team to provide better service to clients, ensuring their satisfaction and loyalty. Don't miss the opportunity to leverage cutting-edge technology to take your immigration agency to the next level.
WW-CRM Features:
| Assign Unlimited Dashboards | Assign unlimited dashboards to all staff or customers based on the selected server. |
| Manage Cases | Manage immigration cases with ease, Including Gantt Charts, milestone creation, and time tracking for individual staff members. |
| Organize Tasks | Link tasks to immigration cases to keep your operations organized. |
| Manage Leads | Helps track and manage potential clients. Features include auto-import from emails and forms and stage-based tracking. |
| Define Departments | Enables staff assignment to specific departments and department-based ticket importing. |
| Support Ticket System | A powerful integrated ticket system for tracking and resolving client issues. |
| Track Tasks Time | Monitor the time spent on tasks, with the capability to bill clients and assign multiple staff. |
| Create Proposals | Create compelling proposals for leads or clients to help increase sales and allow the creation of pleasing suggestions, with notification features for acceptance or declination. |
| Adjust Calendar | Each staff member gets a calendar based on their permissions, facilitating scheduling. |
| Book Appointments | Easily manage your appointments by scheduling them to your CRM and also with external links on multiple websites and social media. |
| Manage Contracts | Offers a digital solution for contract management, including writing, signing, assigning tasks, PDF creation, and reminder features for overdue contracts. |
| Track Expenses | Record company and immigration case expenses with the option to bill them to clients. |
| Manage Invoices | Manages and tracks invoices, supports multiple currencies and different tax rates, and provides the possibility of automatically generating invoices at specified intervals without manual intervention. |
| Generate Leads by Forms | Facilitates lead collection directly from your website or social by creating web forms. |
| Generate Leads by Email | Facilitates lead collection directly from your business email. |
| Print Reports | Detailed reporting capabilities for sales, expenses, and lead conversion. |
| Manage Customer | Provides segregated client portals for customers, offering a transparent view of all financial interactions. |
| Pay with Multi-Currency | Accept payments through PayPal and Stripe in multiple currencies. |
| Make Announcements | Make announcements to staff and clients directly within the CRM. |
| Create Surveys | One-click survey creation to gather feedback from staff, leads, and clients. |
| Organize Medias | Allows non-admin staff to organize uploads and files, enhancing collaboration. |
| Assign and Send Reminders | Assign and send reminders via email and in-app notifications to ensure timely action on tasks. |
| Translate to other Languages | Translate to more than 20 different languages |
If you want to access your WW-CRM dashboards, we've got you covered! Here are the links and login details you'll need:
For the Admin dashboard, use the following:
- Link: Admin Dashboard
- Username: admin@demo.ca
- Password: LLWa87coUDtF
For the Staff dashboard, use these:
- Link: Staff Dashboard
- Username: staff@staff.com
- Password: bQbouQ1TtgYR
For the Client dashboard, use these:
- Link: Client Dashboard
- Username: client01@demo.xyz
- Password: zAFCgAUhvtEM
Easy as pie!