How can an agent CRM software help you in workplace management? The visa consultants are the experts in dealing with various visa services and handling each department can’t be the work of a single person. Thus, an Agent CRM software will help you in maintaining and managing the office workflow in a proper way. How? These are the following points which supports Agent CRM software in handling the workplace. Assigning the leads to the counselors The leads coming to your business must be handled by the counselors. Each counselor will get the hold of certain number of students. Every task will be handled and monitored by the Admin appointed in the branch of your organization. The agent CRM, study CRM handles the assignment of leads to the counselors and the admin will be updated with number of leads counselors are handling and what are the status of those applications, so far. Lead transfer The lead management is the most efficient part of the agent CRM. There the users,counselors can transfer their leads after getting approved by the admins the receiver accepts to receive the leads. This would be more likely to be open and transparent process which will help you in getting all information in your branch and your team.
Proper alerts and status updates This Study Abroad Consultants software allows the consultants to be always updated with all information of VISA applications. any changes in the applications, it will be saved in the activity log of that application. Now, admin can open the application and view the length of work and