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What is SanE-Visa?

Boost your productivity with a CRM software specifically designed for immigration consultants. This advanced platform offers capabilities for lead management and includes integrated SMS and email features, as well as secure payment options. With its cloud storage functionality, the CRM streamlines the process of capturing leads from various channels such as websites, social media, and B2C platforms, ensuring that leads are automatically distributed as they arrive. Users can access detailed customer profiles that feature essential information such as contact details, communication history, buying patterns, and personal preferences. Additionally, the software allows for the easy storage and organization of complex quotation data, encompassing pricing, services provided, terms, conditions, and necessary attachments. Moreover, it supports the monitoring and documentation of statuses for important documents, including medical certificates, visa applications, and bank statements. By incorporating effective communication tools like WhatsApp, bulk SMS, and email, consultants can keep clients engaged throughout their processes, ensuring that every detail is meticulously addressed. This holistic approach not only enhances operational efficiency but also builds stronger relationships with clients and improves overall service quality. Ultimately, leveraging such specialized CRM software can significantly transform the way immigration consultants manage their practices.

What is Envoy Global?

Envoy Global's cutting-edge platform significantly improves the management of immigration cases by optimizing task organization, automating mundane processes, facilitating rapid communication among all stakeholders, and providing extensive oversight of programs. It incorporates advanced case processing features that deliver instant insights into critical cases, including their current statuses, key milestones, deadlines, and pending actions. The platform smartly prioritizes cases based on factors such as expiration and initiation dates, in addition to VIP status, while eliminating superfluous data entry by utilizing information from historical cases or user profiles. To aid in gathering necessary additional information, user-friendly "smart questionnaires" are available, and secure document uploads guarantee the protection of sensitive data. Moreover, the automated questionnaires enhance both efficiency and accuracy by pulling data from previous cases, user and company profiles, as well as libraries of job descriptions, thus minimizing repetitive input and ensuring quick access to communications related to cases. This comprehensive methodology not only simplifies the complexities of immigration procedures but also significantly boosts overall operational efficiency, making it a valuable tool for organizations navigating the immigration landscape.

Media

Media

Integrations Supported

WhatsApp

Integrations Supported

WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SAN Softwares

Date Founded

1999

Company Location

India

Company Website

sansoftwares.com/products/sanevisa-immigration-crm-software/

Company Facts

Organization Name

Envoy Global

Date Founded

1998

Company Location

United States

Company Website

www.envoyglobal.com/make-immigration-efficient/

Categories and Features

Categories and Features

HR Compliance

Alerts / Notifications
Certifications Management
Communication Tools
Customizable HR Documents
Document Management
Records Management
Regulations Monitoring
Reporting / Analytics
Roles / Permissions
Version Control
Workflow Management

Relocation

Content Library
Cost Management
Employee Portal
Expense Management
Immigration Management
Move Progress Tracking
Onboarding
Reimbursement Management
Surveys & Feedback
Tax Management
Vendor Management

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