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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 Formally?

Revolutionize your time management by combining client onboarding and collaboration into a unified platform. By teaming up with a Formally attorney, you can effortlessly and conveniently explore your visa options. Oversee your global workforce and manage their visa sponsorships from a single, centralized hub that aligns with your schedule. We harness innovative technology alongside insights from behavioral science to transform the realm of legal tech, starting with immigration services. Improve your case management through efficient collaboration and state-of-the-art tools. Formally optimizes workflows for each team member while establishing personalized goals that cater to their distinct work styles. You can submit applications instantly, track cases in real-time, and utilize our organized data platform to repurpose information for future immigration needs. Say goodbye to outdated case management systems and cumbersome Word documents that slow you down. Concentrate on your strengths, achieving enhanced efficiency while minimizing stress. Our distinctive visa smart process picker assesses eligibility and compatibility, enabling you to conveniently explore all visa options from one location. This all-encompassing strategy not only saves you valuable time but also clarifies the often complex immigration processes, ensuring a smoother experience for all involved. With this integrated system, managing your immigration needs has never been easier, allowing you to focus more on success and less on administrative burdens.

Media

Media

Integrations Supported

Microsoft Word
WhatsApp

Integrations Supported

Microsoft Word
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

Formally

Date Founded

2018

Company Website

formally.com

Categories and Features

Categories and Features

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