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Ratings and Reviews 0 Ratings
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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 MethodosIT Quotation Management System?
The Quotation Management System is a versatile and user-friendly platform designed to help businesses efficiently create, submit, and track their quotes and invoices. Offered as an open-source web application, it can be conveniently downloaded as a Windows installer executable, making installation hassle-free for users. This comprehensive system allows for the centralized management of all quotation records through a single, intuitive interface while adhering to necessary tracking standards. Users have the ability to generate quotations in PDF format with custom-designed templates, which significantly enhances the overall presentation of documents. Furthermore, the application provides user-friendly web-based document management features, allowing for easy modifications of attached documents while preserving a complete history of changes. The functionality to lock and unlock documents as required adds an extra layer of document security. On-demand reporting features offer vital compliance and audit information, as well as detailed insights into the records management environment. With a variety of in-depth reports and visual charts, users are empowered to perform thorough revenue analysis, which makes this system an essential tool for effective financial management. Ultimately, the Quotation Management System proves to be an exceptional solution for organizations eager to improve their quoting and invoicing workflows while ensuring a high level of efficiency and accuracy. Additionally, its adaptability and ease of use make it a preferred choice for businesses of all sizes.
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
KE MethodosIT
Date Founded
2004
Company Location
Cyprus
Company Website
www.methodosit.com.cy/products/sqm.html
Categories and Features
Categories and Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management