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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 Process Organizer?
Streamline your operations, manage your servers, and improve client engagement all through one cohesive platform. By reducing the time spent on paperwork and decreasing the likelihood of mistakes, you can enhance the efficiency of your process serving business. Ready to use from the very first day, it comes with pre-designed affidavits and reports included. With Process Organizer, clients at law firms can easily assign additional tasks to process servers, along with the necessary service documentation. The client portal facilitates the simultaneous tracking of various processes, providing status updates and scanned documents for convenient access. Moreover, Process Organizer can send automated email notifications to clients once a process has been completed, including signed affidavits for their documentation. Process servers can input all essential details of their work orders straight from their mobile devices, thanks to an intuitive interface tailored for those constantly on the go. The system features dropdown menus where needed, allowing for quick and consistent data entry to boost productivity. This all-encompassing tool is designed to alleviate the challenges of process serving for everyone involved, ensuring a smoother experience overall. Ultimately, it promotes a more organized approach to handling process serving tasks, fostering greater collaboration between all parties.
Integrations Supported
Azure Cloud Services
Chrome OS
HTML
Internet Explorer
Mozilla Firefox
Safari
WhatsApp
Windows 10
Windows 7
Windows XP
Integrations Supported
Azure Cloud Services
Chrome OS
HTML
Internet Explorer
Mozilla Firefox
Safari
WhatsApp
Windows 10
Windows 7
Windows XP
API Availability
Has API
API Availability
Has API
Pricing Information
Free
Free Trial Offered?
Free Version
Pricing Information
$90 per month
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
Process Organizer
Date Founded
2014
Company Location
United States
Company Website
www.processorganizer.com