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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Discover the ideal CRM software designed for education and migration consultants globally, enhancing your business efficiency. Boost your lead conversions while streamlining operations with our comprehensive cloud-based CRM platform that consolidates all essential tools into a single interface. This management solution empowers education agents to easily connect with prospective clients through shareable web forms and ensures timely follow-ups. Centralize all critical data for your international education agency in one convenient location. Effectively track, manage, and control your clients, partner colleges, and subagents to improve scalability and attract a larger customer base. Begin expanding your education and immigration consultancy by automating tedious tasks, which allows you to focus on growth. Gain complete financial oversight and evaluate your business's overall performance with Agentcis, the all-in-one CRM software tailored for your needs. Stay connected with your overseas study abroad agency effortlessly from your mobile device, ensuring that you can access client information anytime and anywhere. The best CRM for education and migration agents is here to help you thrive in a competitive landscape.

Description

Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
DailyPay
Salesforce
Universal Background Screening

Integrations

Box
DailyPay
Salesforce
Universal Background Screening

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Introcept

Founded

2014

Country

Australia

Website

agentcis.com

Vendor Details

Company Name

Exponent Partners

Founded

2005

Country

United States

Website

www.exponentpartners.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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