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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

Envoy Global's innovative platform enhances the efficiency of immigration case management by streamlining task organization, automating repetitive processes, enabling swift communication with all involved parties, and offering comprehensive program oversight. It features intelligent case processing capabilities that provide immediate insights into essential cases, their statuses, significant milestones, due dates, and actions awaiting completion. The system intelligently ranks cases by factors such as expiration and start dates, alongside VIP designations, and it eradicates unnecessary data entry by sourcing information from earlier cases or user profiles. User-friendly "smart questionnaires" aid in gathering any required supplementary data, with secure document uploads ensuring that sensitive information remains protected. Furthermore, automated questionnaires contribute to time savings and accuracy by extracting data from prior cases, user and company profiles, as well as job description libraries, thereby reducing redundant input and allowing for prompt access to case-related communications. Ultimately, this integrated approach not only simplifies the immigration process but also enhances overall operational effectiveness.

Description

Enhance your efficiency with specialized CRM software tailored for immigration consultants. This robust platform allows for the management of leads while providing integrated SMS and email functionalities, alongside secure payment gateways. Designed with cloud storage capabilities, this CRM simplifies the lead capture process from diverse sources like websites, social media, and B2C platforms, including the automatic distribution of leads as they come in. Users can access comprehensive customer profiles that include vital information such as contact details, communication history, purchasing habits, and individual preferences. Furthermore, the software enables easy storage and management of intricate quotation data, covering pricing, services rendered, terms, conditions, and any necessary attachments. In addition, it facilitates the tracking and recording of document statuses for everything from medical certificates to visa applications and bank statements. With seamless integration of powerful communication tools like WhatsApp, bulk SMS, and email, consultants can maintain effective engagement with clients throughout their journey, ensuring that no detail goes overlooked. This comprehensive approach not only streamlines operations but also fosters stronger client relationships and better service delivery.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

WhatsApp No 

Integrations

WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Envoy Global

Founded

1998

Country

United States

Website

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

Vendor Details

Company Name

SAN Softwares

Founded

1999

Country

India

Website

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

Product Features

HR Compliance

Alerts / Notifications No 
Certifications Management No 
Communication Tools No 
Customizable HR Documents No 
Document Management No 
Records Management No 
Regulations Monitoring No 
Reporting / Analytics No 
Roles / Permissions No 
Version Control No 
Workflow Management No 

Relocation

Content Library No 
Cost Management No 
Employee Portal No 
Expense Management No 
Immigration Management No 
Move Progress Tracking No 
Onboarding No 
Reimbursement Management No 
Surveys & Feedback No 
Tax Management No 
Vendor Management No 

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