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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamlining immigration case management and ensuring compliance for clients of various sizes is made easy with INSZoom Case Management. This all-encompassing, secure, and compliant cloud-based immigration software provides all the necessary tools to enhance workflows while safeguarding client and candidate information. As a premier choice in immigration software, it has gained the trust of immigration professionals across the globe. By utilizing INSZoom, your team not only saves valuable time and effort but also becomes champions for your clients in the immigration process. With a vast array of forms and documents to manage, staff often find themselves overwhelmed with compiling, completing, and validating submissions. Relying on manual data entry and managing numerous immigration forms can result in significant errors and jeopardize case outcomes. Additionally, the INSZoom Case Manager App is conveniently accessible through both the Apple App Store and Google Play Store, ensuring that professionals can manage cases on the go. This innovative solution ultimately empowers teams to operate more efficiently and effectively in the ever-evolving landscape of immigration.

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

Microsoft Outlook Yes 
Mitratech PlatoBI Yes 
WhatsApp No 
eCMS by Cerenade Yes 

Integrations

Microsoft Outlook No 
Mitratech PlatoBI No 
WhatsApp Yes 
eCMS by Cerenade No 

Pricing Details

$50 per month
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) Yes 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Mitratech

Founded

1987

Country

United States

Website

mitratech.com/products/inszoom/

Vendor Details

Company Name

SAN Softwares

Founded

1999

Country

India

Website

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

Product Features

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management No 
Document Management No 
Reporting & Statistics No 
Scheduling No 
Time Tracking No 
Training Management No 

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management Yes 
Communication Tracking No 
Conflict Management No 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government Yes 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Relocation

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

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