Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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