SanE-Visa Description
CRM software can boost productivity for immigration consultants. Access a specialized lead management system, integrated SMS and email tools, as well as payment gateways. Cloud-based CRM software is available for immigration. Leads can be captured from a variety of sources, such as websites, social media platforms, and B2C platforms. Access detailed profiles of customers containing contact details, communication histories, purchase records, preferences, and more. Store and manage detailed information about quotations, including pricing, services, terms and conditions and relevant attachments. Manage documents easily, track and record all documents, from visa applications to bank documents. Integrate seamlessly with powerful tools like WhatsApp, bulk SMS and email to communicate with customers efficiently and effectively.
SanE-Visa Alternatives
OnlineVisas
The OnlineVisas platform was designed by award-winning immigration lawyers to be the most efficient management tool for corporations and attorneys. You can view every case, at every stage, from a simple online application that is organized to make life easier. All uploaded or generated documents are stored in a safe location and only accessible to authorized users. Our flexible model allows corporate clients to access expert legal assistance by the hour, only when they need it. No more email searching. Participants can access cases and add information from anywhere. Documents supporting the case are uploaded and securely stored for future reference. The pre-designed visa petition templates contain all the information you need to provide. They also include guidance from top immigration lawyers if necessary.
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LollyLaw
Lolly Law is an award winning practice management solution for law firms that specialize in immigration or related areas. Lolly Law's ease-of-use and powerful tools for creating, managing, and tracking cases has been unmatched since 2014. Lolly Law's case management software also includes fully customizable immigration workflows, form sets from USCIS and DOJ, DOS and the FBI. ReForm makes it easy to fill out forms quicker and more efficiently. Finally, a way to fill out pdf forms online. Online immigration forms can be filled out, assigned to clients, and data sync throughout the process. The integrated online portal allows you to collect information and files from clients. Clients can now access the integrated online portal to quickly share information and make payments online. Online collaboration and coordination with your team is possible using one software. Instantly communicate with your team, track and delegate tasks, and get notified about important changes.
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Sign.Plus
Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals.
Sign.Plus Features:
Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements.
eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace.
You can monitor the progress of your signature requests live.
Use these templates to send multiple documents to different recipients.
A certificate of completion with a tamperproof audit report and details about the signers.
Create a team and include your employees.
Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more.
Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2.
Data encryption at rest and in transit
Data residency is required to meet all data compliance requirements.
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Docketwise
Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Company Details
Company:
SAN Softwares
Year Founded:
1999
Headquarters:
India
Website:
sansoftwares.com/products/sanevisa-immigration-crm-software/
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Product Details
Platforms
SaaS
Android
Type of Training
Documentation
Live Online
In Person
Videos
Customer Support
Phone Support
24/7 Live Support
Online
SanE-Visa Features and Options
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