Client Management Software for NZ Immigration Advisers
Elevate Your Immigration Practice with Seamless Client and Case Management
Zoho CRM, offered by Lumen Business Solutions, is the ultimate tool for NZ immigration advisers. Our software is designed to address the unique challenges of immigration services, providing a comprehensive solution that enhances client interactions, streamlines case handling, and optimises your workflow.
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Comprehensive Built-in Functions: Millions of dollars invested in a feature-rich platform that meets all your needs right out of the box.
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Proven Reliability: Trusted by over 50 million users, offering a robust solution tested across diverse industries.
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Customisable: Flexible to meet the specific needs of immigration advisers for optimal efficiency.
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Cost-Effective: Competitive pricing per user, making it an affordable option for businesses of all sizes.
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All-in-One Solution: Often the only software needed, covering all aspects of your business
Amazing Features for NZ Immigration Advisers
Comprehensive Case Management System
Powerful Workflow Automation
Customizable Checklists
Task Assignment
Graphical Progress Tracking
Agent Portal
Client Information Management
Case Monitoring
Commission Tracking
Access to Forms
Supplier-School (Admissions) Management System
Admissions Management
Commission and Invoicing
Payment Management
Advanced CRM Capabilities
Client Dashboard
Reminder and Visa Forms
Lead Generation
Advanced CRM Capabilities
Client File Management
Stage-by-Stage Account Management
Invoicing and Receipting
Client Portal
Account Access
Document Uploads
Application Tracking
Reporting
Integrated Email System
Email Import
Template Utilization
Automated Email Saving
YOU'RE IN GOOD COMPANY
Take the Next Step with Lumen Business Solutions
Transform your immigration advisory services with Zoho CRM by Lumen Business Solutions. Our powerful tools and features are designed to optimize your workflow, enhance client interactions, and drive your business success. Get started today and experience the difference.