Centrally manage customer information, including personal information, document records, application progress and the entire follow-up process of sales activities.
Provides preset templates for immigration contracts, making it easy to quickly generate and calculate relevant fees.
Manage relationships with third-party partners, including commission setting, billing and receipt management.
Track and manage the progress and related documents of different immigration cases to ensure the smooth advancement of the immigration service process.
Generate and manage invoices related to immigration services, including billing, record keeping and invoice tracking.
Send lecture links or online questionnaires in batches, automatically respond to inquiries and allocate customers to the appropriate person in charge as needed.
Provide data analysis and reporting functions to help immigration service companies obtain business insights and decision support.
Integrated accounting functions make it easy to manage financial records, reports and settlements, and commission calculations, etc.