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Visa View |
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Conch: Email Campaigner |
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Visa View - CRM for Immigration Services
Visa View is an advanced case management system for the Immigration Services industry in the UK. It synchronises and automates multiple tasks making management and case workers more efficient. This software has been developed by IT professionals who have since moved into immigration services, so uses the most up to date programming skills and crucially caters for the day to day needs of immigration professionals. Some of Visa View's key features include:
- Unique username for each employee and manager.
- Users can be assigned to groups, which allow varying levels of access.
- Profiles and contact details assigned to each case.
- Set up individual clients or corporate clients.
- Tracking of all live cases, storage of all old cases.
- Set up visa types and names.
- Set reminders - view today's agenda, next 30 days and overdue.
- Follow the complete process from identification of lead to visa approval with Case Status.
- All incoming and outgoing communications with client logged and stored.
- Upload forms and other attachments. These can then be emailed to clients with a single click.
- Billing - keep track of a client's balance (corporate or individual), generate reports, view revenue by client, visa type or date range.
For a month's free trial or to talk to us in more detail call 020 8905 7796
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