Migrate Smart

Company Profile:
The above module is the reflection of Migrate smartVisas.com, which brief about the company. It comprises of company background, list of company product & services. It is filled with all the required details about the company from customer’s point of view. It also comprises company Mission & Vision Statements along with strong client base.

Branches:
Branch Module can also be termed as Migrate smart directory. It will provide all the contact details along with the branch locations. It will specify the Head-office & Branch Office. This module will help customer to easily find Migrate smart nearer to them. It will serve the motto of
“We are Located where our Clients need us”.

Employee:
Employee Module is the Information Module from where you can keep a record of your employee. It consists of complete database of your Past, Present & Future Employees. It will also be helpful in maintaining proper designation of the employee along with the Company’s Hierarchy. It will display the list in specified order (e.g. Department-wise).

Source Generator:
Source Generation module enables to create a strong and huge database of potential customer. It will be linked to various third party website such as Google Search Engine. It will keep track of both online & offline Enquiries. It will also help to keep a track of work done by Marketing Team.

Lead Management:
Lead Management specifies the tools which assist inbound team to keep a track of client till it gets converted. It includes periodic follow up, mailing, DSR report, etc. Lead Management helps to maintain the database in proper and organized way, which in future reduces the work load. Lead Management consist of the status like Cold Calling, Warm Calling, & Hot calling to clients. It will also maintain the record of re-enquiry done by the clients as well as the closed clients.

Sales:
Sales Module is very important module for any company, as it complete flow depends on it only. Sales Module will help you to maintain a Daily Sales Report done by the marketing team. It will also be the system which will generate Sales Report & DSR report.

Discount:
Discount Module is divided in two sections, Discount margin for manager & Discount margin for Staff/Sales Team. The Specific Amount will be allotted to each one of them based on which they can use it as benefit in making sales.

Back Office:
Back Office Module can also name as Inbound Process. This Module will be responsible for maintaining inbound sales. It will include Cold Calling, Generating Appointments and meeting with the Marketing Team. It will also keep a track of Staff and its work. Back Office will be responsible to make carry after sales service.

Accounts:
Accounts module will be the base for all financial activities. It will be responsible to generate salary, periodic balance sheets. It will help in generating the reports which are required by Accounts team to manage the inflow and outflow of money.

Country Specific Criteria:
This module provides information on every country in the world. For each country, you can fill / upload information like the visa criteria, Visa Requirements, location of the embassy, foreign embassies, health and medical conditions; drug penalties; and localized hot spots. This is a good place to start learning about where you are pointing.

Payment Manager (Management):
Payment Manager Module automates the processing transactions, and provides Card issuance, Cash, Check and transaction instrument program support.

Payment gateway Integration:
Payment Manager Module is attached with online Payment Gateway which was already purchased by Migrate smarts from Payment gateway service providers automates the processing transactions through Credit Cards, Debit Cards and Cash.

User Profile:
In a CRM, a user profile is a record of user-specific data that define the user's details, background, working environment. The record can include display settings, application settings, and network connections. What the user made query & reply from back office executive sees on his or her profile screen, as well as what files, applications and documents they have uploaded.

Daily Activity Reports (DAR):
This module will be used for tracking & maintaining daily work activities reports for employee of organization. The reports will be posted every day in morning session by manager or team head. Once activities are assigned to employee will get reflected automatically in particulars schedule.

Reports:
Report of Daily, Monthly or particular period by Numbers and Value using different filters. We generate variety of reports for like Sales, Account, Clients, and Analytical activities.

Notifications:
This is the base module of the notifications framework. It handles event processing, queuing, message composition and sending. A generic e-mail/notification module that lets other modules use it for sending e-mail when an event occurs.

Super Admin Rights:
Super Admin having overall rights or permissions for accessing application & have interface for additional permissions to individual users without the need to assign them to a special role. When this module is enabled, users with the 'administer permissions' permission can access the 'User Permissions' tab on each user's account.

Documents uploading & Verification:
This module can be used to upload the documents to the CRM application using the upload files options. For a list of file-types we support, Documents (.doc, .docx, .pdf, .odt, .xls, .xlsx).

Authentication (Access Control):
This module allows you to manage permissions for content types by role and author. It allows you to specify custom view, edit and delete permissions for each content type. Optionally you can enable per content access settings, so you can customize the access for each content node.

Website Integration:
This module is the integration between Software and Website which is having the common database through which all the possible operations are performed.



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Pricing

Free
0/month

  • Employee Management
  • Client Company
  • Client Company1
  • Client Company2
  • Client Company3
  • Client Company4
  • Client Company5
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Plus
9/month

  • Employee Management
  • Client Company
  • Client Company1
  • Client Company2
  • Client Company3
  • Client Company4
  • Client Company5
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Pro
49/month

  • Employee Management
  • Client Company
  • Client Company1
  • Client Company2
  • Client Company3
  • Client Company4
  • Client Company5
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Advance
99/month

  • Employee Management
  • Client Company
  • Client Company1
  • Client Company2
  • Client Company3
  • Client Company4
  • Client Company5
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