We provide our services to the immigration advisers and lawers in NZ ...

We provide our services to the immigration advisers and lawers in NZ

Why Do Immigration Advisers Need CRM Tools?

Whether you are consulting students for profit or to ensure that visas are given to the client in time or to answer visa queries, a CRM tool is used. Immigration Advisers can use Bitrix24 as the main software to understand clients' needs and to communicate with them, and also get profitable.

Immigration companies deal with a huge amount of competition. This competitive pressure leads to the formation of certain management strategies which includes using CRM tools. These tools help companies to increase productivity.

Such tools also help Immigration companies to operate efficiently and cut costs. This is one of the reasons why advisers often contact us with respect to CRM tools. These companies have to focus not only on students but also on other temporary visa owners.

Bitrix24 can be used to fill up offshore and onshore visa application forms, maintain a database with international students who have expressed interest in a particular course, manage their visas, pathways and feedback and even to be in contact when they are in New Zealand.

Bitrix24 is #1 CRM for immigration advisers, law firms, and legal services. And as most legal CRM software, Bitrix24 helps you with finding new clients and maintaining relationships with existing ones.

Bitrix24 also lets you schedule appointments and, because your time is so valuable, our online calendars come with flexible access rights, so one designated office manager could be managing schedules for multiple advisers. 

Quotes and invoices inside Bitrix24 let you bill your clients by the hour and make sure that nobody is falling behind their monthly retainers. You can specify different hourly rates for different advisers/job types inside Bitrix24 CRM product catalogues. Tasks come with time tracking too. Sync with Xero is available.

Documents and contacts are managed inside Bitrix24 as well. Bitrix24 can even log and record all incoming and outgoing phone calls to your company, if necessary. This is why Bitrix24 is CRM for immigration advisers and legal industry #1. Register now for a quick start.


Basic features

  • Unlimited records
  • From 5GB online storage
  • Email marketing
  • Call centre
  • Custom fields
  • Quotes & invoices
  • Cloud or self-hosted (open source code access)
  • Mobile CRM iOS and Android
  • Integrations (RestAPI)

crm-dash

A Lead is a potential client, who requested a service from an Adviser. Source of lead could be a website from, email, call, facebook message, Viber, etc.

Fully Featured CRM

    Leads/Contacts/Companies/Deals
    Calendars & Scheduling
    Quotes and Invoices
    Product Catalog
    Import & Export
    Currencies and taxes
    Tasks inside CRM
    Document management
    Cloud file server
    Sales agent management (HR)
    Free intranet (collaboration)
    Employee engagement
deals

A list of Deals in CRM 


deal-profile

Deals typically come with custom deal stages, which are used to visualise sales pipeline and to estimate future revenues.


Fully customizable

    Custom fields
    Sales automation
    Custom forms
    Custom access right settings
    Web/Email/Call to CRM
Visa eligibility online form

Visa eligibility online form (send a link to your client or embed the form into your website)



Visa forms library

Visa forms library


visa-tracker-list

Visa Tracker (business workflow helps track a visa status, visa expiration date, responsible adviser, etc)


visa-tracker-case

Visa Case reflects all the required documents to be uploaded by Assistant. When done just send the Case for approval to an Adviser


checklist-message1

Send a Student Visa Checklist to your client by email to allow him to upload the necessary files. All the documents will be attached to the task in the system and will be available for creating a Visa Case. Avoid mess in your email.


Workflows (cases, documents, crm)

Workflows (cases, documents, CRM, annual leaves, expenditures, etc)


Business processes tailored for you specific needs


Great invoicing capabilities - send a pdf, sent a link, sync with Xero

Great invoicing capabilities - send a pdf, sent a link, sync with Xero

Contact centre

    Email marketing
    Unlimited email templates
    HTML template apps
    Mail merge for individual emails
    Calls to/from CRM
    Phone call recording
    Instant Messaging
    Video conferencing
    Internal collaboration

sip_phone

Powerful reports

    Custom reports
    Dashboards
    Sales pipeline/Sales funnel
    Expected sales
    Adviser activity reports
    Unpaid invoices
    Lead sources (marketing channels)
crm_dashboard
Deal' dashboard with a set of reports.

org-chart
Create your Company organisational structure.

Lead & Deal Automation

    Automated Emails
    Time Controls
    Message Triggers
    Status Tracking
    Telephony Triggers
    Payment Tracking

Integration capabilities


We compiled three packages for your convenience. 

Please see our price policy:
No entry fee, no setup fee. One month free trial.

Basic

$100/mo

1 month FREE trial
Up to 12 users
CRM and Sales Automation - Lead and contact management
- Email Marketing
- Sales Automation
- Sales Team Management
- Invoicing
- Sales Funnel and Sales Reports
- Import / Export
10GB Storage
Unified Communications - Enterprise Social Network
- Collaborate by email
- Instant messaging and group chat
- Videoconferencing
- Email Connectors
- External Users
Tasks and Project Management - Unlimited tasks/subtasks
- Unlimited projects / Workgroups
- Daily planner/Kanban
- Reports
- Task templates
- Time tracking / Workload planning
- Check lists
- Gantt chart
- Task dependencies
Workflow Automation - Custom Workflows
- Automatic Task Creation
- Visual Business Process Designer
- Approvals (Assets, Expenses, etc)
- Helpdesk & Ticketing
Mobile Apps, Customization and Integrations - iPhone and iPad app
- Android smartphone / tablet app
- Windows / MacOS desktop apps
- Backend Controls
- External Data Feeds
- Twitter / Facebook / GoogleAccount integration
- Active Directory, SSO, MS Exchange, Sharepoint Sync
- API
- Web-Cluster (only Enterprise edition)
HR and Employee Management - Employee Directory and OrgChart
- Absence Chart and Leave Management
- Customizable Employee Profiles
- Company Media Gallery
- Gamification / Employee Engagement
- Company Pulse
- Company news and announcements
- Job Board / Resume Management
- Employee Self Service
- eLearning and Knowledge Management
- Multiple Divisions (only Enterprise edition)
Document Management - Company Drive (Bitrix24.Drive)
- Online Editing GoogleDocs / MS Office Online / MS Office
- Multiuser Editing
- Document Search (incl. content)
- Version History
- Document Sharing
- Custom Access Rights
Planning, Reporting and Time Management - Calendars (Personal and Shared)
- Two way sync with iOS, Android, Google, Outlook calendars
- Work reports
- Time management
- Meetings and Briefings
MOST
POPULAR

Standard

$130/mo

1 month FREE trial
Up to 50 users
CRM and Sales Automation - Lead and contact management
- Email Marketing
- Sales Automation
- Sales Team Management
- Invoicing
- Sales Funnel and Sales Reports
- Import / Export
50GB Storage
Unified Communications - Enterprise Social Network
- Collaborate by email
- Instant messaging and group chat
- Videoconferencing
- Email Connectors
- External Users
Tasks and Project Management - Unlimited tasks/subtasks
- Unlimited projects / Workgroups
- Daily planner/Kanban
- Reports
- Task templates
- Time tracking / Workload planning
- Check lists
- Gantt chart
- Task dependencies
Workflow Automation - Custom Workflows
- Automatic Task Creation
- Visual Business Process Designer
- Approvals (Assets, Expenses, etc)
- Helpdesk & Ticketing
Mobile Apps, Customization and Integrations - iPhone and iPad app
- Android smartphone / tablet app
- Windows / MacOS desktop apps
- Backend Controls
- External Data Feeds
- Twitter / Facebook / GoogleAccount integration
- Active Directory, SSO, MS Exchange, Sharepoint Sync
- API
- Web-Cluster (only Enterprise edition)
HR and Employee Management - Employee Directory and OrgChart
- Absence Chart and Leave Management
- Customizable Employee Profiles
- Company Media Gallery
- Gamification / Employee Engagement
- Company Pulse
- Company news and announcements
- Job Board / Resume Management
- Employee Self Service
- eLearning and Knowledge Management
- Multiple Divisions (only Enterprise edition)
Document Management - Company Drive (Bitrix24.Drive)
- Online Editing GoogleDocs / MS Office Online / MS Office
- Multiuser Editing
- Document Search (incl. content)
- Version History
- Document Sharing
- Custom Access Rights
Planning, Reporting and Time Management - Calendars (Personal and Shared)
- Two way sync with iOS, Android, Google, Outlook calendars
- Work reports
- Time management
- Meetings and Briefings

Premium

$245/mo

1 month FREE trial
Up to 100 users
CRM and Sales Automation - Lead and contact management
- Email Marketing
- Sales Automation
- Sales Team Management
- Invoicing
- Sales Funnel and Sales Reports
- Import / Export
100GB Storage
Unified Communications - Enterprise Social Network
- Collaborate by email
- Instant messaging and group chat
- Videoconferencing
- Email Connectors
- External Users
Tasks and Project Management - Unlimited tasks/subtasks
- Unlimited projects / Workgroups
- Daily planner/Kanban
- Reports
- Task templates
- Time tracking / Workload planning
- Check lists
- Gantt chart
- Task dependencies
Workflow Automation - Custom Workflows
- Automatic Task Creation
- Visual Business Process Designer
- Approvals (Assets, Expenses, etc)
- Helpdesk & Ticketing
Mobile Apps, Customization and Integrations - iPhone and iPad app
- Android smartphone / tablet app
- Windows / MacOS desktop apps
- Backend Controls
- External Data Feeds
- Twitter / Facebook / GoogleAccount integration
- Active Directory, SSO, MS Exchange, Sharepoint Sync
- API
- Web-Cluster (only Enterprise edition)
HR and Employee Management - Employee Directory and OrgChart
- Absence Chart and Leave Management
- Customizable Employee Profiles
- Company Media Gallery
- Gamification / Employee Engagement
- Company Pulse
- Company news and announcements
- Job Board / Resume Management
- Employee Self Service
- eLearning and Knowledge Management
- Multiple Divisions (only Enterprise edition)
Document Management - Company Drive (Bitrix24.Drive)
- Online Editing GoogleDocs / MS Office Online / MS Office
- Multiuser Editing
- Document Search (incl. content)
- Version History
- Document Sharing
- Custom Access Rights
Planning, Reporting and Time Management - Calendars (Personal and Shared)
- Two way sync with iOS, Android, Google, Outlook calendars
- Work reports
- Time management
- Meetings and Briefings
External Users
eLearning and Knowledge Management

...