Australia Immigration Client Management System
Smart Solutions for Enhance Immigration Agent Service.
Australia Immigration Client Management System
Our Australia Immigration Client Management System (AICM) is a comprehensive software solution designed to simplify and manage the life cycle of your clients and employee’s efficiency. It features robust client information management, integration with your website for potential lead or prospection & converting them, contract signing, application status tracking, milestone-based invoicing, critical expiry notification, task management & reporting. The task management module can provide metrics to link employee’s remuneration on completed tasks. By centralizing and automating key processes, this system enhances operational efficiency and client communication, making it an essential tool for any immigration service provider. Here’s a detailed overview of its features and benefits
Key Features
Client Information Management:
- Comprehensive Database: Effectively records all client details, including personal information, target VISA sub-class, Occupation as per skill category (if applicable), application history, and communication logs.
- Customizable Profiles: Tailor client profiles to suit different immigration scenarios, making it easy to manage diverse cases.
Application Tracking:
- Status Updates: Client status and data can be easily updated to have real time status.
- Document Submission Management: Track all submitted documents, ensuring nothing is overlooked and deadlines are met.
Invoicing:
- Milestone-Based Billing: Generate invoices based on specific payment milestones or stages of the visa application process, ensuring clients are billed accurately and timely.
- Streamlined Billing Process: Simplify the invoicing process for clients, allowing for easier payment tracking and management of outstanding invoices.
- Optional Professional Service: Our team can support integrating your preferred payment gateway as a separate service.
Task Management:
- Assignment and Tracking: Assign tasks to your team members, set deadlines, and monitor progress to ensure timely completion of immigration actions.
- Prioritization Tools: Use prioritization features to focus on urgent tasks and manage workloads effectively.
Request and Deadline:
- Setting Expiry: Setting Request with a tight deadline for prior notification before expiry e.g. Client’s EOI expiry or IELTS Expiry.
- Assign task to own: Tag task with request for assigning ownership to a team member.
6. EOI (Expression of Interest Management):
- Manage Life Cycle of EOI: Manage client’s EOI life cycle including key dates.
- EOI Reporting: On-demand EOI reporting and analytics per customer.
Contract Management:
- Contract Template: Setting up a contract template digitally to be used for dynamically for new customer sign-up.
- Generate Contract: Generate Contract dynamically just by a click for a customer and send for sign-up.
Reporting and Analytics:
- Dashboard: Realtime dashboard for stage wise client status, stage wise client stat, stage wise client action required etc.
- Reporting: Customer Progress is a single click view of a client and Task Completion Report can provide your employee’s work completion stat with your own configured values e.g. VISA Application task will be honored with 8 points & can be converted later to measure performance of your employee or arrange a payout for them.
- Data Visualization: Use charts and graphs to present data clearly, aiding in decision-making.
User-Friendly Interface:
- Intuitive Design: Easy-to-navigate interface for your team, minimizing training time and enhancing user experience.
- Mobile Accessibility: Access the system from any device, allowing staff to manage tasks and clients on the go.
Compliance and Security:
Data Protection: Robust security measures to protect sensitive client information and ensure compliance with privacy regulations.
Audit Trails: Maintain records of all key actions taken within the system for accountability and compliance purposes.
Role-based Access Control: You can create various groups and roles to manage your team access in the application.
Why Choose AICM (Australian Immigration Client Management) System?
- Custom made to handle Australian Immigration Process: The whole system is designed to support all the MARA agent to manage end to end life cycle of their client application process.
- Ease of integration: It can be easily integrated with your website contact page for taking potential lead into AICM Solution & your Dropbox or Google Drive or OneDrive can also be linked per client for quick access. Our professional service team is open to support for any custom integration need.
- Strong Reference: The solution has been successfully deployed and used since 2020 in multiple customer bases.
- End to End life cycle of your Client Management: Onboarding to contract generation, invoicing, payment, documentation tracking, immigration process related task management within team, EOI, Request and Deadline management can be done within the solution.
- Performance Incentives: Provide incentive and measure performance to your team based on their quality of work and required time.
- Scalability: Designed to grow with your organization, accommodating increasing numbers of clients and complex cases without compromising performance.
- Commercial Model: Both perpetual and subscription-based models are available. We values client preference, privacy and data security as top priority.
In summary, Australian Immigration Client Management System not only enhances operational efficiency but also fosters better relationships with clients through improved communication, streamlined processes, and milestone-based invoicing, making it an essential tool for any immigration service provider.
