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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Transform the way you manage your time by integrating client onboarding and collaboration into a single platform. Partner with a Formally attorney to navigate your visa options effortlessly and conveniently. Manage your global workforce and handle their visa sponsorships from one centralized location that fits your schedule. We utilize innovative technology combined with insights from behavioral science to redefine the landscape of legal tech, beginning with immigration services. Enhance your case with efficient collaboration and cutting-edge tools. Formally streamlines tasks for each team member and establishes goals tailored to their unique work styles. You can file applications instantly, monitor cases, and leverage our organized data platform to repurpose information for future immigration needs. Bid farewell to outdated case management systems and cumbersome Word documents. Focus on what you excel at, achieving greater efficiency with minimal stress. Our unique visa smart process picker evaluates eligibility and compatibility, allowing you to explore all visa options conveniently in one location. This comprehensive approach not only saves time but also simplifies the complexities often associated with immigration processes.

Description

Enhance your efficiency with specialized CRM software tailored for immigration consultants. This robust platform allows for the management of leads while providing integrated SMS and email functionalities, alongside secure payment gateways. Designed with cloud storage capabilities, this CRM simplifies the lead capture process from diverse sources like websites, social media, and B2C platforms, including the automatic distribution of leads as they come in. Users can access comprehensive customer profiles that include vital information such as contact details, communication history, purchasing habits, and individual preferences. Furthermore, the software enables easy storage and management of intricate quotation data, covering pricing, services rendered, terms, conditions, and any necessary attachments. In addition, it facilitates the tracking and recording of document statuses for everything from medical certificates to visa applications and bank statements. With seamless integration of powerful communication tools like WhatsApp, bulk SMS, and email, consultants can maintain effective engagement with clients throughout their journey, ensuring that no detail goes overlooked. This comprehensive approach not only streamlines operations but also fosters stronger client relationships and better service delivery.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Word Yes 
WhatsApp No 

Integrations

Microsoft Word No 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Formally

Founded

2018

Website

formally.com

Vendor Details

Company Name

SAN Softwares

Founded

1999

Country

India

Website

sansoftwares.com/products/sanevisa-immigration-crm-software/

Product Features

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Alternatives

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