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Average Ratings 0 Ratings
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.
Description
SmartLegalizator is a dedicated platform designed for businesses and professionals who offer immigration and legalization services, integrating various management tools into a single solution. This comprehensive system encompasses CRM, case management, document organization, task tracking, client communication, invoicing, payment processing, and workflow automation. By utilizing SmartLegalizator, teams can efficiently handle leads, clients, and immigration cases, streamline document management, monitor important deadlines, and eliminate repetitive tasks. The platform features tailored tools for legalization processes, such as client questionnaires and automated application procedures. Initially launched in Poland, SmartLegalizator is actively being enhanced to cater to additional markets within the European Union, adapting its features to align with specific legalization workflows of different countries. This strategic expansion aims to provide an even broader range of support for professionals in the immigration sector across Europe.
API Access
Has API
Yes
API Access
Has API
No
Integrations
WhatsApp
Yes
Facebook
No
Gmail
No
Google Calendar
No
Instagram
No
Instagram Ads
No
PayU
No
Ringostat
No
Stripe
No
Telegram
No
Integrations
WhatsApp
Yes
Facebook
Yes
Gmail
Yes
Google Calendar
Yes
Instagram
Yes
Instagram Ads
Yes
PayU
Yes
Ringostat
Yes
Stripe
Yes
Telegram
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
249 PLN/month/user
249 PLN per user per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SAN Softwares
Founded
1999
Country
India
Website
sansoftwares.com/products/sanevisa-immigration-crm-software/
Vendor Details
Company Name
SmartLegalizator
Founded
2025
Country
Poland
Website
smartlegalizator.com