Features
Acquire
- Lead Forms: Obtain leads from various sources using shareable & customizable webforms.
- Interested Services: Stay informed of your leads’ preferences for easy conversion.
- Quotations: Immediate price quotations tailored to your contact’s Interested Services.
- Facebook Lead Ads: Capture leads from Facebook Lead Ads and sync these leads to Agentcis.
Manage
- CRM: Track your client’s journey every step of the way.
- PRM: Maintain better relationships by managing all your partners’ information.
- Task Management: Keep track of your tasks to increase work productivity.
- Email System: Never miss a single email again with an integrated inbox.
- SMS System: Send text messages to communicate and update clients.
- Document Checklist: Know exactly which documents are required during the application process.
- Application Management: Track each stage of your client’s application.
- Client Portal: Keep clients updated on their application status via their own portal.
- StudyLink Integration: Achieve faster application processing by not creating duplicate applications.
- Classroom Management: Manage classroom services on one platform. Create and organize sessions for students.
- Email Campaign: Connect with a vast audience, generate new leads and increase sales.
- WhatsApp Campaign: Automate client outreach, streamline communication, and save time.
- SMS Campaign New: Connect with customers directly and boost engagement.
- Business Summary New: Automatically generates and delivers email reports to enhance accuracy.
- Agent Portal New: Simplify agent collaboration, centralize updates, and reduce back-and-forth.
Grow
- Automation: Reduce the risk of human error by automating to improve efficiency.
- Reporting: View key insights of your agency to make informed business decisions.
- Sales Forecast: Plan for growth with an estimation of revenue.
Other Features