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Features

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

Other Resources