Let Cotgin CRM Handle The Tough Tasks & You Prioritize Your Customers
Cotgin CRM provides the best CRM solutions for businesses of all sizes. We offer unparalleled functionality and convenience in CRM services. With lead management, data backup, and customized templated edits - Cotgin CRM connects all your teams and helps you manage your customers efficiently. Experience advanced CRM features with Cotgin CRM today!
3-Ways Login Verification
Cotgin CRM offers 3-ways verification that protects your data at every step. We ensure privacy and our users can access their dashboards in multiple ways.
- Login Via Username/ Password
- Email OTP Verification
- Mobile OTP Verification
Partial Payment Invoices
Easily keep track of records of partial payments for invoices. We offer flexibility and ease in financial transactions which helps in building strong customer relationships.
- Automatic Invoice Alerts
- Track Outstanding Balances
- Manage All Key Payment Information
Template Editor
Create and customize templates with our template editor feature which empowers you to customize your CRM experience that suits your business’s unique needs.
- Customize Email Templates
- Drag and Drop Functions
- Invoice Template Editor
Live Chat With Sleep Mode Tracking
Engage with customers instantly with our CRM-integrated real-time chat feature. Track customer’s availability status and activity for timely interaction.
- Customer Sleep Mode Tracking
- Monitor User Activity
- Activate Status Indicator
Full Data Backup
Easily secure and save your customer data with a full data backup option. Our CRM software does not share your data with third parties and encrypts the entire data with secure storage.
- Schedule Automatic Backups
- Strict Access Control
- Maintain Detailed Documentation
Benefits of Immigration CRM
By addressing the main issues that immigration businesses encounter, an immigration CRM increases productivity and customer satisfaction. This is how it addresses typical pain
Client Communication
Client and corporate communication can be laborious and prone to delays. This procedure is streamlined by an immigration CRM, which centralizes all client communications. Clients are updated through automated email alerts, reminders, and progress updates, which lessens the need for ongoing follow-ups. Client happiness and confidence are increased by this transparency.
Document Management
It is quite difficult to handle the massive quantity of documentation involved in immigration proceedings. All documents are housed in one single location by the CRM, making sharing, monitoring, and access simple. It guarantees that important files are never lost and automatically generates reminders for document submission. This well-structured system reduces mistakes and expedites the processing of cases.
Compliance Tracking
In the immigration services industry, compliance is crucial since failure to meet deadlines or regulations can have dire repercussions. Each case's legal requirements, due dates, and progress are monitored by an immigration CRM.
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