Industry

Immigration

Key Apps

TimesVisas

Maple Visas and Immigration consultants is the leader in providing global resettlement solutions, which is vouched by more than thousands of clients who have happily settled in their dream destinations like Canada, Australia, Europe, US and New Zealand.Maple Visas is one of the leading immigration companies in India today, offering a comprehensive suite of solutions designed to help clients navigate the sea of bureaucratic processes and expedite the processing of visa applications.

The Challenge

  1. Capturing of leads through website & chat
  2. Automation of complete business operations on CRM
  3. Generation of invoices through SMS and email
  4.  Documents collection from customer
  5. Online payments from customer

The Solution

Finding Solutions:

Being a technology partner of  Maple visas, Nexivo Consulting recommended them Zoho platform after knowing their suffering with regards to business process and operations. Moreover, being the Zoho Authorized Partner Nexivo Consulting did the complete analysis of their challenges and understood their requirements and provided the solutions.

Benefits and ROI

Zoho CRM: We have integrated their website with zoho CRM, where leads will be automatically captured into zoho system when leads fill the online form. We also developed the chat bot where the customer can interact and will be captured as the lead into CRM system automatically.  All the modules such as leads, contacts, accounts, deals, products are configured. We have integrated the generation of invoices with zoho books by writing various custom functions.When the lead qualifies the account, contacts and deal will be created automatically in zoho CRM. We have customised the customer portal where in that we have developed several forms which can be used by the customer to upload the required documents, which will be sent to the customer through mail after conversion from lead to contact. We have also added the roles for the employees. We developed the email templates and workflows where they will be triggered after completion of each activity to the customers. We have also added all of their services in the products module. We have done the 3rd party SMS integration for sending the messages to customer.

Zoho Sales IQ: We have developed the chat bot where we have defined the set of questions to be asked to capture the data from the lead and also we have integrated with the zoho CRM to capture the leads automatically. We have also developed the live chat option where the agent can have the live chat discussion with the customer.

Zoho Books: We are capturing the lead data into the zoho books as contact to generate the invoices and we have written custom functions to integrate with the zoho CRM. We also integrated the payment gateway (razor pay) where automatically the customer receives the payment link through email and SMS to do the payment. We have written custom functions to generate the invoices and trigger the emails. We have added the domain details in zoho books system.

Zoho Mail: We have configured the zoho mail and their domain details are also configured. We have created the group email account. When an email is sent to the group account, a copy of email gets delivered to all the individual members of the group.

Looking Forward

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