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Documentation
This CRM Software eVibgyor's IMS (Immigration
management system) which is particularly designed for the immigration
services, is the big achievement for our company.
This software was particularly designed for the immigration companies
keeping in mind all the problems of the immigration companies, which
they face while dealing with their clients.
The IMS is based on the client server technology.
Our software is GUI which gives you all the visual feature
And it is user friendly and easy to operate.
Our CRM (immigration services) software consist of 7 module
• Enquiry
• Counselor
• Accounts
• Documentation
• Client servicing
• General reports
• Masters
And Search & View Forms
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ENQUIRY:
- The Enquiry module gives all the details of the customer.
COMPLETE REPORTS
Area wise
Month wise
Counselor wise
Country wise
Reference wise
SEARCH & VIEW MODE BY
Enquiry ID
Name
Date of Birth
Any other criteria / detail
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COUNSELOR :-
The second module is the counseling where the client is analyzed by
the counselor who decide weather he is eligible or not. If he
becomes eligible the contract is signed if he does not become
eligible the contract is not signed. And gives his remarks to the
client for further reference.
• Complete Enquiry data on view mode
• Closing remarks on edit mode
REPORTS
• List of open enquiries per month with details
• List of contact signed
• Report on total time taken for conversion /
closing with remarks
SEARCH & VIEW MODE BY
• Enquiry ID
• Name
• Date of Birth
• Any other criteria / detail
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ACCOUNTS MODULE:-
When the client becomes eligible. The account department generates a
unique client Id for that client for the further reference. This is
the module where when the client when becomes eligible he has to pay
the amount to the accounts department. Here are different stages of
payment like. Stage 1, stage 2, stage 3 or he can pay the amount in
the installments. This Module was also made flexible during the
updating of the software in such a way that Client Id can be made
without having to go through enquiry process..
• Complete Enquiry data view
• Registration, client id to be created
• Payment mode & options to be created
• Payment detail option
• Payment category
REPORTS
Contract signed per month
• Area wise
• Country wise
• Reference wise
Total revenue collected within
• Month wise
• Financial year wise
• Area wise
• Country wise
• Reference wise
Total Revenue outstanding:
• Branch wise
• Country wise
Post dated checks received
Post dated checks due on
Reminder for remaining payment
Search & View mode by
• Client ID
• Name
• Date of Birth
Any other criteria / detail
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DOCUMENTATION: -
This module maintains all the documentations of the immigration
service related to the client. The documentation part gives you
easiness in maintaining the documents of the client.
The following is the list of the documents which can be maintained
by our software
• E-application received
• E-application allowed
• List of deficiency
• File completed by the client
• File type and cross verified
• File sent for submission
• Submission received
• File dispatched to high commission
• File No received
• Communication with high commission
• Communication with client
• Status of information asked from client
• Interview date / Interview waiver
• Interview Briefing schedule
• Medical date
• Visa received date / expiry
• Case closed and consigned to archive
• Post landing facilities availed
• Intimation to Canadian associates
• Date of departure
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CLIENT
SERVICING
This module is created to handle the queries asked by the
client. The query of the client can be handled within short time.
As this module gives you flexibility to handle the query. It
contains all the details of the client.
It can handle the queries related to the following
• Enquiry
• Accounts (payments)
• Documentation
• Medical date
• Visa date
• Interview date
And any other query asked by the client.
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General
Reports: -
With report module you can know all the detail of all the
clients related to all the fields in details.
Pending reports
1. Pending file verified
• Pending submission received
• Pending dispatched to high commission
• Pending file no
• Pending visa
2. File completed by the client
3. File typed and crossed and verified
4. File sent for submission
5. Submission received
6. File dispatched to high commission
7. File no expected date
8. Communication with high commission
9. Communication with client
10. Status of information asked from client
11. Interview expected date
12. Interview briefing schedule
13. Medical paper expected
14. Visa expiry date
15. Visa expected date
16. Post landing facilities if any
17. Intimation to Canadian associates
18. Confirmation received or not with remarks
19. List of documents pending
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USER
MASTER: -
User master gives you the full control of the software. Here the
system administrator can add the no of users
For all the module such as
• Enquiry,
• Counselor,
• Accounts,
• Documentation,
• Client servicing,
• General reports.
And also can assign the user rights to all the users.
Like he can only view, edit, delete, print reports
Which makes our immigration management system software
A full security from all the unauthorized users. So that no one can
touch it without taking permission. Only authorized users can work
on the software.
Hardware and Software Requirements
• Hardware
PC with 64 MB RAM, 1.2 GB HDD (min.)
• Operating System
o Windows XP for the Server Computer
o Windows 98 for the Client Computer
• Software required
MS-SQL Server 2000 database on Server
For More Details :
contact@evibgyor.com
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