Agentcis

Agentcis

Introcept
+
+

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About

The best CRM software for education and migration consultants worldwide to manage their business efficiency. Increase lead conversions and simplify processes with our cloud-based CRM system that integrates everything you need into one platform. With our management system, education agents can connect with leads through shareable webforms and follow up in a timely manner. Centralize your international education agency’s data in one place. Track, control, and manage your clients, partnered colleges and subagents to increase your scalability to get more customers. Start growing your education and immigration consultancy by automating repetitive tasks. Get full financial control and judge your business’ performance with Agentcis all-in-one CRM software. Stay updated with your overseas study abroad agency from the convenience of your mobile device. Access your clients anytime, anywhere with the best CRM for education and migration agents.

About

Officio's cloud-based platform offers immigration professionals an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules. Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. On a professional level, get unlimited access to educational resources, including CPD courses, client file simulations, and practical tips from industry experts.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Education and migration agencies searching for a solution to organize their processes and manage their operations

Audience

Immigration professionals who require a complete immigration solution, including: case management, client management, form management, billing and client/trust account, and continuing professional development.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$69 per month
Solo, Pro, and Ultimate packages are available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Introcept
Founded: 2014
Australia
agentcis.com

Company Information

Officio
Founded: 1996
Canada
officio.ca/immigration-software.html

Alternatives

KONDESK

KONDESK

KONZE Enterprise Pty Ltd

Alternatives

Centurus ONE

Centurus ONE

Centurus

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook

Integrations

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Claim Agentcis and update features and information
Claim Agentcis and update features and information
Claim Officio and update features and information
Claim Officio and update features and information