How To Select the Best CRM for Your Immigration Firm

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Andrew Chao Daongam on 16 Aug 2021

As an immigration firm, we can not overstate the importance of your clients. In fact, there's no doubt that they're the most valuable asset that your firm has. But here's the problem, managing them can become complex. Sure, managing a few clients isn't a problem, but the more your client base grows, the more challenging it becomes to manage them.

The solution is to use a proper CRM system for your firm. But here's another problem. There are so many CRM solutions on the market. It's often difficult to know where to begin your research or which one to choose.

To make this process easier, we'll look at some of the things the right CRM for immigration firms should have.

Benefits of Using a CRM

Before looking at these essential features, let's first look at some of the benefits you’ll enjoy when using a CRM for your immigration firm.

These include:

  • A centralized database. When using a CRM, you'll have all your clients' information in one place. This means that the right information is always at hand, and you don't have to spend time finding the information you need.
  • Manage all communication and interactions. With a CRM, you'll be able to manage all the communication and interactions with your clients. In other words, you'll have the necessary information on every email, phone call, and other forms of interaction. This enables you to improve the service you deliver to your clients.
  • Segment your clients. A CRM enables you to segment your clients based on the data you've collected about them. When you segment your clients, you'll be able to send them relevant content. And when you send them relevant content, you improve engagement, and, ultimately, you'll enjoy a better return on investment.
  • Organize your client data. CRMs allow you to organize the data on your clients. And when you manage your client data, it's easier to find information on every client. This, ultimately, makes you more productive and makes your business processes more efficient.
  • Automation. A CRM automates many of the tasks that you do when it comes to client administration. As a result, your overall business processes will be a lot more efficient and streamlined when using one.

Keep in mind, though, that these are just some benefits of using a CRM for your immigration firm. There are many more, which will enable you to boost your productivity while keeping clients' information organized. In simple terms, with the proper CRM system, you'll be able to grow your firm.

With that in mind, let's look at 3 essential features you should look for when choosing a CRM for your firm.


1. Activity Tracking

One of the first features that you should look for in a CRM is the ability to track all your contacts' online activity. In this way, you'll be able to see which of your clients open your emails, click on the links in the emails, and you'll also be able to track website visits.

Besides, you'll see what clients and prospective clients do when they get to your website, how long they spend there, and how they interact with your website. The CRM you choose should also have the ability you track form submissions. As an immigration firm, one of the primary ways you acquire clients is through online forms.

When you track these, you'll be able to respond as soon as possible with the information the client needs. It's even possible that you could automate these responses to ensure that your clients get the information they want when they want it.

By using these features, you'll not only have all the information to track your customer interactions online, but you'll also be able to improve your strategies based on the data. So, for example, if you're running an email campaign, you'll be able to see the results and make improvements to the campaign to improve its performance.

2. Marketing Activities

For any business, effective digital marketing campaigns are vital. For your immigration firm, it's no different. As a result, you must look for a CRM that allows you to run marketing campaigns. You should, for instance, be able to create website content like blog posts and articles, and you should be able to create landing pages and forms for capturing your leads' information.

The CRM should also allow you to post directly to social media to increase your reach and create awareness about the services you offer. Based on the leads you get from your website and your social media marketing campaigns, you should then be able to automate emails based on the clients' interaction with the ad or the content on the website.

An essential part of digital marketing is that you gather and analyze data throughout the process using marketing analytics. It's simple, when using marketing analytics, you'll improve your digital marketing strategies. You'll also be able to use new methods based on this data to make your digital marketing efforts more effective. In other words, the CRM should provide you with these features.

3. Sales Activities

Once you've converted your leads to clients through the marketing process, you'll have various meetings, phone calls, and discussions with these clients regarding the services you’ll provide to them. You'll also communicate with these clients often through email.

It's therefore vital that the CRM you choose gives you the ability to manage and track all these. So, you should be able to log notes, phone calls, and conversations with your clients. You should also be able to send automated follow-up emails to your existing clients and leads when they need information.

Along with these emails, the CRM should also enable you to send documents to clients and track them to see whether clients open them.

The Bottom Line

To make your business processes more efficient, streamlined, and productive, you must use the right tools. One of these tools is the right CRM for your immigration firm.

We recommend HubSpot because it's so much more than a typical CRM. It allows you to do all the things mentioned above and more. In the process, it will make your firm and client management processes more efficient. In turn, you'll up your engagement and generate more revenue.

If you want to know more about HubSpot or the services we offer to immigration firms like yours, visit our website or contact us for more details.

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Topics: Inbound Marketing, Inbound Sales, Marketing Software

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