助力移民服务机构信息化升级
移民行业定制管理功能，从客户接待、资料收集、文案审核到递交申请、签证下签，移民公司每个环节都需要严谨把控，快速提升运营效率、降本增效！
- 360°客户生命周期管理——从潜在客户到口碑传播
- 多级渠道协作——打通代理商、渠道伙伴、异业合作
- 颗粒度客户管理——细化客户管理，支持客户多标签管理
- 数据驾驶舱——实时投放效果查看，用数据预见业务增长点
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为什么选择我们
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行业Know-How深度嵌入
功能设计源自Top50移民机构200+小时业务访谈，符合NCAA、UCAS等全球教育系统规范。
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安全合规优先
数据加密存储+GDPR合规架构，保障客户隐私与机构数据资产安全。
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开放API生态
无缝对接电子签约、院校申请、企业微信等第三方平台。
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服务多元移民机构
拥有多年服务中大型机构的成功经验，深刻理解中大型出国服务机构在运营与管理方面的需求。
- 总部到分部及部门内权限设置灵活
- 流程清晰且可根据个性化需求进行配置
- 助力机构不走弯路，高效运营。
提供含盖从客户拓展到移民申请、签证办理、服务、海外房产、房屋托管、境外服务等多业务板块的系统解决方案。
- 打破数据孤岛
- 实现通过一个平台轻松管理多个业务
- 提升协同效率与管理效能
深入解移民与留学业务并存机构的双业务管理需求，助力机构轻松统筹留学办理及培训课程业务。
- 通过一个平台系统实现对两个业务板块的统一管
- 数据集成拒绝数据孤岛
- 实现便捷高效管理
高效满足移民工作室的业务需求，量身定制专属方案。您所需的核心功能，尽在乾坤移民SCRM！
- 摒弃大而全的繁杂系统模式
- 拒绝为复杂无效功能买单
- 做到即采购即上线
移民CRM核心功能模块
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市场营销
来源统计、移民活动管理，扫码获客，移民意向客户数据自动进入CRM，提升效率。
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渠道伙伴
智能渠道管理+结算，自动识别渠道撞单客户，提升移民渠道拓展能力，为发展增速。
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客户管理
精细管理客户信息，支持精细标签分类与查重录入阻止，细化客户状态，避免资源浪费。
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公海回收
支持开启自动回收未及时跟进客户功能，支持按规则重新分配，激活二次转化机会。
客户跟进
跟进记录及跟进提醒，智能提醒下次联系时间，支持电话录音上传、附件上传管理。
业绩视图
多维统计顾问/团队业绩，可视化销售各维度的业绩与排名，精准激励目标达成。
产品管理
支持机构设置不同的移民业务套餐与增值服务，并支持产品对应的详细移民服务节点。
产品管理
灵活配置多国院校库、申请套餐与增值服务，一键匹配客户需求。
合同签约
客户合同管理，合同费用收支等，可关联移民办理进度与收费节点，智能提醒收费。
申请办理
多国移民申请流程、申请节点、服务节点可配置，可视化拆解，支持跨团队协作进度预警。
申请提醒
申请递交deadline，下次签证自定义提醒，移民进度管理，节点提醒，并支持同步客户端。
移民材料
智能清单生成（按国家/移民项目定制），材料上传归类，必填选填设置，过期提醒自动推送。
移民节点管理
自定义设置移民项目的节点、时间周期、服务对接等，智能化移民节点清单直观又高效。
签证办理
签证时间deadline，材料补充，预约面签与进度查询管理，老客户签证到期自动提醒。
流程数字化
从客户咨询、资料收集、签约服务、文案交接到移民申请、签证下签等全流程自动把控。
境外接机
客户境外接机、落地服务、本地服务等无缝对接管理，接机信息和状态等同步会员端。
电子合同
支持接入多个电子签平台，签署自动归档，系统内有扫码电子签功能，全程无纸化签约。
房产管理
移民房产管理，房产项目设置，房产销售管理，房产交付管理，房产渠道及invocie管理。
移民项目
移民项目管理，移民项目节点设置，移民项目节点提醒，移民项目材料及进度管理。
决策分析
移民业务市场营销、销售管理、签证统计、房产业绩及代理统计等业务报表分析。
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乾坤纵横科技为国内外众多企业提供软件产品和技术服务
