Regulated immigration consultants keep CRM appointment and payment records
Regulated immigration consultants keep CRM appointment and payment records
Immigration consultants lose CRM appointment dates, risking billing mistakes and compliance. Calendar events add dates and payment amounts to CRM so consultants see accurate schedules and billing.
Overview
Missed appointment dates and billing oversights expose regulated immigration consultants to compliance risk and scheduling chaos. Connecting calendar events to the CRM ensures appointment dates and payment amounts are recorded and visible, so consultants and support staff have accurate schedules, faster handoffs, and no missed follow-ups.
Notable Features
- Record appointment dates to CRM
- Capture payment amounts from calendar
- Notify support staff on updates