Streamless Link
Trackbox CRM
With Essential Business Tools
Lead
Management
- Efficiently capture, organize, and prioritize leads while ensuring seamless conversion and progress tracking.
- Automatically assign leads to designated team members for swift follow-up and enhanced efficiency.
- Leverage the power of social media by capturing leads directly from Facebook and Instagram.
- Simplify data management with the bulk lead importing option, enabling effortless data upload for users.
- Ensure data accuracy by implementing duplicate leads filtering mechanisms.
- Enhance team collaboration through the streamlined bulk transfer of leads.
Follow-up
Management
- Easily track current follow-ups and missed follow-ups within the student list for efficient monitoring and proactive engagement.
- Seamlessly transfer leads to different departments, either automatically or manually, ensuring smooth handoffs and streamlined workflows.
- Access the follow-up history to view comprehensive communication records, allowing for better understanding and personalized interactions.
- Utilize the pending follow-up list to gain visibility into pending follow-ups across all users, facilitating effective task management and prioritization.
Application
Management
- Users can effortlessly create multiple applications for students, with options to select different courses, countries, and universities, as well as provide optional agency information.
- Gain flexibility and customization by creating applications tailored to specific student requirements and preferences.
- Access the application edit history to review and track changes made to applications, ensuring transparency and accountability.
- Efficiently capture, organize, and prioritize leads while ensuring seamless conversion and progress tracking.
- Automatically assign leads to designated team members for swift follow-up and enhanced efficiency.
- Leverage the power of social media by capturing leads directly from Facebook and Instagram.
- Simplify data management with the bulk lead importing option, enabling effortless data upload for users.
- Ensure data accuracy by implementing duplicate leads filtering mechanisms.
- Enhance team collaboration through the streamlined bulk transfer of leads.
Receipt
Management
- Efficiently collect fee receipts while ensuring accurate record-keeping and financial transparency.
- Streamline the process by providing receipt printing and mailing services directly to students, saving time and effort.
- Enable seamless confirmation of receipt amounts by coordinating with the accountant and ensuring financial accuracy.
- Simplify the refund process by facilitating refund requests and approvals, enhancing customer service and satisfaction.
Visa Details
Management
- Efficiently organize and track visa information for students, ensuring compliance and accuracy.
- Streamline the visa application process with clear guidance and timely updates.
- Maintain a comprehensive repository of visa details for easy access and reference.
Task
Management
Efficiency Unleashed: Master Your Productivity!
- Stay organized and maintain productivity with efficient task management tools.
- Create tasks, set reminders, and manage your calendar to ensure timely follow-ups and meetings.
- Assign tasks to other staff members or yourself for streamlined collaboration and accountability.
- Access the pending task list for a comprehensive view of all incomplete tasks.
- Keep track of task follow-ups and view the history of task interactions for better coordination.
- Enhance task management within student profiles by creating sub-tasks for more detailed and organized tracking.
Reporting and
Analytics
Unlock the Power of Data: Drive Success through Insights!
- Make informed, data-driven decisions effortlessly with our robust reporting and analytics tools.
- Track essential key performance indicators (KPIs) to measure and monitor your business's performance effectively.
- Generate custom reports tailored to your specific needs, providing valuable insights into registrations, fee collections, and employee performance over time.
- Keep tabs on employee idle time to optimize productivity and identify areas for improvement.
- Gain visibility into employee work reports, enabling you to assess individual contributions and overall team performance.
- Harness the power of inquiry conversion reports and hence identify which inquiry sources yield the highest conversions, optimizing your marketing strategies for maximum results.
Notifications
Stay Connected and Informed: Instant Updates at Your Fingertips!
- Stay connected and informed through automatic notifications.
- Receive real-time updates and alerts on various situations, ensuring you never miss important events or deadlines.
- Stay on top of tasks, appointments, and deadlines with timely reminders and notifications.
- Get notified about new leads, application updates, payment confirmations, and other crucial events.
Chat
Connect and Collaborate: Seamless Communication at Your Fingertips!
- Engage in individual and group chats for effortless communication and collaboration.
- Foster real-time discussions and exchanges of ideas within a user-friendly chat interface.
- Enjoy the convenience of instant messaging for quick and efficient communication.
- Stay connected and informed with instant notifications for new messages and updates.
Integrations
Unleash the Power of Connectivity: Seamlessly Link Track Box CRM with Essential Business Tools!
- Harness the full potential of Track Box CRM by seamlessly integrating it with essential business tools you rely on.
- Connect with popular platforms like WhatsApp, and Facebook, to streamline communication and enhance customer engagement.
- Connect with popular platforms like WhatsApp, and Facebook, to streamline communication and enhance customer engagement.
- Maximize efficiency by leveraging the power of integration to eliminate manual data entry and ensure data consistency.