Client dashboards are a vital tool no immigration consultancy service can afford to be without. This is because unless you possess superhuman powers, there is no way you can keep track of all your clients and the stages at which their cases are. What’s even more difficult is keeping track of which associate is directly responsible for which client. Because I deal with this situation day in and day out, I understand how difficult it is to stay on top of things. This is why the dashboard function in my software is a must-have tool.

My dashboard transforms critical business data into simple to understand data that pops out at you. Colour coded information requiring immediate action reminds you that action needs to be taken.

Jenna Weaver advocates using a dashboard because it allows you to “pull key information from all software applications into one place.” You can manage your department or oversee several departments from one information-packed location. Jess Kirkbride believes that dashboards allow us to make educated decisions, foresee what is around the corner, and if there is a problem, the data offer warnings.

The Ezymigrate software and its dashboard tool allow you to monitor all your clients and caseworkers as well. You can see all the critical deadlines and if some vital information is missing from a given case. Other benefits include:

• Quick and active decision making: The single-page display gives managers and caseworkers all the vital information needed for better performance.

• Latest Information: The dashboard displays all the latest information needed to keep everyone informed and focused on the tasks at hand.

• Identification of Problems: If any key data is missing or deadlines are approaching, you will be able to see them clearly on the dashboard and take appropriate action in a timely fashion. 

Being updated and informed about all the cases your company is working on, will allow you to better serve your clients. At a glance, you can answer all your client queries regarding their case. When clients are properly guided, they become assets who will promote your name. This is why you need the Ezymigrate software and its dashboard tool.

In today’s fiercely competitive business market, communication is the key to success, especially in the immigration advising sector. But churning out loads of emails and letters to keep clients informed of the latest developments in their cases is dull and time-consuming. The use of business templates makes this task simpler. 

Being an experienced businesswoman myself, I understand the need to keep clients updated with the latest developments in their cases. This is why I created the Ezymigrate software housed with lots of business templates that are easily customized to suit each client.

Whether you are writing a letter, email, or churning out an agreement document, it is all there. Using these templates gives your company many advantages.

• Save time: Writing and editing emails and letters from scratch repeatedly for every client takes up precious time that can be better utilized elsewhere. Using readymade manuscripts and customizing them to suit individual clients takes only minutes. By streamlining the process, mistakes are also minimized.

• Promotes Business Brand: Consistently using the same template each time you write a letter or email will allow clients to recognize your brand. Your company logo, websites and phone numbers will be there on every communication, thus advertising your company. Even the most non-tech savvy employee in your company can generate fantastic, official-looking documents that further enhance the company image. 

• Increase Revenue: Creating professional-looking documents by using the templates helps to build and engage successful client affiliation. The increased brand consistency and professional communication lead to more web traffic that translates to more income.

Renate Sandland Henriksen writes that no matter what the size of your company, “brand building is more important than ever”, and the use of templates allows you to “stand out from your competitors in a fierce market”. According to Tom Lipscomb, Executive Vice President and Co-Founder at Scion Analytics “Templates encourage repeatability and efficiency”.

I am sure you don’t want the competition to get ahead. Give Ezymigrate software a try, and watch your business expand?