Do you have a CRM that is customisable, i.e. where you can add your own fields? Do you think you have the best solution in hand? What if I told you that customisation is holding you back? I have seen this repeatedly in immigration advisory businesses up and down the country – the false promise of CRM customisation.

Let’s briefly explain the debate. CRMs are undoubtedly beneficial to your business – I have discussed that in other blogs. One of the choices you have is to get one that is configurable (where you can add your own fields), or one that isn’t. Many people instinctively think configurable is best, but it isn’t.

In particular, it is not advisable if the CRM system is open source. In an article for CIO, Paul Rubens outlines seven reasons for not using open source software. This includes a lack of support, time consuming management, and inferior features.

Is it ever beneficial to have a customisable solution, though? The simple answer is yes, and on the Caspio blog they explain why – you get exactly what you need with better integration with business processes. However, the comparison they are making is with a generic CRM, which doesn’t include NZ Immigration Advisor’s requirements. Ezymigrate is not a generic CRM.

A tailored software approach is required in Immigration Industry

The Ezymigrate Difference

Ezymigrate offers the best of both worlds – specific functionality that is laser focused on the NZ immigration adviser industry but without all the problems that come with customisable, open source software. The question shouldn’t be whether you get a customised CRM or not. Instead, you should consider whether to get one you have to customise yourself, or one that has been specifically built for your industry from the ground up by industry experts.

Here are four things you get with Ezymigrate that you don’t get with a configurable CRM:

 Better support – you get enterprise levels of support from a team with microscopic knowledge of the system.

Visual design and features – the user interface, features, and reports are all created by industry experts specifically for the immigration industry. It would take years of development to achieve the same with a generic but customisable platform.

Software as a service (SaaS) – the SaaS model means you don’t have to worry about security or servers, plus new functionality is automatically available.

Added functionality –  we have developed specific functions that are not available in other CRMs, for example, Accounting system and Case Management System. They are in Ezymigrate because the immigration industry needs them.

It is understandable that an industry suffering from off-the-shelf CRMs would turn to a customisable option. Before you didn’t have a choice, but Ezymigrate now offers a better solution. Isn’t it time you made the switch?

Immigration advisory businesses are more successful when business processes are handled efficiently. This includes everything from customer interactions to the handling of visa applications. One way immigration advisors in NZ are making their businesses more efficient and successful is by using templates – letters, contracts, accounts documents, and more. Templates ensure these are all formatted and laid out properly with professional and consistent language. I have extensive experience digitising office processes and making them more efficient, so I made it a priority to give you template functionality to make multiple stages of communication with your clients more efficient.

The Prima Communications blog sums up the importance of using templates. It says they bring consistency, clarity, form, completeness, and efficiency to your business. It goes on to say that templates help make your files and documents more “manageable, reliable, and effective”. It concludes by saying the best templates are those designed to meet the specific needs of your business.

In an article on the AllBusiness.com blog, Carrie Smith puts templates second on her list of five essential things that make small businesses more productive and efficient. Streamlining expenses was the only other tip that was more important.

Work Smart!

Using Ezymigrate’s Templates

Ezymigrate now comes with template functionality enabling you to create, use, and edit templates. This saves you time and improves productivity as you can effortlessly reuse the templates as often as you like. You can create and use templates suitable for several key communication points with your clients, including at the invoicing and receipt generation stages.

·      Letters – many letters you send as an immigration advisor contain a similar structure and content. To make this communication faster you can now create letter templates. Whenever you email a client you can use the templates to help you draft the email, saving you time and maintaining consistent levels of professionalism.

·      Contracts – with Ezymigrate’s template functionality, your days of copying and pasting contracts to ensure accuracy and consistency are over. Just create a contract template (or several contract templates), and use them as required. Our template editors even allow you to add images and logos.

Create as many templates as you like

At Ezymigrate create/save templates in your preferred language

·      Accounting – the template functionality is now a key element of the Ezymigrate accounts section. For example, you can add multiple bank account details to the system and use them as required when sending invoices. You can also create invoice and receipt by using those templates which are sent as automated PDFs. You can even create multiple versions with different content and information so you can send the one most relevant to a particular client. This saves you time as you no longer have to write and rewrite the information every time you send an invoice or receipt.

You can also create balance templates according to visa type and stage. This helps you provide a better service to your clients and more efficiently adhere to this key IAA requirement. You can update them as required, and can even apply multiple balance templates. Once you have created them, they are available to use at the click of a button.

At Ezymigrate create balance templates that suits your business needs.

As you can see, the team at Ezymigrate works hard every day to improve functionality and make your job easier!

Ezymigrate’s templates are available for you to use immediately, and you can adapt them to suit the specific needs of your business. Once that is done, however, they take seconds to use, with unique information automatically populated from the Ezymigrate system. This ensure your business processes – whether that is communicating with a client, sending them a contract, or handling your accounts – is completed as quickly, efficiently, and accurately as possible.