Client story · Immigration and second citizenship

A full Zoho CRM for a migration firm

A complete CRM implementation for migration and second citizenship work.

All client stories

AAA Immigration

Industry
Immigration and second citizenship
Zoho apps
Zoho CRM

Scope
Full Zoho CRM implementation for a migration firm, including second citizenship.

The brief

Lynchpin implemented Zoho CRM in full for AAA Immigration, a migration firm that also handles second citizenship.

The situation

A migration firm handles each client as a case with its own steps, and second citizenship work adds more of them. Keeping every case visible is what a CRM is for.

What the work covered

The work covered the CRM in full, built around the way a migration firm follows each client's case, including second citizenship work.

What we built

One CRM, implemented in full.

Zoho CRM

Contacts, enquiries and deals in one place, with follow-up and reporting set up around how the team sells.

  • Contacts
  • Enquiries
  • Deals
  • Follow-up
  • Reporting
The outcome

One CRM, every case.

Each client's case is tracked in one CRM, from the first enquiry through the work that follows.

Built for businesses like this

Talk to us about your business.

Tell us what you need and we will point you to the right person. We reply straight away during office hours.