RCIC CRM
Designed for Immigration
Consultants like you.
My DASK CRM is the most user friendly CRM system designed for Canadian Immigration Consultants. You do not have to struggle through the system to figure out how to use it. We can assure you of a smooth user experience with this CRM.
Client records
Import your existing clients and files with just a click. Add new clicks, assign a case to the clients, upload files and forms to individual cases for accuracy and efficiency
Capture prospects
Customize your questionnaire and use it to attract prospects and convert them into paying clients. You have the libelity to share the questinnaire on your website and social media pages
Workflow
Organize your cases and files by grouping your workflow into milesstones and tasks. Record each milestone and task to update the progress of the file
Time tracker
Keep track of the time spent on a client's case through the click of a button. Choose to bill by the hour or by case and still track the total time spent on each case
Collaborate with your team
Grant access to your team while you all work on a case remotely and co-councel on a case by granting access to just a specific part of the file based on your preference.
Invoice and payments
Invoice your clients through the system and accept payments to keep your business running through our payment methods incoporated into the sytem such as Stripe Paypal and more
CONTACT US
Get in touch!
Get in touch with us with all your questions and we will be glad to assist you and advice you on the right package to subscribe to
BEAUTIFUL INTERFACE
White and Dark
interface to choose from
You have a choice to decide on what the interface you enjoy working on. You can alternate between the dark interface and the plain interface.