CRM & Automation Specialist – Immigration Services

We are looking for a CRM & Automation Specialist to manage, optimize, and automate our client management processes within the immigration consultancy business. This role will be responsible for implementing CRM workflows, improving lead management, enhancing team productivity, and ensuring smooth coordination between sales, documentation, and operations teams.

• Key ResponsibilitiesCRM Management & Administration:Manage and maintain the company’s CRM system
• Customize CRM modules for immigration services such as leads, consultations, applications, documentation, and follow-ups
• Ensure accurate data entry, data hygiene, and system integrity
• Provide CRM access, roles, and permissions to staff
• Automation & Workflow DevelopmentDesign and implement automated workflows for:
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• Lead capture and assignment
• Follow-ups, reminders, and task creation
• Client communication (emails, WhatsApp, SMS notifications)
• Application status tracking and updates
• Reduce manual work through process automation and integrations
• Identify process gaps and recommend automation improvements
• Reporting & AnalyticsCreate dashboards and reports for:
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• Sales performance and conversion rates
• Lead sources and marketing ROI
• Application status and turnaround times
• Provide management with actionable insights for decision-making
• System Integration & ToolsIntegrate CRM with third-party tools such as:
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• Email platforms
• WhatsApp or SMS gateways
• Marketing automation tools
• Document management systems
• Support basic API or no-code/low-code integrations
• Training & SupportTrain sales, counselors, and operations staff on CRM usage and best practices
• Prepare SOPs, user guides, and process documentation
• Act as first-level CRM support for internal teams
• Coordinate with CRM vendors or external consultants when needed
• Compliance & Data SecurityEnsure client data confidentiality and compliance with internal policies
• Implement access controls and backup procedures
• Support audit and data accuracy requirements common in immigration services