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Sales Solutions

Bringing Efficiency to
Sell Better

Work with the Most Up to Date Technology to
Revolutionize Your Sales Activities

We understand that immigration and citizenship firms are working with long and detailed sales cycles, large payments to be processed, and multiple documents for clients to sign. This is why we are bringing HubSpot, Stripe, and PandaDoc together under 1 roof.

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Dynamic CRM to tracks email and
website activities

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Accept Large
Credit Card Payments

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Send and track documents
to be signed electronically

HubSpot

Say goodbye to Excel and old CRMs for managing contacts.

What we love about HubSpot is that it provides immigration and citizenship firms a better understanding of their leads and clients while having a sales platform to better manage their contacts and making sure none of them are left out.  

HubSpot is the all-in-one platform that includes marketing, sales, and service software that helps your business grow. It offers a full stack of software for marketing, sales, and customer service, with a CRM at its core.

Top Features for Sales Team

Dynamic CRM

Activity Tracking & Notification

Email Sequences & Calendar Booking

Deals Pipeline

Integrations

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Stripe

Receive payments faster by adding a Stripe payment button to your invoices.

Paying an invoice is the last thing that potential clients want to do. Why not make it easier for them to process their payments?

With the Stripe payment processing platform, we can help make possible for your upcoming clients to pay directly from the invoice that they receive via Credit Card. 

Top Features for Sales Team

HubSpot Integration

Payment Button on dedicated Web Pages

Automatic Receipt

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PandaDoc

Still getting your clients to fax or scan sign your PDFs? End the hassle with PandaDoc.

PandaDoc, a document builder software, provides the new way of sending documents for your contacts to sign. Whether it's for clients or affiliate partners, PandaDoc makes it seamless to sign documents with their integrated Esignature and progress tracking. 

Top Features for Sales Team

Progress Tracking

HubSpot Integration

Esigning

Migrate Existing Documents

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Our Services

1. Onboarding

During the onboarding process, we will go in great detail of what you currently have in your sales system and migrate existing assets, such as your contacts and documents, while implementing the new tools from HubSpot, Stripe, and PandaDoc.

Onboarding Process Time Frame: 30 - 60 Days

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2. Sales Consulting

Once the onboarding is complete, we will transition to our monthly sales consulting services where we schedule regular training and coaching sessions to keep your sales accountable. In addition, we provide support on an ad hoc basis for the new tools that we implement.

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Ready to revolutionize your
immigration and citizenship sales system?

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