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.

Dynamic CRM to tracks email and
website activities

Accept Large
Credit Card Payments

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

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

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
Auto Filled Templates

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

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.
