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CRM Enterprise

Clean CRM information layer for leads, cases, statuses and follow-up workflow.

1

Qualification

Collect client goal, country, status, documents, deadline and risk points.

2

Routing

Send the request to the correct SMG module: immigration, jobs, real estate, concierge or partner desk.

3

Document logic

Create a clear list of missing documents, next actions and responsible person.

4

Follow-up

Keep communication structured and prepare CRM/API integration.

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