A CRM built for immigration consultants
Enquiries, client files, documents, deadlines and payments, all in one system designed for how visa and immigration work actually runs. Your clients get updates automatically, and your team stops chasing paperwork.
Everything your practice needs in one CRM
Enquiries to counsellors
Leads from your website, ads, WhatsApp and walk-ins assigned to the right counsellor, with follow-up reminders.
Client and case files
Each client with their visa type, destination country, family members and full history in one profile.
Document checklists
Checklists per visa type, document collection and verification, with alerts before passports or test scores expire.
Application status tracking
Every file tracked from assessment to lodgement to decision, so anyone can answer “where is my file?” in seconds.
Payments and instalments
Fees, instalments, receipts and outstanding dues tracked per client.
Automatic client updates
WhatsApp and email messages when documents are due, a stage changes or a deadline is near.
Made for you if
- Client files live in folders, spreadsheets and WhatsApp chats
- Clients keep calling to ask about their application status
- Missing or expiring documents delay applications
From scattered files to one clear system
- Step 1
Discover
We sit with your team, map how leads, clients and work move through your business today, and list what slows you down.
- Step 2
Design
You see the screens, fields, stages and reports before any code is written, and we refine them with you.
- Step 3
Build and migrate
We build the CRM in stages, connect your website, ads, WhatsApp and phone systems, and move your existing data across.
- Step 4
Launch and support
Your team is trained, the CRM goes live, and we keep improving it as your business grows.
Questions, answered
Can it handle different countries and visa types?
Yes. Each country and visa type can have its own stages, document checklist and fees, and you can add new ones yourself.
Can clients see their own application status?
It can include a simple client portal where clients upload documents and check their status, which cuts down on follow-up calls.
Is client data kept secure?
Access is role-based, so staff only see the files they handle, and the system is hosted securely with regular backups.
Who owns the CRM and the data?
You do. The system and every client record stay in your name, so you keep everything if we ever part ways.
