CRM · Regulated services 2025

Immigration CRM

Cases, documents, and compliance in one command centre.

Role-based access for consultants, reviewers, and partners Document versioning with checklist templates per visa class Timeline + SLA alerts so nothing expires quietly

Overview

Immigration CRM centralises every applicant journey: intake forms, evidence packs, government correspondence, and fee schedules. Teams see one truth instead of spreadsheets and inboxes.

Designed for firms that need traceability — who changed what, when, and why — without slowing day-to-day casework.

In short: Purpose-built pipeline for immigration consultancies — applicant profiles, document vaults, milestone tracking, and audit-ready history.

Capabilities

Applicant 360° profile & matter stages
Secure document labelling & expiry reminders
Tasks, handoffs, and workload views
Reporting for pipeline value and conversion

Stack

Secure hosting · Tailored integrations · Real-time features when you need them

Discuss this product

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