Immigration consultants juggle hundreds of applicants across multiple countries, visa types, and document stages. A generic CRM won't cut it. Here's the specialised setup we build for immigration agencies.
1. Lead source tracking by country & visa type
Every enquiry is tagged with country (Canada, UK, Australia), visa category (PR, student, tourist), and source (Meta, Google, referral). This tells you exactly where your best applicants come from.
2. Document checklist automation
The CRM auto-assigns a document checklist based on visa type and pings the applicant via WhatsApp when something is missing. No more manual follow-up.
3. Stage-based pipeline
Lead → Document collection → File preparation → Submission → Biometrics → Decision. Each stage has automated reminders and escalation rules so no file sits idle.
4. WhatsApp integration for instant replies
Applicants expect replies in minutes, not hours. A WhatsApp-integrated CRM lets your team respond instantly and keeps a record of every conversation.
5. Revenue forecasting by intake month
See projected revenue by visa type and intake month so you can plan hiring, marketing spend, and cash flow with confidence.
We build this exact system for immigration consultancies. Most clients see a 40% reduction in lead drop-off within the first month.
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