AI marketing automation CRM for immigration consultants.
A CRM with AI marketing automation built for visa consultants — capture, qualify and follow up with every lead automatically.
Everything included
A complete done-for-you sales crm for real estate and overseas consultants service — strategy, execution, and optimization.
- Lead inbox from Meta, Google & WhatsApp
- Visa-stage pipeline (enquiry → filed → granted)
- Auto WhatsApp follow-ups & reminders
- Document checklist & upload per applicant
- Counsellor assignment & call logs
- Commission, invoice & payment tracking
What you'll achieve
- 01Zero leads lost between ad click & consult
- 0210x faster file processing per counsellor
- 03Full visibility into every applicant's stage
Immigration consultancies handling 100+ leads/month who need a single system for ads, counsellors, documents & payments.
One CRM to manage every lead, call & document
Capture leads from any source, assign to counsellors, log every call and collect documents — all in one place.
Auto-captured from Meta, Google, website & WhatsApp.
Round-robin or manual assignment to counsellors.
Counsellors log calls, notes & next-action dates.
Per-applicant checklist, uploads & verification.
Built for teams — every role sees just what they need
Counsellors only see their own leads. Managers oversee teams. Admins control everything. Receptionists handle walk-ins.
- Manage users, branches & roles
- View every lead, call & document
- Export reports & set automations
- Assign & re-assign leads to counsellors
- Track team performance & SLAs
- Approve documents before filing
- See only leads assigned to them
- Log calls, notes & next follow-up
- Request documents from applicants
- Create walk-in leads quickly
- Schedule appointments for counsellors
- Upload documents on behalf of clients
Workflows that move files while you sleep
Built-in automations handle the boring follow-ups — counsellors only act on what needs a human.
- 01Never miss a call-back
WhenWhen a counsellor sets a next follow-up date
ThenAuto reminder on dashboard + WhatsApp on the due day.
- 02Document chase
WhenIf applicant hasn't uploaded docs in 48 hours
ThenAuto-send a personalised reminder + checklist link.
- 03Daily call list
WhenEvery morning at 9:30 AM
ThenEach counsellor gets their prioritised call list on WhatsApp.
- 04Smart assignment
WhenWhen a new lead arrives from an ad
ThenRound-robin assign to active counsellors instantly.
One screen. Every lead, every call.
- PSHotPriya Sharma10:30 AM
- RKFollow-upRahul Khanna11:15 AM
- AMDocs pendingAman Mehta12:00 PM
- SPWalk-inSneha Patel3:45 PM
- Call logged with Priya S. — 6 min2m
- Rahul K. uploaded 4 documents14m
- Manager re-assigned 3 leads to you1h
- WhatsApp reminder sent to 12 applicants3h
How we deliver
Setup
Import leads, branches & counsellors.
Configure
Map your visa categories & stages.
Automate
WhatsApp + email follow-up flows.
Scale
Dashboards, reports & team training.
Start your project
90 seconds. We'll WhatsApp you a custom plan.
- Unlimited leads & applicants
- Up to 10 counsellor seats
- WhatsApp Business API integration
- Document vault per applicant
- Custom visa pipeline stages
- Onboarding + 30 days support
What do you need help with?
Pick one to start — you can change it later.
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