Live demo — sample data, 3 pre-configured role logins
The CRM built for immigration advisers
Immigration CRM manages the full visa case lifecycle: leads, consultations, agreements, document collection, INZ submission and decision — plus payments, accounting, payroll and a client portal. Trilingual EN–VI–ZH with role-based permissions.
Every module below is included in the demo with sample data. Log in with 3 different roles to see permission scoping in action.
Leads & sales
Manage leads by source and status with kanban, follow-up tracking and one-click conversion to client.
KanbanLead sourcesConvert
Clients
NZ/VN client profiles with client codes, Sales–OPS–OM team assignments and linked portal accounts.
Client codesAssignmentsFuzzy search
Visa cases
A 14-stage workflow from Client to INZ Decision with document checklists, progress %, deadlines and SLA alerts.
14-stage workflowChecklistsSLA
Tasks & reminders
Case-linked tasks, multi-assignee, "Today" flags, progress % and automatic reminders.
AssignmentDeadlinesAuto reminders
Payments & accounting
PO/RCT/INV documents, NZD–VND–USD multi-currency, bank reconciliation, GST, P&L and fixed assets.
Multi-currencyGSTReconciliation
Reports
Revenue & throughput, approval rate, lead conversion, OPS workload and processing time.
RevenueApproval rateWorkload
Users & permissions
6 system roles (Admin, Director, Sales, LIA, OM, OPS) with per-module permissions and market scoping.
6 rolesGranular permsPer-market
Client portal
Clients track case progress, upload documents, ask questions, view payments and update personal info.
Case trackingUploadsQ&A
Automation
Email templates, agreement generation, workflow automation, push notifications and visa expiry alerts.
Email templatesAgreementsVisa alerts
USER GUIDE
Browse every feature before you log in
The User Guide lists features module by module with step-by-step walkthroughs for key workflows: creating leads, converting clients, opening cases, recording payments, inviting clients to the portal.