The complete CRM for visa files, automated agreements, and stage-based billing. Built specifically for immigration professionals.
Standard CRMs aren't built for visa expiry dates, sponsorship relationships, or medical check tracking. Ours is. Explore every module below—the same features listed in the header menu.
Capture, qualify, and convert enquiries with audit-ready history.
Client files, file notes, critical tasks, and expiry awareness.
Templates, PDF fill, email delivery, and e-signatures.
Invoices and receipts by milestone, with branded PDFs.
OTP login, forms, resources, and online payments.
RBAC, multi-workspace firms, and white-label branding.
Capture leads from your website directly into a dedicated pipeline. Track every interaction, from initial assessment to final lodgement, with an audit log that ensures compliance.
Never miss a deadline again. Automated alerts for visa expiries, bridging visa conditions, and client birthdays.
Most immigration firms bill based on milestones. We've automated the entire process, from generating the Professional Service Agreement (PSA) to triggering the final invoice.
Generate legally compliant PSAs with pre-filled client data instantly.
Trigger invoices automatically when milestones like 'Skills Assessment Lodged' are hit.
Give clients passwordless access to forms, documents, resources, and payments—while every action stays connected to their visa file in the CRM.
Secure, passwordless access to your file.
Clients enter their email and receive a one-time code—no passwords to reset.
Clients upload supporting documents that appear on the immigration file.
Fill immigration application forms in the browser; data flows into the CRM.
Clients see due amounts clearly and pay online through the portal.
Share guides, checklists, and links your agency publishes for clients.
Reduce “where is my file?” calls with a clearer view of next steps.
From solo practitioners to global agencies with multiple branches. Scale your operations without losing control.
Manage different brands or regional offices under one parent account.
Limit access so offshore processors only see what they need to see.
Client visa files need clear accountability. Visa File Expert keeps access controlled, logins passwordless, and activity visible to your firm.
Grant admin, agent, processor, and accounts permissions so staff only see what they need.
Agents and clients sign in with a one-time email code—no shared passwords on files.
Structured notes, action tags, and critical-task follow-ups create a clear activity trail.
Firm data is scoped to workspaces so branches and brands stay separated.
Pending review workflows let admins approve sensitive client or lead changes before they apply.
Agreements, invoices, and portal files stay within authenticated CRM workflows.
Tell us about your agency and we will walk you through leads, visa files, agreements, billing, and the client portal.
