Welp MagazineThis article showcases our top picks for the Best CRM Software For Immigration. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
PrimaFacie
This product was recommended by Lisa Arlington from Giftsnerd LLC
PrimaFacie is an immigration management software useful for anyone working with immigration. The software offers auto-filling of forms and reverse-autofill features to make the process straightforward and simple for the user. This is a cloud-based software and also syncs with other software like Zapier, Clio, and PracticePanther. This software has all sorts of immigration forms for family, employment, etc. Additionally, it offers 114 unique case types that contain checklists, case flows, and forms that are preloaded to save time. There is only one pricing plan on the software, which will cost you $60 per user per month if you sign up for the annual subscription. For monthly, it will cost you $70.
CaseEasy CRM
This product was recommended by Herbert Riggs from UnscrambleX
CaseEasy is a Canadian immigration software helping immigrants in Canada with their workflows. It is cloud-based software, so it doesn’t matter whether you are using Mac or Windows; you can use it anywhere as long as you have an internet connection. It offers all the features you need to manage an Immigration consultancy. You can use ISO standardized client file management, Forms processing network for filling forms, an analytics dashboard to keep track of all your cases, etc. The software offers a 7-day free trial before, and then you have to sign up for a paid plan. The commonly used professional plan will cost you $59/month, whereas the enterprise plan with additional features will cost you more, but the price will only be disclosed when you contact them.
Salesboom Cloud CRM
This product was recommended by Sarah Jimmens from Planetshoes
Salesboom CRM is made specifically for immigration consultants and law firms. All its features are developed and designed for the immigration consultants and with their needs in consideration. The software is known for speedy and automatic functions. It helps in filing the case online and creates the case file number automatically to identify the clients easily. It is perfect for small businesses and the software is easy to use without much guidance. All the information you provide to the immigration consultants using this CRM is encrypted and secured with its modern data security and encryption system. It helps your clients to monitor and keep track of the progress of their immigration or admission process.
CRIMS
This product was recommended by Jennifer Willy from Etia
CRIMS that offers an easy-to-use cloud-based CRM solution for your Visa Immigration business, implementing features that increase the productivity of your employees and gives you an insight into the operations. Focussing on aspects like Sales, Finance, and Operations management, our Visa Immigration CRM covers your entire business process, right from the moment you capture a lead to the final payment.
Adroit Infosystem
This product was recommended by Jennifer Willy from Etia
Adroit Infosystem provides flexibility to the working of the associates, ensuring team management and team spirit in the consultancy. The Online immigration consultant’s software, Immigration CRM provides 100% transparency of their work progress to the clients and ensures trust with your Immigration VISA Consultancies.
Maple CRM
This product was recommended by Jennifer Willy from Etia
Maple CRM has features that are best suited for any overseas education and immigration consultants. It is specialized with an end-to-end solution for the Immigration process. The software includes features designed to cover all the business activities of the immigration-related workflow.
Kondesk CRM
This product was recommended by Konze
KONDESK CRM is an exclusive platform for Edu-Immigration businesses. It is a cloud-based platform that addresses the complications faced by Edu-Immigration consultants.
It is ready to use platform for the Edu-immigration business developed with a deep understanding of their business. With KONDESK you have features that allow you to get a complete overview of leads, leads source & status, documents, appointments, the priority of leads & tasks, and communication, all from the customizable dashboard.
With KONDESK, Edu-Immigrations consultants can create a centralized database of clients. It allows agencies and their team to focus on the needs of their clients. KONDESK also allows CRM users to track all shared information, pending documents & communication between their team and leads without switching to multiple platforms.
KONDESK allows the agencies to track daily activities related to managing the leads, and sales with the follow-up features. KONDESK allows you to use the platform with a 15-day FREE trial.
KONDESK allows you to access the additional features with their LITE Plan which is billed monthly and yearly.
