Immigration consultancy CRM,
from lead to visa process
Built for immigration operations, not generic sales pipelines
An immigration consultancy runs a different shape of work than a standard B2B CRM was designed for. Education history and language-test scores. Country and visa eligibility scored against points. Partner commissions. Job offers. Case files that move through stages measured in months, not weeks. VisaCRM is that shape, productized.
It fits consultancies that need one system from first inquiry through assessment and process stages, including teams that sell or buy services through business partners. If your operation is not immigration consultancy work, this is the wrong tool. Start from /products, or from a custom build under Digital Platforms.
What VisaCRM actually covers
Lead generation and management
B2C leads carrying education history, work experience, language tests, and visa interest. Assignment to teams and agents, stages, follow-ups, and activity history. Expected meeting dates and WhatsApp deep-links sit on the lead record, where the team is already working, and appointments land on the Odoo calendar.
Inquiry management
Qualified leads become structured inquiries: spouse data, net worth, job offers, entrance exams, documents, and institute priorities. The inquiry is the case file before assessment and conversion.
Eligibility assessment
Configurable factor and point-based assessments scored against inquiry data. Assessment reports for student visa, work permit, and PR-style paths, with eligible visa and institute outputs. Assessment usage can be metered against subscriber packages.
Agreement management
Agreement documents on B2B leads and inquiries, with portal accept and e-signature. The related sale flow can be held until the agreement is signed.
Client management
Post-conversion registration: identity documents, passports, family, personal history, and related credentials. The dossier is maintained in one place rather than assembled from three.
Visa process management
Client applications with staged process statuses and document handling: approve, validate, refuse, hold, resume. Student visa, work permit, and PR-oriented process configurations, not a single fixed country template. Country and occupation job opportunities are held in the system with salary, hours, and availability, and vacancies link into the client process for matching work.
Business partner management
A separate B2B partner and agency funnel: company profile, services by country and visa, quotations, agreements, and conversion to subscriber companies. Student-visa commission schedules and cost structures produce buyer and provider fee sheets. Commission tracking runs through the Odoo sale and invoice flow.
Analytics, access, and security
Dashboards, software-use reporting, and multi-company operating units. Package-based menu and field restrictions, TOTP two-factor authentication, and concurrent-login limits. Hosting and backups are part of the Odoo deployment.
One system from first inquiry to visa outcome
The point of VisaCRM is that it is one system, not five. A lead becomes an inquiry, an assessment, an agreement, and a client file without anyone rekeying the same person into the next tool. Your team, your agents, and your partners all work off the same record, and the accounting and reporting you already run are reading it too.
It is built for one industry and it adapts to how you run it. Adding a country or a visa path is usually a configuration change, not a new project. And because the team that built it maintains it, it keeps moving as your process and the platform underneath it change.
What visa categories does it support?
The system is built around configurable visa products and representing categories, with dedicated assessment and process paths for student visas, work permits, and point-based PR-style eligibility. Country packs are configured per deployment.
Can partners and agencies use it?
Yes. There is a separate B2B lead and partner funnel with agreements, cost structures, commissions, and subscriber packaging, for consultancy networks rather than only walk-in B2C leads.
Does it replace our website or marketing stack?
No. It includes lead forms, a public B2B lead route, email templates, and CRM analytics. Brand sites and paid acquisition stay outside. VisaCRM is where leads and cases get worked.
Can it be adapted to how we operate?
Yes. Same rule as the rest of the products: a starting point, not a sealed box. The team that built it configures workflows, masters, and packaging. If the gap turns out to be large, we will tell you a custom build is the better call.
See VisaCRM against your own workflow
Book a demo and we will walk the system through how your consultancy actually takes leads, runs assessments, and moves cases. Not a canned script that always looks clean.