Stop Juggling Cases. Take Control of Your Practice.
The Customer Management System and client portal built for immigration consultants. Manage your cases. Empower your clients.
Built for Immigration Professionals
Whether you're a solo consultant or managing a multi-agent agency, we've got you covered.
Solo Consultants
Manage your client base, track applications, and grow your practice.
Agencies
Assign work to consultants, track team performance, and scale operations.
Organizations
Help corporate clients manage visa applications for their employees.
Employees
Secure portals where staff track their own application progress.
Leadhub: Manage Clients & Families
Create a client record once, then attach unlimited family members. Perfect for B2C applications where you're managing individuals and their dependents together. Streamline your intake process and maintain complete control over family relationships and dependencies.
- Single platform for individuals and family groups
- Track applications by person or family unit
- Unified communication with all stakeholders
Aisha Malik
Quick Notes
Client Portals: Transparency & Security
Give clients a branded portal where they can upload documents, track progress, and stay informed. No more email back-and-forth. Keep sensitive data secure with role-based access controls and document versioning.
- Visual progress tracking from start to approval
- Secure document vault for uploads & reviews
- Real-time notifications on status changes
Document Vault
Securely upload and manage your immigration documents.
Identity Documents
Drag & drop or click to securely upload
Financial Records
Drag & drop or click to securely upload
Education & Experience
Drag & drop or click to securely upload
My Uploads
2 FilesPassport_Copy.pdf
Identity Documents • 256.4 KB • Mar 4
Bank_Statement_2024.pdf
Financial Records • 188.9 KB • Mar 4
Analytics: Scale Your Agency
Track consultant performance, revenue, visa type distributions, and client demographics. Make data-driven decisions to grow your firm. Identify bottlenecks, celebrate wins, and optimize your processes with actionable insights.
- Consultant rankings by performance & revenue
- Application statistics by visa type & stage
- Automatic priority list (pending docs, overdue payments)
Total Revenue
$30,500 pending
Individual Leads
Independent applicants
Corporate Employees
B2B workforce
Family Dependents
Linked family members
Application Pipeline Overview
ASSESSMENT
1
DOCUMENTS PENDING
0
IN PROGRESS
0
SUBMISSION
1
APPROVED
3
REJECTED
0
Service Type Breakdown
Consultant Ranking
| # | Consultant | 📋 | 💰 |
|---|---|---|---|
🥇 | D Daniel | 3 | $21,500 |
🥈 | K Katrisha | 1 | $20,000 |
🥉 | M Marcus | 1 | $0 |
Top Applicant Countries
United States
Austria
United Kingdom
Organizations: B2B Made Simple
Consultants create organizations, add employees, and manage their visa applications. Each employee gets their own secure portal to track progress. Centralize all communications while respecting privacy and data security requirements.
- Org dashboard for managers to oversee all applications
- Employee dashboards for personal progress tracking
- Document uploads from both managers and employees
SynerGrow
MANAGED EMPLOYEES
142
ACTIVE VISA CASES
87
ACTION REQUIRED
12
pending documents
Workforce Directory
View application timelines, upload documents, and manage details for every employee under your mobility program.
Deep Insights
Access macro analytics regarding the state of your fleet's immigration program. Identify bottlenecks and trends.
Consultant Chat: Direct Communication
Chat directly with clients, organizations, and employees. Unread messages trigger email notifications with reply links. Keep all conversations organized by stakeholder with full message history and search capabilities.
- Private channels for each stakeholder
- Email notifications for offline users
- Message history all in one place
Consultations
Liam Smith
OFFLINE
Hello Liam Smith! Absolutely, we specialize in Investor Visa applications for USA. Have you started gathering your documents?
3:29 PM ✓
I have my passport and some financial records. What else is critical?
3:32 PM
We'll need your education history and a proof of sponsorship if applicable. I've just shared a secure folder with you in the "Documents" tab. You can upload everything there.
3:36 PM ✓✓
Automated Notifications Keep Everyone Informed
Every action triggers the right email to the right person. Document upload? Email sent. Application approved? Email sent. Unread message? Email sent.
Document Reviews
Clients & orgs get notified when their documents are reviewed or rejected.
Status Updates
Everyone gets instant alerts when an application stage changes.
Invitations
Send bulk invites to clients & employees with automatic email delivery.
Chat Notifications
Unread messages trigger emails so nobody gets forgotten.
One Platform, Unlimited Stakeholders
Consultants, organizations, employees, and clients all access the same secure system with role-based permissions.
Consultant Dashboard
- Leadhub client management
- Organization & employee oversight
- Chat with all stakeholders
- Priority queue & analytics
- Revenue tracking
Client Portal
- Track application progress
- Upload & manage documents
- Chat with consultant
- View status updates
- Receive notifications
Built for Agencies & Large Teams
Invite unlimited consultants, assign work, track performance, and scale your operations.
Team Management
Invite unlimited consultants and organize by role.
Work Assignment
Assign leads and organizations to specific consultants.
Performance Tracking
Rank consultants by revenue, cases closed, and speed.
Revenue Insights
See income by consultant, visa type, and country.
Application Statistics
Breakdown by stage, visa type, and processing time.
Permission Controls
Role-based access ensures data security.
Ready to Transform Your Practice?
Join immigration consultants and agencies who are modernizing their operations with Visafy.