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Average Ratings 0 Ratings

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features
design
support

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Description

Ekspat is a cloud-based CRM designed specifically for immigration agencies, independent legalization experts, law firms, and HR departments that oversee cases involving foreign nationals in Poland. This platform consolidates client information, tracks case progress, manages documents, and keeps tabs on important deadlines. Through a dedicated portal, clients have the ability to upload documents and monitor the status of their cases, while staff members can assess submissions, provide feedback, delegate responsibilities to managers, and get notifications about crucial dates like visa and residence permit deadlines. Additionally, teams can design or modify document checklists, archive case files, and generate reports to analyze client interactions, staff performance, and task completion. Ekspat effectively streamlines client workflows for immigration processes in Poland, facilitating everything from gathering necessary documents to preparing case files. The service also allows users to set client limits based on their plans, and the provider offers assistance in migrating data from spreadsheets or alternative CRM systems, ensuring a smooth transition for new users. Ultimately, Ekspat offers a comprehensive solution for managing the complexities of immigration cases while enhancing communication and efficiency for both clients and staff.

Description

Transform the way you manage your time by integrating client onboarding and collaboration into a single platform. Partner with a Formally attorney to navigate your visa options effortlessly and conveniently. Manage your global workforce and handle their visa sponsorships from one centralized location that fits your schedule. We utilize innovative technology combined with insights from behavioral science to redefine the landscape of legal tech, beginning with immigration services. Enhance your case with efficient collaboration and cutting-edge tools. Formally streamlines tasks for each team member and establishes goals tailored to their unique work styles. You can file applications instantly, monitor cases, and leverage our organized data platform to repurpose information for future immigration needs. Bid farewell to outdated case management systems and cumbersome Word documents. Focus on what you excel at, achieving greater efficiency with minimal stress. Our unique visa smart process picker evaluates eligibility and compatibility, allowing you to explore all visa options conveniently in one location. This comprehensive approach not only saves time but also simplifies the complexities often associated with immigration processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Word No 

Integrations

Microsoft Word Yes 

Pricing Details

200 PLN/month
Basic: 200 PLN/month for up to 50 clients. Extended: 600 PLN/month for up to 250 clients. Premium: 1,000 PLN/month for unlimited clients. Annual billing saves 17% versus monthly billing.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ekspat

Founded

2024

Country

Poland

Website

ekspat.pl

Vendor Details

Company Name

Formally

Founded

2018

Website

formally.com

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