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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

ImmiPractice serves as a comprehensive immigration CRM and practice management platform tailored for professionals in the Canadian immigration sector, which includes RCICs, immigration consultants, and law firms. Designed with the specific workflows of immigration practices in mind, ImmiPractice enables teams to efficiently navigate the entire client experience, starting from lead acquisition and inquiries to consultations, retainers, document gathering, case management, communication, payment processing, and ongoing client support. This innovative platform merges various tools—such as CRM capabilities, immigration case management, client intake processes, workflow automation, document management, retainer automation, e-signatures, client portals, and communication utilities—into a single, cohesive system, enhancing productivity and collaboration among team members. With its ability to streamline operations and improve client interactions, ImmiPractice empowers immigration professionals to provide better service and maintain a competitive edge in the industry.

Description

Enhance your efficiency with specialized CRM software tailored for immigration consultants. This robust platform allows for the management of leads while providing integrated SMS and email functionalities, alongside secure payment gateways. Designed with cloud storage capabilities, this CRM simplifies the lead capture process from diverse sources like websites, social media, and B2C platforms, including the automatic distribution of leads as they come in. Users can access comprehensive customer profiles that include vital information such as contact details, communication history, purchasing habits, and individual preferences. Furthermore, the software enables easy storage and management of intricate quotation data, covering pricing, services rendered, terms, conditions, and any necessary attachments. In addition, it facilitates the tracking and recording of document statuses for everything from medical certificates to visa applications and bank statements. With seamless integration of powerful communication tools like WhatsApp, bulk SMS, and email, consultants can maintain effective engagement with clients throughout their journey, ensuring that no detail goes overlooked. This comprehensive approach not only streamlines operations but also fosters stronger client relationships and better service delivery.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

WhatsApp No 

Integrations

WhatsApp Yes 

Pricing Details

$89 CAD/month
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ImmiPractice Automation Solutions

Founded

2019

Country

Canada

Website

immipractice.com

Vendor Details

Company Name

SAN Softwares

Founded

1999

Country

India

Website

sansoftwares.com/products/sanevisa-immigration-crm-software/

Product Features

Product Features

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No Alternatives

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