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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

SmartLegalizator is a dedicated platform designed for businesses and professionals who offer immigration and legalization services, integrating various management tools into a single solution. This comprehensive system encompasses CRM, case management, document organization, task tracking, client communication, invoicing, payment processing, and workflow automation. By utilizing SmartLegalizator, teams can efficiently handle leads, clients, and immigration cases, streamline document management, monitor important deadlines, and eliminate repetitive tasks. The platform features tailored tools for legalization processes, such as client questionnaires and automated application procedures. Initially launched in Poland, SmartLegalizator is actively being enhanced to cater to additional markets within the European Union, adapting its features to align with specific legalization workflows of different countries. This strategic expansion aims to provide an even broader range of support for professionals in the immigration sector across Europe.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

WhatsApp Yes 
Facebook No 
Gmail No 
Google Calendar No 
Instagram No 
Instagram Ads No 
PayU No 
Ringostat No 
Stripe No 
Telegram No 

Integrations

WhatsApp Yes 
Facebook Yes 
Gmail Yes 
Google Calendar Yes 
Instagram Yes 
Instagram Ads Yes 
PayU Yes 
Ringostat Yes 
Stripe Yes 
Telegram Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

249 PLN/month/user
249 PLN per user per month
Free Trial Yes 
Free Version 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 

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

Customer Support

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

Vendor Details

Company Name

SAN Softwares

Founded

1999

Country

India

Website

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

Vendor Details

Company Name

SmartLegalizator

Founded

2025

Country

Poland

Website

smartlegalizator.com

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Product Features

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