A managed CRM with IRCC deadline tracking, automated follow-ups, and document checklists prevents the missed deadline that destroys a case—and your reputation.
CICC
Can revoke your licence for data mishandling
100+
Sensitive documents per active case
8 langs
Average client language coverage needed
$295/mo
Full practice management
Immigration Consultants face three specific risks that make managed crm critical—not optional.
Passports and IRCCs via email
Document collection via email creates uncontrolled copies of sensitive government IDs on unknown servers and personal devices.
No multilingual portal
English-only communication with ESL clients creates confusion, missed deadlines, and CICC complaints about inadequate communication.
IRCC deadline misses
Manual tracking in spreadsheets means one missed deadline destroys a case—and gives CICC grounds to review your practice.
We understand immigration consultants’ specific challenges and compliance requirements.
CICC holds you personally responsible for every document in your custody. Mishandling = licence revocation.
Passports and government IDs collected via email violate PIPEDA and CICC’s handling requirements.
Missing a submission deadline is irreversible. Manual spreadsheet tracking guarantees eventual misses.
ESL clients misunderstand requirements when communication is English-only—leading to errors and complaints.
Four components that protect and optimize your immigration consultants practice.
Full CRM setup, data migration from spreadsheets or legacy systems, and team training.
Automated follow-up sequences, reminders, and lead nurturing—nothing falls through the cracks.
Real-time pipeline visibility, conversion tracking, and monthly performance reports.
We run your CRM so you don’t have to—updates, integrations, and user support included.
$395/mo
Everything included. No surprises. Cancel anytime.
Start Your 30-Day Trial90-day satisfaction guarantee. CICC-compliant.
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