Smooth transition to success
Streamline your migration business with our migration assistant CRM software
Online Booking
Make your calendar work for you, set your availability, meeting
length, and more in just a few minutes.
Easily integrate with PayPal, Stripe, Square, eway payment gateways
No extra cost for additional agents, Add as many users to your
appointment calendar
Add as many users to your appointment calendar
Check In Screen/App
Check In Web App for Customers when they walk in to see you. Ask customer all the extra details needed for consultation at check in screen.
Agents gets a notification when a client in is the office, ready to see you after check -in
File Notes
Create file notes for your consultation with clients. Keep a record of all consultation notes with date and time stamp.
Document Expiry Reminder
- ✅ Visa Expiry
- ✅ Passport Expiry
- ✅ IELTS/PTE Expiry
- ✅ Skill Assessment
- ✅ NAATI
- ✅ Professional Year
Reminders & Follow Up
Customer Service Agreement Generator
Easily Generate Customer Service Agreements for you client using pre designed template. Generate CSA’s for all Visa Service in just few click.
Select User » righ Choose CSA Visa Type » Enter Payment Schedule » Go
All Client Details on Single Screen
- View all client data on a single screeC
- Attach Family Member to Primary ApplicanU
- Link user to Universities and Colleges for Student Enrolment=
- Look at Appointment History of past appointment=
- Reminder 6 Follow Ups for use5
- Manage Client Referrals – Keep track of all client-to-client referrals
Finance
Finance module helps you keep of all financial reminders and follow-up. Its not an Invoicing module but helps you track for various financial records and reminders for next due payments from users.
Multi User CRM
Create your own users with permission to access levels.
Add Various different roles like
- ✅ Admin
- ✅ Agent
- ✅ Reception
You an assign each role with different permissions and control which user can see what information. Restrict users to module that are more confidential and only need to be accessed by admins or registered MARA agents
Complete White Label Product
- Get CRM branded with your own logo and brand color palat7
- Link it to your own domain
Support & Training
We have a dedicated team for this product to assist and support you 7 days a week. We take care of complete onboarding process and training. We believe our tool is simple to easy and easy to manger but any support you need is just a call away.
Next Update Coming Soon....
Send Birthday Wishes to all your user with complete automation: Set once and send custom templated wishes to your clients each year
Task Manager: Assign various daily tasks to your team with deadline and easy follow up
In Built Chat: Avoid external apps for internal chats – Chat with your team with our in built chat system.
Point Calculator: No need to manually calculate points of an user for skilled migration, Our Point calculator tool shows you current Points for each user
