How it works

From lead to approval in five steps.

A workflow your team already understands — digitized, automated and tracked end-to-end.

1

Step 01

Receive Lead

Every inquiry becomes a lead in one click — from website, walk-in or referral, with full contact history.

2

Step 02

Upload Documents

Checklists generate per country and visa type. Clients upload directly to their portal with expiry tracking.

3

Step 03

Assign Staff

Auto-assign case officers by workload and country expertise. Every step is owned and visible.

4

Step 04

Track Application

Appointment dates, VFS references and fees tracked. Status changes notify everyone automatically.

5

Step 05

Visa Approved

Approvals, rejections and post-decision actions recorded. Invoices and payments settled in the same flow.

Visa process tracker

Interactive demo
Application UK-STU-2026-083125%

Inquiry

Lead verified · documents requested

Done

Currently viewing: Receive Lead

Features

Everything your agency needs. Nothing it doesn't.

Fourteen tightly-integrated modules that replace your spreadsheets, inbox threads and filing cabinets.

Growth

CRM

Client profiles, passport data, addresses and full history — every conversation and document in one place.

2.4× faster follow-up

Growth

Lead Management

Capture leads from website, walk-ins or referrals. Score, nurture and convert them with one-click pipelines.

+38% conversion

Operations

Visa Applications

Pipeline tracking from inquiry to decision with status history, checklists and approval analytics.

6d → 2d turnaround

Operations

Document Management

Upload, verify and expiry-track passports, bank statements and COEs with version history.

0 missed expiries

Operations

Passport Tracking

Follow passports from collection to delivery — VFS references, courier status and client updates automatically.

Live courier sync

Operations

Appointment Scheduling

Book embassy and VFS slots, manage calendars and auto-remind clients before every appointment.

-62% no-shows

Revenue

Payments

Record and reconcile payments with multi-currency support, receipts and clean accounting entries.

$12.4M processed

Revenue

Invoice

Generate branded invoices in one click, track receivables and chase overdue balances automatically.

91% on-time payment

Intelligence

Reports

One-click CSV exports, custom reports and scheduled digests for every business metric.

50+ templates

Intelligence

Analytics

Live dashboards, approval-rate trends and revenue insights across countries, services and staff.

Real-time KPI

Intelligence

Automation

Trigger-based workflows — status changes, due dates and reminders run your follow-ups on autopilot.

18 hrs saved / week

Communication

Email

Shared inbox, templates and scheduled sends. Every client conversation captured in their timeline.

3.1s avg reply

Communication

WhatsApp

Two-way WhatsApp for status updates, document requests and approvals — right where clients chat.

98% open rate

Intelligence

AI Assistant

Draft emails, summarize requirements and answer country-specific visa questions instantly.

24/7 coverage

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Watch the 2-minute product tour