Scale Visa Applications. Without Paperwork Chaos.
The dedicated CRM for study-abroad and permanent residency consultancies. Track global intakes, automate document checklists, and keep applicants updated 24/7 via WhatsApp Cloud API.
Automate Every Milestone in the Applicant Journey
Explore the purpose-built modules designed to handle high-stakes immigration workflows with zero errors.
Automate Document Checklists with WhatsApp Expiry Alerts
Never let an expired passport, delayed WES credential evaluation, or missing bank letter stall an application. Send automated WhatsApp checklists and allow applicants to upload documents straight from their smartphone.
- Country-specific document templates (Canada Express Entry, Australia Subclass 189, UK Student)
- Automated WhatsApp reminders 30 days before document expiry
- Direct PDF and image review with Approved / Resubmit feedback badges
From Initial Assessment to Landing Abroad
Give your case officers, branch managers, and clients transparent milestone tracking at every step.
Intake & Profile
Capture applicant education, work experience, IELTS/PTE scores, and target immigration destinations.
Document Vault
Generate tailor-made document checklists and collect PDFs with automated WhatsApp deadline alerts.
Embassy Filing
Lodge visa files with embassies and track biometrics, medicals, and procedural fairness letters.
Visa Stamping
Record final visa grants, trigger celebratory WhatsApp greetings, and initiate post-landing services.
Why Immigration Firms Struggle with Generic Software
Standard CRMs don't understand intake cycles, visa subclasses, or document expiration risks.
Endless Status Calls
Anxious applicants call case officers 3 times a week asking for status updates, devouring hours that should be spent preparing applications.
Lost & Expired Documents
Files get rejected at the embassy because a bank statement was older than 28 days or an English test expired during processing.
The Edfosys Fix
Automated milestone updates via WhatsApp keep clients delighted, while our document audit vault prevents filing errors before embassy lodgement.
Frequently Asked Questions: Immigration CRM
How Edfosys CRM keeps visa consultancies organized, compliant, and error-free across high-volume intakes.
Edfosys CRM allows you to configure specific document requirements for every country intake (Canada SDS, UK Student, Australia Subclass 500, Schengen, etc.). Document status tags (Pending, Uploaded, Verified, Rejected) ensure zero embassy lodgement oversights.
Ready to Streamline Your Visa Caseload?
Start your 14-day free trial. Set up your country pipelines and document checklists in under 10 minutes.