The CRM built for
migration professionals
Manage clients, cases, documents, communications, and billing — all in one platform designed specifically for Australian migration agents.
14-day free trial · No credit card required
James Park
Subclass 190
Maria Garcia
Subclass 491
Sarah Chen
Subclass 189
Amit Patel
Subclass 189
Li Wei
Subclass 190
Tom Wilson
Subclass 189
7
Pipeline Stages
15
Report Types
6
Notification Types
10
Visa Categories
6
Detail Tabs
Visual Pipeline
See every case at a glance
Drag-and-drop Kanban board with 7 stages: Lead, Assessment, Lodged, Additional Info, Granted, Refused, and Closed. Know exactly where every client stands.
- Real-time status updates
- Search & filter by visa, agent, or date
- Bulk operations on multiple cases
- Notification on stage change
James Park
Subclass 190
Maria Garcia
Subclass 491
Sarah Chen
Subclass 189
Amit Patel
Subclass 189
Li Wei
Subclass 190
Tom Wilson
Subclass 189
Client Management
Complete client profiles
Store everything about each client — personal details, visa information, ANZSCO code, points score, documents, and communications history.
- 6 detail tabs: Overview, Cases, Comms, Docs, Billing, Notes
- 10 visa pathway categories
- Status tracking and activity log
- Priority flags and smart filtering
Sarah Chen
Subclass 189 · Software Engineer
Points
75
ANZSCO
261313
Stage
Lodged
Docs
12
Documents
Secure document storage
Upload, categorize, and track every document. Auto-generated checklists ensure nothing is missed.
- Encrypted cloud storage with enterprise-grade security
- Auto-generated visa checklists
- Category tagging and organization
- Expiry date tracking and alerts
Uploading passport_scan.pdf...
passport_scan.pdf
Identity · 2.4 MB
skills_assessment.pdf
Assessment · 1.8 MB
english_test.pdf
Language · 890 KB
Communications
Email & SMS from one place
Send personalized emails and SMS directly from client profiles. Use templates with variable substitution for consistent, professional communication.
- Email communications built in
- SMS communications built in
- Template library with variables
- Bulk email/SMS to multiple clients
Hi {{client_first_name}},
Your skills assessment for Software Engineer (261313) has been received by ACS. The estimated processing time is 6-8 weeks.
I'll keep you updated on any progress.
Case Blueprints
Never miss a step
Auto-generated case blueprints break every visa application into phases with trackable items. Every step from pre-lodgement to decision is mapped out.
- 4 phases: Pre-lodgement, Lodgement, Post-lodgement, Decision
- Status tracking per item
- Auto-linked documents
- Fee and timeline estimates
Visa 189 Blueprint
Sarah Chen · Software Engineer
Invoicing
Professional invoicing built in
Create invoices, track payments, and manage billing — with automatic GST calculation for Australian businesses.
- Invoice generation (INV-XXXX format)
- 10% GST auto-calculated
- Status tracking: draft, sent, paid, overdue
- Line items with descriptions
INV-0042
Issued: 15 Mar 2026
Client Portal
Give clients secure access
Share a magic link so clients can view their case status, upload documents, and send messages — all without needing a password.
- Magic link access (no password needed)
- Document upload from client side
- Secure messaging channel
- Access code protection
Client Portal
Secure access to your case
Magic link sent to
View Status
Upload Docs
Messages
Access Code
Team Collaboration
Work together seamlessly
Invite team members, assign roles, and track activity across your entire practice.
Team collaboration
Invite your entire team to collaborate on cases and clients.
Admin & member roles
Control who can access billing, settings, and sensitive client data.
Activity audit trail
See who changed what and when across every client and case.
Real-time notifications
Get instant alerts for pipeline changes, team actions, and client events.
Configuration
Configure your CRM
Customize every aspect of your workflow to match how your practice operates.
Templates
Create reusable email and SMS templates with variable substitution.
Lead Sources
Track where your clients come from — referrals, website, social, ads.
Client Types
Categorize clients by visa pathway, priority, and status.
Notifications
Stay informed
Real-time notifications for pipeline changes, team activity, billing events, and more. Never miss an important update.
Pipeline
Stage changes and case updates
Team
Member activity and assignments
Billing
Invoice and payment events
System
Workspace and account alerts
Client
Portal activity and uploads
Document
Upload, expiry, and status
Reports
15 professional report types
Generate occupation reports, points assessments, client summaries, and more — all branded with your logo.
FAQ
Frequently asked questions
Every client gets a complete profile with cases, documents, communications, and billing history. Pro and Enterprise plans scale to meet your practice's needs.
All documents are stored with enterprise-grade encryption at rest and in transit. Each workspace has completely isolated storage. Files are never shared across workspaces.
Yes. The Client Portal lets you share a magic link with each client. They can view their case status, upload documents, send messages, and access files you have shared — all without creating an account. Access is protected with an optional access code.
Email and SMS are both supported directly from the CRM. You can use template variables like client name, visa type, and ANZSCO code for personalized bulk communications.
The pipeline comes with 7 default stages optimized for migration workflows: Lead, Assessment, Lodged, Additional Info, Granted, Refused, and Closed. These stages are designed to map to the standard Australian visa application lifecycle.
Ready to streamline
your practice?
Start your 14-day free trial and see why migration professionals choose anzsco.ai.
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