ImmCase CRM

ImmCase CRM in your pocket. For immigration consultants and their staff: open a case between meetings, see exactly what each applicant still owes you, and keep the file moving without going back to your desk. SEE A CASE AT A GLANCE • Every applicant on the case with a progress bar of their document checklist. • Status, category, country of application and the submission deadline up front. • A badge when a client has sent messages you have not read. • Case timeline: biometrics, medicals, requests and decisions, newest first. WORK THE CHECKLIST • Open an applicant and see each required document, its status, category and due date. • Mark an item accepted, or set it to received, pending or needs replacement. • See which file the client supplied for an item. • Clients upload their documents in the client portal; you review here. CLIENTS • Search contacts and open their full record. • Call, WhatsApp or email a client in one tap. • Write to a client from your own CRM mailbox, logged on their record like it is on the web. • See a client's cases, quotes, invoices and agreements together. BILLING • Quotes and invoices with line items, discounts, taxes and totals. • Invoice balance, what has been received, and the payments behind it. • Record a payment from the phone and watch the balance update. • Open the PDF of a quote or invoice with your own template, then share it or email it with the PDF attached. • Documents your team has already saved in the CRM, with their status. YOUR TEAM • Add a note on a case for whoever picks it up next. • The app shows only what your CRM role allows, so nothing new is exposed. ImmCase CRM is the practice-management system for immigration firms: cases, applicants, document checklists, client portal, billing and CICC compliance. This app is the companion for your firm's staff. You need an account on your firm's ImmCase CRM to sign in. Ask your administrator, or visit www.immcase.com to learn about ImmCase CRM. Privacy policy: https://www.immcase.com/crm-app-privacy/