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Turn more enquiries into signed clients

A guided conversion workflow — from first response to engagement letter and first invoice — so prospects become clients without the drop-offs.

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  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Client Conversion dashboard
Capabilities

Everything Client Conversion can do

Close the gap between "interested" and "signed and paying".

A step-by-step path from enquiry to signed client.

Generate and send engagement letters in a click.

Clients sign agreements online — no printing.

Guided onboarding
New enquiryTrigger
Send welcome emailAction
Book consultationAction
Engagement letters

Hi, can you help with a partner visa?

Of course — let’s get you booked in.

Amazing, thank you!

Type a message…
E-sign built in
Service Agreement
Signed ✓Priya Sharma

Follow-ups keep undecided prospects moving.

Trigger the first invoice the moment they sign.

See where prospects stall so you can step in.

Automated nudges
New enquiryTrigger
Send welcome emailAction
Book consultationAction
First-invoice handoff
Invoice #1042$2,400.00
PaidSynced to Xero
Drop-off alerts
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Impact

Why it matters

The real business impact of Client Conversion for immigration advisers.

01

Higher conversion

Fewer prospects lost between interested and signed.

02

Faster onboarding

Clients are live and paying in days, not weeks.

03

Consistent experience

Every client is onboarded the same professional way.

Now with Sales Automation built in

Capture every lead and follow up automatically — without leaving your CRM. Two new systems ship first, each delivering value on day one.

STEP 01

AI Sales System & Messaging Unification

Knock Knock comes fully embedded inside Ezymigrate — see who's on your site, capture every enquiry, and unify every channel in one inbox.

  • Identify and capture every website visitor
  • One unified inbox across web, SMS & email
  • AI sales agent engages leads instantly
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STEP 02

Automation Flows

A visual workflow builder native to Ezymigrate — triggers, actions, outbound and booking. Everything you'd use a separate tool for, now inside your CRM.

  • Drag-and-drop trigger-action workflows
  • Automated outbound follow-up sequences
  • Built-in booking and calendar handoff
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New enquiryTrigger
Auto follow-upEmail & SMS sequence
Book a callCalendar handoff
Win more leads · Knock Knock, built in

Reach every lead, on every channel they use

Visitor IdentificationSee who’s on your site — names & intent. Intent ScoringLive 0–100 score per visitor. AI Chat AgentsEngage every visitor, 24/7. Inbound AI Call AgentsAI answers your phone line, 24/7. Outbound AI Call AgentsAI dials & qualifies your leads. Live Video CallsOne-click human takeover. WhatsApp AI AgentsQualify leads on WhatsApp. Lead ManagementCapture & route every enquiry.

Ezymigrate Co-Pilot embedded in every screen, and Agentic Case Processing — part of our 2026 AI roadmap.

Client Conversion
questions, answered

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From first response through engagement letter, e-signature and first invoice.

Yes — legally-binding e-signature is built in.

Automated nudges keep them moving without manual effort.

Yes, so you can step in at exactly the right moment.

Ready to see Client Conversion in action?

Join hundreds of immigration advisers who run their practice on Ezymigrate.

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