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See your whole practice at a glance

Live dashboards and reports on cases, clients, revenue and team performance — so you always know how your practice is really doing.

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  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Dashboards & Reports dashboard
Capabilities

Everything Dashboards & Reports can do

Run your practice on data, not guesswork.

Real-time view of cases, clients and revenue.

Build the reports your practice needs.

See client growth and activity over time.

Live dashboards
New
Priya SharmaSkilled Migrant
Chen WeiWork visa
Docs
Amara OkaforPartner visa
Lodged
R. SinghResident
Custom reports
Client AnalyticsTotal 68
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Client analytics
Client AnalyticsTotal 68
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Track revenue, invoices and payments.

See workload and output by adviser.

Export any report in a click.

Financial reporting
Client AnalyticsTotal 68
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Team performance
Client AnalyticsTotal 68
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Export & share
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Impact

Why it matters

The real business impact of Dashboards & Reports for immigration advisers.

01

Know your numbers

Real-time clarity on how you are doing.

02

Spot problems early

See at-risk cases and stalled work.

03

Better decisions

Run the practice on data, not guesswork.

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
Book Demo
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.

Dashboards & Reports
questions, answered

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Cases, clients, revenue and team performance, live.

Yes — tailored to your practice.

Yes — revenue, invoices and payments.

Yes, in a click.

Ready to see Dashboards & Reports in action?

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

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