Move every enquiry through your pipeline
A visual deals board built for immigration practices — see every prospect, track value, and never let a hot enquiry go cold. Drag deals from first contact to signed engagement.
- Built for IAA-licensed advisers
- NZ · AU · CA · USA · EU
Everything Deals & Pipelines can do
Built specifically for immigration advisers, every capability is designed to win more clients and lose fewer leads.
Drag and drop deals across stages — from new enquiry to signed client — and see your whole pipeline at a glance.
Tailor pipeline stages to how your practice actually works — consultation, documents, lodged, decision.
Track the value of every deal and forecast revenue by stage, so you always know what is coming.
See where your best clients come from — referrals, website, campaigns — and double down on what works.
Trigger an email, task or reminder automatically when a deal moves stage — no manual follow-up needed.
Understand why deals convert or stall, with clear reporting on conversion at every stage of the pipeline.
Why it matters
The real business impact of Deals & Pipelines for immigration advisers.
No enquiry slips away
Every lead is tracked on one board, so hot prospects never get lost between emails and phone calls.
Higher conversion rates
Clear next steps and automated follow-up move more enquiries through to signed engagements.
Predictable revenue
Stage-based forecasting shows what is in your pipeline, so you can plan and grow with confidence.
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.
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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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
Reach every lead, on every channel they use
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.
Deals & Pipelines
questions, answered
Get a free demo
Yes. Build stages around how your practice works — consultation, documents, lodged, decision — and rename or reorder them at any time.
Absolutely. Assign a value to every deal and forecast expected revenue by stage.
Yes. Lead source tracking shows which referrals, campaigns and channels bring in your best clients.
When a deal moves stage you can trigger an email, task or reminder automatically — no manual chasing.
Yes. Everyone works from one shared board, so there is no duplicate outreach and no crossed wires.
Win/loss insights show conversion at every stage, so you can see exactly where deals stall.
Ready to see Deals & Pipelines in action?
Join hundreds of immigration advisers who run their practice on Ezymigrate.
Get a free demo