Email that lives on the client file
Send, receive and sync email inside Ezymigrate — every message logged to the right case automatically, so your whole team always has the full conversation.
- Two-way email sync
- Logged to every case
Everything the Email System can do
Keep client email where the work happens — on the case, visible to the whole team.
Manage client email without leaving Ezymigrate — compose, reply and read it all in one place.
Every email is logged to the right client file automatically — both messages you send and replies you receive.
Send polished, personalised emails fast with reusable templates and client merge fields.
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
Everyone sees the same email thread on the case — no more forwarding or lost replies.
Trigger emails from Automation Flows, or send one-off — all tracked the same way on the file.
Find any past message in seconds, right from the client record.
Why it matters
The real business impact of the Email System for immigration advisers.
One source of truth
Every email lives on the case, so nothing is trapped in personal inboxes.
Faster, consistent replies
Templates and merge fields make professional replies quick to send.
Seamless team handoffs
Anyone can pick up a case with the full email history already in view.
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.
Email System
questions, answered
Get a free demo
Yes. Emails you send and receive are logged to the right client file automatically.
Everyone sees the same thread on the case, so there is no forwarding or lost replies.
Yes — reusable templates with client merge fields let you send personalised emails fast.
It does. Automation Flows can send emails, and they are tracked just like manual sends.
Every message is searchable right from the client record.
No. You can compose, reply and read inside Ezymigrate, directly on the case.
Ready to see the Email System in action?
Join hundreds of immigration advisers who run their practice on Ezymigrate.
Get a free demo