Ezymigrate is an easy-to-use CRM solution custom made to meet all the needs of New Zealand immigration consultants.
We designed our software following detailed meetings with multiple immigration advisors. As a result, this comprehensive, one-stop system has been designed to make file management and visa applications quicker and easier than ever before.
With Web Integration, you can seamlessly link Ezymigrate with your website or social media platform. Capture and store potential lead data directly from assessment forms on your site.
All your consultation notes are easily accessible from our File Notes. Bring up the information you need, or create an agreement with Digital Signature capabilities, allowing you, team members, partners and clients to sign the same contract, no matter how far apart you are.
Hand over cases to different team members or branch offices using our Processing Person Feature while retaining client confidentiality and monitoring the progress of the file.
With two-way Xero integration, Ezymigrate makes invoicing your clients easy. Automatically generate professional invoices and receipts from directly within our software.
Ezymigrate’s Visa Management feature and Client Portal allow clients to see progress on their cases, upload related documents and fill out necessary forms.
Use our Reminder System to inform clients of upcoming important dates or our MailChimp Integration and Bulk Emails to let all relevant clients know about any policy changes.
Use our dedicated Employer Management System dashboard to manage employer-specific records, documents, file notes, reporting and connect employers to multiple clients in one go.
Book meetings within the Potential Client Management System and never worry about missing an appointment with automated meeting reminders.
With our Case Management System, assigning tasks to specific cases and employees within your organisation is a breeze.
Collect all the documents and information you require through our Document Checklist System and Ezyform based Further Information Collection digital forms.
With Auto-Email Imports, Chat options and a Mobile App, you’ll be able to stay on top of all communications with your clients. Plus, everything is recorded and available when you need it.
Our linked Cloud-Based Drives help you submit relevant documents to Immigration NZ’s online services. With Ezyform, you can also transfer data from Ezymigrate to any digital form.
Our School Management System and dedicated dashboard allow you to handle admissions, student admission records, commissions records and invoicing of schools and universities.
Ezymigrate’s Case Management System is a workflow system that lets you assign tasks with individual steps to specific team members. That means greater organisation and standardised processes, even if your team is spread across the globe.