Get a free demo

Run your sales, not just your cases

Track every prospect, quote and follow-up from first enquiry to signed engagement — so no opportunity slips while you are heads-down on files.

Get a free demo
  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Sales Management dashboard
Capabilities

Everything Sales Management can do

A real sales process, built for immigration practices.

See every prospect and exactly where they are in your process.

Send branded quotes and engagement proposals in a few clicks.

Automated nudges so no warm lead ever goes cold.

Prospect tracking
Client AnalyticsTotal 68
JulAugSepOctNovDecJan
Quotes & proposals
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Smart follow-ups
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3

Know your enquiry-to-client rate and where deals stall.

See which channels bring your best-value clients.

Set and track sales targets across your whole team.

Conversion insights
Client AnalyticsTotal 68
JulAugSepOctNovDecJan
Source attribution
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Team targets
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Impact

Why it matters

The real business impact of Sales Management for immigration advisers.

01

More signed clients

A clear process means fewer enquiries lost to slow follow-up.

02

Predictable revenue

See your pipeline value and forecast with confidence.

03

Focus on the best leads

Prioritise the prospects most likely to sign.

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
Book Demo
ezymigrate.co.nz

Got a sec? 👋

26
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.

Sales Management
questions, answered

Get a free demo

Pipelines visualise stages; Sales Management adds quotes, targets, conversion tracking and follow-up on top.

Yes — branded quotes and engagement proposals, sent and tracked in-app.

Yes. Source attribution shows which channels bring your best clients.

You can set and track targets across your whole team.

Ready to see Sales Management in action?

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

Get a free demo