Never miss a deadline or key date
Automated reminders and shared task lists keep your whole team on top of every visa deadline, expiry and follow-up — so nothing ever falls through the cracks.
- Built for IAA-licensed advisers
- NZ · AU · CA · USA · EU
Everything Tasks & Reminders can do
Built specifically for immigration advisers, every capability is designed to keep every case on track.
Visa expiries, lodgement deadlines and police-check dates trigger reminders automatically, every single time.
Assign tasks to team members and see who is doing what — one source of truth for the whole practice.
Every case has its own checklist of next steps, so each file always has a clear owner and a clear action.
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
Set repeating tasks for renewals and check-ins, so routine work runs itself without anyone remembering.
See every deadline and task in a unified calendar, synced to the tools your team already uses each day.
Filter by what is due today, overdue or coming up — so the team always knows what matters most right now.
Why it matters
The real business impact of Tasks & Reminders for immigration advisers.
Zero missed deadlines
Automated reminders make sure no visa expiry or lodgement date is ever forgotten again.
A team that stays accountable
Clear ownership of every task means work does not stall waiting on someone else to act.
Less stress, more control
Routine reminders run quietly in the background, freeing your team to focus on clients.
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.
Tasks & Reminders
questions, answered
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Key dates like visa expiries and lodgement deadlines generate reminders automatically, so you do not have to set them by hand.
Yes. Assign any task to a team member, with a clear owner, due date and status that everyone can see.
Absolutely. Set repeating tasks for renewals and regular check-ins, and they will keep running on schedule.
Yes. A unified calendar shows every task and key date, and syncs with the tools your team already uses.
Everyone works from shared lists, so there is no duplicated effort and nothing gets dropped.
Priority and status views let you filter by what is due today, overdue or coming up next.
Ready to see Tasks & Reminders in action?
Join hundreds of immigration advisers who run their practice on Ezymigrate.
Get a free demo