ezy
migrate
About
Product
First enquiry
Visa granted
Win the work
Enquiry to signed agreement
Lead management
Sales management
Deals and pipelines
Website linking
Client conversion
Digital signature
Agreement builder
Lead agents
Visitor identification
New
Intent scoring
New
AI chat agents
New
Inbound AI calling
New
Outbound AI calling
New
Live video calls
New
Agentic qualification
Soon
Client acquisition
Soon
Talk to clients
Every channel, one file
Email and auto import
SMS messaging
Bulk mail
WhatsApp agents
New
Messenger and Instagram
New
WeChat agents
New
AI messaging
New
Video to file notes
Soon
AI email writing
Soon
Agentic email replies
Soon
Client updates agent
Soon
Run the practice
The CRM foundation
Case management
Client info and files
Document management
File notes
Tasks and reminders
Employer management
Multiple visa countries
Multiple branching
Checklist reporting
All nine live today, and have been for years.
Do the case work
Fifteen hours to one
AI cover letters
Automation flows
New
Automated workflows
New
Agentic case manager
Soon
Agentic documents
Soon
Information collection
Soon
Form filling
Soon
Central unified agent
Soon
Get paid
And stay in control
Accounts and Xero
Time tracking
Dashboards and reports
Agentic invoicing
Soon
Practice intelligence
Soon
23
features live today, 26 more on the way
Scholarships
Resources
Vlogs
Immigration tips & walkthroughs
Blogs
Guides, updates & how-tos
Case studies
Real adviser success stories
How it works
Trainings
Find us on:
Contact
info@ezymigrate.co.nz
Support
help@ezymigrate.co.nz
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Blog
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September 24, 2023
EZYMIGRATE: FILE MANAGEMENT
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