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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 identificationNew
Intent scoringNew
AI chat agentsNew
Inbound AI callingNew
Outbound AI callingNew
Live video callsNew
Agentic qualificationSoon
Client acquisitionSoon

Talk to clients

Every channel, one file

Email and auto import
SMS messaging
Bulk mail
WhatsApp agentsNew
Messenger and InstagramNew
WeChat agentsNew
AI messagingNew
Video to file notesSoon
AI email writingSoon
Agentic email repliesSoon
Client updates agentSoon

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 flowsNew
Automated workflowsNew
Agentic case managerSoon
Agentic documentsSoon
Information collectionSoon
Form fillingSoon
Central unified agentSoon

Get paid

And stay in control

Accounts and Xero
Time tracking
Dashboards and reports
Agentic invoicingSoon
Practice intelligenceSoon

23features live today, 26 more on the way

Scholarships

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Blog›September 7, 2023

EZYMIGRATE’S PIPELINES AND DEALS: SALES MANAGEMENT AND EMAIL AUTOMATION

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