Your Clients, Leads & Applications—All in One Place
A complete CRM built specifically for migration agencies. Track leads, manage client relationships, and collaborate with your team effortlessly.
James Chen
Skilled Worker (Subclass 189)
3
Applications
12
Documents
2
Upcoming
Everything You Need to Manage Clients
From first inquiry to visa grant, keep every client interaction organized and accessible.
Lead Management
Capture and convert leads efficiently
Track leads from initial inquiry, score them based on visa eligibility, and nurture them through to conversion with automated follow-ups.
Multi-Portal System
Separate views for agents and clients
Agents get a powerful management dashboard while clients access their own portal to upload documents, track progress, and book appointments.
Complete Client Profiles
360° view of every client
Store personal details, employment history, education, family members, travel history, and all documents in comprehensive client profiles.
Communication History
Every interaction in one timeline
Email, notes, calls, and meetings all logged automatically. Never lose context on a client conversation again.
Team Collaboration
Assign and share client workload
Assign clients to team members, share notes, and collaborate on complex cases with role-based permissions.
Client Analytics
Insights into your client base
Track client acquisition, visa type distribution, success rates, and revenue per client with detailed analytics.
Two Portals, One Seamless Experience
Give your clients their own dedicated portal while you manage everything from your agent dashboard.
Agent Portal
- Full client management dashboard
- Application processing tools
- Document verification & storage
- Team management & assignments
- Reporting & analytics
Client Portal
- Self-service document uploads
- Real-time application tracking
- Appointment booking
- Secure messaging with agent
- Mobile-friendly interface
Ready to streamline client management?
See how Migration Desks can help you manage more clients with less effort.