Lead capture, ownership and follow-up queues
Route a new enquiry to the right counselor.
Industries
Immigration & Visa CRM Solutions
Plan an immigration and visa workflow around applicant records, document checklists, application stages and follow-ups in one connected system.
Document checklist
- PassportDone
- Bank statementReview
- PhotoPending
- FormsPending
Where the work gets difficult
Common workflow pressures. They are not claims about every organisation in this industry.
- Enquiries arrive through multiple channels and need a clear owner.
- Applicant details and case notes sit in separate files.
- Required documents vary by application and are hard to track.
- Applicants ask for status updates while teams manage deadlines and follow-ups.
A connected workflow for your team
We map the process with your team, then connect the records, tasks and customer touchpoints that fit the requirement.
- 01Enquiry
- 02Applicant profile
- 03Documents
- 04Application stage
- 05Follow-up
- 06Reporting
Illustrative workflow. The exact stages depend on your organisation and operating rules.
Capabilities to consider
Choose the features that solve a real process problem; each system is scoped around the work.
- Lead capture, ownership and follow-up queues
- Applicant profiles with linked contacts and case history
- Configurable document checklists and upload status
- Application stages, deadlines and task reminders
- Counselor dashboard for caseload and next actions
- Document review and verification steps
- Customer portal for document requests and updates
- Optional WhatsApp notifications through an approved provider
- Reports for pipeline, workload and application stages
Example system
Concept system: a counselor opens an applicant profile, sees the current application stage, checks a document list and assigns the next follow-up. This describes a possible product demonstration, not a deployed client system.
Applicant profiles with linked contacts and case history
Open an applicant record and create a case checklist.
Configurable document checklists and upload status
See which documents are missing or need review.
Related services and solutions
Questions to discuss
Can this fit our current process?
We begin by mapping your current steps, roles and constraints. The scope is agreed before implementation.
Can our team review the workflow before development?
Yes. We can map the records, screens and hand-offs so the team can review the proposed flow before build work begins.
Can the system connect to tools we already use?
Potential integrations depend on the tools, access and technical interfaces available. We confirm feasibility during discovery.
Does this page describe an existing client system?
No. The example is a concept demonstration. EMV Tech does not present it as client work or claim client outcomes.
Map a workflow that fits your team
Describe the process, the people involved and where information gets stuck.