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Ezymigrate Main Features

• Lead Management
  Agents can add, manage, and capture leads through forms on your website.
• Team Collaboration
  It allows multiple users and agents to work together and share information easily.
• Communication Tools
  The system imports emails, sends SMS and email campaigns, and helps keep in touch with clients.
• Online Client Portal
  Clients can view their emails, account balance, upload information, and see visa progress online.
• Security and Privacy
  Built on Microsoft Azure, it offers high security to protect clients’ data.
• Time Saving Features
  Many processes, like form filling and data entry, are designed to be quick, saving you time.
• Invoicing and Payments
  Ezymigrate can handle invoices, receipts, and connect with XERO for accounting and monitor transactions.
• Integration Capabilities
  Ezymigrate can connect with other tools like XERO and Mailchimp to streamline your work.
• Productivity Improvement
  Ezymigrate helps immigration advisors work up to 50% faster by making tasks easier and faster.
• Anywhere Access & Storage
  Being cloud-based, you can access your data from anywhere with unlimited storage space.
• Client and Case Management
  You can keep all client files and case details in one place and see how cases are progressing.
• Partner and Client Support
  The system includes ongoing support and updates to improve efficiency and meet advisors' needs.
• Automated Reminders & Alerts
  The system sends reminders for client follow-ups, visa expiry dates, and payments.
• File and Document Management
  You can upload, organize, and manage all necessary client and case files in one system.
• Task and Workflow Management
  You can create checklists, set reminders, and track progress of each case graphically.
• School Enrollment & Admissions
  Includes features to manage school applications, enrolments, and school-related commissions.
• Reporting and Data Visualization
  Provides reports and visual charts to give quick overviews of all client activities.
• Custom Design for Immigration Advisors
  The software is specially made for immigration advisors, fitting their specific needs.

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