Skip to content
immiIQ

Migration CRM

One record per client. Your own pipeline.

Every enquiry, booking, document, payment and message lands on one file per client, for migration agents, immigration lawyers and education counsellors.

Start free trialBook a walkthrough

7-day free trial, no card needed

Arjun Mehta

Subclass 482 · Assessment

  • Timeline
  • Tasks
Last contact
2 days ago
Next deadline
24 Oct 2026

Checklist

3 of 7

  • All
  • Calls
  • Documents

Timeline

  • Appointment bookedConsultation · 45 min2 Oct
  • Email sentEngagement letter and costs agreement1 Oct

Next action

  • Draft the nomination position descriptionDue in 2 daysIn 2 days

Arjun Mehta's record: an email, a WhatsApp message, a portal upload and a call land on his timeline.

Your stages, as a Board or a Table. Rename, reorder and add stages, then work them either way.

Automations run when a matter enters a stage, leaves it or sits there too long. A filtered pipeline is a link you can share and a saved view switches in one click.

A booking page that asks your questions. The booking lands on the client file with the answers.

Set per service: in person, online meeting, phone call or other. Reword the open question, write the success message and let each agent show their registration number.

A portal every client can get back into. They see what you still need and upload it from any device.

One sign-in at /client/login with an email or mobile and a 6-digit code. An expired link offers Send me a new link. You can revoke portal access from the client file.

Questions firms ask.

How many clients does Pro hold?
Pro holds 1,000 clients. People who book or enquire arrive as enquiries and never count until you convert them. A firm that needs more adds a client pack in Billing.
Can I change the pipeline stages?
Yes. A firm starts with Enquiry, Assessment, Lodged, Additional info, Granted, Refused and Closed, then renames, reorders and colours them and adds its own. Each stage can carry a work-in-progress limit.
How do I know which client records have gone stale?
Every record carries a confirmed-current stamp for identity, address and employment history. The Needs check-in filter finds the records nobody has confirmed lately. Ask to confirm details sends the client one request.
How is a tribunal review recorded?
As its own matter linked to the refusal, with its own dates, fee and outcome. The refused matter reads Refused - under review while the review is open.
Can I run a webinar from the booking page?
Yes. Mark a service as a group session, set the seats and dates and people register through your booking page. To hold it on ImmiIQ Live, see the Live page.

Move your caseload onto one record per client.

Import your clients, set your stages and send the first portal link today.

Start free trialBook a walkthrough

7-day free trial, no card needed