The CRM built for
migration professionals
Manage clients, cases, documents, communications, and billing — all in one platform designed specifically for Australian migration agents.
7-day free trial · No credit card required
James Park
Subclass 190
Maria Garcia
Subclass 491
Sarah Chen
Subclass 189
Amit Patel
Subclass 189
Li Wei
Subclass 190
Tom Wilson
Subclass 189
7
Pipeline Stages
15
Report Types
6
Notification Types
10
Visa Categories
6
Detail Tabs
Visual Pipeline
See every case at a glance
Drag-and-drop Kanban board with 7 stages: Lead, Assessment, Lodged, Additional Info, Granted, Refused, and Closed. Know exactly where every client stands.
- Real-time status updates
- Search & filter by visa, agent, or date
- Bulk operations on multiple cases
- Notification on stage change
James Park
Subclass 190
Maria Garcia
Subclass 491
Sarah Chen
Subclass 189
Amit Patel
Subclass 189
Li Wei
Subclass 190
Tom Wilson
Subclass 189
Client Management
Complete client profiles
Store everything about each client — personal details, visa information, ANZSCO code, points score, documents, and communications history.
- 6 detail tabs: Overview, Cases, Comms, Docs, Billing, Notes
- 10 visa pathway categories
- Status tracking and activity log
- Priority flags and smart filtering
- Family groups — link partners and dependants with shared timelines
Sarah Chen
Subclass 189 · Software Engineer
Points
75
ANZSCO
261313
Stage
Lodged
Docs
12
Documents & E-Signatures
Secure documents with legally valid e-signatures
Upload, categorize, and track every document. Request electronic signatures from clients — PIN-verified and embedded into PDFs with a Certificate of Signing, legally valid under the Electronic Transactions Act 1999 (AU).
- Encrypted cloud storage with enterprise-grade security
- Built-in e-signatures — no third-party tools needed
- Auto-generated visa checklists
- Category tagging and organization
- Expiry date tracking and alerts
- Certificate of Signing with SHA-256 tamper detection
Uploading passport_scan.pdf...
passport_scan.pdf
Identity · 2.4 MB
skills_assessment.pdf
Assessment · 1.8 MB
english_test.pdf
Language · 890 KB
Communications
Email & SMS from one place
Send personalized emails and SMS directly from client profiles. Use templates with variable substitution for consistent, professional communication.
- Email communications built in
- SMS communications built in
- Template library with variables
- Bulk email/SMS to multiple clients
Hi {{client_first_name}},
Your skills assessment for Software Engineer (261313) has been received by ACS. The estimated processing time is 6-8 weeks.
I'll keep you updated on any progress.
Case Blueprints
Never miss a step
Auto-generated case blueprints break every visa application into phases with trackable items. Every step from pre-lodgement to decision is mapped out.
- 4 phases: Pre-lodgement, Lodgement, Post-lodgement, Decision
- Status tracking per item
- Auto-linked documents
- Fee and timeline estimates
- Task / todo tracking per client and case
Visa 189 Blueprint
Sarah Chen · Software Engineer
Invoicing
Professional invoicing built in
Create invoices, track payments, and manage billing — with automatic GST calculation for Australian businesses.
- Invoice generation (INV-XXXX format)
- 10% GST auto-calculated
- Status tracking: draft, sent, paid, overdue
- Line items with descriptions
INV-0042
Issued: 15 Mar 2026
Client Portal
Give clients secure access
Share a magic link so clients can view their case status, upload documents, and send messages — all without needing a password.
- Magic link access (no password needed)
- Document upload from client side
- Secure messaging channel
- Access code protection
Client Portal
Secure access to your case
Magic link sent to
View Status
Upload Docs
Messages
Access Code
Workflow Automation
Automate the repetitive work
When a client moves to a new pipeline stage, ImmiIQ automatically creates tasks and sends email notifications — so nothing falls through the cracks.
- Auto-task creation on stage changes
- Automated email notifications to clients
- 60-day skills assessment expiry alerts
- Deadline tracking and reminders
Visa 189 Blueprint
Sarah Chen · Software Engineer
Turn Your Website Into a Lead Machine
Embed a premium lead capture form on your website in seconds. Every submission becomes a client in your CRM.
Get a Free Assessment
Powered by ImmiIQ
Pick a Date & Time
Step 2 of 2
Powered by ImmiIQ
Auto-Height Embed
Form resizes to fit any container. No scrollbars, no iframes cutting off.
Bot Protection
Built-in verification shields your forms from spam and automated submissions.
Instant CRM Sync
Every submission creates a client in your pipeline. No manual data entry.
Enterprise agents unlock Appointment Booking, Form Analytics, and Font Adaptation
Team Collaboration
Work together seamlessly
Invite team members, assign roles, and track activity across your entire practice.
Team collaboration
Invite your entire team to collaborate on cases and clients.
Admin & member roles
Control who can access billing, settings, and sensitive client data.
Activity audit trail
See who changed what and when across every client and case.
Real-time notifications
Get instant alerts for pipeline changes, team actions, and client events.
Configuration
Configure your CRM
Customize every aspect of your workflow to match how your practice operates.
Templates
Create reusable email and SMS templates with variable substitution.
Lead Sources
Track where your clients come from — referrals, website, social, ads.
Client Types
Categorize clients by visa pathway, priority, and status.
Notifications
Stay informed
Real-time notifications for pipeline changes, team activity, billing events, and more. Never miss an important update.
Pipeline
Stage changes and case updates
Team
Member activity and assignments
Billing
Invoice and payment events
System
Workspace and account alerts
Client
Portal activity and uploads
Document
Upload, expiry, and status
Reports
15 professional report types
Generate occupation reports, points assessments, client summaries, and more — all branded with your logo.
Built into the suite
Every workflow, one platform.
The CRM is the spine. Every other surface — filenotes, templates, forms, trust, inbound mail, eLodgement, Xero — plugs in without leaving the client record.
Filenotes
Rich-text case notes with reminders, quickparts, and pinning.
ExploreTemplates
20+ MARA-grade engagement, RFI, refusal, and nomination letters.
ExploreVisa blueprints
20 visa-specific document checklists, auto-applied by subclass.
ExploreForms library + Reference Sheet
20 most-used DHA forms + a per-client one-page Reference Sheet PDF.
ExploreEmail composer + inbound mail
Forward your firm's inbox in. Every client email auto-attaches to the right thread.
ExploreVEVO lookup
Pre-filled VEVO checks from the client record. Per-client and batch.
ExploreImmiAccount eLodgement
EnterpriseDrives the form, pauses at the declaration step for human review.
ExploreTrust accounting
EnterpriseTrust ledger, statements, and bank-CSV reconciliation. Law Society aligned.
ExploreXero integration
Bi-directional sync. Per-client from CRM, cross-client from Accounting.
ExploreInvoicing
PDF invoices, Stripe payment links, per-client and cross-client statements.
ExploreOperations
Cross-client queues — inbound mail triage and eLodgement monitoring.
ExploreHarper AI
Your AI consultant — context-aware over 27+ government data sources.
ExploreFAQ
Frequently asked questions
Every client gets a complete profile with cases, documents, communications, and billing history. Pro and Enterprise plans scale to meet your practice's needs.
All documents are stored with enterprise-grade encryption at rest and in transit. Each workspace has completely isolated storage. Files are never shared across workspaces.
Yes. The Client Portal lets you share a magic link with each client. They can view their case status, upload documents, send messages, and access files you have shared — all without creating an account. Access is protected with an optional access code.
Email and SMS are both supported directly from the CRM. You can use template variables like client name, visa type, and ANZSCO code for personalized bulk communications.
The pipeline comes with 7 default stages optimized for migration workflows: Lead, Assessment, Lodged, Additional Info, Granted, Refused, and Closed. These stages are designed to map to the standard Australian visa application lifecycle.
Ready to streamline
your practice?
Start your 7-day free trial and see why migration professionals choose ImmiIQ.
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