Workflow & funnel design
Create country corridors, rename stages, reorder checkpoints, and align task templates so processing feels native to your practice—not borrowed from generic sales CRM logic.
The CRM built for immigration consultancies that refuse to lose a case in the cracks.
Leads, files, vendors, invoices, and client updates—coordinated in one calm operating system your whole firm can trust.
Why firms switch
Immigration work moves across sales, processors, accountants, overseas partners, and anxious clients. When those teams run on different tools, deadlines slip and trust erodes.
Inquiries land in inboxes, WhatsApp threads, and personal notes—so follow-ups depend on memory, not process.
Document checklists and stage progress vary by country and counselor, leaving managers guessing what’s actually blocked.
Payments, expenses, and case milestones disconnect—making audits louder than they need to be.
Platform
Enter any portal in the live demo. Each view is purpose-built—without fragmenting the underlying case data.
Firm-wide visibility, settings, staffing controls, and funnel configuration from a single command surface.
Enter admin demoCapture inquiries, nurture pipelines, and convert qualified leads into structured case files without double entry.
Enter sales demoDrive stages, document readiness, and vendor handoffs with clarity on what’s waiting and who owns it.
Enter processing demoConnect invoices, expenses, and revenue reporting to active cases so finance never chases folklore.
Enter accounting demoGive applicants a branded window into progress, requests, and uploads—cutting repetitive status calls.
Enter client demoShare assigned cases and document packages with overseas partners under controlled permissions.
Enter vendor demoCase journey
Model the real path to filing—not a generic kanban. Reorder stages, align teams, and keep Turkey, UK, and USA workflows distinct where they must be.
Define stage sequences that mirror your firm’s counsel process, document gates, and authority submissions.
Move work from sales into processing with the lead history intact—no rebuild, no missing context.
Surface the right progress signals outward while protecting internal notes and compliance detail.
Customization
BoostSlash CRM is not a one-layout template. Configuration points are designed for consultancies that need control—without waiting on a rebuild for every policy change.
Create country corridors, rename stages, reorder checkpoints, and align task templates so processing feels native to your practice—not borrowed from generic sales CRM logic.
Grant staff only the modules they need. Keep vendor partners scoped to assigned files. Give clients a calm self-service surface.
Carry your visual identity through the product shell—mark, palette, and portal tone that feel like your firm.
Enable the desks you run today. Expand into deeper accounting, HR, or funnel controls as operations mature.
Fields, case types, and reporting views can follow your file taxonomy so training stays short and adoption sticks.
Built for the whole firm
Clear separations reduce ping-pong. Shared case history reduces excuses.
Experience it
No setup required. Sample cases, leads, tasks, invoices, and funnel configurations are ready so you can evaluate fit in minutes—not weeks.