Lead management · Available
Immigration lead management that never loses an enquiry
Every enquiry from Meta Ads, WhatsApp, your forms and walk-ins lands in one pipeline with an owner and a next step.
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ImmiPractice collects immigration enquiries from Meta (Facebook/Instagram) Lead Ads, WhatsApp, your Form Menu, website forms, reception and manual entry into one lead list. Each lead has a status (New, Contacted, Follow-up, Qualified, Enrolled, Not Interested, Junk), a priority, an assigned owner, optional co-assignees and a timestamped activity timeline. Setting a lead to “Enrolled” turns it into a case automatically.
The problem
Enquiries arrive in Facebook, WhatsApp, email and at the front desk. Someone copies them into a spreadsheet — sometimes. Follow-ups depend on memory, duplicates pile up, and nobody can say which source actually produces enrolled clients.
Who uses it
Front desk, calling team, counsellors and branch managers.
Privacy & control
Receptionists see leads for their own branch only and never see enrolled cases. Callers see only what is assigned to them.
How it works
Capture
Leads arrive automatically from Meta Lead Ads (real-time webhook with a 15-minute safety sync), WhatsApp and your verified Form Menu — or are added by reception in seconds.
Assign
Give each lead a primary owner and, if needed, additional team members. The lead’s branch follows its owner, so data stays in the right office.
Call & follow up
Send leads to the Calling queue. Callers claim leads, log outcomes and schedule callbacks; scheduled calls rise to the top.
Qualify & enroll
Update status inline from the list. Mark a lead “Enrolled” and it becomes a numbered case (for example ENR-2026-00001) with its history intact.
What your team sees
- Filterable lead list by status, source, service, branch and owner
- Activity timeline with notes and every status change
- Global search across leads and cases
- Bell notification the moment a new lead arrives
- Deactivate and reactivate leads without deleting history
What your client sees
- A single branded link or QR code to enquire (see Client intake)
- No duplicate forms — returning clients update their existing profile
Availability and scope: Available today: sources Meta Ads, WhatsApp, Form Menu, website form, reception, manual entry, referral and other; statuses and priorities listed above; Calling queue with claim, status and scheduled callbacks. AI Receptionist (calls, WhatsApp, email, chat and SMS) is available as an add-on. — checked 22 October 2026.
Questions about lead management
Can ImmiPractice import Facebook and Instagram Lead Ads automatically?
Yes. Connect your Facebook Page once and new Lead Ads submissions arrive in real time through Meta’s webhook. A scheduled sync re-checks every 15 minutes as a safety net and never creates duplicates.
What happens when the same person enquires twice?
Clients are matched by verified email. Enquiring again for the same service updates the existing lead and logs the change; enquiring for a different service creates a separate profile, because one person can pursue more than one service.
Can several team members work one lead?
Yes. Every lead has one primary owner plus optional additional team members, who see it in their own lists and receive notifications.