CRM for consultancies
The CRM for immigration consultancies that live on leads
Ads, WhatsApp and walk-ins bring the enquiries. ImmiPractice makes sure every one is called, followed up, enrolled and paid for — across every branch.
No credit card required14-day free trial
- Data hosted in Canada
- Encrypted in transit & at rest
- CA$89/mo · unlimited users
- IRCC form autofill
ImmiPractice is a CRM for immigration and visa consultancies. It pulls Meta (Facebook/Instagram) Lead Ads and WhatsApp enquiries into one pipeline, routes them to a calling queue with scheduled callbacks, converts enrolled leads into cases with fee schedules and part-payments, and keeps each branch’s data separate. Owners see leads versus enrollments by source, branch and team member. Unlimited users from CA$89/month.
Why practices choose ImmiPractice
No lead left behind
Real-time Meta Lead Ads import, WhatsApp and a verified Form Menu — all tagged by source.
A real calling workflow
Callers claim leads, log outcomes and schedule callbacks; scheduled calls rise to the top.
Branches that stay separate
Each branch sees its own leads, cases and team; head office sees everything.
Installments without the notebook
Fees, tax, part-payments with proof, PDF invoices by email and an office ledger.
How it works
Capture
Ads, WhatsApp, walk-ins and forms.
Call
Calling queue with outcomes and callbacks.
Enroll
Lead becomes a case with fees.
Collect & grow
Installments, invoices and re-engagement campaigns.
Features behind it
Lead management
Every enquiry from Meta Ads, WhatsApp, your forms and walk-ins lands in one pipeline with an owner and a next step.
AvailableLearn more →WhatsApp inbox & broadcasts
Connect your WhatsApp Business number through Meta’s official Cloud API, reply as a team, send files and run consent-based broadcasts.
AvailableLearn more →Team, branches & permissions
Seven ready-made roles, branch-level data isolation and per-business permission overrides — plus passwordless sign-in.
AvailableLearn more →Fees, invoices & accounts
Set case fees and tax, record part-payments with proof, generate PDF invoices and email them — with a ledger for the whole office.
AvailableLearn more →Office & team analytics
See leads versus enrollments over 12 months, by branch and by source, plus team performance for every member.
AvailableLearn more →Marketing automations
Birthday and visa-expiry reminder emails that send themselves, plus email campaigns — from your own mailbox.
AvailableLearn more →Customer reviews
What an immigration practice says
★★★★★ 5.0 out of 5 from 1 review
We started using ImmiPractice to bring more structure and automation into our immigration practice. Before ImmiPractice, several tasks such as client intake, retainer agreements, document management, IRCC forms, and client communication required more manual work and follow-up.
ImmiPractice has made our day-to-day workflow much easier and more organized. The automation of retainer agreements, client intake, IRCC forms, WhatsApp communication, and payments helps our team save time and reduces the chances of missing important tasks.
What we like most is having everything connected in one place instead of managing different tools for different parts of the process. It has made our office workflow faster, more professional, and easier to manage.
Hosted in Canada — the details
All customer data — client records, documents, signatures and backups — is hosted in Canada.
Encrypted in transit (HTTPS/TLS) and at rest. Mailbox passwords for automations are encrypted with an application key.
Daily backups kept 30 days. Recovery point objective 24 h, recovery time objective 8 h.
Seven roles with branch isolation; staff sign in with a one-time email code, so there are no shared passwords.
Stripe for ImmiPractice subscription billing; Meta only if you connect WhatsApp or Lead Ads; your own mailbox for email.
SOC 2 Type II audit in progress — not yet certified.
Pricing, in plain numbers
CA$89/month
One Standard plan for the whole firm — not per seat. Or CA$961.20 a year (10% off). Lifetime access is available on request.
| Team size | Monthly price |
|---|---|
| 1 user | CA$89 |
| 3 users | CA$89 |
| 10 users | CA$89 |
| 25 users | CA$89 |
14-day free trial, no credit card. Prices in Canadian dollars, plus applicable tax.
Included in the Standard plan
- Unlimited users, leads, cases and branches
- IRCC PDF form autofill — no per-form fees
- Retainer agreements & e-signatures with audit trail
- Client portal, document checklists, questionnaires
- WhatsApp inbox, Meta Lead Ads, email automations
- Invoices, payments, calendar, tasks and analytics
When ImmiPractice is not the right fit
- You need trust accounting or online collection of client payments inside the CRM.
- You want software that submits applications to IRCC for you — no CRM should; your licensed professional submits.
- You need two-way Google or Outlook calendar sync today.
Everything else on this page is live today and included in the Standard plan.
Immigration Consultancy CRM: questions
Is ImmiPractice good for study-visa and education consultancies?
Yes. You define your own services, each with its own intake form and document checklist.
Do we pay per counsellor?
No. The Standard plan includes unlimited team members, managers and branches.
Can we see which ad source produces enrollments?
Yes. Office analytics break down leads versus enrollments by source, branch and team member.