WhatsApp CRM

The immigration CRM with WhatsApp built in

Your clients already live on WhatsApp. ImmiPractice puts those conversations inside the client record — on the official API, shared by your team, owned by your business.

No credit card required14-day free trial

  • Data hosted in Canada
  • Encrypted in transit & at rest
  • CA$89/mo · unlimited users
  • IRCC form autofill
Immigration CRM with WhatsApp — in short

ImmiPractice includes a WhatsApp Business inbox connected through Meta’s official WhatsApp Cloud API. Conversations link to leads and cases, the team can reply and send documents inside WhatsApp’s 24-hour window, documents clients send can be saved to their case, Meta-approved templates can be submitted from the CRM, and broadcasts go only to opted-in contacts. WhatsApp access is included in the Standard plan.

Product facts checked 22 October 2026

Why practices choose ImmiPractice

Official API, not a workaround

Connected through Meta’s WhatsApp Cloud API with Embedded Signup.

Owned by the business

History stays with the client record when a counsellor leaves.

Documents to the case

Save passports and certificates clients send on WhatsApp straight to their case.

Consent-based broadcasts

Templates and broadcasts only to contacts who opted in.

How it works

  1. Connect

    Link your number via Embedded Signup.

  2. Reply

    Shared inbox with live updates.

  3. Save

    Documents land on the case.

  4. Reach

    Templates and opted-in broadcasts.

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.

Khushwinder Singh SidhuWizzline Immigration · Mohali

Hosted in Canada — the details

Where data lives

All customer data — client records, documents, signatures and backups — is hosted in Canada.

Encryption

Encrypted in transit (HTTPS/TLS) and at rest. Mailbox passwords for automations are encrypted with an application key.

Backups & recovery

Daily backups kept 30 days. Recovery point objective 24 h, recovery time objective 8 h.

Who can see what

Seven roles with branch isolation; staff sign in with a one-time email code, so there are no shared passwords.

Third parties

Stripe for ImmiPractice subscription billing; Meta only if you connect WhatsApp or Lead Ads; your own mailbox for email.

Audits

SOC 2 Type II audit in progress — not yet certified.

Read the full security page → · Security library →

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 sizeMonthly price
1 userCA$89
3 usersCA$89
10 usersCA$89
25 usersCA$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 CRM with WhatsApp: questions

Is this WhatsApp Web automation?

No. ImmiPractice uses Meta’s official WhatsApp Cloud API, which is the supported way for businesses to message clients.

Can we see what our team does on WhatsApp?

Yes. Conversations are in a shared inbox, and WhatsApp team tracking is available as an add-on.

Is there an extra charge for WhatsApp?

WhatsApp access is included in the Standard plan. Meta may charge for some message types under its own pricing.

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