CanadaConsultPortal.ca Immigration Case Management Software

FEATURES

OUR FEATURES

Manage Case Files

CLIENT FILE MANAGEMENT SYSTEM

We follow industry standards to keep your data safe and follow ICCRC standards of maintaining your Client Records. We store all your client assets securely and assign a unique case number to all your cases, allowing you to easily track your client case records.

Manage Case Files

PROSPECT MAGNET™

Our proprietary technology connects you with qualified persons interested in immigration that needs your expertise. With our simple pay-as-you go model, you can pay for as many prospects you need to get your business going.

Manage Contacts

CONTACTS MANAGEMENT

Manage your personal and corporate contacts with ease. Our Contacts Management module allows you to place your contacts in appropriate categories along with making notes to ensure you have all the details you need in one central view.
We integrate your contact profiles with case files so you are able to see which case files are associated with your contacts.

Manage Case Files

TIMESYNC™

Our TimeSync feature allows you to track the time spent on your client cases. Simply start the timer while you work on your client's case then stop the timer when complete, we will automatically calculate the total time spent on your cases.

Manage Case Files

FORMSYNC

Our FormSync™ technology automatically fills out your immigration forms in seconds saving you precious time.

Collect Clients Credit/Debit Cards Payments

ACCEPT CARD PAYMENTS

Begin accepting credit/debit card payments for your services provided. Our one-click billing module makes collecting and tracking payments simple. Our payment gateway partner is PCI compliant and used to serve over 100,000 businesses globally. Never worry about tracking and accepting payments again.

Schedule Appointments

MANAGE APPOINTMENTS

As your business grows you will need a robust appointment management solution to ensure you are maximizing the hours in your day. Our SmartCalendar provides a feature-rich appointment Calendar that will give you full control to schedule clients.

Manage Tasks

TASK MANAGEMENT

Always start your day knowing what tasks are needed to be completed. Stay on top of your client’s requirements to ensure a speedy turn-around time.

Manage Case Files

ALERTS & NOTIFICATIONS

With our alerts and notifications module, you will never miss important deadlines. Set reminders for upcoming meetings, expired documents, important dates and things you simply can't miss and we will do the work to remind you using our messaging platform whether via SMS Text, Email or native reminders once you are signed in.

Collect Clients Credit/Debit Cards Payments

ASSESSMENT/INTAKE QUESTIONNAIRES

Collect all the relevant information you need using our Web Questionnaires. Use the Assessment Questionnaire to assess your clients' eligibility for Canada and use our Intake Questionnaire to gather all the details needed for your immigration forms.

Our Web Questionnaires will help simplify your life.

WhatsApp Connect

WHATSAPP CONNECT

We know you love WhatsApp and so do we. We have integrated with WhatsApp to make connecting with your clients easier, right from within their case records.

Manage Tasks

CLIENT MESSAGING

Communicating with your clients have never been easier, with our built-in messaging system your clients will be notified the minute you send them a message. You may also use our in-built International SMS Text Messaging feature to connect with your clients for those time-sensitive matters.

Reconcile Accounts

CLIENT ACCOUNTS RECONCILIATION

Our Reconciler™ module will help you meet ICCRC Compliance Audit requirements. Simply upload your bank files to begin the reconciliation with a few clicks.

Schedule Appointments

SECURE & UNLIMITED CLOUD STORAGE

Your clients' data is always kept secure with industry grade encryption in transit and at rest. You are assigned your own unique database, which avoids your data being commingled with other data assets from other tenants on our network. This gives you the peace of mind that your data is kept secure and isolated and you can request a copy of your database whenever you need it.

Manage Case Files

SECURITY

Your data is kept secure using 256-bit SSL encryption in transit along with following ISO/IEC 27001 Security Standards. Our credit card processing partners are PCI-DSS Level-1 Compliant, which is the most stringent level of certification available in the payments industry!

Personal Branding

PERSONAL BRANDING

Add your logo to promote your brand and to have a personalized experience. Your logo may be added to Email Communications, Case Management Portal & Client Portal.

Reconcile Accounts

MULITLINGUAL SUPPORT

With support for over 30 different languages your clients will find it easy navigating the Client Portal and responding to questionnaires in their native languages.

Reconcile Accounts

SECURE CLIENT PORTAL

Our secure Client Portal will allow your clients to complete Intake and Assessment forms, share documents and communicate with you in a simple mobile responsive interface.