Immigration case management software for Canadian firms

Immigration CRM

Run lead follow-up, case work, retainers, e-signatures, invoices, and payments from one immigration-specific workspace.

Pipeline • Automation • Instant Sync

Lead Management

Everything you need to track, organize, and convert leads — without spreadsheets.

Lead Management

What It Solves:

Keep every inquiry organized in a structured pipeline so you always know what’s new, what needs follow-up, and what’s ready to convert.

How It Works:

New leads auto-create profiles

Status tracking (New, In Progress, Pending, Scheduled, Converted)

Full lead history: messages, uploads, forms

Instant assignments to team members

See communication history with the lead (link email inboxes)

See lead management in VisaFlo

Smart Forms • Conditional Logic • Branded

Customizable Lead Intake Forms

Collect the right information from the very first message.

Customizable Lead Intake Forms

What It Solves:

Stop losing leads because of outdated, manual, or complicated intake processes.

How It Works:

Custom fields and form logic

Branded, mobile-friendly UI

Auto-creates lead profiles in VisaFlo

Auto-reply and assign to right staff

See lead intake in VisaFlo

Follow-Up Tracking • Internal Notes

Task Management

Stay on top of every follow-up with clear ownership and due dates.

Task Management

What It Solves:

Assign tasks, add internal notes, and keep the team aligned without relying on a separate spreadsheet.

How It Works:

Add tasks to any lead

Keep your whole team aligned and accountable

Add internal notes for context

See task management in VisaFlo

Instant Retainers • Auto-Filled Docs

Service Agreement & Retainer Generation

Auto-generate and send service agreements instantly.

Service Agreement & Retainer Generation

What It Solves:

Eliminate manual Word editing. Agreements populate automatically using lead info.

How It Works:

Auto-fill client details

Use your templates or VisaFlo defaults

Send directly to the client

Track viewed, completed, or pending status

See automated retainers in VisaFlo

Sign Anywhere • Fast Approval

E-Signature

Request and collect signatures anywhere in seconds.

E-Signature

What It Solves:

Stop switching tools. Clients sign directly within VisaFlo.

How It Works:

One-click signing

Real-time signature notification

Auto-stores signed PDFs in the lead profile

Works with your own retainers, declarations and consents docs

See e-signature in VisaFlo

Instant Billing • Payment Tracking

Invoicing & Payments

Bill clients instantly and get paid faster.

Invoicing & Payments

What It Solves:

No more jumping around invoicing apps — issue invoices directly from VisaFlo CRM.

How It Works:

Export QuickBooks-ready CSV files and collect with Stripe

Generate PDF invoices and receipts, and share directly

Log payments and balances

Keep billing, agreements, and signatures in one place

See billing in VisaFlo

Compare

Run the practice, not a patchwork of tools

Keep the entire lead-to-case workflow connected while your team grows without another per-seat fee.

Disconnected practice tools

Leads, cases, retainers, and billing live in separate systems

Follow-up depends on spreadsheets and memory

Every new teammate adds another paid seat

Client history is scattered across inboxes and files

VisaFlo

One lead-to-case workspace with full history

Tasks, retainers, invoices, payments, and e-signatures connected

Unlimited users with case-volume pricing

Canadian-hosted client and case data

See VisaFlo CRM on your workflow

FAQ

Questions about VisaFlo CRM

No. VisaFlo keeps lead profiles, status history, messages, uploads, forms, tasks, internal notes, and assignments in one workspace, then carries the same information into the client and case workflow.