Home β€Ί Sukam Apps CRM β€Ί Immigration Consultants

CRM for Immigration & Study Visa Consultants

From Facebook lead to visa decision, every file tracked. Sukam Apps CRM helps immigration and study visa consultants call every inquiry fast, manage documents and file stages, collect fees on time and keep students and parents updated on WhatsApp.

Meta lead adsDocument checklistWhatsApp file updates
Our clients

Trusted by Industry Leaders across India

From fast-growing local businesses to national brands, teams in manufacturing, education, immigration, healthcare and finance run their sales on Sukam Apps.

The problem

Where Immigration Consultants Lose Clients

Students compare 4 or 5 consultants. The one who calls first, follows up properly and keeps the family updated gets the file.

βœ• How it works todayβœ“ With Sukam Apps CRM
Leads from ads (such as Facebook, Instagram, Google Ads, or website inquiries for a Canada study visa) are called hours laterβ€”by then, the student has signed with another consultant.
Sukam Apps CRM auto-captures Facebook, Instagram, Google Ads and website leads within 3 seconds, assigns counsellors with instant mobile alerts, and sends students an automated WhatsApp message.
Counsellors keep leads to themselves (such as personal WhatsApp chats, phone contacts, and notebooks)β€”when they leave, the leads leave with them or seed a rival agency.
Mobile App For Telecaller records every call, and all chats, notes and follow-ups stay in the company’s CRM.
Documents (such as passport, IELTS scorecard, bank statements, ITR, and marksheets) are collected on WhatsApp and lost in chatsβ€”files are filed late and intakes are missed.
Every file gets a country-wise document checklist with upload status, and students receive automated WhatsApp reminders for pending documents.
Clients call daily asking about their file status (such as VFS biometrics, offer letter, GIC, or visa decision)β€”counsellors lose half their day answering the same questions.
WhatsApp Cloud API sends students automatic updates at every file stage, and counsellors get follow-up tasks.
Fee instalments and refunds are tracked in registers (such as office registers, Excel sheets, or cash receipt books)β€”no one knows who paid what, and disputes follow.
Each client’s fee plan sits in the CRM, with automated payment reminders on WhatsApp/SMS for every due instalment.
Walk-ins and phone inquiries (such as the reception register, landline calls, or seminar attendance sheets) never reach the CRMβ€”no follow-up happens and students go to competitors.
Sukam Cloud IVR records every call, and walk-ins are logged on the mobile app and assigned to a counsellor instantly.
How it works

How Sukam Apps CRM Works for Immigration Consultants

One clear flow from first inquiry to visa result and final settlement.

Lead Capture

Leads from Facebook, Instagram ads, website, direct walk-ins and phone calls land in one unified list.

Telecaller & Counsellor Assignment

Instant lead distribution by country or visa type with recorded calls and eligibility notes.

Customer Visit & Counselling

Track office walk-ins, follow-up interactions, document collection, and initial fee discussions.

Admission & File Verification

Document verification by the processing team, tracking student follow-ups, and applying to the college/university or partner agent.

Embassy Submission

Managing final visa file preparation, submission to the embassy, and tracking application status.

Visa Decision & Result

Real-time status update on visa approval or refusal, instantly notified to the student and parents via WhatsApp.

Final Settlement (Commission & Dues)

Post-visa tracking of pending applicant fees, refund records, and commission settlements from colleges or partner agents.

Features

CRM Features for Visa & Immigration Businesses

For study visa, PR, work permit and visitor visa consultants.

Facebook & Instagram Lead Capture

Leads from Meta lead ads come in automatically with source and campaign name.

Country & Visa-type Pipelines

Separate stages for Canada, Australia, UK, USA, New Zealand and Europe, study or PR.

Document Checklist

Visa-wise checklist for passport, IELTS/PTE, transcripts, funds and upload status.

File Stage Tracking

Offer letter, tuition fee, GIC, medical, biometrics, filed, decision: every stage dated.

Fee & Instalment Tracking

Service fee plans, instalments, receipts and refunds for every client.

WhatsApp Status Updates

Automatic messages to students and parents, so fewer status calls for your team.

Branch & Counsellor Reports

Leads, conversions and fee collection by branch and counsellor.

IELTS/PTE Batches & Walk-ins

Manage coaching batches, demo classes and walk-in register in the same CRM.

Give each branch one Sukam Cloud IVR number so every inquiry call is recorded, run WhatsApp campaigns for intakes and seminars, and use Saaransh AI Business Insights to see which counsellors handle objections well and who needs coaching.

Before & after

What Changes for Your Consultancy

Without CRMHow it works today

  • Leads from ads called late or not at all
  • Documents scattered across WhatsApp chats
  • Parents calling daily for file updates
  • Fee dues noted in a register
  • Owner depends on counsellors for numbers

With Sukam Apps CRMWhat changes

  • Every lead called within minutes
  • Every document tracked against a checklist
  • Automatic WhatsApp update at each stage
  • Instalment reminders and receipts in CRM
  • Branch and counsellor dashboards, live
Who uses it

Who Uses Sukam Apps CRM in Immigration

Study Visa ConsultantsPR & Immigration ConsultantsWork Permit ConsultantsTourist & Visitor Visa AgentsIELTS & PTE Coaching CentresOverseas Education AgentsSpouse & Dependent Visa ServicesTravel & Ticketing AgenciesMulti-branch ConsultanciesEducation Fair Organisers
Integrations

25+ Integrations to the tools you already use

Sukam Apps CRM connects with the lead portals, WhatsApp, cloud telephony, email, accounting and automation tools Indian businesses run on. Leads, calls and invoices sync automatically, so your team works from one screen.

  • Lead portals
  • WhatsApp & social
  • Cloud telephony
  • Email
  • Accounting
  • Automation
Connected ecosystem

Everything a Immigration Consultants Business Needs, Connected

CRM, calling, WhatsApp and accounting on one platform. No copy-paste between five different apps.

FAQ

CRM for Immigration Consultants: Frequently Asked Questions

What does a CRM for immigration consultants do?

It tracks every inquiry from first call to visa decision: counselling, enrolment, documents, application stages, fees and client updates, in one system.

Can we capture Facebook and Instagram leads automatically?

Yes. Leads from Meta lead ads flow into Sukam Apps CRM automatically with campaign details and can be assigned to counsellors instantly.

Can we set different stages for different countries and visa types?

Yes. You can create separate pipelines and document checklists for each country and visa type, such as Canada study or Australia PR.

Can students and parents get updates on WhatsApp?

Yes. Automatic WhatsApp messages can be sent when a file moves to the next stage, reducing status calls to your office.

Can we track fee instalments and refunds?

Yes. Each client can have a fee plan with instalments, receipts and refund records.

Does it work for multiple branches?

Yes. You can manage multiple branches with branch-wise leads, counsellors and reports, and the owner sees everything together.

Convert More Inquiries Into Visa Files

See how immigration and study visa consultants run their leads and files on Sukam Apps CRM.

1,500+Businesses supported
12,000+Active users
16+Years experience