Features
Everything the case touches
Nine modules, one spine. Everything below ships today — grouped the way an agency actually works, not the way a menu looks.
Cases & workflows
- One workspace per case: stage, checklist, documents, notes and activity in a single page
- Workflow templates cloned at case open — editing a template never disturbs live cases
- Custom stages and checklist items per service line
- Assignment to counsellors, branches and teams, with due dates
Leads & CRM
- Capture from web forms, Meta Lead Ads, WhatsApp or Excel
- Deduplication by phone number or passport hash
- Kanban stages with a separate pipeline per division
- Convert a won lead into a case in one click — nothing re-typed
Documents, review & e-sign
- Clients upload through the portal; staff review right on the case
- Approve or reject with a reason — versions kept, never overwritten
- Virus scanning and OCR text extraction (plan-gated)
- E-signature packets where it counts (plan-gated)
- Private storage, served only through expiring signed links
Money & compliance
- Invoices with part-payments, due dates and reminders
- Online payments and manual collections — gateway-verified, never trust-the-redirect
- Country-aware rules warn before an invoice goes out
- Receipts are voided, never deleted — each with a QR anyone can verify
- Refunds and reversals as first-class actions
Portals
- Client portal: stage, checklist, documents and invoices in one focused workspace
- Partner (sub-agent) portal with scoped leads and cases
- Sponsor and employer visibility on candidate progress
- Every agency gets its own subdomain; custom domain on Pro
Study-abroad tools
- Program and university catalog with intakes and requirements (plan-gated)
- Applications per intake, linked to the case checklist
- Partner commission rules and statements
- Coaching batches and attendance with daily close (plan-gated)
Recruitment back-office
- Job orders from overseas employers with demand and salary
- Candidate pipeline: screening, trade test, medical, visa
- Country-specific clearance and deployment checklists
- Passport custody log, in and out
Team & control
- Roles — owner, counsellor, accountant, branch manager — each with a data scope
- Branches with per-branch visibility (plan-gated)
- Attendance shifts with automatic daily close
- Full audit log on every record
Reports & imports
- Dashboards for conversions, revenue and overdue documents
- Excel import for leads, clients and cases
- Permission-gated exports
- SMS and WhatsApp notifications (AlphaSMS, SSL Wireless, Meta Cloud API)
Every module above writes into this one page — that is the point.
That's the whole ledger.
Start a trial and open your first case today.