We began development of Ezymigrate following discussions with several immigration advisors. What we quickly understood is the regulatory requirements from the IAA mean generic CRM solutions are just not practical. This makes the immigration industry in NZ unique, but that doesn’t mean immigration advisors must give up the potential benefits that a well-designed CRM solution can bring.
The development process of Ezymigrate involved working closely with immigration advisors to ensure IAA compliance and correct workflow processes. The result is a custom CRM solution for the immigration industry that delivers productivity savings of up to 50 percent.
Our commitment with Ezymigrate is to help you make your business as efficient as possible through continual development of the system and by providing world-class levels of customer support.
Ezymigrate was built specifically for immigration advisors so is customised to the needs of your business.
Import emails from your inbox directly to your clients' files to keep everything in the one place. You can also send SMS messages to clients directly from the system, and more.
Your dashboard displays all client cases that you must contact Immigration New Zealand about.
Handle your invoicing and accounts processes in one system plus you can integrate Ezymigrate with XERO.
Your agents and clients can upload information directly to the system, saving you time.
Ezymigrate has reminders and other customer relationship management features.
Ezymigrate includes various reports and visual data representations.
Ezymigrate is cloud-based so you can access from anywhere you have an internet connection, plus you have unlimited storage space and can upload files that are up to 50MB.
Ezymigrate is built on Microsoft’s reliable and highly secure Azure platform.
How many steps do you go through as an immigration advisor to record information from clients in a way that is compliant with IAA guidelines?
Think about the number of things you do to convert a lead into a client
Does it take you longer than two minutes a day to manage accounts in your business?
More and more technical solutions are being delivered in the cloud.
TDA has signed up and started transferring its client database to the EZYMIGRATE client management system. TDA has had its own online Client Management System for several years and it has served us well...
Prior to Ezymigrate, I was doing things the old fashioned way. I looked at a number of CRM systems but none were specific for the NZ immigration advice industry. Ezymigrate has been great...
We were introduced to Ezy Migrate early in 2016 and choosing to change to this software has proved to be the right decision. The software streamlined all the different client management systems...
Ezymigrate is an ideal solution for the efficient management of customer information, a key requirement for the immigration advisory industry. It stores your customers' information electronically so it can...
The processes required for INZ are lengthy and time consuming and for people who work independently, it can be a tedious task. I always wondered whether there was such software in NZ that would...
Ezymigrate is an innovative solution for LIAs and lawyers that has helped us in immensely reducing the time that was used to be spent in managing our clients’ data, logging conversations, accounts, reminders and much more...