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Make Your
Immigration Advisor Business More Profitable

Ezymigrate improves productivity by up to 50 percent. It also improves collaboration, and it makes communications more efficient.

Get More
Leads

Let agents input and manage leads
Add lead capture forms to your website
Manage files for potential clients
Stay on top of communications
Record details of walk-in clients

Save Time
& Money

Import emails from your personal inbox
Connect multiple users and agents
Make communications more efficient
Use task management & checklist systems
Monitor case progress from anywhere

Client Management/
Case management system

Use school enrolment features
Improve workflow management
Manage complete client files in one place
Use assessment forms
Improve document management

Get Paid and
Grow Your Business

Integrate with XERO
Manage invoicing & receipting processes
Invoice suppliers and schools
Monitor transactions daily
Set supplier/school commission reminders

Quick Breakdown of Our Features

Start making your Immigration Business more efficient today.

amazing features

Case Management System

Powerful workflow system
Create checklists with policy links and descriptions
Assign checklists to individuals responsible for processing
View the progress of cases graphically

Agent
Portal

Agents can input client information and upload documents
Monitor the progress of cases and admissions
View commission due and total commission
Access forms

Supplier-School (Admissions) Management system

Manage Admissions
School Commission reminders
Invoice Schools
Supplier Invoice reminder system
Manage incoming payments under client file

CRM

View summaries of active clients on your dashboard
Reminder system and visa forms
Link the web assessment form to your website for lead generation
Manage potential clients
Client file management
Manage accounts on a stage-by-stage basis
Advanced invoicing and receipting features

client
portal

Clients can view their emails, account balance, and forms
Clients can upload their information including their qualifications and employment history
View the progress of their visa application
You can view reports send email campaigns via Mailchimp, and more

email

Import emails from your inbox
Import emails from your CRM system
Send letter and contract templates
Send emails with Ezymigrate
Emails from clients are automatically saved in their client file

some facts

 

200+

Immigration
advisors in NZ

2014

Ezymigrate
development began

TOI-
OHOMAI

Is one of
our partners

50%

The time
you can save

about ezymigrate

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.

Designed with in Auckland, New Zealand

9 Reasons to Choose Ezymigrate

Customised for immigration advisers

Ezymigrate was built specifically for immigration advisors so is customised to the needs of your business.

Communicate more effectively

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.

Work more efficiently with reminders

Your dashboard displays all client cases that you must contact Immigration New Zealand about.

Streamline invoicing and accounts

Handle your invoicing and accounts processes in one system plus you can integrate Ezymigrate with XERO.

Work collaboratively

Your agents and clients can upload information directly to the system, saving you time.

Improve customer retention

Ezymigrate has reminders and other customer relationship management features.

Get quick overviews of the progress of all your client files

Ezymigrate includes various reports and visual data representations.

Access anywhere with unlimited space

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.

Improve the security of your client’s data

Ezymigrate is built on Microsoft’s reliable and highly secure Azure platform.

Our Trusted Partners

partner partner partner partner partner partner partner partner

Latest News

 

What Immigration Advisors Say!

Honorable Tuariki John Edward Delamere TDA Immigration

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...

Read More +

Sally ForbesBay Immigration Ltd

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...

Read More +

Inderpal Singh Professional Visas

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...

Read More +

Kotaro Mizoguchi JSK Consulting

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...

Read More +

Harshita Dreams Immigration Services Ltd

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...

Read More +

Martin Guich Collective Consulting

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...

Read More +

Book A Demo

Thank you for expressing an interest in Ezymigrate.
We look forward to serving you and aim to respond to all enquires within 24 hours.

Office Location

16 Byron Avenue
Takapuna, Auckland 0622

Phone Number

+64-9-9508491

Email Address

[email protected]

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