A cutting-edge CRM solution designed exclusively for Canadian immigration professionals.
With CaseCloud, you can streamline your workflow, saving valuable time and resources.
List of Features
Cases
CaseCloud(Immigration CRM) allows you to add unlimited cases and tasks, assign them to your team members, and track time spent on each task. You can easily send invoices to your customers and set up case milestones to ensure you meet all deadlines. With auto-calculated case progression, you’ll have complete visibility over your team’s progress. Plus, the collaboration features enable you to work closely with your team members and receive valuable feedback from clients.
Tasks
You can easily track your team’s progress and stay on top of case deadlines. Assign tasks to your team members and monitor their statuses in real-time. Team members can comment on tasks and attach files, and they can mention other users to send instant notifications. It allows you to create multiple tasks and clone similar ones for faster case management. You can add checklists and labels for better organization and understanding of tasks. With CaseCloud, you’ll have complete control over your team’s workflow and ensure that cases are completed efficiently and effectively.
Recurring Tasks
Create recurring tasks automatically on your scheduled days. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.
Estimate Requests
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more cases and find potential clients.
Estimates
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create cases from the estimates and convert the estimates into invoices.
Invoices
Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand. Set custom footer in the pdf for additional information.
Recurring invoices
Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
Payments
It support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
Proposals
Send good looking proposals to your customers and leads and get more work.
Contracts
Do contracts with your customers and deliver hassle free work.
Clients
Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, cases, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients. You can allow your clients to use the client portal. Each clients will get individual dashboard to see their cases , invoices and other information. Let your clients followup the cases and get feedback instantly. Set permissions for the clients to limit their access.
Chat with customers
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
Chat with team members
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make case management more faster.
Leads
Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.
Support tickets
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Expenses
Track all your expenses and get cases and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Knowledge base
Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Help articles
Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Team management
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Event calendar
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Notes
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for cases and let access to the case members.
Announcements
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Timeline
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Time cards
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
Leaves
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.
Personal Todo List
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Notifications
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.
Activity Logs
Get the details about team members activities in different cases. Monitor everything what your team members doing and stay up to date.
Featured Work
Canadian Immigration Software
