Data Function

Case study · Custom software · CRM

World Immigration Network: A CRM for visa case management and a website that brings in the clients

An immigration consultancy moved visa case management from email and spreadsheets into a CRM with automated steps, and launched a website that routes enquiries to the right person.

Client
World Immigration Network
What we did
CRM · Website · Workflow automation
Sector
Immigration services
Region
Toronto
World Immigration Network website homepage

01

The problem

A Toronto immigration consultancy handling visa, study and residency applications for clients from many countries.

  • Each case lived in email threads and spreadsheets, so deadlines were missed and clients could not see progress.
  • Enquiries from the website went to one inbox and were triaged by hand.

02

The solution

  • A CRM for visa case management with automated status steps, document checklists and transparency on every client file.
  • A responsive website with service pages and enquiry forms routed to the right consultant.

03

Security and privacy

  • Client documents handled under access controls and confidentiality
  • Encrypted transport and backups

04

Results

  • Automation reduced errors and increased transparency across every client file, in the CEO's words.
  • Live at worldimmigrationcanada.com.

The CRM system from Data Function revolutionized visa case management. Automation reduced errors and increased transparency across every client file. Post-launch support has also been exceptional.

Syed Rahman

CEO, World Immigration Network

See the project

05

Built with

  • WordPress
  • Custom CRM
  • MySQL

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