Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EXPAT CRM is a cloud CRM for immigration agencies, independent legalization specialists, law firms and in-house HR teams that handle cases of foreigners in Poland. Each case keeps the client's details, documents, key dates and comments in one place. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads files in the client panel, where the case status is also visible. The specialist checks each document and approves it or returns it with a comment. From the questionnaire answers, EXPAT CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures: temporary residence, permanent residence, EU long-term residence, change of permit, invitation, registration of residence of an EU citizen, recognition as a Polish citizen and granting of Polish citizenship. Document checklists with examples come ready for each case type, and the team can edit them. EXPAT CRM reminds the team of visa and residence card dates and of interviews. The account owner assigns clients to managers, hands cases over and sees reports by client and by manager. Closed cases go to the archive. The EXPAT team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.
Description
Introducing Ezymigrate, the premier platform designed to streamline the management of your visa applications for various countries, including New Zealand, Australia, Canada, the USA, and numerous European nations. With Ezymigrate, you can significantly reduce your workload by up to 50% and enhance your overall productivity. Ezymigrate-Ezysolution stands at the forefront of innovation, continually developing advanced solutions that simplify the often intricate challenges associated with immigration. By selecting Ezymigrate, you empower yourself to focus on creating valuable opportunities and making a positive impact on lives. As Ezy-Heroes, we represent a new generation of immigration experts who are supported by Ezymigrate's robust technology. Together, we can pave the way for a more promising future for immigrants worldwide. Furthermore, the Ezymigrate agent portal allows your sales partners to seamlessly connect with you, efficiently managing their leads, client files, and commission structures. This portal ensures that you can have multiple sales partners while maintaining complete confidentiality regarding their information, enabling you to complete client applications from inception to submission all through one comprehensive platform. Ezymigrate is not just a service; it’s a community dedicated to transforming the immigration experience for everyone involved.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
EXPAT
Founded
2024
Country
Warsaw, Poland
Website
expat.pl
Vendor Details
Company Name
Ezymigrate
Founded
2011
Country
New Zealand
Website
ezymigrate.com