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features
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support

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Description

Ekspat 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, Ekspat 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. Ekspat 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 Ekspat team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.

Description

Transform the way you manage your time by integrating client onboarding and collaboration into a single platform. Partner with a Formally attorney to navigate your visa options effortlessly and conveniently. Manage your global workforce and handle their visa sponsorships from one centralized location that fits your schedule. We utilize innovative technology combined with insights from behavioral science to redefine the landscape of legal tech, beginning with immigration services. Enhance your case with efficient collaboration and cutting-edge tools. Formally streamlines tasks for each team member and establishes goals tailored to their unique work styles. You can file applications instantly, monitor cases, and leverage our organized data platform to repurpose information for future immigration needs. Bid farewell to outdated case management systems and cumbersome Word documents. Focus on what you excel at, achieving greater efficiency with minimal stress. Our unique visa smart process picker evaluates eligibility and compatibility, allowing you to explore all visa options conveniently in one location. This comprehensive approach not only saves time but also simplifies the complexities often associated with immigration processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Word No 

Integrations

Microsoft Word Yes 

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 No 
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) No 
In Person No 

Vendor Details

Company Name

Ekspat

Founded

2024

Country

Warsaw, Poland

Website

ekspat.pl

Vendor Details

Company Name

Formally

Founded

2018

Website

formally.com

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