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features
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support

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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

The process of applying for a visa can often be intricate and lengthy for both applicants and visa agents; however, Solufy offers a cutting-edge software solution tailored for managing visa applications. This innovative tool boasts features like centralized repositories for applications, automated processing capabilities, comprehensive document management, and seamless real-time integration with consular systems, allowing visa agents to deliver quicker, more precise, and streamlined services. By adopting an integrated system that encompasses both visa applications and coaching services, agencies can effectively oversee lead management, track applications, and generate records automatically, thereby enhancing the overall experience from coaching to immigration. Furthermore, the system simplifies the creation of service history records, ensuring that every step of the process is thoroughly documented. Users can effortlessly monitor the progress of their university applications, visa submissions, and coaching developments, facilitating a convenient tracking experience that promotes a seamless transition from coaching into the immigration phase. This comprehensive approach not only enhances efficiency but also improves the level of service provided to applicants throughout their journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 No 
Live Rep (24/7) Yes 
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 No 

Vendor Details

Company Name

EXPAT

Founded

2024

Country

Warsaw, Poland

Website

expat.pl

Vendor Details

Company Name

Solufy

Country

India

Website

www.solufyerp.com/products/servisa-management-system/

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Product Features

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