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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
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
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/