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
Tailor your surveys to your specific needs or opt for the ready-made templates offered by TC Group Solutions. You can seamlessly integrate diverse content types, including text, images, and graphics, into the responses. Additionally, it's possible to establish varying user tiers within your team, assign distinct questions to each tier, and set specific deadlines for responses. Let the gathered data guide your insights and allow for a visually engaging analysis to enhance the oversight of your operations. Moreover, you will have the ability to effortlessly compare both the completion rates and the outcomes of the questionnaires across your retail network. This functionality empowers your organization to effectively tackle checklists, ensuring that daily responsibilities are managed in a systematic way while fostering accountability among team members.
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
$35 per month
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
No
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
TC Group Solutions
Founded
2007
Country
France
Website
www.tcgroupsolutions.com
Product Features
Product Features
Retail POS Systems
Barcode Scanning
No
Commission Management
No
Discount Management
No
Gift Card Management
No
Inventory Management
No
Loyalty Program Support
No
Pricing Management
No
Returns Tracking
No
Sales Tracking
No
Touch Screen
No
eCommerce
No