Built for Immigration Consultants

Close More Visas.
Serve More Clients.
Grow Faster.

Stop managing immigration cases in Excel, WhatsApp & sticky notes. VisaPilot CRM is purpose-built for visa agencies — track every case, document, and client in one secure platform.

7-day free trial
No card required
SSL encrypted
Cancel anytime
VisaPilot CRM Immigration Management Dashboard ● LIVE 📁 ACTIVE CASES 248 ▲ 12% this month APPROVAL RATE 94% 94% Avg: 68% · +26pp above CLIENTS SERVED 1.2K All-time active clients APPLICANT PROGRESS VISA TYPE STATUS JT James Tanner Canada · Study 94% Study Visa ✓ Approved ER Emily Rodriguez United Kingdom · Work 60% Work Permit ⏳ Pending DW Daniel Walsh Australia · Tourist 38% Tourist Visa 🔄 Review SM Sarah Moran New Zealand · PR 95% Perm. Residency ✓ Approved 🔒 SSL Secured 256-bit encrypted Cloud Hosted 99.9% uptime SLA 👥 Multi-Tenant Full data isolation Live Updates Real-time sync 🔔 New application submitted — Daniel Walsh (Tourist Visa · AU) · just now
Built for Immigration Firms
Not a generic CRM — purpose-built for visa workflows
Secure Cloud Platform
Multi-tenant, encrypted, role-based access control
Replaces Excel & WhatsApp
One platform for cases, documents, team & clients
Launch Offer Available
Founding member lifetime pricing — limited spots
Platform Features

Everything your visa firm needs,
in one platform

Built for immigration consultants who want to scale their practice with less manual work and more client satisfaction.

Visa Case Management

Track every application through its complete lifecycle — from intake to approval. Never miss a deadline or document again.

Secure Document Management

Clients upload documents directly. Your team reviews, approves, and organizes everything with a full audit trail.

Real-Time Client Updates

Automated SMS and email notifications keep clients informed at every status change — reducing calls by 60%.

Business Intelligence Dashboard

Track approvals, team performance, revenue, and application trends with beautiful charts and exportable reports.

Automated Billing & Subscriptions

Generate professional invoices, collect payments, and manage client subscriptions automatically through Stripe.

Multi-Branch Management

Run multiple office locations from one account. Assign staff and cases to branches — see everything from one dashboard.

IP-Based Access Control

Restrict admin and agent access to specific IP addresses. Keep your client data secure even on shared networks.

Client Portal Access

Give your clients a branded portal where they track their applications, upload documents, and message your team.

Task & Pipeline Management

Assign tasks, set deadlines, and manage your CRM pipeline. Nothing falls through the cracks with VisaPilot.

How It Works

Up and running in under 10 minutes

No complex setup, no IT team required. VisaPilot CRM is designed for immigration professionals — not developers.

1
Create Your Firm

Sign up with your firm details. Your account is ready to use in seconds with a 7-day free trial.

2
Invite Your Team

Add admin, sales agents, and client accounts. Set permissions and branch assignments per role.

3
Import Your Cases

Add visa applications manually or import existing clients. Attach documents and set statuses instantly.

4
Automate & Scale

Set up notifications, generate invoices, track analytics — and watch your firm run like clockwork.

Role-Based Access

The right access for every person

VisaPilot CRM has purpose-built roles so each person sees exactly what they need — nothing more, nothing less.

Client

Your clients get a secure portal to track their visa status, upload documents, and communicate with your team.

  • Track application status
  • Upload & view documents
  • Receive status notifications
  • Chat with their agent
  • See other clients' data
  • Access team management
Sales Agent

Agents manage their assigned cases, update clients, and process documents within their branch.

  • Manage assigned applications
  • Update visa statuses
  • Upload documents
  • Create invoices
  • Admin settings
  • Billing & subscriptions
Admin

Firm admins have full visibility over all applications, team members, branches, and reports.

  • All applications & documents
  • Team & branch management
  • Reports & analytics
  • Billing & invoices
  • See other firms' data
  • Access platform admin
Platform Owner

VisaPilot platform admins manage all firms on the platform. Firm data is completely isolated for privacy.

  • Manage all firms
  • View platform metrics
  • Suspend / activate tenants
  • Platform-wide analytics
  • View any client applications
  • Access firm application data
Simple Pricing

Transparent pricing for every firm size

No hidden fees. No per-user charges. Start free for 7 days, upgrade when you're ready.

Monthly Billing Annual Billing Save 20%
Starter
Perfect for solo consultants & new firms
$ 49
/month
billed monthly
  • Up to 100 applications / month
  • Up to 5 team members
  • Admin + Sales + Client roles
  • Document upload & management
  • Email notifications
  • Invoice system
  • Task management & CRM pipeline
  • Basic analytics
  • SMS notifications
  • IP restriction control
  • Client portal
  • Multi-branch management
Start Free Trial
Agency
For large firms & multi-branch offices
$ 299
/month
billed monthly
  • Unlimited applications
  • Unlimited team members
  • All Growth features
  • Multi-branch management
  • Branch-level user & app assignment
  • API access
  • Dedicated account manager
  • Custom onboarding & training
  • SLA support guarantee
  • Early access to new features
Start Free Trial

Full Feature Comparison

Feature Starter Growth Agency
Core Platform
Monthly applications100UnlimitedUnlimited
Team members515Unlimited
Sales agents210Unlimited
Document management
Invoice system
Task & pipeline management
Communication
Email notifications
SMS notifications
Security & Analytics
Basic analytics
Advanced reports & analytics
IP restriction control
Advanced Features
Client portal
Multi-branch management
API access
Support
Email supportPriorityDedicated
Account manager
Custom onboarding
Early Access Feedback

What beta users say about VisaPilot CRM

Feedback from our early access and beta testing program — real opinions from immigration professionals who helped shape the product.

Beta Tester
★★★★★

"Finally a CRM that actually understands immigration workflows. The document tracking and expiry alerts saved us from a major compliance issue within the first week."

AK
A. Khan
Immigration Consultant, UK
Early Access
★★★★★

"We were running everything on WhatsApp and Google Drive. VisaPilot replaced both. The team onboarded in a single afternoon — it's genuinely easy to use."

SR
S. Rahman
Study Abroad Agency, Canada
Beta Tester
★★★★★

"The pipeline view is exactly what I needed. I can see all my cases at a glance — what's stuck, what needs a document, what's ready to submit. Saves me hours every week."

MA
M. Ahmad
Visa Consultant, UAE
Early Access
★★★★★

"Document tracking used to be our biggest headache. Now every passport, financial record, and form is in one place. The client-facing status updates alone reduced our calls significantly."

FH
F. Hussain
Immigration Consultant, Pakistan
Beta Tester
★★★★★

"The 7-day trial was more than enough time to see the value. Onboarding took just a couple of hours. We haven't looked back at our old spreadsheet setup since."

RP
R. Patel
Study Abroad Consultant, India
Early Access
★★★★★

"The analytics dashboard gives me real visibility into my team's performance. I can see which cases are lagging and act before they become problems. This is exactly what I needed."

TN
T. Nguyen
Immigration Firm Owner, Australia
FAQ

Frequently asked questions

Yes — every new firm gets a 7-day free trial with full access to all features on the plan you choose. No credit card is required to start your trial.
Absolutely. You can upgrade or downgrade your plan at any time from your Billing page. Upgrades take effect immediately; downgrades apply at your next billing cycle.
Starter supports up to 5 team members, Growth up to 15, and Agency supports unlimited team members across all branches.
Multi-branch lets you run multiple office locations from one Agency account. Each branch has its own staff and applications, with full visibility at the firm level for admins.
Yes. All data is encrypted at rest and in transit (SSL/TLS). Each firm's data is completely isolated — no other firm can ever access your client records. You can also enable IP-based access control for extra security.
Yes, Growth and Agency plans include a client portal where your clients can log in to view their application status, upload documents, and communicate with your team.
Yes. Annual billing is available at a 20% discount. You can toggle between monthly and annual billing on the pricing page or from your account settings.
We accept all major credit and debit cards (Visa, Mastercard, Amex) processed securely through Stripe. Bank transfers are available for Agency annual plans.
Limited-Time Founder Offer

Lock in lifetime pricing
before we raise rates

We're offering founding member pricing to our first 20 customers. Once these spots are gone, they're gone forever.

Founder Growth
Was $299/month
$149
/month forever
All Growth features included.
Price locked for life — never increases.
Claim Founder Spot
Founder Agency
Was $499/month
$299
/month forever
All Agency features included.
Unlimited branches & team members.
Claim Founder Spot

Spots remaining: 20 total — filling fast

Founder pricing is locked in forever — no annual commitment, cancel anytime.

Why We're Different

Not just another CRM —
built exclusively for immigration

Generic CRMs (Salesforce, HubSpot, Zoho) are built for sales teams. VisaPilot CRM is built from the ground up for visa workflows, immigration timelines, and document compliance.

Immigration-Native Workflows

Document expiry tracking, passport alerts, visa type pipelines, multi-stage case management — all built-in, not bolted-on.

Role-Based Security

Client, Agent, Admin — each person sees exactly their data. IP restriction, OTP login, 2FA authentication — enterprise security for any firm size.

Built-In Client Portal

Your clients get their own login to track case status, upload documents, and communicate — without WhatsApp chaos.

Multi-Branch Ready

Run 1 or 10 offices from one account. Assign staff, cases, and clients by branch — full visibility at the firm level.

Integrated Billing

Invoice clients, track payments, and manage firm subscriptions — no third-party billing tool needed.

Real-Time Analytics

Know your team performance, case approval rates, and revenue trends without exporting to Excel. All live in your dashboard.

VisaPilot CRM vs The Alternatives

Why immigration firms switch to VisaPilot

Most immigration firms are running on Excel, WhatsApp, or generic CRMs. Here's why that's holding them back.

Feature Excel / Sheets WhatsApp Groups Generic CRM VisaPilot CRM
Visa Case Tracking Partial
Document Upload & Storage Partial
Document Expiry Alerts
Client Portal (Self-Service) Partial
Team Role Management Partial
Multi-Branch Management Partial
Invoice & Billing Partial
Analytics & Reports Partial Partial
IP Access Restriction
Built for Immigration
Enterprise-Grade Security

Your client data is safe,
private, and always yours

VisaPilot CRM is built with multi-tenant isolation — meaning your firm's data is completely invisible to every other firm on the platform.

Multi-Tenant Isolation

Each firm's data lives in a separate tenant space. No cross-contamination, no data leaks, no shared databases between clients.

Role-Based Access Control

Admins, agents, and clients each see only their permitted data. Granular permissions built into every page and API endpoint.

IP Restriction Controls

Lock your CRM to approved IP addresses. Only your office or VPN can log in — preventing unauthorized remote access.

OTP + Two-Factor Auth

Every login requires an OTP verification code. Optional Google Authenticator 2FA for maximum account security.

Encrypted Data Storage

All data is encrypted at rest and in transit using SSL/TLS encryption. Your client files and records are always protected.

Platform Owner Isolation

Even VisaPilot's own platform administrators cannot access your firm's client applications. Privacy by architecture.

SSL/TLS Encrypted
Encrypted at Rest
Multi-Tenant Architecture
OTP Every Login
IP Whitelisting
Book a Demo

See VisaPilot CRM
live in 20 minutes

Book a free 1-on-1 demo with our team. We'll walk through the platform, answer your questions, and set up your firm if you're ready to start.

Live walkthrough of all features
Q&A with our product team
Custom setup for your firm's workflow
No pressure — cancel anytime
Book Free Demo Start Free Trial

Free 1-on-1 Demo

Takes 20 minutes.
See how to manage all your visa cases, documents, clients, and team from one dashboard.

20-minute session
Google Meet or Zoom
Personalized for your firm
Email Us to Book

Ready to grow your visa firm
with VisaPilot CRM?

Replace Excel and WhatsApp with a real immigration CRM. Start your free 7-day trial today — no credit card needed.

Book a Demo Start Free Trial