FOUNDER PRICING ACTIVE — 14 spots left
7-day free trial on all plans • 30+ features built-in

Simple, Transparent Pricing

Every plan includes 30+ purpose-built immigration features. No hidden fees, no per-feature charges, no surprises. Upgrade or cancel anytime.

Monthly Annual Save 20%
Starter
Starter
Solo consultants and small firms ready to replace Excel and WhatsApp with a proper CRM.
$ 49 /mo
7-day free trial included
Core Platform
Up to 300 applications/month
Up to 5 team members
Full case & application tracking
Lead management + Kanban board
Document upload & vault
Invoice management
Appointment scheduling
Task & pipeline management
Email notifications
Public application form link
Expense tracking
Custom fields builder
Knowledge base (internal)
Document expiry tracker
Service quotes & fee calculator
SLA deadline tracker
Global search
Basic analytics dashboard
Dashboard widgets (customizable)
Saved filters & quick views
Quick command palette (Ctrl+K)
SMS notifications
WhatsApp integration
Client portal
AI assistant
Multi-branch support
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Agency
Agency
For large agencies requiring multi-branch management, white label, e-signatures, and enterprise features.
$ 180 /mo $299
Founder Price — Lock in forever
7-day free trial included
Everything in Growth, plus
Unlimited team members
Multi-branch office management
E-Signature (digital document signing)
White label branding & custom domain
Affiliate & referral program
Enterprise tier management
Sandbox / demo mode
API access + webhook management
API keys management
Knowledge base (client-visible)
Dedicated account manager
Custom onboarding session
SLA-backed priority support
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All plans include a 7-day free trial  ·  Nothing charged today  ·  Cancel anytime  ·  Secure billing via Stripe

Every Feature, Every Plan

30+ features purpose-built for immigration firms. See exactly what's included in each plan.

All Plans Growth+ Agency only
Case & Client Management
  • Visa application tracking All
  • Client profiles & history All
  • Lead management + Kanban All
  • Appointment scheduling All
  • Communication log All
  • Task & pipeline management All
  • Compliance checklists All
  • Client self-service portal Growth+
  • Multi-branch management Agency
  • Enterprise client tiers Agency
Documents & Verification
  • Secure document vault All
  • Client document upload All
  • Document expiry tracker All
  • Document request portal All
  • OCR document verification Growth+
  • E-Signature (digital signing) Agency
Billing & Finance
  • Invoice management All
  • Stripe payment collection All
  • Expense tracking All
  • Service quotes & fee calculator All
  • Time tracking & billable hours Growth+
Communication & Messaging
  • Email notifications All
  • Public application form link All
  • SMS notifications (+$9/mo add-on) Growth+
  • WhatsApp Business integration Growth+
  • Bulk messaging (email + WhatsApp) Growth+
  • Gmail & Outlook email sync Growth+
  • Client feedback & NPS surveys Growth+
AI & Automation
  • AI chat assistant Growth+
  • AI email writer Growth+
  • OCR document extraction Growth+
  • Workflow automation builder Growth+
  • Google & Outlook calendar sync Growth+
Analytics & Reporting
  • Basic analytics dashboard All
  • SLA & deadline tracker All
  • Export to CSV All
  • Audit logs All
  • Advanced Chart.js analytics Growth+
  • Revenue trend reports Growth+
  • Staff performance reports Growth+
  • Lead conversion funnel Growth+
  • Integration health dashboard Growth+
Customization & Tools
  • Custom fields builder All
  • Knowledge base (internal) All
  • Global search All
  • PWA mobile app access Growth+
  • White label + custom domain Agency
  • Knowledge base (client-visible) Agency
  • Sandbox / demo mode Agency
Productivity & Workflow
  • Dashboard widget customization All
  • Saved filters & quick views All
  • Quick command palette (Ctrl+K) All
  • Client activity timeline Growth+
  • Bulk actions (Email, WhatsApp, Export, Archive) Growth+
Security & Access
  • OTP email login verification All
  • Google Authenticator 2FA All
  • Role-based access control All
  • Full audit trail All
  • IP restriction control Growth+
  • API keys management Agency
  • Webhook management Agency
Growth & Partnerships
  • Public application intake form All
  • Affiliate program management Agency
  • Referral tracking program Agency
  • API access for integrations Agency

SMS Notifications Add-on

Enable real-time SMS updates for your clients on Growth and Agency plans. Powered by Twilio.

Optional Add-on
SMS Notifications via Twilio
Send instant SMS updates to clients when their application status changes, documents are requested, or appointments are scheduled. Keep clients informed without your team lifting a finger.
$9
/month subscription
+ Twilio SMS usage charges
Available on Growth & Agency
The $9/month add-on enables SMS on your account. Actual messages are billed directly by Twilio at ~$0.0075–$0.01 per SMS. Your own Twilio credentials are configured in your firm settings.
Status change alerts to clients
Document request reminders
Appointment confirmations
Application approval/rejection
Custom message templates
OTP login via SMS
Opt-out management included
Enable/disable per firm

Full Feature Comparison

Every feature, every plan — side by side

Feature Starter
$49/mo
Growth
$80/mo
Agency
$180/mo
Capacity & Team
Monthly applications300UnlimitedUnlimited
Team members515Unlimited
Sales agents210Unlimited
Multi-branch offices
Case & Client Management
Visa application tracking
Client profiles & history
Lead management + Kanban board
Appointment scheduling
Task & pipeline management
Compliance checklists
Communication log
Public application intake form
Client self-service portal
Enterprise client tiers
Documents & Verification
Secure document vault
Document request portal (tokenized)
Document expiry tracker + alerts
OCR document verification (AI)
E-Signature (digital signing)
Billing & Finance
Invoice management
Stripe payment collection
Expense tracking + receipts
Service quotes & fee calculator
Time tracking & billable hours
Communication & Messaging
Email notifications
SMS notifications+$9/mo+$9/mo
WhatsApp Business integration
Bulk messaging (email + WhatsApp)
Gmail & Outlook email sync
Client feedback & NPS surveys
AI & Automation
AI chat assistant
AI email writer
OCR document extraction
Workflow automation builder
Google & Outlook calendar sync
Analytics & Reporting
Basic analytics dashboard
SLA & deadline tracker
Audit logs
Export to CSV
Advanced Chart.js analytics
Revenue & staff performance reports
Integration health dashboard
Customization & Tools
Custom fields builder
Knowledge base (internal staff)
Global search
PWA mobile app access
Knowledge base (client-visible)
White label + custom domain
Sandbox / demo mode
Security & Access
OTP email login verification
Google Authenticator 2FA
Role-based access control
IP restriction control
API keys management
Webhook management
Productivity & Workflow
Dashboard widget customization
Saved filters & quick views
Quick command palette (Ctrl+K)
Client activity timeline
Bulk actions (Email, WhatsApp, Export, Archive)
Growth & Partnerships
Referral tracking
Affiliate program management
API access for integrations
Support
Email supportStandardPriorityDedicated
Account manager
Custom onboarding session

Frequently Asked Questions

Everything you need to know before signing up

What happens after the 7-day trial?
Your card is charged on day 8 based on the plan you chose. Starter: $49/mo, Growth: $80/mo, Agency: $180/mo. You'll receive a reminder email 2 days before your trial ends.
Do all plans really include 30+ features?
Yes. The Starter plan includes the full core CRM — case management, document vault, invoicing, leads, tasks, appointments, custom fields, service quotes, SLA tracker, knowledge base, and more. Growth and Agency add advanced integrations like WhatsApp, AI, calendar sync, email sync, and white label.
Can I change plans later?
Yes. Upgrade or downgrade any time from your billing page. Upgrades take effect immediately. Downgrades apply at the next billing cycle.
Is my card charged when I sign up?
No. We collect your card details to activate the trial but nothing is charged until day 8. Cancel before day 7 and you pay nothing.
How does WhatsApp integration work?
You connect your Meta WhatsApp Business account via the Integrations panel. Once connected, automated messages go to clients when their case status changes — using the official WhatsApp Cloud API, not unofficial methods.
What is the client portal?
The client portal (Growth and Agency) gives each of your clients a secure login at /client/dashboard. They can track their applications, view documents, see invoices, and manage their profile — without calling your office.
Is annual billing available?
Yes. Switch to annual billing to save 20% — Starter: $39/mo, Growth: $119/mo, Agency: $239/mo billed annually.
What happens to my data if I cancel?
Your data remains accessible for 90 days after cancellation. You can export all your records before the account closes.

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7-day free trial. No commitment. Cancel any time.

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