No setup costs and no lock-in. Try any plan free for 7 days — cancel before day 8 and you won't be charged.
Card required for the trial — nothing is charged until day 8. Cancel any time from Billing. Prices in USD. Try the live demo first →
Contact us and we install everything on your server and your domain, ready to use: your own landing page and the complete CRM. You pay one time for the setup.
Exactly what each plan includes today — and what's still on the way.
| Feature | Starter$49/mo | Growth$80/mo | Agency$180/mo |
|---|---|---|---|
| Plan limits | |||
| Applications per month | 300 | Unlimited | Unlimited |
| Team members (admins & agents) | 5 | 15 | Unlimited |
| ClientsClients never count as team members | Unlimited | Unlimited | Unlimited |
| Branches / offices | 1 | 1 | Unlimited |
| 7-day free trialCard required — nothing charged until day 8 | |||
| CRM & cases | |||
| Leads, clients & visa cases | |||
| Lead routing & duplicate detectionAdministrator-configured rotation; duplicate warnings preserve records | |||
| Submission readiness & blocker tracking | |||
| Family cases, passport custody & milestones | |||
| Visa requirement versions & review remindersStaff review official sources; scheduled reminders require an active scheduler | |||
| Kanban pipeline & tasks | |||
| Appointments & reminders | |||
| Custom fields builder | |||
| SLA & deadline tracker | |||
| Client activity timeline | |||
| Bulk actions (email, export, archive) | |||
| Time tracking | |||
| Documents | |||
| Document vault & checklists | |||
| Document consistency checksCompare staff-reviewed identity and expiry details | |||
| Document data extractionConfigured OCR.space API key and staff consent required; provider charges may apply | |||
| Ordered PDF submission packsApproved supported files; staff review required before submission | |||
| Document expiry tracker | |||
| E-signature | |||
| Passport scanner (OCR) | |||
| Clients & payments | |||
| Connect your own Stripe & PayPal accounts | |||
| Client portal — case status & documents | |||
| Invoices & online payments in the client portal | |||
| Invoices, quotes & expenses | |||
| Invoices in 37 currencies | |||
| Public application form | |||
| Website form embed — script & iframe | |||
| Client feedback & NPS surveys | |||
| Communication | |||
| Email notifications | |||
| Unified client inbox workspaceConversation ownership and case links; connected email and WhatsApp channels require Growth or Agency | |||
| Send client emails from your Gmail | |||
| Incoming email in the unified inboxSigned provider adapter required; native Gmail/Outlook inbox sync is not included | |||
| Calendar feed (Google, Outlook, Apple) | |||
| Bulk messaging campaigns | |||
| SMS to clients | Coming soon | Coming soon | |
| WhatsApp message templates | |||
| Automatic WhatsApp case updates & document remindersMeta connection, approved templates, recorded consent and scheduler required; provider charges and quotas apply | |||
| Analytics & automation | |||
| Analytics dashboard | |||
| Advanced reports & analytics | |||
| Workflow automations | Beta | Beta | |
| AI assistant | Coming soon | Coming soon | |
| Integrations dashboard | |||
| Installable mobile app (PWA) | |||
| Security & access | |||
| Two-factor authentication | |||
| Role-based access (admin, agent, client) | |||
| IP restriction | |||
| Agency & branding | |||
| Multi-branch management | |||
| White label branding | |||
| Custom domain | Coming soon | ||
| API keys & webhooks | |||
| Client referral programs | |||
| Sandbox firm for team training | Coming soon | ||
| Support | |||
| Help center & email support | Standard | Priority | Priority |
| Dedicated account manager | |||
| Custom onboarding & training | |||
Everything you need to know before signing up
7-day free trial. Card required, nothing charged today. Cancel any time.
Plans are billed in US dollars; your own invoices and quotes to clients can use your local currency.