CaseCRM features for immigration consultants & lawyers
Financial Advisors, Insurance Consultants, Lawyers and Immigration Consultants
CaseCRM is the all-in-one platform to elevate your client journey. Capture leads, manage projects, process payments, and nurture relationships with a streamlined, branded solution. Focus on delivering results while CaseCRM handles complexity. 🌟
Replace 14+ tools
Save $$$
See How Much Easier Your Day Can Be
Book a personalised demo — our team will show how CaseCRM saves time, reduces costs, and simplifies your workflow.
No spam. No pushy sales – just a helpful demo.
Prefer a quick chat? Email info@casecrm.co.nz
🚀 Your Client’s Business Journey Simplified Using Koru SaaS CRM Platform
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CaseCRM features for immigration advisers & lawyers
Save Time. Stay Compliant. Grow Your Practice
All-in-One CRM Solutions
For immigration workflows
CRM + Funnels That Convert
Turn Leads into Clients — Without the Juggle
👥 Custom client profiles – Keep track of every lead and client with tags, notes, and attached files — all in one place.
📈 Visual sales pipelines – Move leads through each stage with easy drag-and-drop pipelines that show progress at a glance.
⚡ Smart automations – Auto-assign tasks, send follow-ups, or launch projects to keep your pipeline flowing without manual effort.
🎯 CRM Circles for clarity – Group clients by type, stage, or priority so you always know where to focus next.
🚀 Automate your lead journey – Build and run multiple acquisition and onboarding funnels that turn leads into loyal clients.
🤝 Grow with ease – Manage your team, streamline client interactions, and scale your business — all from one connected platform.
👉 Learn more
🔁 Replaces: HubSpot CRM, Salesforce, Trello, Notion, Pipedrive
Onboarding Made Easy
Faster Case Kickoff
✅ Guided steps for every client – Make onboarding simple with clear, step-by-step guidance from the first interaction to case start.
📋 Automatic checklists & document requests – Clients know exactly what to do next, and you save hours of back-and-forth.
⚙️ Smart workflows that run themselves – Create your own onboarding flow once, and let automation handle the rest.
🎯 Personalized client journeys – Sort clients into groups and tailor their experience based on the path they choose.
🚀 Faster case starts – Kick off new cases in minutes with everything organized, collected, and ready to go.
📈 Grow without the chaos – Take on more clients, reduce admin, and keep every step under control.
👉 Learn more
🔁 Replaces: Wufoo, Hubspot, Unbounce
CLIENT PORTALS
Turn Leads into Clients — Without the JuggleCapture leads, track deals, and automate follow-ups. Everything’s connected, so nothing slips through the cracks.
🎨 Make it truly yours – Add your own logo, colours, and custom URL to give clients a professional, on-brand experience.
🔒 Secure login for every client – Clients can safely access their cases, messages, invoices, and documents — all in one place.
📱 Stay connected anywhere – Clients and staff can log in via your branded portal or your own mobile app, keeping communication flowing even on the go.
💬 Tailored communication – Send personalized updates, messages, and notifications that match each client’s journey.
🤝 Work smarter together – Streamline collaboration between your team and clients with one organized, easy-to-use platform.
👉 Learn more
🔁 Replaces: HubSpot CRM, Salesforce, Trello, Notion, Pipedrive
Calendar + Scheduling Made Simple
Faster Case Kickoff
🗓️ Your schedule, organized – Let clients book appointments online without endless back-and-forth emails. Everything syncs perfectly — so you stay focused on what matters.
🧩 Custom booking pages – Each team member can have their own booking page or embed a scheduler right on your website or landing page.
⚙️ Flexible setup options – Control appointment length, add buffers, set prep time, and manage every detail with ease.
🔔 Smart reminders – Send automatic SMS and email reminders to cut down on no-shows and missed meetings.
📆 Seamless calendar sync – Connect with Google Calendar so your schedule stays accurate and up to date everywhere.
🚀 Automation-ready – Trigger follow-ups or actions after each appointment to keep your workflow moving smoothly.
👉 Learn more
🔁 Replaces: Wufoo, Hubspot, Unbounce
eSignatures Made Effortless
✍️ Secure, simple sign-offs – Get documents signed online without printing, scanning, or delays.
🌏 Sign from anywhere – Clients can review and sign documents instantly from any device, anytime.
⚡ Faster approvals & compliance – Speed up your processes while staying fully secure and compliant.
📄 Dynamic document generation – Automatically create ready-to-sign contracts by pulling client data into templates — no manual edits needed.
📑 Unlimited templates – Build and reuse templates for agreements, forms, or letters to save time and avoid errors.
🔗 Automation built-in – Trigger next steps as soon as a document is signed — send confirmations, start workflows, or notify your team.
🗂️ Everything stored securely – All signed documents are safely saved in your client portal for easy access anytime.
👉 Learn more
🔁 Replaces: DocuSign, Adobe Sign, SignNow
Powerful Billing Made Simple
Automated Invoice
💳 Get paid your way – Accept online payments, recurring subscriptions, or membership fees — all through your secure client portal.
🧾 Estimates & invoicing made easy – Create professional quotes, send branded invoices, and let clients approve or pay instantly.
🔁 Recurring payments & plans – Manage ongoing billing for repeat clients or service packages without lifting a finger.
💡 Smart automations – Auto-send invoices, payment reminders, or receipts using your preferred gateways like Stripe, PayPal, or bank transfer.
⏱️ Track time & bill accurately – Log hours against clients or tasks, set rates, and instantly convert time into invoices.
📊 Stay on top of finances – View payment status, overdue invoices, and reports by project or client — everything in one clear dashboard.
🤝 Smooth, professional experience – Give clients a seamless payment process that’s fast, branded, and easy to use.
👉 Learn more
🔁 Replaces: Xero Invoicing, QuickBooks, FreshBooks
Case Management Made Simple
📁 See every case clearly – Know exactly what’s happening, who’s handling it, and what’s next — all in one organized view.
👥 Collaborate with clients and your team – Assign tasks, set roles, and keep everyone updated and involved throughout the case journey.
⚙️ Smart templates & automations – Save time with reusable case templates and automated actions that handle follow-ups and updates for you.
📊 Custom dashboards – Get instant visibility into case progress, deadlines, and priorities — no more guessing where things stand.
🕒 Track time & bill easily – Log time spent on each case and automatically add it to invoices when ready.
🧭 Everything at your fingertips – Access client info, documents, messages, and updates in just a few clicks — organized, secure, and efficient.
👉 Learn more
🔁 Replaces: Asana, Monday.com, ClickUp, Basecamp
File Exchange Made Secure & Simple
📁 Fast, safe, and organized – Upload, send, and share files effortlessly — all within your secure client portal.
🔒 Security you can trust – Protect sensitive information with encrypted file sharing that keeps your data and your clients safe.
⚡ Simple for everyone – Clients can easily upload or download files without confusion — everything’s clear and user-friendly.
🏷️ Branded experience – Every file exchange happens in your branded space, maintaining a professional look and feel.
🤝 Built for collaboration – Share project files, forms, or case documents quickly with your team and clients — no external tools needed.
📂 Everything in one place – Keep all documents organized, easy to find, and synced with the rest of your workflows.
👉 Learn more
🔁 Replaces: Dropbox, Sharepoint, Box
Learning Management Made Easy
🎓 Turn knowledge into value – Share your expertise through online courses that train, educate, and empower clients or team members.
💼 Integrate learning into your business – Use courses to onboard clients, train staff, or showcase your process — all within the same platform.
💰 Monetize your expertise – Offer paid courses, memberships, or lead-generating lessons to grow your brand and revenue.
📹 Create engaging learning experiences – Upload videos, documents, and quizzes, or release lessons gradually with drip content.
📈 Track progress with ease – Monitor learner activity, measure results, and celebrate success with certificates or rewards.
🧠 Flexible for any use case – Whether it’s client onboarding, internal training, or marketing, your LMS adapts to your goals.
👉 Learn more
🔁 Replaces: Teachable, Thinkific, Kajabi
Build Your Community, Strengthen Connections
💬 Engage and collaborate – Create vibrant discussion forums where clients, members, or teams can share ideas and connect easily.
🤝 Foster participation – Encourage active involvement and communication with tools designed to make engagement effortless.
⚙️ Streamlined onboarding – Automatically manage member access, permissions, and notifications — saving you time and setup hassle.
🌐 Flexible and scalable – Add communities to any plan with the Community Power-Up and customize them to fit your needs.
📢 Central hub for interaction – Bring your clients, partners, or team together in one organized, branded space for better collaboration.
🏆 Grow stronger relationships – Build trust, loyalty, and connection through meaningful discussions — all inside your CaseCRM portal.
👉 Learn more
🔁 Replaces: Circle, Skool, Mighty Networks
Marketing Made Effortless
📢 Automate your outreach – Add contacts to targeted audiences and move them automatically based on actions or triggers.
📧 Smart email campaigns – Create and schedule professional emails to send at the perfect time — no manual follow-up needed.
💬 Autoresponders & drip sequences – Welcome new leads, nurture prospects, or share updates automatically with timed email flows.
🎯 Right message, right audience – Segment contacts by interest or behavior to send messages that truly connect.
📈 Track performance easily – See open rates, clicks, and engagement in one place to know what’s working and what’s not.
🤝 All-in-one marketing hub – Build stronger client relationships and grow your reach — without juggling multiple tools.
👉 Learn more
🔁 Replaces: ActiveCampaign, InfusionSoft, Mailchimp
Support Tickets Made Simple
🎟️ Streamline your support process – Manage and track client requests from start to finish — all in one organized system.
⚡ Faster responses, happier clients – Keep every question and issue on track so nothing slips through the cracks.
🏷️ Custom inboxes, tags & priorities – Set up your own workflows, categorize tickets, and ensure the right person handles each request.
🔐 Smart permissions – Control which team members can view or respond to tickets for secure, efficient collaboration.
📈 Track and improve performance – Monitor resolution times and identify trends to strengthen your client service over time.
💬 Seamless communication – Keep all client messages, updates, and replies in one place — no more scattered emails or missed follow-ups.
👉 Learn more
🔁 Replaces: Zendesk, Jira, Help Scout
Key Integrations with the most powerful apps
Your Clients Deserve Better — So Do You
Take the First Step Toward a Simpler Practice
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Experience Stress-Free Case Management
Call Us: 9 2424 786 | Email Us: info@casecrm.co.nz