RCIC CRM
Designed to
boost your Immigration Practice
Optimal choice
Specifically designed for an RCIC with the support of an RCIC with your needs in mind
Finest quality
The right choice to keep track of your clients, prospects, payments and cases. Alternate between the dark or clear interface
Time saving
Enjoy an uninterrupted smooth experience anywhere you are
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Meet regulatory council's requirements
Keep a good record of your clients and cases and produce reports on each case, payment received and total time spent on each case with accuracy and consistency
Grow your immigration practice
You need a good and reliable Clients Management tool that will help you handle your daily tasks with ease without struggling to find what each tab or button mean. When your time and task is managed well the results will reflect in the growth of your business
Get your clients involve but with control
Keep your clients happy by giving them a glimpse of what is going on with their case and file. An update on a file sends notification to the clients to let them know they have not been abandoned
PERFECT TOOL FOR RCICs
Client case management system
This is a system that will enable you to manage your immigration practice in one place with your secured files on the cloud. Get on, get off and work anywhere in the world at any time.
THE BEST OPTION
For you, your
team and your clients
A CRM with a beautifully designed modern interface that helps you improve your productivity
- Annual $400
-
$
35
Basic Monthly Plan
-
- Create and assign tasks
- Customize questionnaire for prospects
- Emails clients and prospects
- 1 team member
- 115 cases
- 101 clients
- Grant portal access to clients
- Invoicing and Payment
- Dual interface
- Annual plan @ $600
-
$
55
Business Monthly Plan
-
Everything in the Basic plan PLUS
- Issue invoice and receive payments
- Manage expenses and payments
- Send estimates and quotes
- 3 team members
- Task management
- 140 cases
- 165 clients
- Time tracking
- Annual plan @ $720
-
$
65
Enterprise Monthly Plan
-
Everything in the Business plan PLUS
- Build your knowledge base
- Set reminders & notifications
- 5 team members
- Sell subscription
- 310 cases
- 250 clients
- Reminders
- Record and track business expenses