RCIC CRM

Designed to
boost your Immigration Practice

1
2
3
s

Optimal choice

Specifically designed for an RCIC with the support of an RCIC with your needs in mind

a

Finest quality

The right choice to keep track of your clients, prospects, payments and cases. Alternate between the dark or clear interface

h

Time saving

Enjoy an uninterrupted smooth experience anywhere you are

[rev_slider_vc alias=”saas-home” enable_paspartu=”no”]

Effective

Track the time you spend on each case and bill your clients right from the system.

Security

My DASK assures that your data is secured and safe on a privately monitored server.

Payments

Issue invoices from the system directly and receive payments and notification on the status of your payments

Client Dashboard

Grant login access to your clients to see the progress of their case, pay their invoices and many more

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