Your agency today
See applications, appointments, overdue work, client concerns and fees. Choose dashboard sections, filter assigned work and open the records behind a figure.
AGENTDS / FEATURES
Your working day.
Connected.
One feature set for migration agencies and immigration law firms. Explore what the current workspace supports.
Clients and leads
Keep a connected client profile. Track lead stages, assign responsibility and convert a lead without re-entering the same details. Duplicate checks help keep records consistent.
Applications and workflows
Track service stages, recorded deadlines and private notes. Create your own reusable task and document-checklist templates, review the dates and assign them to an application.
Tasks and follow-ups
Give work an owner and a due date. Review suggested follow-up tasks for recorded expiries, client concerns and incomplete work before preparing them.
Appointments and office check-in
Book an appointment, select the responsible person and check in an arriving client. Export calendar files when you need a calendar copy.
Documents and notes
Record requested documents, checklist status and case notes alongside the client’s work. Private attachments are not enabled in the current preview.
Fees and recorded payments
Create invoice records, record money received, reconcile balances and print an invoice copy. Recorded payments do not themselves transfer money.
Move your data
Review supported CSV, Excel, TSV, JSON and ZIP exports, match fields and check linked records before import. The import review explains limits and unsupported records.
Search and team access
Find permitted work by names, contact details and references. Individual accounts, staff roles and case assignments control access to records.
Communications and history
Prepare client messages as stages and fee records change. Review before sending; delivery is currently restricted to testing. Record history helps trace changes.
Know what is connected.
WhatsApp conversations inside the CRM, two-way calendar sync, public self-booking, secure uploads and unattended reminders are still being completed. The WhatsApp contact button connects you directly with our team. Follow product updates →