Every feature you need to run your immigration consultancy, in one CRM
From the first enquiry to a signed agreement, document checklist, payment receipt and visa decision — Maple CRM gives your team one connected workspace on web and mobile.
Immigration CRM Features
Purpose-built tools that cover the entire client lifecycle.
Multi-Country Process Handling
Run Canada PR, Australia skilled migration, study permits and business visas side-by-side — each with its own stages, SLAs and document checklists.
White-Labelled Client Portal
Let clients track applications, upload documents, pay invoices and download receipts — under your brand, not ours. Reduces support calls dramatically.
Document Management
Securely store, organise and retrieve client documents using country-specific checklists. Versioning, expiry tracking and access logs included.
E-Signing of Documents
Generate retainership and other agreements in Maple CRM and share them over the Client Portal. Get them signed digitally with audit trails and timestamps that hold up under scrutiny.
Agreement Generators
Generate ready-to-sign agreements from templates and merge fields. Share via Client Portal and get them e-signed in minutes — not days.
Canada Case Management
Predefined checklists, document templates, IRCC forms for major IRCC programs — Work Permit, Study, PR & Provincial Programs.
Auto-fill IRCC Forms
Instead of sending document templates to clients, Maple CRM supports Intake Form filling from Secure Client Portal and auto-generates the PDF required by IRCC for all major applications (IMM 1294, IMM 1295, IMM 5257, Family Information, Representative, Schedule 1, Custodianship Declaration)
Task Scheduler for Larger Teams
Track every task across every process with dependencies, assign owners and deadlines — so no case stalls quietly in the background. Maple CRM brings multi-branch, multi-country people distribution and work assignment into a single virtual office.
How a case flows through Maple CRM
A repeatable, traceable process — from first contact to a visa stamped in the passport.
Enquiry
Auto-captured from all sources
Assess
Eligibility & scoring
Agreement & Billing
Templated, e-signed
Documents
Checklist-driven
Submit
Case submission
Decision
Track to outcome
Lead Management
Capture and track leads from every source with custom fields, statuses and a quick-add interface designed for high-volume intake. Counsellors see exactly what to do next, every time they open a record.
Lead Prequalification & Scoring
Automate assignment, score and prioritise leads so counsellors call the most qualified prospects first — not the loudest ones. Build your own rules or use country-specific point templates.
Bulk Upload & Auto-Assignment
Import leads from spreadsheets in a few clicks, map columns to CRM fields and distribute them by round-robin, geography or counsellor skill. Automate lead assignments based on pre-defined rules such as Country, Specialization or Language.
Do you have teams distributed in multiple locations or countries?
See how Maple CRM brings every team onto a single, simple workspace. Book a demo and we’ll guide you.
Invoice & Payments
Raise invoices and receipts, track instalments, monitor due dates and reconcile payments in real time — with auto-reminders to clients.
Mobile CRM App
Manage leads, calls and WhatsApp chats from your phone. Get instant push alerts the moment a new lead lands — even on weekends. Easy document upload, viewing and chat with clients from the mobile app.
API & Webhooks
Plug Maple CRM into your tech stack with webhooks, QR Code forms, Calendly-equivalent appointment forms and pre-built connectors for forms, chat and ads. Create unlimited branded web forms — no web developer required.
Looking for a CRM that handles both Sales and Case Management?
See how Maple CRM brings every team onto a single, simple workspace. Book a 30-minute walkthrough.
How Maple CRM compares to a generic CRM
Built ground-up for immigration practices — not retrofitted from a sales CRM.
| Capability | Generic CRM | Maple CRM |
|---|---|---|
| Country-specific assessment calculators | Not available | Built-in |
| Visa-stage case file management | Bolt-on | Native |
| Templated agreements with e-sign | Add-on cost | Included |
| White-labelled client portal | Rarely | Included |
| WhatsApp + mobile app for counsellors | Limited | Native |
| Implementation support from immigration domain experts | Generic | Specialist team |