Ezymigrate Pricing, Features & Reviews

About

EzyMigrate is a comprehensive cloud-based CRM and case management system designed specifically for New Zealand immigration advisers. It streamlines lead management, client communication, visa processing, financial tracking, and reporting—delivering a unified platform that replaces spreadsheets and disconnected tools. Built on Microsoft Azure, it offers secure, scalable, and accessible infrastructure with unlimited cloud storage and advanced data protection.With features like automated visa tracking, customizable checklists linked to immigration policies, task assignments, and visual progress charts, EzyMigrate simplifies complex workflows. It enables immigration advisers to capture leads via website forms or walk-ins, manage email correspondence, assign responsibilities, and ensure compliance with deadlines and legal requirements. Integrated client and agent portals provide transparent updates, document sharing, and billing information.EzyMigrate also supports invoicing, payment tracking, and commission management through Xero integration. It includes tools for automatic reminders on visa expiries, document submissions, and overdue tasks. With full audit trails and GDPR/NZ Privacy Act compliance, the platform ensures that sensitive client data is managed securely. The software is credited with reducing administrative work by up to 70%, significantly boosting productivity, accuracy, and client satisfaction for immigration professionals.

EzyMigrate is purpose-built for New Zealand immigration advisers, combining automation, visibility, and compliance in a centralized platform. Launched after extensive collaboration with industry professionals, the system addresses key operational bottlenecks and helps manage immigration workflows end-to-end.

Lead & Contact Management
Users can embed lead-capture forms into websites or manually add walk-in clients and email contacts. This ensures no lead is missed. Separate lead pipelines allow for prioritization and follow-up on potential clients.

Case & Task Workflow
The platform includes custom checklists with embedded policy links. Users can assign tasks to staff, monitor progress through graphical dashboards, and receive notifications when deadlines approach or milestones are completed.

Client & Agent Portals
Clients can securely view their case status, upload documents, review balances, and receive updates. Agents and education consultants can also track their referrals and commissions through dedicated portals.

Communication Tools
Emails and SMS communications are recorded directly into the case files, creating a complete communication log. Built-in messaging keeps all stakeholders informed without relying on external platforms.

Notifications & Reminders
EzyMigrate automates reminders for upcoming visa and passport expiries, overdue tasks, and pending client actions. These alerts appear on a user-friendly dashboard with visual progress bars.

Document Handling
Users can upload forms and documents up to 50MB. Visa forms can be completed digitally, printed, signed, and stored—all from within the platform. Secure backups protect critical files.

Finance & Billing
EzyMigrate integrates with Xero to manage invoicing, payments, and receipts. The system also tracks commissions paid to suppliers or education institutions and supports financial reporting.

Reporting & Security
Custom reports help monitor business performance, case success rates, and staff productivity. The system is hosted on Azure, with automatic backups and full compliance with GDPR and the NZ Privacy Act.

Efficiency Gains
Many users report cutting administrative time by 50–70% due to integrated workflows, task automation, and centralized information management.

Key Features