Elevate Your Migration Services with Our Cutting-Edge CRM
Effortlessly manage clients, streamline visa processes, and enhance your productivity with Australia’s premier CRM for migration agents.
Join our pre-launch Waitlist together with 100s of other Migration Agencies
How you gather, manage, and use information will determine whether you win or lose.
Bill Gates
FORMER CEO - MICROSOFT
WHAT WE PROVIDE
Streamline Your Migration Consultancy with Cutting-Edge Features
As a migration agent, you need a robust, user-friendly CRM to manage your clients and their applications efficiently. Our Migration Agent CRM is designed specifically for your needs, offering a suite of features that will transform the way you work.
Collect Client Information Effortlessly
Our CRM streamlines the client onboarding process, allowing you to gather and organize essential client information with ease. With customizable web forms and automated data capture, you can quickly and accurately collect personal details, employment history, and educational background. This ensures that you have all the necessary information at your fingertips, reducing errors and saving valuable time, so you can focus on delivering exceptional migration consultancy services.
Central Location for All Client Information
Keep all your client information organized and easily accessible with our centralized database. Our CRM consolidates every detail—from personal data and document history to communications and application statuses—into comprehensive client profiles. This powerful feature ensures that you can quickly retrieve and update records, enhance team collaboration, and maintain a clear overview of each client’s progress, all from one secure location.
Auto-Fill Visa Applications
Simplify and expedite the visa application process with our automated features. Our CRM auto-fills application forms with accurate client data directly from their profiles, minimizing manual entry and reducing the risk of errors. This efficient workflow allows you to prepare applications quickly and consistently, ensuring a smooth and seamless process. Focus more on client interaction and less on paperwork, boosting your productivity and enhancing your service quality.
Simplify Data Management
mygrate mate makes it easy to gather and organize client information. With intuitive web questionnaires and automated data capture, you can:
- Simplify Client Onboarding: Quickly gather essential details such as personal information, employment history, and educational background through customised intake forms.
- Ensure Accuracy: Reduce errors and ensure all necessary information is collected correctly with our guided data entry process.
- Save Time: Automate the collection of repetitive information, allowing you to focus on providing top-notch consultancy services.
Improve Team Collaboration
Keep all your client information in one secure and accessible place. Our centralized database offers:
- Comprehensive Client Profiles: Maintain detailed records of each client’s history, documents, communications, and application statuses
- Easy Access: Retrieve any client’s information instantly with our powerful search and filter functionalities.
- Enhanced Collaboration: Share client information seamlessly with your team to ensure everyone stays informed and coordinated.
Increase Efficiency and Accuracy
Say goodbye to manual data entry and streamline the visa application process with our auto-fill feature:
- Quick Application Preparation: Automatically populate visa application forms with the relevant client information from their profiles.
- Reduce Errors: Minimize mistakes by ensuring consistent and accurate data entry across all applications
- Increase Efficiency: Save valuable time by speeding up the application process, allowing you to handle more clients and increase your productivity.
Join our WAITLIST together with 100s of other Migration Agents
our goal
At MyGrate Mate, Our Goal is to Transform Your Migration Agency Into a Truly Successful Business.
Work less, be more productive
Don’t get buried in your workload. mygrate mate creates instant and automatic reports and provides snapshots of application progress without needing to lift a finger.
A Simple Interface
You’ll know how to use it as soon as you see it. All the important information you need – from client details to visa status – at your fingertips.
Everything you need, in one place
mygrate mate fuses the application process with business management. Reports help you make better decisions, invoices can be automatically generated, and the in-built timeline manager helps you oversee your progress.
Clarity to improve your efficiency
In the visual pipeline, applications are categorised by stages. The feature allows your team to develop a clear understanding of your application’s momentum and priorities, and refocus efforts accordingly.
Manage your growth
It’s easy to remember invoice due dates when you’re only managing 5 or 10 case matters, but what happens when you’re managing 50 or 100? mygrate mate helps keep invoices simple by managing invoice due dates and keeping you up-to-date with reminders.
Work as a Team
You want to carefully control who has access to certain information. User access roles let you limit access and determine who is responsible for information on file.
Free data migration
Although we made it easy for our users to populate their client database, we offer free data migration service to all our users, and hold their hand until they see tangible results.
Useful integrations
mygrate mate integrates with your favorite tools to help your education agency grow: Xero, Encharge, Typeform, Pabbly, Facebook Ads, Zapier, Salesforce, Hubspot, etc…
Stay organised
Firing up mygrate mate, always lands you on a single, streamlined view of your applications in progress. It gives clarity, gets your team on the same page, and prevents applications from falling through the cracks.
Streamline Your Workflow and Boost Productivity
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