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immiNow

For counsellors and processing staff

Every enquiry has an owner

Enquiries come in through the platform, from referral partners, or from your own lists. They wait in the Lead Pool until someone is given them, so none are answered twice and none are forgotten.

  • Allocate one at a time or in bulk, or let immiNow give each lead to the person with the least open work
  • Active Leads filters: course, mine or everyone's, Pending Response (the student wrote last), closed
  • Tags you define, and reassignment when someone is on leave
  • Add leads by hand or import a CSV

The conversation and the case in the same place

Each lead's chat sits beside their details, your team's notes and what the student is looking for: study level, countries, field, intake and exam status. When they become a client, the history stays, with a line marking the day they converted.

  • One chat list for all your conversations, searchable, with a floating window you can keep open while you work
  • Find anyone by name, email, phone or File No.
  • Share a course from the Course Finder into the chat
  • Send a conversion proposal; it stays open for 14 days, with a reminder on day 7
  • Close a lead with a reason, or ask the student for a rating

Your process, written down once and followed every time

Build plan templates for the way your office handles each kind of case. Each client gets their own copy, which you can still adjust. Steps open one after another, so nobody skips ahead.

  • A step can hold instructions, a checklist, file uploads, a questionnaire and a form
  • Build your own forms in the Form Builder
  • The student and your staff can both work on the open step
  • The student marks a step done; staff confirm it or send it back with a reason
  • Each step has an expected end date

Know which papers you can rely on

A client's Documents tab shows the documents the student has shared with you and the files on the case, each marked Verified, Not checked or Expired by your own staff.

  • PDF, JPEG, PNG, WebP and DOCX, up to 15 MB each
  • Every upload is checked for viruses
  • A Document Library for the forms and guides you send to many students: upload once, share to any client

Every college a student applied to, and where each one stands

The client profile keeps the plan, forms, documents, applications, commission, internal notes and activity together. Each client has a File No. made from your office prefix.

  • Mark each college Considering, Applied, Offer received, Accepted or Rejected
  • Intake dates and deadlines from the course catalogue, and your own deadline per intake
  • Internal notes that the student never sees
  • Close a case with a reason, and reopen it if the student comes back

Answer "which colleges?" during the conversation

Search colleges and courses by country, level and field, with fees and intakes. If you spot a course with the wrong details, report it from the same screen.

Reminders that land with the right person

Set a reminder on any lead. The Activity page lists overdue steps, cases nobody has touched, due dates and steps waiting for approval, and lets you give a task to a colleague with a due date.

  • Steps waiting for review remind the person responsible after 24 hours, and the admin after 72
  • Notifications in the console and by email, with links straight to the lead or case

Chats on the phone, casework on the desktop

On an Android phone or iPhone, counsellors and admins can read their inbox, reply to students, share a course and get a push notification when someone writes. Plans, documents and settings are done in the browser on a desktop or laptop.

For owners and managers

One branch or all of them, on the same screen

Leads and clients belong to a branch. The dashboard switches between your own work, one branch and the whole consultancy, with counts you can click through: unallocated, active, unattended and converted.

  • Leads over time, applicant status and new applicants by month
  • Staff in a branch see that branch's work; the admin sees every branch
  • Mark a branch inactive when an office closes

Swipe to see the whole screen. Illustration with sample data.

Decide who sees what, per job and per person

Staff join by an email invite; there are no shared logins. Access-rights templates cover six areas: leads, clients and plans, step review, settings, staff, and billing. Adjust them for one person without changing everyone else.

  • Limit a counsellor to their own cases, or open the whole queue to a team lead
  • Features your office doesn't use are hidden, not greyed out
  • The admin can't be locked out by a permissions change

Know what each college still owes you

When you mark a college Accepted, you enter the agreed amount, and the case gets its own commission record: who pays (the college, the student or both), what has been received, instalment by instalment, and what is still to come.

  • Amounts in the currency agreed with the college, with the rupee equivalent alongside
  • Only the people you allow can see a case's Commissions tab
  • immiNow keeps the record; the money itself moves outside the system, as it does today

A record of every change, that nobody can edit

Search changes by person, action, area and date, and open any entry to see what it was before and after. Entries can only be added, never altered.

See it with your own office in mind

Bring a counsellor and someone from processing. We'll walk through a lead and a case the way your team works them today.

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