Step 1
A demo with your team
Book a time or call us. Bring a counsellor and someone from processing; we'll go through a lead and a case the way your office handles them now.
From a demo to your first allocated lead
immiNow is set up with each consultancy, not sold through a sign-up form. There are five steps, and we do the first three with you.
- 1A demo with your team
- 2We check your consultancy
- 3We create your account
- 4Your admin sets up the office
- 5Your staff get invites
Before any account exists
Step 2
We check your consultancy
There is no sign-up form. Before any account is made, we confirm your consultancy's details with you.
Then the office moves in
Step 3
We create your account
We set up your consultancy, your main branch and your admin. Your admin gets an email with a link to set a password, valid for seven days, and turns on two-step sign-in.
Step 4
Your admin sets up the office
Add your other branches, set access rights for each kind of job, and build plan templates from the steps your office already follows.
Step 5
Your staff get invites
Each person gets their own email invite and their own login. From then on, new enquiries go to the Lead Pool and the team works them from there.
What to have ready
None of this has to be perfect on day one. Having it to hand just saves a second call while we set up your account.
Can we sign up online?
No. Every consultancy account is set up by our team after we've checked your details. Book a demo and we'll take it from there.
Do our staff need to install anything?
No. immiNow runs in a web browser on a desktop or laptop. Counsellors and admins can also answer their chats from an Android phone or iPhone.
Can we use it with more than one branch?
Yes. Leads and clients belong to a branch, staff see their own branch's work, and the admin sees every branch.
Does it connect to WhatsApp?
No. Conversations with students happen in immiNow's own chat, so they stay with the office when someone leaves.
Can students pay us through immiNow?
No. You record fees and commission in immiNow, but the money moves outside it, the way it does today.
What happens when a staff member leaves?
Your admin disables their account. They're signed out everywhere, and their leads and cases can be reassigned with the full history.
Can we change our plan templates later?
Yes. Templates are versioned, and each client works on their own copy, so changing a template doesn't disturb cases already under way.
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.