AI CRM Builder for Immigration Consultancies
Your immigration consultancy outgrew the spreadsheet. Tell Mythex what you track about clients and which stages a deal moves through, and it builds the CRM around that instead of the other way round.
Who it's for
Immigration consultancies tracking clients in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with client name, visa type and document checklist
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every client
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings clients
How immigration consultancies work
An immigration consultancy guides people and employers through visa, residence and citizenship applications. Each case starts with a consultation, then a long document checklist: passports, bank statements, employment letters, translations and certificates, each with its own expiry or validity window. Clients send files over WhatsApp and email at all hours, and consultants track deadlines and submission dates in spreadsheets. Who may give immigration advice is regulated in many countries, so check the rules that apply where you operate. Software organizes documents and deadlines; it does not decide cases.
What crm for Immigration Consultancies has to handle
- Leads should record the route of interest, nationality and timeline.
- Corporate clients who sponsor workers need records for the company and each employee.
- Visa expiry and renewal dates should trigger reminders well in advance.
- Referral sources, such as employers, universities or community groups, are worth tracking.
A tip for immigration consultancies
Store every client's visa expiry date and set reminders months ahead. Extensions and renewals are some of the most reliable repeat work, and a timely message from you is better than a client discovering a looming deadline alone.
A prompt to start from
Build a CRM for an immigration consultancy. Track clients with client name, visa type, document checklist and submission date, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
Can the CRM remind us of expiry dates?
Yes. Add an expiry date field and a reminder offset, and a list shows every client whose date is approaching.
Can I import the clients I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- Portfolio Website Template — Hero, projects, about, and contact
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Build Cost Estimator Template — Five-step calculator with lead capture
Guide
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