Simple Lio is the only one Canada Immigration Case Management System. This software will help Canadian immigration consultancy or consultants. This CRM will guide your business to the next level.
Vanple Networks has been cooperated with various Canadian immigration consultancies to develop Canadian Immigration Case Management system. We has been updating consistently Simple Lio to provide perfect software to immigration industry.
Reason to Develop
As a result of cooperating with many Canadian immigration consultancies, we realized how many clients that one consultancy manages. Also each one of case requires enormous processing time. According to those reasons, immigration consultancy hires many employees to manage all clients. However, once employee leaves a company, it is impossible to complete the change-over to successor.
Of course, immigrant practitioners have to store both physical and digital files. Storing physical files are must to do process but it is not efficient when employees work on clients’ process. Keeping files in digital will improve working productivity, and it is much secure method to store client’s files.
Our immigration case management software is web-based program so that user does not need to install the program into device. Because it is web-based software, user can access and use whenever and wherever he/she have internet connection.
United Client Management
- Store all information of client in cloud storage. Files, payment information, family information, relationship with employer, visa, passport and all other information is managed in one place.
- Easy access to client’s information with keyword search.
- With Process Due Date Management, you and your collegues will never miss the due date.
- Task management will help you to distribute tasks to each employee.
Immigration Category Management
- Set each immigration case process to manage appropriately.
- Easy to add/delete immigration category.
- Manage NOC Category
- A/R (Account/Receivable) management
- Flexible to input Payment date
- Automatically created Invoice
- Payment Management
- Simply create monthly report. Export your report to Excel, CSV, or PDF file.
- Statistics of clients’ visa, immigration, employer, and etc.
- A/R Report
- Due Date Management
- Analysis of task priority
- Sharing important memo
Email & Calendar
- Send email within software
- Store important email
- Share important email
- File attachment
- Check important date and task in calendar
CRM developed by Vanple Networks
Already numerous Canadian immigration consultancies are using our software to efficiently manage their cases. Simple Lio has been updated continuously for 5 years based on their feedback.
It is web-based software so you can use it no matter when or where. Anytime and any place you can access and manage client’s case. Another benefit of using Simple Lio is Vanple Networks can solve technical issues anytime.
We provide 14 days Trial. Try First and Decide!
Request Trial Visit Simple Lio Page