Document management
Auto checklists per visa type, candidate uploads, and consultant review with approve, reject-with-reason and re-submission tracking.
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Everything you need to run a visa consultancy
Cygnatica CRM brings enquiries, cases, documents, fees, consultations, knowledge and a candidate portal into a single, role-based workflow.
Enquiry management
Turn enquiries into approved cases
Capture every lead with the destination country, visa category and background, qualify them through a clear pipeline, then convert qualified enquiries into a candidate and case in a single step.
- Pipeline stages: New → In Review → Qualified → Converted
- One-click convert to candidate + case
- Source and conversion reporting on the dashboard
Process & milestones
Country-specific roadmaps that stay current
Each country and visa-type combination ships with stage, document and fee blueprints that are copied onto every new case — so your team always follows the correct, up-to-date procedure.
- Visual roadmap of every application stage
- Upcoming-milestone alerts for staff and candidates
- Push rule and timeline changes to live cases
And much more
One platform, every workflow
Fees & invoicing
Per-service fee structures, INV-numbered invoices, payment recording and outstanding-balance tracking for company and candidate.
Consultations & messaging
Dedicated consultant per candidate, scheduled online consultations, secure message threads, and internal notes hidden from clients.
Candidate portal
Web and mobile self-service: journey status, document uploads, messaging, invoices and shared knowledge — scoped to each candidate.
Knowledge base
Country and visa guidance, FAQs and requirements in a searchable library you can share with candidates and reference internally.
Post-migration support
Track settlement tasks and follow-up assistance after a visa is granted, keeping the relationship — and referrals — alive.
Dashboards & reporting
Pipeline, active cases, milestones and revenue at a glance, with reports on enquiries, conversions and case progress.
Notifications
Milestone changes, process updates and required actions alert candidates and consultants on both web and mobile.
Security & audit
Role-based access, per-tenant isolation, encrypted transmission and audit trails on case, document and payment changes.
See every feature in action
Book a personalised walkthrough and we’ll tailor the demo to your countries and visa types.