Kerala immigration consultancy runs visa case management on Zoho CRM

The consultancy helps people work, migrate or study abroad. Its main case types are Manpower, Australia and Canada, each with several levels and long document lists.

The problem

Complex workflows

Managing each category's steps and paperwork by hand caused errors.

Late follow-ups

Without automation, leads waited too long for a response.

Payments and legal steps

Payment schedules and notarisation were not tracked in one place.

What we built

Zoho CRM

Automated qualification on age, education and experience
A points-based eligibility check for Australia and Canada, with automatic pre-consultation booking
Separate Blueprint workflows for each case category
Custom modules for documents, payment schedules and legal steps
Deals closed only after payment and notarisation

Before and after

Area	Before	After
Case records	Spreadsheets	One Zoho CRM
Eligibility	Assessed by hand	Points-based check
Follow-ups	Often late	Automatic tasks
Payments	Chased manually	Schedules with reminders

How the project ran

Requirement study: steps, documents and payments mapped per category
Design: separate workflows and qualification logic
Build: custom modules, blueprints and reminders
Testing and training: real scenarios with counsellors and case staff
Go-live: active cases moved into the CRM

Results

The consultancy runs every case in Zoho CRM with guided steps for each category, so staff handle more cases with less admin.

Questions about this project

Can Zoho CRM handle different visa categories?

Yes. Each category has its own workflow, stages and document list.

How does the eligibility check work?

Candidates are scored on details such as age, education and experience, and those who qualify are booked for a pre-consultation.