Let’s TalkEcosystem – Smart CRM for
Immigration Agencies
TrailBlaze simplifies immigration processes for agencies through automation, analytics,
and digital document workflows.
Smart Client Profiles
Visa Workflow Automation
Real-Time Analytics
Centralized Client Dashboard
Paperless Documentation Flow
Everything an Agency Needs, in One Place
Comprehensive tools built for accuracy, speed, and better client experience.
Clean, Intuitive Interface
for Agents and Clients
Designed for clarity, consistency, and real-time navigation between client and agent portals.
Boost in Productivity and Accuracy
40% faster visa processing
Reduced manual errors
Improved client transparency
What Makes
CaseFlow Stand Out
Each feature is crafted to improve efficiency, enhance usability, and support business needs.
Together, they create a product that performs well in real environments and scales with your goals.
Desktop Application
A fast and reliable desktop app built for teams who need stability, speed, and offline-friendly performance.
Private Cloud Option
Host your CRM on your own secure cloud environment for full control over data, compliance, and privacy.
Lead Management
Capture, track, and convert leads with an organized pipeline that helps your team follow up on time.
Case Management
Manage every visa file in one place with timelines, notes, documents, and status updates.
Document Management
Store, organize, and retrieve client documents easily with structured folders and smart tracking.
Task Management
Assign tasks, set deadlines, and monitor progress so nothing slips through the cracks.
CRM Features
All core CRM tools in one system, helping you manage clients, communication, and workflow smoothly.
Client Portal
Give clients a secure place to upload documents, track progress, and stay updated.
Agent Portal
A dedicated portal for agents to manage leads, cases, and communication efficiently.
ANZSCO Search
Built-in ANZSCO occupation search for quick access to accurate job codes and descriptions.
Template Engine
Create and use templates for emails, letters, and documents to save time and ensure consistency.
Accounting
Handle invoices, payments, and financial records directly inside the CRM.
Inbox Management
Centralized inbox that syncs with your email, helping you manage all communication in one dashboard.
Email Campaign Management
Run targeted email campaigns to nurture leads and update clients with ease.
Point Calculator
Instant eligibility checks with an integrated points calculator for multiple visa categories.
SMS System
Send quick SMS updates and reminders to clients and leads.
Social Media Integration
Connect and sync leads from social platforms directly into your CRM.
Calendaring
Manage meetings, reminders, consultations, and important deadlines in one calendar.
Internal Chat
Chat with your team inside the platform for quick answers and smoother collaboration.
Reporting
Track performance with clear reports on leads, cases, agents, revenue, and operations.
Visa Document Checklist
Generate accurate document checklists based on visa type and client profile.
Ai Guide
AI-powered assistant that helps with suggestions, case insights, and workflow support.
Consultation Note
Record and store notes from each consultation for reference and compliance.
Progressive Mobile Application
Access key CRM features on the go with a fast, secure mobile experience.
Process Automation
Automate repetitive tasks like follow-ups, reminders, and status updates.
