The Best CRM for Visa Consultants in India
Generic CRMs weren't built for visa workflows. VisaBOS is purpose-built with visa case management, document checklists, Meta Ads integration, and Razorpay — so you run your consultancy, not your CRM.
What Makes a CRM 'Best' for Visa Consultants?
Before you commit to any platform, run it through these six criteria. Most generic CRMs fail on criteria 1, 2, and 4 — the ones that matter most for your daily operations.
Why Zoho, HubSpot & Salesforce Fall Short
Generic CRMs are built for software sales teams, not immigration professionals. Here's where they consistently let consultancies down.
With Generic CRMs
With VisaBOS
Everything a Visa Consultancy Needs
18+ modules, all talking to each other. One platform that covers your entire operation from first lead to visa approval.
Lead Pipeline
Capture leads from Meta Ads, website, WhatsApp, and walk-ins. Auto-assign to consultants.
Visa Case Management
Custom stages per visa type. Action items, deadlines, and full case history in one view.
Document Checklist
Requirement-driven checklists per visa category. Upload tracking and status at a glance.
Meta Ads Integration
Facebook & Instagram lead forms feed directly into your pipeline via real-time webhook.
Razorpay Payments
Collect fees online, track installments, generate GST invoices. Full payment history per case.
Multi-Branch
Unlimited locations. Branch-isolated data with consolidated analytics for ownership view.
Frequently Asked Questions
Everything you need to know before choosing VisaBOS as your consultancy's CRM.
Enterprise-grade platform. India pricing.
No USD surprises.
All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.
- 1 Branch
- Up to 5 Staff Accounts
- Lead Management + Pipeline
- Visa Case Management
- Document Management
- Appointments & Walk-in Log
- Payment Tracking & Invoices
- Exam Coaching Module
- Full Analytics Dashboard
- Multi-branch Management
- Up to 3 Branches
- Up to 20 Staff Accounts
- Everything in Core
- Exam Coaching (Batches, Tests, Assignments)
- Meta Lead Webhook (Facebook/Instagram)
- Razorpay Payment Integration
- Full Analytics Dashboard
- Internal Team Chat
- 50+ Granular RBAC Permissions
- Unlimited Branches
- Unlimited Branches
- Unlimited Staff Accounts
- Everything in Professional
- Cross-branch Messaging
- Priority Support + Dedicated Manager
- Custom Branding on Invoices
- SLA-backed Uptime Guarantee
- Early Access to New Modules
- API Access (coming soon)
- Personalised Onboarding Session