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💾Your Data, Portable, On Every Plan

Data Export & Backup Software for Visa Consultants

Export your case, document, and financial data as CSV or PDF whenever you want, and set up scheduled backups — no support ticket, no feature-gating by plan, no vendor lock-in.

No credit card neededIncluded in every planINR pricing, no surprises
💰
Revenue this month
₹4.2L ↑18%
Lead converted
Priya → Student
🔔
Facebook lead
Auto-captured · 2m ago
app.visabos.com/leads
📊 Dashboard
👥 Leads
🎓 Students
🛂 Visa Cases
📄 Documents
💰 Payments
📚 Coaching
📈 Analytics
Lead Pipeline 👥
14 new today
New Leads Today
14
↑ 3 from yesterday
Active Cases
87
↑ 12 this week
Conversion Rate
34%
↑ 8% vs last wk
Revenue MTD
₹4.2L
↑ 18% vs last mo
Pipeline
New34
Contacted28
Qualified19
Proposal11
Recent Leads
PS
Priya Sharma
New
AK
Arjun Kumar
Qualified
SR
Simran R.
Proposal
MV
Mohammed V.
Contacted
What It Is

What does data export and backup actually give a consultancy?

Data export and backup is the guarantee that a consultancy's own case, document, and financial records are never trapped inside VisaBOS. CSV exports cover structured data — leads, cases, payments — in a format that opens cleanly in a spreadsheet or can be re-imported elsewhere. PDF exports cover documents meant to be read or shared as-is, like a GST invoice or a formatted performance report. Scheduled backups add a recurring, automatic copy on a set cadence, so a consultancy doesn't have to depend on someone remembering to export manually before it's needed. This is a portability and peace-of-mind feature, not a claim about VisaBOS's own internal infrastructure resilience — this page does not state a specific uptime commitment or disaster-recovery time objective, and does not claim any particular security certification for VisaBOS's storage or backup infrastructure, since those are operational commitments a consultancy should confirm directly with VisaBOS rather than assume from a feature description. What this feature does guarantee is straightforward: a consultancy is never solely dependent on VisaBOS's internal backups for a copy of its own data — it can hold an independent copy itself, on demand, at every plan level. Export permissions follow the same role-based access control that governs viewing and editing, so a broad consultancy-wide export stays restricted to the roles that should have it.

Sound Familiar?

What happens when data can't easily leave a platform?

No independent copy, no easy audit access, and a growing hesitation to even evaluate alternatives.

🔒

Getting Data Out Requires a Support Ticket

A consultancy decides it wants a full copy of its own records — for an internal review, an audit, or just peace of mind — and discovers the only way to get it is to email support and wait, rather than clicking an export button whenever they choose.

💽

No Independent Copy Exists Outside the Platform

A consultancy's entire case history, documents, and financial records live only inside one CRM, with no scheduled backup and no habit of manual export. If access to that platform is ever disrupted for any reason, there is no independent, current copy to fall back on.

⛓️

Switching Platforms Feels Impossible

A consultancy that has never been able to export a clean, structured copy of its own data naturally hesitates to even evaluate a different platform — not because the current one is necessarily the best fit, but because the perceived cost of extracting years of case history feels too high to attempt.

Feature Deep Dive

What makes export and backup actually usable?

Six capabilities that keep a consultancy's data portable, recoverable, and never gated behind a plan tier.

📊

CSV Export for Structured Data

Cases, leads, payments — in a format you can actually use

  • Case records, lead/contact data, and payment history exportable as CSV
  • Filterable exports — by date range, branch, counsellor, or status — rather than only an all-or-nothing dump
  • Opens cleanly in any spreadsheet tool for internal review or handoff to an accountant
  • Structured enough to be re-imported elsewhere if a consultancy ever needed to migrate
📄

PDF Export for Documents & Reports

Invoices, reports, and case summaries, ready to share

  • GST invoices, staff performance reports, and case summaries exportable as formatted PDFs
  • Suited to sharing with a client, an accountant, or a regulator without exposing the underlying system
  • Consistent formatting regardless of which staff member generates the export
  • Original uploaded documents (passports, certificates, etc.) remain individually downloadable in their native format
🗓️

Scheduled Backups

A current copy, without anyone needing to remember

  • Recurring backup cadence (such as daily or weekly) configurable per consultancy
  • Runs automatically in the background, without a staff member needing to trigger it manually
  • Reduces reliance on someone remembering to export data before it is needed
  • Complements, rather than replaces, VisaBOS's own internal operational backups
🔓

No Feature-Gating by Plan

Available from the starter plan

  • Export and backup scheduling included from the first, lowest-priced plan
  • Not held back as an enterprise-only or higher-tier add-on
  • A consultancy never has to upgrade specifically to access its own data
  • Same export capability whether a consultancy runs one branch or several
🔁

Portability, Not Just Storage

Data you can actually take with you

  • Exports use standard, structured formats rather than a proprietary format only VisaBOS can read
  • Reduces practical vendor lock-in — a consultancy's records remain usable outside the platform
  • No claim of effortless migration to another system — remapping and reconfiguration still take real work
  • A consultancy retains an independent copy of its own data at all times, not only what VisaBOS holds internally
🛡️

Access-Controlled Export

Who can export is governed by role

  • Export permissions respect the same role-based access control that governs viewing and editing
  • A counsellor typically exports only what they are permitted to see; broader exports reserved for admin/owner roles
  • Consultancy-wide financial exports restricted the same way consultancy-wide financial reports are
  • No separate export-specific permission system to configure on top of existing roles

Export and backup share the same underlying reporting engine as our reporting and analytics software, so what you export is always the same current data your dashboards are already showing — not a stale or separately maintained copy.

Getting Started

How fast can you export or back up your data?

No setup wizard required — export is a button, and scheduled backups are a one-time toggle.

01

Export Anytime, From Any Module (a few clicks)

From the cases, leads, payments, or reports view, trigger a CSV or PDF export directly — filtered by date range, branch, or status if needed. No support request required.

02

Turn On Scheduled Backups

Set a recurring backup cadence for your consultancy's data. From that point on, a current copy is generated automatically in the background on schedule.

03

Keep an Independent Copy, On Your Terms

Store exports and backups wherever your consultancy chooses — internal archive, accountant handoff, or simple peace of mind — without depending solely on VisaBOS holding the only copy.

At a Glance

VisaBOS Data Export & Backup at a Glance

CSV + PDF
Export Formats
Scheduled
Automatic Backups
Every Plan
No Feature-Gating
14-Day
Free Trial
₹5,000/mo
Starter Plan
FAQ

Frequently Asked Questions

Common questions from consultancy owners about exporting, backing up, and owning their own data.

What does data export and backup software for a visa consultant CRM actually do?+
It gives a consultancy a straightforward way to get its own case, document, and financial data out of VisaBOS whenever it wants — as CSV exports for structured data like leads, cases, and payments, and as PDF exports for documents like invoices and reports — plus a scheduled backup option so a current copy of that data exists outside the live platform on a regular cadence. The point is simple: a consultancy's records belong to the consultancy, and getting them out should never require a support ticket, a delay, or a fight.
What data can be exported from VisaBOS?+
Case records, lead and contact data, document metadata (checklist status and upload history — the documents themselves are also exportable), payment and invoice records, and staff/performance reports are all exportable in structured formats. CSV export is generally used for tabular data a consultancy might want to open in a spreadsheet or import elsewhere; PDF export is generally used for documents meant to be read or shared as-is, like an invoice or a formatted report. Exactly which fields are included in a given export can vary by module, since not every record type has the same shape, but the underlying principle is the same across all of them: a consultancy can get a structured, usable copy of its own data on demand.
Is data export available on every plan, or only higher tiers?+
Data export is a core capability available from the starter plan, not a feature reserved for a higher tier or an enterprise add-on. A consultancy should never have to upgrade specifically to get its own records out of the system, and VisaBOS does not gate this behind plan level.
What is a scheduled backup, and how is it different from an export?+
A manual export is something a staff member triggers on demand — downloading a CSV of current cases before a meeting, for example. A scheduled backup is a recurring, automatic copy of a consultancy's data taken on a set cadence (such as daily or weekly) without anyone needing to remember to trigger it. Scheduled backups exist so a consultancy always has a reasonably current external copy of its data, rather than depending on someone remembering to export manually before it's needed.
Does VisaBOS itself guarantee data recovery in case of an incident?+
VisaBOS maintains its own operational backups as part of running the platform, but that is separate from what this page is about. This page describes the export and backup capability a consultancy controls directly — the ability to pull a current copy of its own data out to store, review, or migrate wherever it chooses. This page does not make a claim about VisaBOS's internal infrastructure resilience, disaster-recovery time objectives, or any specific uptime guarantee, since those are operational commitments that should be confirmed directly with VisaBOS rather than assumed from a feature description. What this feature does guarantee is that a consultancy is never dependent solely on VisaBOS's internal backups for its own copy of its own data — it can hold an independent copy itself.
Does exporting data mean my consultancy isn't locked into VisaBOS?+
That is the core purpose of this feature. A consultancy that can export its case, document, and financial data in structured, standard formats at any time is never truly locked into a single vendor — the data can be reviewed independently, archived, handed to an accountant, or migrated to a different system if a consultancy ever needed to. VisaBOS does not claim this makes switching effortless (any CRM migration still takes real work to remap and reconfigure), but it does mean a consultancy's own records are never held hostage inside a platform they can't get data out of.
Are there any security certifications associated with this feature?+
This page does not claim any specific security certification (such as ISO 27001 or SOC 2) for VisaBOS's export, backup, or storage infrastructure, since making that claim without a genuine, verifiable certification would be misleading. If a consultancy needs a specific compliance certification confirmed for its own vendor-assessment process, that should be requested and verified directly with VisaBOS rather than assumed from this page.
Is there a free trial to test data export?+
Yes — VisaBOS offers a 14-day free trial with full access to every module, including data export and backup scheduling, no credit card required. A consultancy can import a sample of its existing data, run a case through the platform, and export it back out within the same session, before deciding whether to subscribe. Pricing starts at ₹5,000 per month, billed in INR.
Your Data Should Never Be Trapped

Export or Back Up Anytime You Want

CSV/PDF exports and scheduled backups, included from the starter plan — built into VisaBOS, the business operating system for Indian visa and immigration consultancies.

14-day free trial · Data export & backup included in every plan · Cancel anytime · ₹5,000/mo starter

// Investment

Enterprise-grade platform. India pricing.
No USD surprises.

All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.

Monthly
AnnualSave 20%
Core
5,000
/mo
Billed monthly  ·  4,000/mo on annual
For single-branch consultancies deploying their first operating system.
  • 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
Start Free Trial
Most Popular
Professional
15,000
/mo
Billed monthly  ·  12,000/mo on annual
For consultancies running visa + exam coaching — one OS for everything.
  • 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
Start Free Trial →
Enterprise
50,000
/mo
Billed monthly  ·  40,000/mo on annual
For multi-city agencies that demand complete operational control.
  • 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
📅 Book a Demo
Not sure which plan fits?
Book a 15-min call — we'll look at your branches, team size, and lead volume and recommend the right tier. No sales pressure.
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🛡️
30-day money-back guarantee. If VisaBOS doesn't organise your operation, we refund every rupee — no questions asked.
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