Branches · Roles · Routing · Group Analytics

Multi-Branch Visa Consultancy Software — Run Every Office From One Login

Name: VisaBOS
Author: VisaBOS

Give each branch its own leads, cases, and revenue while you watch the whole group from a single dashboard. Role-based access, automatic lead routing, and branch-wise reporting — built for India's growing visa and study-abroad networks.

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No credit card required14-day free trialUnlimited branches

💰

Revenue this month

₹4.2L ↑18%

✅

Lead converted

Priya → Student

🔔

Facebook lead

Auto-captured · 2m ago

app.visabos.com/leads

VisaBOS

📊 Dashboard

👥 Leads

🎓 Students

🛂 Visa Cases

📄 Documents

💰 Payments

📚 Coaching

📈 Analytics

Lead Pipeline 👥

14 new today

New Leads Today

↑ 3 from yesterday

Active Cases

↑ 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

Priya Sharma

New

Arjun Kumar

Qualified

Simran R.

Proposal

Mohammed V.

Contacted

The Short Answer

What Does Multi-Branch Software Actually Solve?

Multi-branch visa consultancy software lets you operate every office of an immigration or study-abroad business from one account, instead of stitching together separate spreadsheets, WhatsApp groups, and stray Excel files per location. In VisaBOS, each branch owns its leads, visa cases, coaching batches, payments, and staff, while owners see one consolidated picture across the entire group. Role-based access decides exactly who can view and edit which records, so a counsellor in one city never touches another branch's clients. Incoming enquiries from Meta Ads and your website route to the right office automatically, and analytics roll up to the head office or drill down to a single branch in one click. The result is a head office and ten branches running as one connected business, not ten disconnected ones.

The Workflow

How Do You Run Many Branches as One?

Five steps take you from a single office to a connected network — without losing branch accountability.

Add Your Branches

Create each office, assign managers and counsellors, and set its GSTIN. New branches inherit your visa types, checklists, and workflows.

Set Access Roles

Give every user a role and a branch scope. VisaBOS enforces who can see, edit, and export which records across the whole network.

Route Incoming Leads

Define rules by city, country, language, or round-robin. Meta Ads and website enquiries land in the correct branch automatically.

Work Cases Locally

Each branch runs its own leads, visa cases, coaching batches, documents, and Razorpay payments without touching another branch’s data.

Review Group & Branch

Owners watch consolidated KPIs, then drill into any branch to compare conversions, revenue, and consultant performance in real time.

Built for Networks

Everything a Multi-Office Consultancy Needs

Branch structure, access control, routing, and reporting are built in — not bolted on as an afterthought.

🏢

Branch Management

Create, name, and configure unlimited branches. Each gets its own staff, leads, cases, batches, and revenue ledger under one parent account.

🔐

Role-Based Access

Owner, head-office admin, branch manager, counsellor, and accountant roles. Permissions and branch scope enforced at the data layer, not just the UI.

🔀

Lead Routing

Assign incoming leads by city, country, language, or round-robin. Meta Ads and website enquiries land in the right branch automatically.

📊

Consolidated Analytics

One dashboard for the whole group, with one-click drill-down to any single branch. Compare conversions, revenue, and consultant output side by side.

🧾

Branch-Wise Billing

Razorpay payments and GST invoices recorded per branch. Each office keeps a clean ledger; the head office sees one financial picture.

🛡️

Data Isolation

Branch scoping stops one office from viewing or poaching another’s clients. Owners get full audit trails of who viewed or exported what.

Multi-branch control sits on top of the same platform that powers VisaBOS visa case management and the best CRM for visa consultants in India, so adding branches never means switching tools.

Access Control

Who Should See Which Branch?

Role-based access pairs a permission set with a branch scope, so every login sees exactly the right slice of the business — and nothing more.

Role

Branch Scope

Can Do

Owner / Director

All branches

Everything — settings, billing, all reports

Head-Office Admin

All branches

Cases, leads, staff, group analytics

Branch Manager

One branch

Full branch: leads, cases, batches, team

Counsellor

Assigned cases

Own leads, cases, documents, follow-ups

Accountant

Branch or group

Payments, GST invoices, revenue reports

Lead Routing

How Do Leads Reach the Right Branch?

Set the rules once. Every enquiry — walk-in, web form, or Meta Ad — lands with the office best placed to close it.

📍

By City / Region

A Vadodara walk-in stays with Vadodara. Geo-based rules keep local enquiries with the nearest office.

🌍

By Target Country

Route Canada-study leads to the branch that specialises in Canada, USA leads to another. Match expertise to enquiry.

🔁

Round-Robin

Distribute new leads evenly across counsellors inside a branch so no one is overloaded and nothing sits idle.

⚡

Meta Ads Capture

Facebook and Instagram lead-form submissions flow in and auto-assign to the right branch by campaign or vertical.

Branch vs Group

Compare Branches Without Exporting a Thing

Owners see the whole group at a glance, then drill into any office to find what is working and what needs attention.

Group Performance — This Month

4 branches · 425 leads · ₹ 16.0L revenue

Consolidated

Branch

Leads

Cases

Revenue

Conv.

Ahmedabad (HQ)

142

₹ 6.4L

27%

Vadodara

₹ 3.9L

24%

Surat

121

₹ 3.1L

16%

Rajkot

₹ 2.6L

26%

Study-abroad networks can layer coaching numbers onto the same view — see how branch analytics pair with a study abroad consultant CRM to track IELTS/PTE enrolments and visa conversions together.

FAQ

Multi-Branch Questions, Answered

What is multi-branch visa consultancy software?

It is a single CRM that runs every branch of an immigration or study-abroad consultancy from one login. Each office gets its own leads, cases, payments, and staff, while the owner sees consolidated numbers across all locations. VisaBOS adds role-based access, branch-wise and group-wide analytics, and lead routing so a head office and ten branches operate as one connected business.

How does role-based access work across branches?

Every user gets a role and a branch scope. A counsellor sees only their own branch and assigned cases. A branch manager sees the full branch. Owners and head-office admins see all branches at once. VisaBOS enforces this at the data layer, so staff in your Pune office can never view, edit, or export records that belong to Delhi or Ahmedabad.

Can I see analytics for each branch separately and together?

Yes. The dashboard shows consolidated totals for the whole group, then lets you filter to any single branch in one click. You can compare leads, conversions, revenue, and consultant performance branch by branch, or roll everything up into one figure for the month. Both views use the same live data, so reports never drift between offices.

How are leads routed between branches?

Leads from Meta Ads, your website, or manual entry are assigned by rule. You can route by city, target country, language, or round-robin within a branch. A walk-in captured in Surat stays with Surat. A Facebook lead for Canada study can auto-assign to the branch handling that vertical, so no enquiry sits unclaimed across locations.

Is each branch billed and invoiced separately?

Yes. Razorpay payments and GST invoices are recorded against the branch that closed the deal, so each office has its own revenue ledger and GSTIN where needed. Owners still see one consolidated revenue view. This keeps branch-level accounting clean while giving the head office a single financial picture of the whole network.

Can I add or close a branch as the business grows?

Yes. Adding a branch takes minutes — name it, assign staff, set lead-routing rules, and it starts capturing data immediately. New branches inherit your visa types, document checklists, and workflows, so they are productive on day one. If you close or pause a branch, its historical cases and reports stay intact for reference.

Does multi-branch work for IELTS and PTE coaching centres too?

Yes. Many VisaBOS customers run visa counselling and IELTS/PTE coaching from the same branches. Each location manages its own batches, attendance, and mock tests, while consolidated analytics show coaching enrolments and visa conversions side by side. One platform covers both sides of the study-abroad business across every office.

How do I keep one branch from seeing another branch’s clients?

Branch scoping is on by default. Records are tagged to the branch that created them, and users only see records within their assigned branch unless granted wider access. Owners can audit who viewed or exported what. This protects client data and stops poaching of leads between competing branches inside the same group.

Scale

Grow From One Office to a Connected Network

∞

Branches per Account

Built-in Role Types

Consolidated Dashboard

14-Day

Free Trial, No Card Needed

Explore More

VisaBOS is a complete platform for visa and study-abroad consultancies:

Immigration Consultant Software →Visa Case Management Software →

Get Started Today

Bring Every Branch Onto One Platform

Join visa and study-abroad networks across India running every office on VisaBOS — with role-based access, lead routing, and consolidated analytics. 14-day free trial, no credit card required.

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Unlimited branches · Role-based access · Setup in under 1 hour

// 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

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