Package & Retainer Pricing Software
Define reusable, fixed-price service packages once and link every new case to one — with add-ons tracked separately and package performance reported, built for Indian visa consultancies.
What does package and retainer pricing software do for a visa consultancy?
Most visa consultancies already sell a handful of standard bundles — a complete study permit filing, a PR-only package, a fixed monthly retainer for a corporate client — even if nothing in the CRM actually reflects that structure. This module is where you define those bundles once, as named packages with a fixed price and a defined scope, so a counsellor links a new case to a package at intake instead of assembling a price by hand every time. Anything a client needs beyond that scope is tracked as a separate add-on rather than silently folded in or forgotten, and package-level reporting shows which bundles actually sell, and how often they need extras. It is a configuration and tracking layer on top of the case and billing data VisaBOS already records — your consultancy decides what goes into a package and what it costs.
Why does pricing feel inconsistent case to case?
Without a saved package to select, every client gets re-priced from memory — and nobody can say which bundles are actually working.
What makes package pricing repeatable, not reinvented?
Five purpose-built controls for defining, linking, and reporting on the packages your consultancy actually sells.
Reusable Package Builder
Define once, sell repeatedly
- ✓Name a package, set its fixed total price, and list what is included
- ✓Separate packages per destination, visa type, or service line
- ✓Both one-time fixed-scope packages and recurring retainers supported
- ✓Edit a package for future clients without changing already-sold cases
One-Click Case Linking
No manual re-pricing at intake
- ✓Select a package during case creation instead of building a price by hand
- ✓Case retains the exact price and scope active at the time of sale
- ✓Package price and line items flow into GST invoice generation
- ✓Switch a case to a different package before work begins, if needed
Add-On Tracking
Bill for what falls outside the bundle
- ✓Log any request beyond a package's defined scope as its own line item
- ✓Add-ons appear on the case record and the resulting invoice separately
- ✓See which packages most often need add-ons, by type
- ✓Nothing extra silently absorbed or silently forgotten
Package Performance Reporting
Turn a price list into a decision tool
- ✓Track how often each package is selected, over any date range
- ✓Total booked revenue attributed to each package
- ✓Add-on frequency per package, to spot under-scoped bundles
- ✓Compare package performance by branch, for multi-branch consultancies
Recurring Retainer Support
For ongoing, not one-time, arrangements
- ✓Set a fixed monthly or quarterly fee for a defined scope of access
- ✓Useful for corporate clients or repeat-referral relationships
- ✓Retainer billing cycles tracked distinctly from one-time package cases
- ✓Same add-on tracking applies if a retainer client needs extra work
How does a package go from idea to invoice?
Define it once, link it at intake, and let reporting tell you what to keep, drop, or re-price.
Define Your Packages
Name each package, set its fixed price, and list exactly what it includes — per destination, visa type, or as a recurring retainer. Do this once; it applies to every case going forward.
Link Cases at Intake
A counsellor selects the right package when a new case is created, instead of building a price from scratch. The case locks in that package's price and scope at the time of sale.
Track Add-Ons and Package Performance
Anything beyond the package scope is logged as a separate add-on. Over time, package-level reporting shows what sells, what needs add-ons most, and what is worth re-pricing.
Frequently Asked Questions
Common questions from Indian visa consultancies about package pricing, retainers, and add-on billing.
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