Lead and Pipeline Management
Capture, qualify, assign, convert, and follow up with consultancy leads across table and Kanban views.
CodifyFlow CRM
Immigration CRM for consultancy growth.
CodifyFlow CRM helps immigration consultants, visa consultancies, education advisors, and recruitment agencies manage leads, applicants, cases, documents, follow-ups, payments, and customer communication from one secure workspace.
Built for immigration and consultancy teams
Live CRM demo with role-based workflows
Secure per-seat billing and role-based access
Applicants, Cases, and Documents
Manage applicant profiles, case stages, document checklists, review decisions, deadlines, and activity history.
Payments, Tasks, and Client Portal
Track invoices, payment status, team tasks, communication logs, and client-facing application updates.
CRM operating system
Purpose-built for UAE consultancy operations.
CodifyFlow CRM moves consultancy teams from first lead to open case to collected revenue inside one secure workspace — with the intake, follow-up, document, and billing controls their operations depend on.
Sales-ready CRM demo
Role-based dashboards, lead filters, case profiles, document workflows, billing, and client portal views.
AI-assisted follow-ups
Communication logs can suggest follow-up tasks so agents keep the next action aligned to client conversations.
Document-heavy workflows
Private document storage, checklist tracking, review status, rejection reasons, expiry visibility, and audit history.
SaaS subscription ready
Demo, solo, team, professional, and business packages map to per-seat billing and enforced workspace limits.
What the CRM covers
One platform for consultancy sales and operations.
CodifyFlow CRM is positioned as a product for immigration consultancies, visa consultants, education consultants, and recruitment agencies that need structured intake, follow-up, document, case, and payment control.
Lead tracking and bulk upload
Applicant and case profiles
Document upload, review, approval, and rejection
In-app communication history
AI-suggested follow-up tasks from communications
Subscription packages for solo users and teams