CRM Enterprise
Clean CRM information layer for leads, cases, statuses and follow-up workflow.
Leads
Lead Registry
Structured request records from intake forms.
CasesCase Pipeline
Statuses, tasks, pending documents and responsible desk.
ExportExport Readiness
JSON/CSV-style data handling for admin review.
AdminAdmin Suite
Enterprise admin suite integration.
TrackClient Tracking
Client-facing status communication.
ContactEscalation
Manual follow-up and support.
1
Qualification
Collect client goal, country, status, documents, deadline and risk points.
2
Routing
Send the request to the correct SMG module: immigration, jobs, real estate, concierge or partner desk.
3
Document logic
Create a clear list of missing documents, next actions and responsible person.
4
Follow-up
Keep communication structured and prepare CRM/API integration.