A CRM built around the immigration case, from first enquiry to visa
A multi-branch immigration consultancy runs its leads, assessments, contracts and case processing in Odoo, with Facebook leads arriving automatically and one daily digest keeping managers informed.
Immigration consultancy · Islamabad, Lahore, Karachi
Secure Migration advises clients on Canadian and New Zealand programmes and visit visas from branches in Islamabad, Lahore and Karachi. Thousands of leads arrive from Facebook campaigns and walk-ins, and each one needs calling, assessing and following up quickly.
Once a client signed, their case was tracked in a shared spreadsheet, out of sight of the sales team and management. Managers were flooded with separate alert emails and still could not see which agents and branches were performing.
The solution
A CRM shaped around the case
Lead stages, eligibility assessments, contract downloads and call outcomes recorded in Odoo, with Facebook leads arriving every hour and routed to the right branch.
Processing department
A case is opened automatically when a lead reaches handover, goes to the processing manager to assign an officer, and is tracked to the visa decision.
Teams and performance
Branches and team managers set up in Odoo, cross-branch meetings, and a daily agent performance report.
One daily digest
A single summary email for managers in place of scattered alerts, plus a clean-up of automated emails that had stopped reaching clients.
Spreadsheet to system
The processing master sheet imported in a day, with cases matched to consultants and linked to their original leads.
- Every lead and case visible in one place, from first enquiry to final decision.
- Managers see agent and branch performance every morning without building a report.
- Leads no longer sit with former staff; ownership is reassigned and tracked.
- Sixty users trained and working in the same process across all branches.
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Not every project is right for us
We would rather say this before we start. Think Optimise works with a limited number of businesses at a time, and we choose them as carefully as they choose us.
We are a good fit if you want your system done properly: accounts that reconcile, processes that are agreed and written down, and a team that is trained and confident on day one.
We are probably not the right fit if you want Odoo installed quickly and left alone. There are faster ways to get a login screen. There are few better ways to get a system your business can run on for years.
We will ask things of you: a project owner, time from your key people, and honest answers about how your business really works today. In return, you get the same experienced team from the first meeting to long after go-live, and a partner who still answers the phone.
If that sounds like the way you want to work, we would like to hear from you.
Let's talk about your system
Tell us about your business and what you need. We'll reply within one working day.
Quality over quantity. We deliberately work with a limited number of clients at a time, so we can serve each one better: more time, more care, and the same experienced team from the first meeting to go-live and beyond.
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- Office
- Office 401, Fourth Floor, RDF Centre
Mauve Area, G-9/1, Islamabad - Phone
- +92 341 5001000
- info@thinkoptimise.com