Related Products
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About
Ekspat CRM is a cloud CRM for immigration agencies, legalization specialists, law firms and HR teams that handle cases of foreigners in Poland. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads documents in the client panel, where the case status is visible. The specialist checks each file and approves it or returns it with a comment. From the questionnaire answers, Ekspat CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures, including temporary and permanent residence, EU long-term residence, invitation, EU citizen registration and Polish citizenship. Teams also get editable document checklists with examples, reminders of visa, residence card and interview dates, client assignment to managers, reports and a case archive. The Ekspat team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.
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About
Officio's cloud-based platform offers immigration professionals an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease.
Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules.
Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones.
On a professional level, get unlimited access to educational resources, including CPD courses, client file simulations, and practical tips from industry experts.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Immigration agencies, legalization specialists, law firms and HR teams handling foreigners' cases in Poland
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Audience
Immigration professionals who require a complete immigration solution, including: case management, client management, form management, billing and client/trust account, and continuing professional development.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
Free Version
Supported
Free Trial
Not Supported
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Pricing
$69 per month
Solo, Pro, and Ultimate packages are available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationEkspat
Founded: 2024
Warsaw, Poland
ekspat.pl
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Company InformationOfficio
Founded: 1996
Canada
officio.ca/immigration-software.html
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Alternatives |
Alternatives |
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Categories |
Categories |
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Legal Billing Features
Accounting Management
Supported
Automatic Billing
Not Supported
Calendar Management
Not Supported
Case Management
Supported
Client Portal
Supported
Document Management
Not Supported
Expense Tracking
Not Supported
Time Tracking
Not Supported
Legal Case Management Features
Billing Management
Supported
Calendar Management
Supported
Case Notes
Supported
Client Management
Supported
Communication Tracking
Supported
Conflict Management
Not Supported
Corporations
Not Supported
Court Management
Not Supported
Discovery Management
Not Supported
Docket Management
Not Supported
Document Management
Supported
Expense Tracking
Not Supported
Government
Not Supported
Law Firms
Not Supported
Records Management
Not Supported
Task Management
Supported
Time Tracking
Supported
Trust Accounting
Supported
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Integrations
Calendly
Not Supported
Dropbox
Not Supported
Gmail
Not Supported
Google Drive
Not Supported
Microsoft Office 2021
Not Supported
Microsoft Outlook
Not Supported
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Integrations
Calendly
Supported
Dropbox
Supported
Gmail
Supported
Google Drive
Supported
Microsoft Office 2021
Supported
Microsoft Outlook
Supported
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