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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.

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.

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

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

Audience

Immigration agencies, legalization specialists, law firms and HR teams handling foreigners' cases in Poland

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.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

$69 per month
Solo, Pro, and Ultimate packages are available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Ekspat
Founded: 2024
Warsaw, Poland
ekspat.pl

Company Information

Officio
Founded: 1996
Canada
officio.ca/immigration-software.html

Alternatives

Alternatives

SpaceLizit

SpaceLizit

PMSPACE AI

Categories

Immigration Supported

Categories

AI Legal Supported
Immigration Supported
Legal Billing Supported

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

Integrations

Calendly Not Supported
Dropbox Not Supported
Gmail Not Supported
Google Drive Not Supported
Microsoft Office 2021 Not Supported
Microsoft Outlook Not Supported

Integrations

Calendly Supported
Dropbox Supported
Gmail Supported
Google Drive Supported
Microsoft Office 2021 Supported
Microsoft Outlook Supported
Claim Ekspat and update features and information
Claim Ekspat and update features and information
Claim Officio and update features and information
Claim Officio and update features and information