Enquiry & lead pipeline
Capture enquiries by country and visa type, qualify them through a clear pipeline, and convert winners into candidates and cases in one click.
★ Built for visa & education consultants
The CRM that guides every candidate from enquiry to approval.
Cygnatica CRM gives immigration and overseas-education consultancies one place to run the entire visa journey — cases, documents, fees, one-on-one consultations and a self-service candidate portal — across 7 destination countries.
7Destination countries
3×Faster case processing
4.9/5Consultant rating
Active cases128▲ 12%
Conversions43%▲ 6%
Visa pipeline
New
In Progress
Pending
Lodged
✓ Visa Approved
↑ Docs verified
One platform for every destination you represent
🇦🇺 Australia
🇳🇿 New Zealand
🇬🇧 United Kingdom
🇺🇸 USA
🇸🇬 Singapore
🇨🇦 Canada
🇦🇪 Dubai (UAE)
Everything in one place
Run your entire consultancy without the spreadsheets
From the first enquiry to post-migration settlement, Cygnatica CRM replaces scattered tools with one workflow purpose-built for visa and education consultants.
Process roadmaps & milestones
Every country + visa combination ships with a step-by-step roadmap. Track milestones, surface upcoming deadlines and push updates when rules change.
Document checklists
Auto-generated checklists per visa type. Candidates upload, consultants review, approve, reject with a reason, or request re-submission — with full status tracking.
Fees, invoices & payments
Publish fee structures per service, raise invoices, record payments and see outstanding balances at a glance for every candidate and your company.
One-on-one representation
Assign a dedicated consultant to each candidate, hold online consultations, and keep a secure message thread plus internal notes hidden from the client.
Knowledge base & assistance
Publish country and visa guidance, FAQs and requirements. Share articles with candidates and answer queries online from one searchable library.
Candidate portal
Give applicants a self-service experience they trust
Candidates log in on web or mobile to follow their own journey — no more “any update?” emails. Transparency builds confidence, and confidence drives referrals.
- Live view of their visa journey, status and next milestone
- Upload documents and see what’s approved or pending
- Message their consultant and view invoices & payments
- Read knowledge articles shared just for them
Process intelligence
Country-specific roadmaps, kept up to date
Skilled migration, student and visitor visas each follow a different path in every country. Cygnatica ships configurable blueprints so your team always works from the correct, current procedure.
- Stage, document and fee blueprints copied onto every new case
- Automatic milestone reminders for candidates and consultants
- Push rule and timeline changes to in-flight cases instantly
- Extensible to new countries and visa types as you grow
The journey spine
Enquiry → Candidate → Case → Settlement
A single, predictable workflow your whole team follows for every applicant.
Capture the enquiry
Log interest by destination and visa type, qualify, and convert to a candidate and case automatically.
Process the case
Work the roadmap — collect documents, track milestones, raise fees and represent the candidate one-on-one.
Lodge & decide
Submit to the relevant authority, keep everyone updated, and record the outcome with a full audit trail.
Support post-migration
Hand off to settlement tasks and ongoing assistance so the relationship — and the referrals — continue.
Built to help consultancies win more cases
3×Faster case processing
40%More enquiries converted
7Countries, 3 visa types
100%Audit-tracked actions
Web · iOS · Android
One platform, on every device
Cygnatica CRM runs in any browser as a full consultant console, with native iOS and Android apps for staff and candidates. Start a case at your desk, approve a document from your phone — everything stays in sync.
✓ Web console✓ iOS app✓ Android app✓ Candidate portal
Who it’s for
Two specialisms, one purpose-built platform
Immigration consultants
Skilled migration, PR and visitor visas — managed end to end with compliance built in.
- Points-based and skilled-migration workflows
- Document compliance & lodgement tracking
- Post-migration settlement assistance
Overseas-education consultants
Student visas and university placements, from first enquiry to enrolment and arrival.
- Course, intake & admission tracking
- Student-visa checklists per country
- Parent & student portal with live updates
Loved by consultants
Trusted to handle the journeys that matter most
★★★★★
“We replaced three tools with Cygnatica. Our consultants finally see every case, every document and every fee in one screen.”
★★★★★
“The candidate portal cut our status-update emails by half. Applicants trust the process because they can see it.”
★★★★★
“Country-specific roadmaps mean new staff get up to speed in days. Nothing slips through the cracks anymore.”
FAQ
Questions, answered
Which countries and visa types does Cygnatica CRM support?
Out of the box it covers Australia, New Zealand, the United Kingdom, USA, Singapore, Canada and Dubai (UAE), across skilled-migration/PR, visitor and student visa categories — and it’s extensible to add more.
Is there a candidate self-service portal?
Yes. Candidates log in on web or mobile to track their journey, upload documents, message their consultant, and view invoices and knowledge articles — all scoped strictly to their own data.
Can candidates access it on mobile?
Cygnatica ships native iOS and Android apps for both staff and candidates, alongside the web console, so everyone stays in sync wherever they are.
How does it handle data security and compliance?
Role-based access control, per-tenant data isolation, encrypted transmission and full audit trails on sensitive actions are built in, so you can demonstrate compliance with confidence.
Can we migrate from our current tools?
Yes — our team helps you import candidates, cases and documents during onboarding. Book a demo and we’ll map out a migration plan for your consultancy.
Ready to guide more candidates to approval?
See how Cygnatica CRM fits your consultancy. Book a personalised demo and we’ll show you your own workflow in the platform.