Spreadsheets vs. an immigration CRM: when is it time to switch?

Spreadsheets are a fine start. They are free, familiar and flexible. But there is a point where they begin costing more than software would.

Five signs it is time to switch

1. You re-type client details into every new form.
2. You have no single view of which cases are due this week.
3. Documents are scattered across email, folders and chat apps.
4. Billing is manual, and you are not sure who owes what.
5. Adding a team member means sharing a file and hoping nobody overwrites it.

What to look for

• A forms library so client data is entered once and reused.
• Deadline and stage tracking per case.
• Invoicing that matches how you bill, including payment phases.
• Secure document storage attached to the case.
• Human support when something breaks on deadline day.

Do the maths

If you save even a few admin hours a week, the time returned typically outweighs the subscription. Use the ROI calculator to estimate it with your own numbers.

Ready to see it in action? Book a demo.