Custom CRM & workflow software

Custom CRM and workflow software tailored to your industry.

immiBoard started as a CRM shaped around how immigration practices work. We can do the same for your business: track clients, stages, deadlines, documents and billing in a system that matches your process.

Tell us what you need All services

Who this is for

✓Professional practices such as law, accounting and consulting
✓Service businesses managing clients and jobs in spreadsheets
✓Teams that outgrew a generic CRM

What is included

Pipeline and case board

See every client and job by stage, so nothing slips.

Deadline tracking

Dates attached to the record with reminders for what is coming up.

Forms and checklists

Standardised intake and checklists so every file starts the same way.

Invoicing and payments

Bill in milestones and see what is paid, due and overdue.

Document storage

Files kept with the client or matter, with role-based access.

Team dashboards

Workload and progress across your whole team.

How we work

01
Discover
We study how you manage clients and work today.
02
Plan
We design the stages, forms and reports your team needs.
03
Build
We build and refine with feedback from your staff.
04
Launch and support
We migrate your data, train the team and keep supporting you.

What you get

✓Tailored CRM or workflow system
✓Data import from your current tools
✓Staff onboarding
✓Ongoing support

Custom CRM & workflow software FAQ

Why not use a generic CRM?+

Generic CRMs often force your process into their model. A tailored system follows your stages, forms and billing, so your team does less workaround work.

Can you migrate my existing data?+

Yes. We can import data from spreadsheets and existing systems as part of the project.

Is this different from immiBoard?+

immiBoard is our ready-made CRM for law and immigration practices. Custom CRM projects are built specifically for your business.

Have a project in mind?

Tell us what you need and we will reply within one business day.

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