CRM & Client Portal Built for Immigration Consultants in Burnaby, BC
Stop managing Express Entry files in spreadsheets. Give your Burnaby immigration practice a secure, client-facing portal and automated workflow that handles the admin โ so you can focus on the cases.
Burnaby's immigration consulting market is one of the most competitive in Metro Vancouver. With a dense population of newcomers from the Philippines, China, India, and Korea all within a short SkyTrain ride of Metrotown, your clients expect fast answers, clear status updates, and a professional experience from day one. A generic email inbox and a folder full of PDFs no longer cuts it.
Global Maple System builds custom CRM and client portal solutions specifically for Regulated Canadian Immigration Consultants (RCICs) and immigration law practices in Burnaby and Greater Vancouver. We understand CICC compliance requirements, IRCC application timelines, and the document-heavy reality of your work โ and we build software that fits around it.
Sound familiar?
What Immigration Consultants in Burnaby tell us
- โTracking dozens of active applications across multiple program streams โ Express Entry, BC PNP, LMIA-based work permits, family sponsorship โ using spreadsheets that are always one accidental delete away from disaster.
- โClients in Burnaby's Mandarin, Tagalog, and Punjabi-speaking communities constantly messaging for status updates, pulling you away from billable work and into repetitive back-and-forth.
- โDocument collection bottlenecks โ chasing clients for police certificates, employment letters, and IELTS scores over email for weeks, delaying submissions and pushing back your own deadlines.
- โNo clear audit trail when a client disputes advice or a CICC compliance review requires you to demonstrate your record-keeping โ relying on email history alone creates real professional risk.
Why Burnaby Immigration Consultants choose us
Every Client File in One Secure Place
Replace scattered email threads, WhatsApp messages, and USB drives with a single encrypted portal where each client's documents, notes, deadlines, and correspondence live together. Find anything in seconds, not minutes.
Clients Who Know Their Status Without Calling You
A self-serve client portal lets your applicants log in, see exactly where their Express Entry profile, work permit, or sponsorship application stands, and upload missing documents on their own โ cutting your inbound calls and emails significantly.
Deadline Reminders That Run Themselves
Permit expiry dates, ITA response windows, biometrics appointments โ your portal tracks them all and sends automated reminders to both you and your client before anything lapses. No more calendar chaos.
Onboard New Clients in Under 10 Minutes
A branded intake form collects contact details, immigration history, and initial documents the moment a client books a consultation. By the time you sit down with them, the file is already started.
Billing and Retainer Tracking Without the Awkwardness
Invoice clients, collect retainers online, and track outstanding balances from inside your CRM. Integrated payment links mean less chasing, faster cash flow, and a cleaner paper trail for your practice.
Made for Immigration Consultants
Custom CRM for Immigration Practices
A purpose-built client relationship manager with fields and workflows mapped to Canadian immigration programs โ Express Entry, BC PNP Tech Pilot, LMIA, spousal sponsorship, and more. Track every case stage, every note, and every deadline in one dashboard.
Secure Client-Facing Portal
A branded, mobile-friendly portal where your clients log in to view application progress, receive notifications, and upload documents securely โ without needing to call your office or send sensitive files over email.
Automated Document Checklist & Collection
Generate a tailored document checklist based on the application type, send it to the client automatically, and receive uploads directly into the file. The portal flags missing items and sends follow-up reminders so you don't have to.
Deadline & Compliance Tracking
Automated alerts for permit expiry dates, ITA validity windows, biometrics deadlines, and CICC annual reporting. Set it once per client and let the system keep both of you on track.
Intake Forms & e-Signature Workflows
Branded digital intake forms, retainer agreements, and consent forms with legally binding e-signature built in. Clients complete everything before the first meeting โ saving time for both sides.
From idea to launch in days
Discovery call
We learn your Immigration Consultants goals and quote a fixed price โ free.
Design & build
Our AI-first team ships your site/app fast, iterating with you.
Launch & grow
You go live in Burnaby, with SEO, analytics and support baked in.
Questions, answered
It is built specifically for your practice. We configure the system around Canadian immigration program streams, IRCC terminology, and the document types RCICs work with daily. It is not a generic sales CRM repurposed for immigration โ we build it from the ground up for your workflow.
Yes. Every client interaction, document upload, and status change is time-stamped and stored with a full audit trail. If you ever need to demonstrate your file management practices to CICC, everything is retrievable and organized โ far more defensible than email folders.
Absolutely. The client portal is web-based and accessible from any device, anywhere. Whether your client is in Metrotown, New Westminster, or still overseas waiting for their visa, they can log in, check their status, and submit documents from their phone.
For most Burnaby immigration consultancies, we deliver a fully configured portal within four to six weeks. That includes your intake forms, document checklists, client portal branding, and initial training for you and any support staff.
We can configure the client-facing portal in simplified Chinese, Tagalog, Punjabi, or other languages relevant to your client base. Given Burnaby's demographics, this is a common request and something we build for regularly.
Ready to Run a More Organized Immigration Practice in Burnaby?
Book a free 30-minute discovery call with Global Maple System. We will walk you through exactly what a custom CRM and client portal would look like for your specific caseload โ no obligation, no generic demo.
Global Maple System ยท [email protected]