CRM & Client Portal Built for Canadian Immigration Consultants
Stop juggling spreadsheets and email threads. Manage every client file, deadline, and document in one secure platform built for CICC-regulated consultants across Canada.
Immigration consulting in Canada is high-stakes work. From Express Entry draws to Provincial Nominee Programs, each client file carries life-changing weight — and the administrative burden of tracking dozens of active cases, chasing documents, and meeting IRCC deadlines falls entirely on your shoulders.
Global Maple System builds custom CRM and secure client portals specifically for Canadian immigration consultants. We understand CICC compliance requirements, the sensitivity of your clients' personal data under PIPEDA, and the need for a system that keeps your practice organized, professional, and scalable — whether you're a solo RCIC or a growing firm with multiple regulated consultants.
Sound familiar?
What Immigration Consultants in Canada tell us
- ✕Tracking dozens of active files — each at a different stage of Express Entry, family sponsorship, or work permit — using spreadsheets or generic CRMs that have no concept of Canadian immigration workflows.
- ✕Clients sending sensitive SINs, passports, and IMM forms over unsecured email, creating data privacy risks and PIPEDA compliance exposure for your practice.
- ✕Constant interruptions from clients asking for case status updates, pulling you away from billable consultation work and the complex cases that need your attention.
- ✕Missing IRCC submission windows or document deadlines due to manual follow-up systems — putting client applications, and your CICC licence, at unnecessary risk.
Why Canada Immigration Consultants choose us
Never Miss an IRCC Deadline
Automated deadline tracking and smart reminders keep every permit, visa, and PR application on schedule — protecting your clients and your CICC standing.
Secure Document Collection
Give clients a branded portal to upload passports, IMM forms, and supporting documents securely, eliminating risky email attachments and lost paperwork.
Instant Case Status Visibility
See every client's application stage at a glance. Spend less time on status-update calls and more time on billable consultation work.
A Professional Client Experience That Generates Referrals
Impress clients with a polished, white-labelled portal they can access anytime — building the trust that turns satisfied clients into your best source of new business.
Scale Without Proportional Overhead
Automate intake forms, document checklists, and follow-up messages so your practice handles more clients without hiring more administrative staff.
Made for Immigration Consultants
Custom Immigration CRM
A purpose-built case management system with application stages, deadline calendars, and task automation tailored to Canadian immigration streams — Express Entry, PNP, LMIA, family class, study permits, and more.
Secure Client Document Portal
A branded, encrypted portal where clients upload documents, sign engagement letters, and track their application progress — accessible on any device, in any province.
Automated Intake & Client Onboarding
Digital intake forms, automated eligibility questionnaires, and e-signature-ready retainer agreements that turn new leads into fully onboarded clients in minutes, not days.
Deadline & Compliance Tracker
Built-in deadline management with automated alerts for document expiry, biometrics appointments, and IRCC submission dates — keeping your practice audit-ready and CICC-compliant.
Billing & Invoice Integration
Streamlined invoicing, retainer tracking, and payment reminders integrated directly into your CRM so you get paid faster and spend less time chasing outstanding balances.
From idea to launch in days
Discovery call
We learn your Immigration Consultants goals and quote a fixed price — free.
Design & build
Our AI-first team ships your site/app fast, iterating with you.
Launch & grow
You go live in Canada, with SEO, analytics and support baked in.
Questions, answered
Yes. We build all portals with PIPEDA compliance in mind, using encrypted storage and secure access controls to protect your clients' sensitive personal information — a non-negotiable requirement for any RCIC practice operating in Canada.
Absolutely. We configure your CRM with custom workflows for each pathway you offer — Express Entry, Provincial Nominee Programs, LMIA-supported work permits, family sponsorship, study permits, and more — so each file automatically follows the right process.
Most of our immigration consultant clients are fully operational within two to three weeks. We handle the complete build, migrate your existing client data, train your team, and provide ongoing support so there's no disruption to your active caseload.
Yes. Your client portal is fully white-labelled with your brand identity. Clients interact with your firm's name — not ours — reinforcing your professional reputation and building the confidence that leads to referrals.
The system is built to scale. Adding new users, configuring role-based access so junior staff see only what they need to, and expanding your client capacity is straightforward and requires no rebuild or platform migration.
Ready to Run a More Organized, More Professional Immigration Practice?
Book a free discovery call with Global Maple System. We'll map out a CRM and client portal tailored to your specific practice — no generic software, no long-term lock-in, just a system built for how Canadian immigration consultants actually work.
Global Maple System · [email protected]