CRM & Client Portal Built for Immigration Consultants in Moncton, NB
Stop managing Atlantic Immigration applications from a spreadsheet. Global Maple System builds custom CRM and client portal software so Moncton immigration consultants can serve more clients, miss fewer deadlines, and grow with confidence.
Moncton's immigration consulting scene is growing fast — driven by Atlantic Immigration Program intakes, provincial nominee streams, and a steady flow of newcomers choosing Greater Moncton as their home. That growth is good news, but it also means more documents to track, more IRCC deadlines to juggle, and more clients expecting real-time answers in both English and French.
Global Maple System works with regulated Canadian immigration consultants (RCICs) right here in New Brunswick to replace the chaos of inboxes, shared drives, and sticky-note follow-ups with a clean, secure CRM and client portal — purpose-built for the way immigration practices actually work.
Sound familiar?
What Immigration Consultants in Moncton tell us
- ✕Client documents arrive by email, WhatsApp, and paper — scattered across three places and impossible to audit quickly
- ✕Atlantic Immigration Program and provincial nominee deadlines pile up across multiple spreadsheets, and one missed date can derail a file
- ✕Clients call and email constantly asking for status updates that take your team time to dig up and communicate
- ✕Growing your Moncton practice means growing your admin burden at exactly the same rate, making it hard to take on more files without burning out your staff
Why Moncton Immigration Consultants choose us
Never Miss an IRCC Deadline Again
Automated deadline tracking and reminder workflows surface every document expiry, application milestone, and government processing window before it becomes a problem — keeping your practice and your clients compliant.
Give Clients 24/7 Application Visibility
A branded client portal lets applicants log in anytime to check their file status, upload requested documents, and see what is still outstanding — cutting the volume of status-check emails and calls your team handles every week.
Keep Every File Audit-Ready
All client communications, uploaded documents, and internal notes are stored in one organised, timestamped record per file — so if the CICC ever asks, your documentation is already in order.
Manage English and French Clients Seamlessly
Moncton is officially bilingual, and so can your portal be. Client-facing content, email notifications, and document request prompts are delivered in the language each client prefers, right from the start.
Scale Without Hiring for Admin
Intake forms, document checklists, and status updates run automatically in the background. Your team spends time on the work that actually requires an RCIC — not on copying files and chasing missing passports.
Made for Immigration Consultants
Custom Immigration CRM
A case management system designed around the stages of Canadian immigration applications — from initial assessment through to PR confirmation — with pipeline views, task assignments, and deadline alerts built in.
Secure Client Portal
A branded, password-protected portal where your Moncton clients can submit documents, review their file progress, sign forms electronically, and message your team — all in one place, on any device.
Automated Document Checklist Workflows
Generate a tailored document checklist for each immigration stream, automatically notify clients when items are missing, and track submission status without a single manual follow-up email.
Intake and Consultation Forms
Replace PDF intake packages with smart online forms that pre-populate the CRM the moment a prospective client submits — so your first consultation starts with their information already in the system.
Reporting and Compliance Dashboard
At-a-glance dashboards showing active files by stream, upcoming deadlines, document completion rates, and referral sources — giving you the visibility to run a professional, audit-ready practice.
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 Moncton, with SEO, analytics and support baked in.
Questions, answered
Yes. The system is designed to keep a complete, timestamped record of every client interaction, document, and decision on file — aligned with the documentation standards expected of RCICs in Canada. You remain the regulated professional; we make sure your records reflect that.
Absolutely. The client portal is fully cloud-based, so a client in Riverview, Dieppe, or applying from overseas can upload documents and check their file status from anywhere, without needing to visit your Moncton office.
Yes. Given Moncton's bilingual character, we build dual-language support directly into the client-facing portal and automated notifications — each client receives communications in their preferred language from day one.
A core CRM and client portal for an immigration consulting practice typically launches in six to ten weeks, depending on the complexity of your workflows and the number of immigration streams you handle. We deliver in phases so you can start using the system before everything is complete.
We work with you to migrate your existing client records — whether they live in spreadsheets, another software platform, or shared drives — into the new system before go-live, so no file history is lost in the transition.
Ready to Run a More Organised Immigration Practice in Moncton?
Book a free discovery call with the Global Maple System team. We will walk through your current workflow, show you what a custom CRM and client portal would look like for your practice, and give you a clear scope and timeline — no pressure, no jargon.
Global Maple System · [email protected]