CRM & Client Portal Built for Immigration Consultants in Montreal
Manage every CAQ, work permit, and PR case from one secure platform — purpose-built for Quebec immigration practices, bilingual by default.
Immigration consulting in Montreal means navigating two layers of government — federal IRCC timelines and Quebec's own MIFI processes — while keeping dozens of clients informed, documents organized, and deadlines from slipping. Generic project tools and shared inboxes were never designed for that pressure.
Global Maple System builds custom CRM systems and client portals tailored to the exact workflows your practice runs on. From the initial eligibility assessment through CAQ issuance and permanent residence confirmation, your team gets a single source of truth — and your clients get a professional, branded experience that sets your Montreal firm apart.
Sound familiar?
What Immigration Consultants in Montreal tell us
- ✕Chasing clients for missing documents days before an IRCC or MIFI deadline
- ✕Tracking CAQ applications, federal permits, and renewals across dozens of active files with no central system
- ✕Sending sensitive passport scans and personal documents over unsecured email
- ✕Spending hours each week on manual status-update calls that could be handled automatically
Why Montreal Immigration Consultants choose us
Full Case Visibility at a Glance
A live dashboard shows every client's current stage — CAQ pending, work permit submitted, PR application in review — so your team always knows what needs attention without digging through email threads.
Clients Submit Documents Themselves
A secure, branded portal lets clients upload passports, employment letters, and supporting files directly. No more chasing attachments over email, no more wondering whether the right version was sent.
Deadline Reminders That Run Themselves
The system tracks application timelines and sends automated reminders to clients and staff before critical dates — whether it's a Quebec CAQ expiry, a biometrics appointment, or an IRCC response window.
Bilingual From Day One
Serve francophone and anglophone clients in their preferred language without switching tools. All client-facing communications, portal interfaces, and notifications support both French and English.
Audit-Ready Document Storage
Every file upload, download, and status change is logged with a timestamp and user record, supporting your compliance obligations as a Regulated Canadian Immigration Consultant under CICC guidelines.
Made for Immigration Consultants
Custom Immigration CRM
Built around the real stages of Canadian and Quebec immigration — not repurposed from a sales tool. Each case type, from Express Entry to the Programme de l'expérience québécoise, gets its own workflow with the right fields and checkpoints.
Branded Client Portal
A secure, mobile-friendly portal where your clients log in, track their application progress, upload required documents, and message your team — in French or English, on any device.
Automated Workflows & Reminders
Rule-based automations that trigger when a client reaches a new stage, submits a document, or approaches a deadline. Your staff stops chasing and starts advising.
Invoicing & Retainer Management
Generate invoices in CAD, track retainer balances, and send payment reminders — all tied directly to the client file so billing and case management live in one place.
Practice Reporting & Insights
Clear reports on caseload by consultant, revenue by service type, and stage-by-stage processing times — giving you the business clarity to grow your Montreal practice with confidence.
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 Montreal, with SEO, analytics and support baked in.
Questions, answered
Yes, fully. The client portal, automated emails, and all notifications are delivered in the client's preferred official language. For an immigration practice in Montreal, bilingual communication is not optional — we treat it as a baseline requirement.
Absolutely. We map your actual caseload during discovery — CAQ, PEQ, LMIA-supported work permits, Express Entry, family sponsorship — and build the workflow stages around the real process, not a generic template.
All files are encrypted at rest and in transit. Access is role-based, and every document action is logged with a user ID and timestamp. This supports the record-keeping standards expected of RCICs under CICC oversight.
A core CRM and client portal typically goes live within six to ten weeks. We begin with a structured discovery session to map your workflows before any development starts, so the build is grounded in how your practice actually operates.
Yes. We offer ongoing monthly support plans covering updates, staff training, and feature additions. Immigration regulations and Quebec government portals evolve — your software should keep pace.
Ready to Run Your Montreal Immigration Practice From One Platform?
Book a free 30-minute discovery call with our team. We will map out exactly how a custom CRM and client portal fits your caseload and your workflow — no obligation, no generic demos.
Global Maple System · [email protected]