AI Powered Immigration CRM Software
Immigration Lead & Case Management Made Easy.
Trusted by 1000+ Consultants from 2012.
Experience the All-In-One CRM for RCICs & Immigration Consultants. Make Case Management easy with Maple CRM
Purpose-built tools that cover the entire lifecycle — from first enquiry to case filing.
Lead Source Integration
Lead source integrations — Custom Book Appointment forms, QR-based forms, Social Media integrations, and a variety of options that you can choose to gather your leads.
Learn MoreLead Management
A single platform to manage new as well as existing clients, the entire sales pipeline and case management. See how Maple CRM automates and enhances Sales and Operations management.
Learn MoreIntake & Assessment Forms
Customized intake forms for Canada and other countries. Direct filling of IRCC and other forms depends on the data received from the intake forms. Clients can fill and securely submit forms from the Client Portal.
Learn MoreIRCC Case Management
Everything an RCIC needs to manage cases efficiently — from client profiles and intake forms to automated IRCC form generation, document checklists, agreement templates, task workflows and a secure client portal — all in one platform.
Learn MoreInvoice & Billing
Generate professional invoices, collect part payments, automate pending payment alerts, issue receipts and integrate with payment gateways — with full tax configuration and real-time reports on collections and outstanding balances.
Learn MoreClient Portal
A secure, white-labelled portal accessible on any device — enabling clients to complete their profile, submit documents, e-sign forms, track case progress, receive real-time notifications, book appointments and communicate via chat or video call.
Learn MoreMulti Branch Management
Manage multiple office branches from a single platform — with branch-wise lead allocation, team access controls, performance dashboards and consolidated reporting across all locations, giving management complete visibility without operational silos.
Learn MoreAgreement Generator
Define templates for any country or immigration process, auto-filled with client data via smart macros. Granular access controls — no-edit, section-level or full-edit — ensure document integrity before securely sharing with clients through the portal for e-signing.
Learn MoreMobile CRM App
A powerful mobile app for full lead and case management on the go — stay on top of alerts, follow-ups and client communications via call, WhatsApp and email, and log call notes instantly with speech-to-text.
Learn MoreHow Maple CRM Works
From the first enquiry to a successfully filed case — a clear workflow that scales.
From enquiry to conversion
Gather Leads
Forms, social, QR & APIs.
Auto Lead Allocation
Rule-based assignment to agents.
Lead Views
Kanban & spreadsheet with actions.
Follow-up & Nurturing
Calls, emails, WhatsApp tracked.
Document Collection
Secure uploads via client portal.
Primary Billing
Quote, invoice & first payment.
Conversion
Lead becomes an active case.
End-to-end case handling
Add Case
Converted lead or direct entry.
Start Process
Time-bound task management.
Payment Scheduling
Milestone-based payment plans.
Checklist
Auto-generated from process.
Manage Documents
Generate or collect via portal.
Prepare Filing Docs
IRCC forms & agreements ready.
Case Filing
Submit and track outcomes.
See end-to-end Case Management in action
Watch a quick walkthrough of how Maple CRM helps RCICs manage cases from lead capture to filing.