Keep every case moving—from enquiry to decision.
Sync CRM is the connected SaaS platform for managing leads, applications, documents, appointments, payments and team performance.
Your agency shouldn’t run on
disconnected tools.
Bring every lead, document, payment and case update into
one connected operating system.
Leads!
Documents!
Follow-ups!
Payment Portal!
Calendars!
Reports!
Source: Website
Status: Qualified
All verified
Up to date
VFS Dubai
Confirmed
Paid
Receipt sent
In progress
Due in 3 days
Deliver a premium client experience from enquiry to payment.
Use your agency's identity across emails, payment pages, quotations, invoices, receipts, client portals and automated updates.
Your customers see your brand.
Secure checkout powered by Nomod
See every team, touchpoint and decision
working in sync.
Follow one sample Canada visitor visa case from first enquiry to the next operational decision—all connected through one client record.
PRODUCT DEMONSTRATION · SAMPLE DATA
Maya Sharma🍁
ServiceCanada Visitor Visa
Case ReferenceCASE-20260722-724A
Current Status● Processing
Assigned ConsultantSara Khan
+2Team notified
2 Actions Pending
ⓘ All teams aligned
This sample workflow demonstrates how Sync CRM connects client experience, operations, payments, collaboration and management visibility.
Every conversation stays connected to the work.
Chat with teammates, tag clients and applications, assign tasks and act on CRM updates—without switching between Sync CRM and separate communication tools.
ARALRFN
+2
Know what's happening across your business—
before it becomes a problem.
Track sales, active cases, team workload, processing delays, collections and operational risks from one connected management view.
Secure, connected and
ready to scale with your business.
Sync CRM protects your operational data, connects the tools your teams already use and gives administrators control over access, activity and integrations.
Sara Khan06:35 PMAhmed Raza05:21 PMFatima Noor04:48 PMSync CRMCloud PlatformNomodPaymentsWebhooks
Payment GatewayConnectedEverything you need to know before choosing Sync CRM.
Clear answers about the platform, payments, implementation, security and how Sync CRM fits your business.
Sync CRM is designed for travel agencies, visa consultancies, immigration firms and multi-service agencies that manage leads, documents, applications, appointments, payments and client communication.
Yes. Stages, requirement checklists, service types and automation rules are configurable, so the platform mirrors how your team already works instead of forcing a new process.
Payment links and hosted checkout pages are generated from the case record. Clients pay by card or wallet, and confirmations, receipts and ledger reconciliation happen automatically.
Every client-facing touchpoint — emails, checkout pages, quotations, invoices, receipts and the client portal — carries your logo, colours and business identity.
Uploaded passports and supporting documents are read automatically. Key fields are extracted with a confidence score, matched against the requirement checklist and flagged for human review.
Consultants can mention colleagues, assign tasks, attach notes and hand cases over — all recorded on the client timeline so nothing is lost in chat threads.
Yes. Guided import brings across clients, active cases, documents and payment history during onboarding, with validation before anything goes live.
Role-based permissions govern who can view clients, applications, payments and reports, and every access event is written to an activity history administrators can audit.
Branches, teams and territories each get their own pipelines and reporting, while management retains a consolidated view across the whole business.
Pricing depends on team size, modules and case volume. A short discovery call gives you a tailored quote with implementation included.