Visafy CRM v2.8.0 Released • Executive MTD Pacing Engine, Activity Log Audit & Multi-Tenant Hardening

The Complete Operating System for Immigration & Visa Consultancies

Replace disjointed spreadsheets, manual WhatsApp dispatches, and disconnected accounting. Visafy automates lead capture, client WhatsApp journeys, mobile companion dialing, milestone commissions, staff payroll, and P&L financial attribution in one compliant hub.

No Credit Card Required
CICC / MARA / OISC Audit Compliant
1-Click Instant Workspace Launch
Powered by Stayanokh
visafy.stayanokh.in/apex
Live Companion Connected Professional Tier (10 Seats)
Monthly Active Leads
1,842 +28%
Quota: 1,842 / 2,500
WhatsApp Dispatches
98.4% Delivery
Cloud API Verified
Retainer Contracts Signed
142 ₹1.14 Cr
Milestone schedules active
Audit Trail Security
SHA-256 100% Verified
Zero chain mutations
RS
Rohit Sharma — Canada Study Permit (University of Toronto)
Intake Source: Website Widget • Assigned: Priya Nair • Status: Visa Lodged
Intro Sent Retainer Signed
BUILT SPECIFICALLY FOR ACCREDITED IMMIGRATION & STUDY ABROAD CONSULTANTS
Canada CICC Ready
Australia MARA Compliant
UK OISC Audit Trail
256-bit Cloud AES Vault
Launch Desks & Architecture

9 Integrated Desks. Zero Software Juggling.

Every department of your immigration consultancy operates inside specialized, role-governed control desks.

Official Cloud API

WhatsApp Cloud Automation & Client Desk

Trigger automated WhatsApp greetings when leads fill your website form. Automatically update clients when their visa application advances from "IELTS Prep" to "Offer Letter Issued" or "Visa Lodged".

Template: {{first_name}}, your Canada CAS letter has arrived! Delivered
Zero Hardware PBX

Android Telephony Companion Bridge

Pair your counselors' work phones via QR code. 1-click dial from the CRM browser, view live in-call HUD with call timer, and auto-log every client conversation without purchasing expensive telecom hardware.

Real-time Server-Sent Events (SSE) Sync

Digital Retainer Contracts

Generate customized retainer contracts with dynamic milestone fee schedules, letterheads, watermark stamps, and digital signing links.

KYC Document Vault

Client passports, academic transcripts, and bank statements stored with AES-256 cloud encryption, checklist review queues, and expiry countdowns.

Meta / Social Ads Capture

Sub-second webhook ingestion from Facebook & Instagram Instant Forms with round-robin auto-assignment to your active counselors.

Travel & Post-Visa Deployment

Track the entire post-visa lifecycle: flight tickets, pre-departure briefings, airport arrival handoffs, and student accommodation statuses.

Executive Intelligence

Executive BI Analytics & Conversion Funnels

Identify lead leakage by counselor, monitor enrollment conversion velocities, measure ROI across acquisition campaigns, and export clean CSV datasets.

Regulatory Anti-Fraud

Cryptographically Chained SHA-256 Audit Trail

Every stage progression, document download, or fee modification is cryptographically hashed with previous blocks. Provides instant verification for official CICC / MARA / OISC regulatory inspections.

New in v2.7 Production Desk 09

Agency Finance, P&L & Counselor Profitability Suite

Stop flying blind on counselor margins. Connect Meta and Google ad spend directly to closed retainers to calculate true Counselor CAC and ROAS. Automatically disburse milestone commissions upon client payments, track categorized agency OpEx with receipts, and run 1-click monthly payroll rollups.

Automated Milestone Commissions Closed-Loop CAC & ROAS OpEx & Staff Payroll
Counselor Net Contribution +₹4,82,500
Retainer Revenue: ₹7,20,000
Meta Ad Spend Allocated: -₹1,45,000
Counselor Commissions Paid: -₹92,500
Blended ROAS: 4.96x
Universal 1-Line Drop-in Embed

Capture High-Intent Visa Leads from Any Website

Add our 17KB lightweight assessment widget to your WordPress, Webflow, or custom site in 30 seconds. Candidates calculate their eligibility and leads instantly land in your Visafy workspace.

How to Embed on Your Site

Banner Mode
Select to customize code

Sticky top announcement bar that triggers an instant CRS calculator overlay across all pages.

Paste this single tag right before your website's closing </body> tag:

<script src="https://visafy.stayanokh.in/widget/assessment.js" data-token="YOUR_AGENCY_TOKEN" data-mode="banner"></script>
100% Mobile Responsive & Zero Framework Dependencies
CORS Preflight Enabled (HTTP 200 Handshake)
Auto-Deduplication by phone number and email
Live Interactive Assessment Form
Direct Ingestion Sandbox
Continuous Innovation

What's New in Visafy v2.8

Executive MTD Pacing Intelligence, Enterprise Activity Log Audit, Multi-Tenancy Data Isolation, and Closed-Loop Business Intelligence.

v2.8.0 Production Current Release

Executive MTD Pacing, Activity Log Audit & Multi-Tenant Hardening

  • Executive MTD Pacing & Run-Rate Engine: Real-time forecasting for spend and inquiries, day-elapsed context (e.g. Day 6 of 31), calibrated early-month MoM velocity badges, and zero historical data leakage.
  • 1-Click "Last Month" (Closed) Inspection: Direct comparative views for finalized prior-month retainers, collected cash, and counselor win rates.
  • Comprehensive Activity Log Audit: Enriched actor attribution, IP capture, action classification, and regulatory event monitoring for compliance.
  • Multi-Tenant Data Hardening: Strict tenant isolation across all CRM controllers and database indexing on invoices for airtight multi-agency segregation.
  • Interactive Help Center Integration: In-app knowledge base with interactive SOPs, 12 FAQs, and live engineering SLA desk.
v2.7.0 Finance & P&L Milestone

Agency Finance, P&L, CAC/ROAS & Automated Commissions

  • Counselor Profitability & P&L Suite: Closed-loop attribution linking Meta and Google ad spend to counselor retainers, calculating true Net Profit Contribution and blended ROAS.
  • Automated Milestone Commission Engine: Auto-triggers counselor commissions on client invoice settlements with tiered splits, flat rewards, or percentage-of-collected rules.
  • OpEx Ledger & Staff Payroll: Categorized operating expense tracking with receipt attachments, monthly staff salary rollups, and 1-click batch approvals.
  • Cryptographic Regulatory Audit Trail: SHA-256 block-chained immutable logs satisfying CICC (Canada), MARA (Australia), OISC (UK), and GDPR.
  • SaaS Plan Tier Gating: Dynamic feature lockdown across Starter, Professional, and Enterprise tiers.
v2.6.0 Lead Ops Milestone

Meta Ads Sync, Alternate Contacts & Ergonomic Lead Drawer

  • Meta Ads Lead Center Sync: Real-time webhook & automated polling sync from Facebook & Instagram lead forms directly into agency pipeline.
  • Alternate Number & Direct Channels: Multi-phone support with 1-tap telephony dialer and direct WhatsApp (wa.me).
  • Universal Profile Editor: Role-governed client profile editor with identity protection and complete qualification updates.
  • Multi-Tenant Data Hardening: Strict tenant isolation across analytics, invoices, documents, and portal auth.
Previous Milestones: v2.7 (Finance & P&L Suite) • v2.6 (Meta Ads & Contacts) • v2.5 (Security Shield)
Start v2.8 Free Trial
The Hard Math for Visa Agency Owners

Replace 5 Disconnected Tools. Save ₹13,44,000 / $16,200 Every Year.

The average 10-counselor immigration consultancy bleeds over ₹1.24 Lakhs ($1,490) each month across fragmented generic CRMs, per-minute VoIP phone bills, WhatsApp API tools, and e-signatures. Here is the side-by-side comparison.

The Fragmented Setup

5 Separate Subscriptions

10 Counselors
Generic CRM (Zoho / HubSpot / Odoo) No visa pipelines, needs ₹3L+ custom coding
₹30,000 /mo
VoIP Cloud Calling (Twilio / Exotel / Zadarma) Per-minute markups ($0.05/min), robotic voice lag
₹55,000 /mo
WhatsApp Automation (Wati / Interakt / AiSensy) Monthly platform charge + per-conversation fees
₹15,000 /mo
Electronic Signatures (DocuSign / PandaDoc) Per-envelope fees for client retainer contracts
₹10,000 /mo
Cloud Storage & Portals (Dropbox / G-Drive / Zapier) Fragmented student files, manual webhooks
₹14,000 /mo
Total Disjointed Spend ₹14,88,000 / $17,880 annually
₹1,24,000 per month
Recommended Choice
The Visafy OS

1 Unified Operating System

All 9 Desks Unified (Professional Plan) 10 Seats, Leads, Cases, Tasks, Invoices, Security Suite
₹7,999 /mo
Android SIM Telephony Bridge 10 local SIM cards (₹399/mo each), zero per-minute billing
₹3,990 /mo
Integrated WhatsApp Desk & Automation Sub-second intro triggers, templates, click-to-chat
Included
Digital Retainer Contracts (SHA-256) Multi-page agreements, milestone payments, e-signatures
Included
Client Portal & Encrypted Document Vault Self-serve candidate tracking, document review & payment
Included
Net Annual Savings: ₹13,44,132 ($16,116) Over 90.3% Hard Cost Reduction
₹11,989 all-in / month

Zero-VoIP Calling via Physical SIM Bridge

Counselors click "Call" from the web CRM. The Android companion app instantly dials using the counselor's office SIM over Airtel, Jio, or Ooredoo. No VoIP lag, genuine mobile caller ID, and zero carrier markup bills.

Sub-Second Lead Velocity & Ingestion

Meta Lead Ads and website assessments reach counselors in under 500ms. Round-robin assignment triggers immediate WhatsApp introduction messages before the candidate even clicks away to a competitor.

Bank-Grade Anti-Theft Counselor Shield

Prevent junior staff from exporting candidate numbers. Visafy masks phone numbers on screen (+91 98765•••••), blocks logins outside office hours & non-office IPs, while preserving seamless 1-click dialing.

Stop Paying 5 Subscriptions for 1 Business.

Migrate your leads from Excel, Zoho, or Agentcis in under 15 minutes with our automated importer.

Agency Value Simulator

Calculate Your Agency's Annual Overhead Savings

See how much your consultancy saves by replacing VoIP per-minute gateways, manual followups, and paper contracts with Visafy CRM.

5 Counselors
1 Solo 10 Standard 20 Scaling 30+ Enterprise
750 Leads / mo
100 1,000 2,500 5,000+
What eliminates your expenses:

• SIM Companion Telephony: Zero VoIP per-minute carrier markup using physical Android phones.
• WhatsApp Stage Triggers: Cuts automated follow-up manual workload by ~12 hrs per consultant/week.
• Instant Digital Retainers: Same-day candidate sign-up with e-signatures & SHA-256 seal.

Estimated Annual Net Savings High Efficiency
₹3,42,000
Net estimated operational savings per year for your agency
VoIP Bills Saved ₹1,08,000 / yr
Staff Hours Saved 3,120 hrs / yr
Recommended Match: Professional Plan
Simple, Transparent Pricing

Predictable Plans that Scale with Your Caseload

All plans include a 14-day free trial. No credit card required to start.

Solo & Boutique

Starter

Core visa pipeline & lead capture for boutique startups.

₹3,999 / month
$49 USD / 180 QAR
3 Staff User Seats
500 Ingested Leads / mo
5 GB Secure Cloud Vault
Visa Pipeline & Stage Tracker
1-Line Embeddable Lead Widget
WhatsApp Cloud Automation
Companion Phone Dialing
Agency Finance & Commissions
Most Popular
Full Automation

Professional

Complete automation, WhatsApp triggers, and digital legal contracts.

₹7,999 / month
$99 USD / 360 QAR
10 Staff User Seats
2,500 Ingested Leads / mo
25 GB Vault Storage
WhatsApp Cloud API Automation
Android Companion Phone Dialing
Digital Retainer Contracts & PDF
Meta Ads Webhook Ingestion
Agency Finance & OpEx Tracking
Automated Milestone Commissions
Multi-Branch Scale

Enterprise

For multi-branch agencies needing flight desks, BI reports & audit compliance.

₹15,999 / month
$199 USD / 720 QAR
30+ Staff User Seats
10,000 Ingested Leads / mo
100 GB Cloud Storage
Travel & Post-Visa Deployment Desk
Executive BI Reports & Scorecards
Advanced P&L & Closed-Loop CAC/ROAS
Staff Payroll & Batch Bank Rollups
SHA-256 Immutable Audit Trail
Dedicated Support Rep & SLA
Verified Agency Feedback

Trusted by 180+ Visa & Education Consultancies

Discover how leading immigration consultancies across India, the Gulf, Canada, and Australia scaled their caseloads with Visafy CRM.

+42% Conversion

"Managing 14 counselors across our Chandigarh and Brampton branches used to be pure chaos with shared Google Sheets. Visafy’s automated round-robin lead allocation and instant WhatsApp stage triggers increased our student visa completion rate by 42% in our very first quarter."

HS
Harpreet Singh Sandhu Managing Director, Apex Global Visa Services Chandigarh, IN • Brampton, CA
100% VoIP Fees Saved

"Our overseas VoIP telephone bills used to run into thousands of dollars each month with Twilio. The Android Companion Bridge eliminated those per-minute fees completely by using native local SIM lines. Invoicing clients in QAR with Tap Payments directly inside their portal made collection seamless."

TA
Tariq Al-Mansoor Principal Consultant, Al-Safir Immigration Doha, Qatar • GCC Region
CICC & MARA Ready

"Retainer agreements are legally sensitive in our industry. Visafy’s automated multi-page contracts with dynamic payment milestones, digital signatures, and SHA-256 tamper-proof audit trails gave us instant regulatory peace of mind. Our counselors won't work on any other tool."

PS
Priya Sharma Registered Migration Agent (MARA / CICC) Melbourne, AU • New Delhi, IN
Knowledge Base & Operating Instructions

Frequently Asked Questions & Guides

Everything agency founders, immigration consultants, and operations leaders need to know about Visafy CRM v2.8.

How does the 14-day free trial work? Do I need a credit card?

No credit card is required to sign up. You receive immediate, full-access provisioning to your isolated agency database on your dedicated workspace URL (e.g. visafy.stayanokh.in/apex). Pre-loaded sample leads, workflows, and document checklists allow you to evaluate Visafy in under 5 minutes.

How does the Android Companion Telephony Bridge eliminate VoIP per-minute fees?

Can we embed the 1-line lead assessment widget on WordPress, Wix, Webflow, or custom sites?

How do Digital Retainer Contracts work and are they legally binding?

How is tenant data isolated? Can other agencies ever see our candidate data?

Can we use our own meeting platforms (Google Meet, Zoom, Microsoft Teams)?

Can we import existing leads and client files from Excel, Zoho, or HubSpot?

What payment gateways are supported for client fee collection?

Why is Visafy better than generic CRMs like Zoho, HubSpot, or Salesforce for visa consultancies?

How does Visafy compare to niche immigration tools like Agentcis or Docketwise?

How does Visafy prevent counselors and sales staff from stealing client leads?

Is Visafy compliant with CICC (Canada), MARA (Australia), and OISC (UK) regulatory standards?

Can we connect Meta / Facebook Lead Ads directly to Visafy without Zapier?

Quick Start SOP: Agency Go-Live in 4 Steps

Step-by-step instructions to take your agency workspace live

60-SECOND ONBOARDING
1
Reserve Workspace URL

Complete Step 1 of the onboarding wizard below to claim your agency workspace URL.

2
Install Web Widget

Paste the 1-line script tag onto your website to begin capturing leads instantly.

3
Pair Phone Companion

Scan the sidebar QR code with your office Android phone for native SIM calling.

4
Issue Retainers

Draft client agreements, collect milestone payments, and track visa filings.

Certified Platform Engineering Partner

Need Personal Consultation or Custom Integration?

Talk directly with StayAnokh Business Solutions engineering team.

Instant Self-Serve Provisioning

Launch Your Agency Workspace in 60 Seconds

Complete this quick 4-step wizard to create your isolated agency database, set up your admin profile, and start your 14-day free trial.

Replaces 5 Subscriptions Save ₹13.4L / $16K/yr 14-Day Free Access (No Card) 100% Isolated Database
1
Agency
2
Admin Profile
3
Plan & Billing
4
Launch

Step 1: Agency Particulars & Workspace URL

Configure your consultancy name and unique workspace URL.

14-Day Free Access (No Card)
Auto-generates workspace link
visafy.stayanokh.in/
Your team and clients will access your branded portal directly at this address.
Symbol: ₹
14-Day Free Trial (Zero Risk)
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