ThoshCRMRun your whole visa consultancy from one place
Capture leads from Excel, Facebook and walk-ins, move each case from enquiry to visa approval, collect documents and payments, and keep your customers updated through their own portal.
See how a case moves from enquiry to visa
Pick a stage to see what your team gets.
Never lose an enquiry
Bring every lead into one list, share them out between your staff and track each one to a decision.
- Upload Excel or CSV, including Facebook and Instagram lead-ad downloads
- The real person's name is detected, not the ad or campaign name
- Assign to one staff member or split equally across the team
- Day-by-day call, WhatsApp and note history on every lead
- Edit or delete any lead, and convert it to a customer in one click
Every visa file, one status away
Applications carry the applicants, travel details, consultant and branch, so nobody has to ask where a case stands.
- Family and group applications with several applicants
- Visa types and fees per country, ready to quote
- Consultations, appointments and follow-up reminders
- Cover letters, sponsorship letters and travel itineraries from templates
Document checklists that chase themselves
Know exactly what has been requested, received and verified for each applicant.
- Checklist per application and per applicant
- Upload, verify or reject each document with remarks
- Customers upload their own papers from the portal
- Custom application forms built with the Form Builder
Quote, invoice and get paid
From the first quotation to the final receipt, with tax, discounts and balances worked out for you.
- Service packages with consultancy, embassy and VFS fees
- Quotations that convert into invoices
- Part payments, refunds and expense tracking
- Agent and partner commissions calculated automatically
Customers stop calling to ask for updates
Give each customer a login where they can follow their own case.
- Live application status and upcoming appointments
- Upload documents straight to the right checklist item
- View invoices, payments and the balance due
- Message your team from the same screen
Built around how visa consultancies really work
Everything below is included in every plan unless the plan notes say otherwise.
Smart lead import
Any Excel or CSV layout works. Headings are matched automatically, duplicate phone numbers are skipped and extra columns are kept in the notes.
Team assignment
Hand leads to one person or share them evenly. Staff see their own leads first and get a notification for every new one.
Visa application tracking
Statuses, applicants, travel dates, consultants and branches for every case, with a full audit trail of who changed what.
Document management
Checklists, uploads, verification and remarks for each applicant, plus a form builder for your own questionnaires.
Quotations, invoices, payments
Fee breakdowns with tax, part payments, refunds and expenses, so you always know what is paid and what is due.
Roles and permissions
Nine ready-made roles, from Super Admin to Customer. Change exactly who can view, create, edit, delete, assign or export.
Reports and dashboards
Lead conversion, revenue, staff performance and pending work on one dashboard, with global search across the whole CRM.
Automation
Workflow rules, follow-up reminders and message templates for WhatsApp, SMS and email save your team repetitive work.
Countries ready to go
All 200 countries are loaded when your CRM is created, so you can add visa types and tag leads immediately.
Live in three steps
Choose a plan
Pick the plan that suits your team below and enter your agency details. Your free trial starts straight away.
Get your own CRM address
Your agency gets a private address such as yourdomain.com/your-agency where your team logs in.
Import leads and invite staff
Upload your existing Excel sheet, add your team, set their roles and start working your pipeline.
One CRM, every department
The modules your team will find in the sidebar.
CRM
- Leads
- Customers
- Applicants
- Follow-ups
- Tasks
Visa processing
- Applications
- Consultations
- Appointments
- Visa types
- Countries
- Visa and passport renewals
Sales and finance
- Quotations
- Services and pricing
- Payments
- Invoices
- Expenses
- Refunds
Communication
- Communications log
- Message templates
- Form builder
- Letter templates and generator
- Travel itinerary
Operations
- Agents and partners
- Commissions
- Branches
- Employees
- Campaigns
Reports
- Reports and analytics
- Audit log
- Global search
Automation
- Workflow rules
- Notifications
Settings
- Users
- Roles and permissions
- System settings
- Customer portal
Simple plans with a free trial
Pick a plan and start your trial. You only pay when you decide to continue.
Loading plans...
Prices are in Indian rupees. Need something tailored to a bigger team? Ask us for a custom plan.
Questions we hear often
Can I upload the leads I already have?
Yes. Upload an Excel (.xlsx, .xls) or CSV file with any column order and wording. Facebook and Instagram lead-ad exports work too. The CRM finds the name, phone and email columns by looking at the data, skips duplicate phone numbers and keeps any extra columns in the lead's notes.
Can my staff only see their own leads?
Yes. Roles and permissions control what each person can view, create, edit, delete or assign. Staff without assign rights start on "My leads".
Do my customers get a login?
Yes. The customer portal lets them follow their application, upload documents, see appointments and check invoices and balances.
Which countries are included?
Every new CRM starts with the full list of 200 countries, so you can add visa types, fees and leads for any destination straight away.
What happens when the trial ends?
Your data is kept. Choose a plan to continue, and your team picks up exactly where it left off.
How does my team log in?
Each agency gets its own address, for example yourdomain.com/your-agency/login. Use the box at the bottom of this page to jump to yours.
Ready to organise your consultancy?
Start a free trial today and import your first leads in minutes.
Choose a plan