KoruMigrate is now CaseCRM. We’ve evolved to bring you a more powerful AI powered global platform.
AI-powered and fully secure — your data never leaves our platform.
Backed by friendly, local NZ support whenever you need it.
Built on secure AWS infrastructure — encrypted, compliant, and reliable with full data control and 99.9% uptime.
One smart platform – replace 14+ tools, save time, and cut costs instantly.
CRM for immigration consultants & lawyers
Grow Your Practice with One CRM That Manages Your Entire Client Journey
Capture leads, automate follow-ups, manage appointments, create contracts, send invoices, collaborate with your team, and deliver an exceptional client experience. All in one powerful platform.
NZ-owned · AWS secured · Unlimited licenses · AI Powered
NEW · BRING YOUR OWN AI
Bring Your Own AI to CaseCRM
🔗 Your AI. Your Key. Your Control.
Connect your preferred AI provider and use your own API key with CaseCRM. Get more flexibility, control and choice over how AI powers your workflow.
AI Enabled
Fully secure - your data never leaves the platform.
Local Support
Friendly NZ-based support whenever you need it.
Data Security
Secure AWS infrastructure, encrypted & compliant.
Big Savings
Replace 14+ tools with one platform.
FEATURE FILE - All In One
Automate client management, billing, communication, and marketing
Running an immigration practice is rewarding, but let’s be honest – it’s also exhausting. You didn’t become an immigration advisor to chase paperwork, track updates, or manage endless follow-ups.
At CaseCRM, we understand your daily struggles – and we’ve built a solution designed just for you.
FEATURE FILE · THE PLATFORM
Every stage of the case, covered
Ten core tools built specifically around how immigration advisers and lawyers actually work. Not a generic CRM with your industry name bolted on.
Case Management
Keep your team and clients aligned and on schedule.
Task management
File notes
Custom dashboards & reporting
Learn more →
CRM & Lead Management
No more spreadsheets. Every lead and client on track automatically.
Landing pages & custom fields
Website chat & social lead magnets
Learn more →
Client Portal
Clients securely track progress and upload documents 24/7.
Mobile app + push notifications
Google / Microsoft login
Learn more →
Document Management
Securely store, send and share files. No more lost versions.
Bulk upload & download
Template library
Learn more →
eSignatures & Contracts
Get agreements signed instantly, secure, fast, legally valid.
Contracts with audit trails
PDF signature
Learn more →
Scheduling & Calendar
Clients book meetings directly, fully synced, no back-and-forth.
Team & multi-calendars
Google/Microsoft sync
Meeting reminders
Learn more →
Billing & Invoicing
Generate invoices and collect payments, all tracked automatically.
Recurring & installment invoicing
Multi-currency & Stripe
Learn more →
Custom Forms & Templates
Collect visa assessments and documents without the back-and-forth.
Website-embeddable forms
Template library
QR code
Learn more →
Client Messaging & Live Chat
Keep every conversation in one place, nothing gets missed.
Secure in-app chat
Follow-ups & reminders
Learn more →
Marketing Automation
Run email and drip campaigns without extra tools.
Bulk email
Forms + CRM in one flow
Learn more →
Why CaseCRM?
Because We’re Rooted in Your World
CaseCRM is the all-in-one CRM built *for immigration advisors and lawyers*. Automate client management, billing, communication, and marketing — all under one secure, white-labeled platform.
Immigration Advisors Deserve Better
We Hear You
Running an immigration practice is rewarding, but let’s be honest — it’s also exhausting. You didn’t become an immigration advisor to chase paperwork, track updates, or manage endless follow-ups.
At CaseCRM, we understand your daily struggles — and we’ve built a solution designed just for you.
All-in-One Savings
Ditch the app jumble – save $500-1,000/month, more time for that flat white.
Unlimited Licenses
Add mates or migrants freely – no extra costs, just pure Kiwi scalability
Tailored for NZ/AU
Compliant, visa-ready – built with Aotearoa's heart for your success.
Award-winning support
Data migration regardless of user count. Ongoing support via phone, email, or live chat.
Tired with outdated tools slowing your immigration practice?
We understand that moving client data from one system to another can feel daunting. That’s why our dedicated onboarding team is here to ensure a smooth and secure transition to CaseCRM — built specifically for immigration advisors.
Migration Consultation
Get expert guidance on planning your data migration from start to finish.
Data Export & Processing
We help extract and prepare your existing client, case, and document data safely and efficiently.
Data Import & Review
Your data is carefully imported into CaseCRM and reviewed for accuracy before you go live.
Replace 14+ tools
Save $$$
Features That Fix Your Daily Drudgery
Common Challenges Immigration Advisors Face
- and How CaseCRM Solves Them
🕒 Too much admin, too little time
The pain: Endless admin work – spreadsheets, emails, notes – leaves you with little time to focus on clients.
Our solution: CaseCRM automates everyday tasks, reminders, and updates so you can spend more time helping clients, not managing paperwork.
📂 Scattered client data
The pain: Client details are scattered across emails, folders, and drives — hard to find anything when you need it.
Our solution: One secure dashboard for all clients, cases, and documents. Everything’s organised and accessible anytime, anywhere.
🔁 Manual updates & follow-ups
The pain: Manually checking and updating each client about their visa progress drains time and energy.
Our solution: CaseCRM automatically sends updates and reminders to clients — keeping them informed without extra effort from you.
🧾 Document chaos
The pain: Hard to track which client sent which document and whether it’s the latest version.
Our solution: Smart document storage with upload tracking, file versioning, and automatic categorisation — no more lost or outdated files.
✍️ No easy way to get contracts signed
The pain: Chasing signatures by email or printing forms wastes time and looks unprofessional.
Our solution: Get agreements and contracts signed instantly using built-in eSignatures — secure, fast, and legally valid.
📅 Appointment booking headaches
The pain: Too many calls, back-and-forth emails, and missed meetings.
Our solution: Let clients book appointments online directly from your website or portal — fully synced with your calendar and timezone.
💳 Invoicing and payment delays
The pain: Manual invoicing and waiting for payments create cashflow stress.
Our solution: Generate professional invoices instantly and collect payments online using integrated payment gateways — all tracked automatically.
💬 Client communication overload
The pain: Messages spread across WhatsApp, email, and phone make communication messy.
Our solution: Keep all conversations in one place with secure in-app chat and messaging — so nothing gets missed.
🧠 Custom forms for information collection
The pain: Getting detailed client info means sending multiple forms and chasing responses.
Our solution: Create custom online forms for visa assessments, information gathering, and updates — everything saved directly to the client profile.
📈 Marketing & lead management challenges
The pain: Hard to track leads, follow up, or run campaigns while managing daily work.
Our solution: Built-in marketing tools help you manage leads, send follow-up emails, and track results — all from one platform.
🎯 Campaign tracking and performance
The pain: You run ads and campaigns but can’t measure what’s actually working.
Our solution: CaseCRM provides campaign management and analytics — so you know which marketing efforts bring results.
📊 No clear business overview
The pain: Hard to see the big picture — open cases, pending invoices, deadlines, and upcoming renewals.
Our solution: Visual dashboards show every key detail at a glance, helping you plan and stay ahead.
🔒 Data security worries
The pain: Storing client passports, IDs, and sensitive data without proper protection is risky.
Our solution: CaseCRM is hosted on secure AWS servers with GDPR compliance, encryption, and multi-user access control.
⚡ Clients expect instant access
The pain: Clients want 24/7 updates, fast responses, and online visibility.
Our solution: Give clients a secure personal portal where they can log in, check case status, upload documents, and communicate — anytime.
❤️ Focus more on people, not paperwork
CaseCRM helps you simplify, automate, and scale your immigration business – so you can focus on what you do best: changing lives through migration.
Key Integrations with the most powerful apps
Book your CaseCRM demo today
See how CaseCRM works.
Call Us: +64 9 2424 786 | Email Us: info@casecrm.co.nz
Simple, transparent pricing starts at $99 (nzd)*
(for students)
Plans designed to fit every practice size.
💼 All-in-one platform – Manage clients, cases, forms, and documents effortlessly.
⏱️ Smart billing – Track time, expenses, and invoices with ease.
✍️ Built-in tools – eSignatures, email integration, and secure client communication — all in one place.
All Your Growth Tools. One Partner.
CRM + Website + Google Ads + Meta Ads + Hosting + Email Marketing
Koru SaaS brings it all together to save you time, money, and stress.
Need More Than Just CRM Software?
From website design to digital marketing, we provide proven solutions that take your practice further and attract the clients you deserve.
Website Design
Website Hosting, Website Design, Website Redesign, Maintenance, eCommerce, CMS Websites, WordPress websites, Wix, Squarespace, Shopify, Customised Development and much more…
Digital Marketing
Search Engine Optimization (SEO), Pay-Per-Click (PPC) Advertising, Social Media Marketing, Google Adwords, Email Marketing, Facebook, Instagram, Tiktok, Video Editing and much more…
Launch it in Days, Not in Months!
- Client Management
- Case Management
- Receive Payments Online
- Invoicing & Receipts
- Document Storage & Sharing
- eSignatures
- Custom Forms & Templates
Get a Guided Demo
Experience Stress-Free Case Management
Call Us: +64 9 2424 786 | Email Us: info@casecrm.co.nz