Entrivis VisaCRM review
A specialist CRM for eligibility assessments, staged visa workflows and partner commissions.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Entrivis VisaCRM is an Odoo-based CRM for immigration consultancies managing student visa, work permit and PR-oriented cases. It brings lead assignment and follow-ups together with structured inquiries that capture applicant, family, financial, employment and education details. That makes it a fit for agencies that want intake, eligibility assessment and case progression organized around immigration work rather than a general-purpose sales pipeline.
Eligibility scoring is a central differentiator: teams can configure factor- and point-based assessments and produce reports. After intake, staged visa-process statuses and document handling support movement from inquiry to application, while centralized identity and visa documents keep client records together. Agreement management adds portal acceptance and e-signature. Lead forms, email templates, activity history, appointment scheduling and CRM analytics extend the workflow; dashboards, multi-company units and package-based access restrictions support team organization. Buyers should clarify how the vendor configures their specific assessment and process, since setup and workflow configuration are described as part of the engagement.
Partner management is relevant for consultancies working through agencies: VisaCRM supports B2B partner and agency records, a public B2B lead route and commission tracking. The published integrations are Odoo and WhatsApp, so organizations that depend on a broader connected ecosystem should check fit before committing. Pricing is contact-sales, and the product page invites prospective buyers to book a demo rather than presenting public plan prices. The product is web-based, with two-factor authentication listed. Agencies prioritizing immigration-specific assessment, documents and partner workflows should consider it; teams seeking transparent self-serve pricing or a wider integration set should compare alternatives.
Entrivis VisaCRM pros and cons
- Where it wins
- Configurable factor- and point-based eligibility assessments with reports
- Tracks applicant documents and visa cases through staged statuses
- Manages B2B agency partners and commission tracking
- Where it doesn't
- Pricing requires a sales conversation and demo
- Integrations are limited to Odoo and WhatsApp
- Designed for web; mobile access details are not stated
Entrivis VisaCRM fact sheet, pricing and score →
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