All-in-one CRM Suite to grow your immigration firm

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MOST POPULAR

Professional

For the growth minded Professional CRM Suite
$59 Per month (billed annually)
Price in CAD
  • Case Management
  • Client Portal
  • Forms Management
  • Lead/Prospect Management
  • Analytics Dashboard
  • Contacts Management
  • Document Management
  • Letter Templates
  • Activity Tracking
  • Time Tracking
  • Tasks & Workflows
  • Auto Reminders
  • Autoresponders
  • Case Notes
  • Appointment Scheduler
  • Personal Branding
  • Express Entry Scoring
  • Federal Skilled Worker Scoring
  • Points Calculator
  • Embed Questionnaires
  • Co-Counsel™ Network
  • Real-time Notifications
  • Retainer/Letter Automation
  • Agent Referral Tracking
  • User Permissions
  • 125GB Cloud Storage
  • Billing
  • Invoicing
  • Time & Expense Billing
  • Hourly & Flat Fee Billing
  • Payment Plans
  • Trust Accounting
  • Receipts
  • Online Payments
  • Communication Tools
  • Email Integrations
  • Chat Messaging
  • SMS Text Messaging
  • WhatsApp Web
  • Telegram Web NEW
  • 125 Free SMS Credits
  • Reporting
  • Advanced CSV/Excel Exports
  • Trust A/C Reconciliation
  • Client Listing
  • Integrations
  • Dropbox
  • Stripe
  • LawPay
  • Licenses
  • Unlimited Clients
  • 1 User License

TEAM LICENSES
$39
Add Staff, Agents or Admins

Enterprise

For mid-sized and large firms Unlimited Plan
Generate quote to get your price

Get Quote Schedule Demo
  • Everything in Professional, plus:
  • Unlimited Licenses
  • Unlimited SMS Credits
  • Unlimited Storage
  • Unlimited Retainers/Letters
  • Premium Add-Ons
  • 3rd-party integrations
  • Custom Fields

GROUP RATES

Get 40% off for groups of 15 or more

*Groups must be independent firms. To benefit, the group leader should list the persons part of the group and we will extend the discounted rate to listed persons who may sign up for a plan using the special group rate.

GROUP RATES

Get 40% off for groups of 15 or more

*Groups must be independent firms. To benefit, the group leader should list the persons part of the group and we will extend the discounted rate to listed persons who may sign up for a plan using the special group rate.

ARE YOU A NEW GRADUATE?

Get 30% off for your first 6 months

ARE YOU A NEW GRADUATE?

Get 30% off for your first 6 months

Join the movement and get the customer support and tools you need to automate and grow your firm

Canada's Premier Immigration Software

Hear what our clients have to say

I tried numerous software before finding CaseEasy.ca and I was so thrilled once I found it. It is exactly what I was looking for and felt like I had designed it myself. The customer service is amazing. Any ideas or suggestions I have are responded to and implemented quickly. It is user friendly and provides a great portal for the client to be able to track their application.

Deanne Acres-Lans

Managing Director at Canada Abroad

The service is easy to use and helps me to automate almost every area of my practice. It is a great tool to assist with keeping track of my agents, employees, clients and everyone associated with my firm all in one place. It also helps with reporting, managing client accounts as well.

Jodi McDonald

Founder & CEO at Savannah Canadian Immigration and Relocation Services

The workflow is excellent on this software. It helps eliminate a lot of tasks that are repetitive and time consuming and helps automate a lot of my work which is important to me as a single owner and single user. I need the extra time to complete other tasks of my business.

Achuth Kesavan, MBA

Senior Manager at Tern Immigration

CaseEasy.ca has enhanced the management of my case files and work load. I am able to keep track of client files, their progress, and also keep the client informed on the status of their file. The customer service I receive from CaseEasy has been stellar. They are extremely responsive and they work to meet the needs of an immigration practitioner by continually improving the platform.

Daniel Graham

Founder & CEO at Higher Ground Immigration Services

I absolutely love CaseEasy. Whenever I have an issue, it’s resolved very quickly. If I have an idea that helps my company, they implement it immediately. I could not be happier with this product. Thank you for what you do for me so I can focus on what I do for my clients. Keep up the good work!

Catharine Baier, RCIC, CAPIC

Founder at Warwick Immigration Canada

I have been using CaseEasy for almost a year. I was a client of their number one competitor in the past. So, I am well acquainted with both platforms. CaseEasy is superior in key ways:
The platform itself is much more user-friendly. It does not require weeks of getting used to. About an hour of training and consistent use will have you and/or your staff proficient very quickly.
The customer service in terms of responsiveness and willingness to resolve any queries is absolutely superior. They have live chat, e-mail and telephone help when you need it the most. Plus, the manner in which things are explained is clear and effective, particularly when the shared screen capability is utilized.
The features are the best part, from their design to their functionality. To provide a few examples, because the platform is so attractive it feels fun to use and therefore the mundane tasks become less … mundane and the workday becomes more pleasant. Functions such as workflow setting help manage client expectations; which is essential to build a succesful practice. Also, the client portal can be customized and branded which adds an important touch of professionlism.

It was easy for me to give this positive review because it is so very well-deserved.

Angela Scarlett, Barrister, Solicitor and Notary Public

Senior Counsel at Business Visa Canada

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All plans include:

World-class tools and customer service at your fingertips

SUPPORT
  • Live Chat Support
  • Email Support
  • Screen Share Assistance
  • Technical Support
  • Online Training
  • Assisted Data Migrations
SECURITY & COMPLIANCE
  • 256-bit SSL Secure Connection
  • 99.9% Uptime Guarantee SLA
  • PCI-DSS Compliance
  • ICCRC Compliance
  • Auto Signout
  • ISO/IEC 27001 Standards
  • Isolated Data Storage
  • Planned and Unplanned Absences
  • Data Retention (6+ years)
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Additional Features

Add features whenever you need them

ADD-ONS
  • SMS Text Messages
  • Office365 OneDrive Sync
  • Dropbox Sync
  • BC PNP SIRS Scorecard
  • Letter Merge
  • Custom Fields NEW
INTEGRATIONS
  • Stripe Integration
  • LawPay Integration
  • WhatsApp Connect
  • Telegram Connect
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Frequently asked questions

Still have questions, connect with us using our live chat, we are happy to assist

How often are Immigration forms updated?

We connect directly with the Government's website to get the latest immigration forms daily.

Where is my data stored?

We are a Canadian Company and store all your records in our Data Centers across Canada.

Can my data be migrated from another Immigration Software provider?

Yes. We can migrate all your existing client data into our platform, ask us about our migration services for details.

Can I switch plans when I am ready?

Absolutely. Once your team starts to grow, simply upgrade your subscription to match your new team size.

Will my case files be made private from my Agents?

Yes. Agents will only have access to the cases they have been assigned, or cases they have created on their own.

How can I add people to my team?

To add more team members, first ensure your plan has sufficient user licences, if not, simply upgrade your plan then proceed to add team member under the Users section.

Do you offer 1-on-1 training?

Sure we do. Schedule a training session with us by going to the Help menu and choose Schedule training.