Build Your Software Stack for Growth
Running a compliant, efficient, and scalable migration agency in 2025 requires more than industry knowledge, it requires the right technology.
Here’s a professional tech stack you should consider, with an example of how it supports your daily operations:
Client Relationship Management (CRM): Educli
Store all client details, documents, and communications in one place. Automate notifications and reminders and receive alerts before their due date.
Digital Forms and Data Collection: Educli
Custom intake forms for different visa types. Collect client info, IDs, and financials with validation and e-signature.
Calendar Management: Google Calendar linked with Educli
Sync important dates from your calendar to Educli and create automatic reminders.
Communication and chat logging in Educli
All client emails, chats, and follow-ups in one shared inbox, with internal notes. A team member on leave gets a visa update request; another agent picks it up immediately with full context.
Accounting: Xero
Automate invoicing, payment tracking, and BAS reporting with agent commission logs linked with Educli.
AI Support: ChatGPT
Use Case: Draft GS letters, prepare refusal response templates, or summarise legislation changes. You can now produce a solid draft of a GTE explanation letter in 10 minutes instead of 2 hours.
eSignatures: Educli
Use Case: Securely send client agreements, Form 956, and declarations for signature, no printing needed.
Marketing Automation: Mailchimp
Use Case: Send monthly visa updates, webinar invites, and re-engagement campaigns.
Process Automation: Zapier
Use Case: Connect all your apps to automate repetitive tasks and eliminate manual data entry.
Large Files Management: Google Drive or Dropbox
Use Case: Secure, cloud-based document storage and file sharing for easy access and backup linked with Educli.
Final Advice:
If your team is still juggling WhatsApp, spreadsheets, and Dropbox, you’re at risk of non-compliance, lost revenue, and burnout.
Start with one tool, preferably Educli for CRM, tasks and forms management, and add your stack gradually.
Need help building your system? We are here to help: https://forms.gle/7CM6epzAWiD8KjS28
#MigrationAgents #ProfessionalAdvice #TechForRMAs #MigrationCRM #ComplianceTools #AutomationForAgents #Educli #EducliStack