Immigration Case Management That Actually Works
Purpose-built for IAA-regulated advisers. Manage multiple funders, complex reporting, and data access spart-time staff seamlessly – all in one secure platform.
The Daily Frustrations You Face
Generic case management systems weren’t built for the complex reality of immigration advice work
Multiple Projects, One Client
Your clients often need help with multiple issues of immigration and welfare, each funded by a different stream. Simple tasks like checking visa expiry dates or updating case notes require jumping through multiple tabs and menus.
Reporting Nightmare
Multiple funding streams each demand their own unique reporting parameters. Local councils want different metrics than government grants, and trust funders require completely different formats again. You spend more time reformatting data than helping clients.
How KEY2CRM Addresses This
Single Client View
All cases, projects, and interactions in one place
Custom Report Generator
Upload your Excel templates, download ready-made reports
Core Features
Check the services we focus on below
Immigration-Specific Workflows
- Track visa expiry dates with automatic reminders
- Link family members across multiple cases
- Flag priority deadlines (appeals, applications, renewals)
- Quick case updates without multiple page navigation
Flexible Project Assignment
- Assign clients to multiple projects & services simultaneously
- Track progress across all projects from single client view
- Share relevant case information between different service teams
- Maintain complete case history regardless of project changes
Unlimited Document Storage Secure Case File Management
- Unlimited storage for passports, evidence documents, and correspondence
- Organize files by case, client, or document type with smart folders
- Secure document sharing with external partners and funders
- Automatic document linking to relevant cases and projects
Turn Excel Templates into Automated Reports
- Upload your funder’s Excel reporting template
- Map your data to template fields once
- Generate accurate reports instantly whenever needed
- Support for complex formulas and conditional formatting
IAA-Compliant Data Management
- Granular permission controls for sensitive client data
- Automatic audit trails for all data access and changes
- GDPR-compliant data deletion with one-click client removal
- Secure information sharing with partner organizations
- Two-factor authentication standard for all users
Smart User Management
- Unlimited user accounts – pay only for monthly active users
- Perfect for organizations with 20+ volunteers but only 8 active at once
- Role-based permissions (volunteer, caseworker, supervisor, manager)
- Automatic user deactivation for inactive accounts