Visa applicants compare several consultancies before they pay a fee. Trace CRM gives every enquiry from your Meta ads a counsellor, a next-call date and a reminder, keeps documents and filing on one record, and tells Meta which enquiries signed up, so your ads bring more serious applicants.
Under ₹50 a day · 2 users included · No setup fee
₹1,499/month, all-inLive in about 30 minutesAndroid & iPhone appCancel anytime, no lock-in
Real numbers, not rounded ones
1,086 paying customers, every month for the last 7 months
Because we build something real, and real businesses keep paying for it.
The problem
Does this sound familiar?
Visa consultancies rarely lose applicants because the ads were wrong. They lose them between the free counselling call and the signed agreement.
Free-advice seekers bury serious applicants
Your ads bring a stream of "which country, how much?" enquiries. Without a clear list, the serious applicants get the same slow reply as everyone else.
"Let me discuss with family", and nobody calls
The counselling went well. They needed time to talk at home. Nobody noted when to call back, and a few weeks later they signed with another consultancy.
Meta never learns who signed up
Meta counts form fills, not signed clients. So it keeps finding people who want free advice, not applicants who pay your fee.
Before vs after
What changes at your consultancy
Late-night enquiries, IELTS dates, missing documents and repeat forms: what happens today, and with Trace.
Moment 1 of 6
A Canada study-visa enquiry at 10:30 pm
Before Trace
It waits in Meta's Leads Center until the morning download. The student has already booked counselling with the consultancy that rang at 9 am.
With Trace
It reaches a counsellor's phone in seconds, assigned automatically. If nobody calls within the time you set, response alerts tell the counsellor, then you.
Moment 2 of 6
Numbers arriving as +1 98765…
Before Trace
The form picked the wrong country code. The call fails, the counsellor marks the lead fake, and a real applicant is lost.
With Trace
Trace spots an Indian mobile with the wrong code and corrects it to +91, so it dials first time.
Moment 3 of 6
"We'll decide after the IELTS result on the 14th"
Before Trace
The date is said on a call and never written down. The result comes, nobody calls, and the student signs with whoever did.
With Trace
Set a follow-up for the 15th at 11 am. Trace reminds the counsellor on their phone, and the Overdue list shows it if it slips.
Moment 4 of 6
Bank statements still missing, intake closing
Before Trace
What is pending sits in a WhatsApp chat with the applicant. The file stalls until someone notices the deadline.
With Trace
Keep the applicant in "Documentation" with a note of exactly what is missing. Filter that stage to see every file waiting on papers, and who owns it.
Moment 5 of 6
Same student, two forms, two counsellors
Before Trace
They filled your UK form and your Canada form. Two counsellors called with different advice and different fees.
With Trace
Trace shows the second enquiry as a repeat. Merge it into the first, so one counsellor owns the student and both countries sit on one timeline.
Moment 6 of 6
Study-visa ad or PR ad: which one pays your fee?
Before Trace
Ads Manager shows cost per lead. It cannot show which ad brought applicants who paid your fee and which brought people only asking.
With Trace
Every applicant carries the campaign and ad they came from. Mark "Fee Paid" and Trace tells Meta, so it finds more applicants who pay.
Swipe to see all 6
The moment
Before Trace
With Trace
A Canada study-visa enquiry at 10:30 pm
It waits in Meta's Leads Center until the morning download. The student has already booked counselling with the consultancy that rang at 9 am.
It reaches a counsellor's phone in seconds, assigned automatically. If nobody calls within the time you set, response alerts tell the counsellor, then you.
Numbers arriving as +1 98765…
The form picked the wrong country code. The call fails, the counsellor marks the lead fake, and a real applicant is lost.
Trace spots an Indian mobile with the wrong code and corrects it to +91, so it dials first time.
"We'll decide after the IELTS result on the 14th"
The date is said on a call and never written down. The result comes, nobody calls, and the student signs with whoever did.
Set a follow-up for the 15th at 11 am. Trace reminds the counsellor on their phone, and the Overdue list shows it if it slips.
Bank statements still missing, intake closing
What is pending sits in a WhatsApp chat with the applicant. The file stalls until someone notices the deadline.
Keep the applicant in "Documentation" with a note of exactly what is missing. Filter that stage to see every file waiting on papers, and who owns it.
Same student, two forms, two counsellors
They filled your UK form and your Canada form. Two counsellors called with different advice and different fees.
Trace shows the second enquiry as a repeat. Merge it into the first, so one counsellor owns the student and both countries sit on one timeline.
Study-visa ad or PR ad: which one pays your fee?
Ads Manager shows cost per lead. It cannot show which ad brought applicants who paid your fee and which brought people only asking.
Every applicant carries the campaign and ad they came from. Mark "Fee Paid" and Trace tells Meta, so it finds more applicants who pay.
Pipeline
A pipeline built for how applicants decide
Not just "New → Converted". Trace follows the real journey: enquiry, counselling, profile assessment, fee, documentation and filing.
New Enquiry
Called - Not Reached
Counselling Booked
Profile Assessed
Fee PaidMeta is told
Documentation
Application Filed
Rename, add or remove stages to match how you work.
Lead Detail, Priya Nair
PN
Priya Nair
+91 98765 43210 · Meta Ads · 4 days ago
New Enquiry
Called - Not Reached
Counselling Booked
Profile AssessedCurrent
Fee Paid
Documentation
Application Filed
Latest note
“Wants a Canada study visa. IELTS 6.5 done. Budget around ₹12L. Profile looks strong, document checklist shared, parents joining the next call.”
Follow-up call Thursday, 6:30 PM, with parents
Features
Everything your consultancy needs
Built around how visa enquiries really move, not adapted from a generic sales CRM.
Visa pipeline, your stages
Enquiry, counselling, profile, fee, documents, filing. Name the stages the way your team talks, and add sub-tags like Study, PR, Work or Tourist visa.
Meta Instant Forms, live
Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.
Tell Meta who signed up
When an applicant reaches Fee Paid, Trace sends that to Meta through its Conversions API. Your ads learn to find more applicants like them.
Counsellor-only access
Each counsellor sees only the applicants assigned to them. Admins see the whole office. Nobody browses applicant lists they do not need.
Follow-up reminders
Every call-back becomes a task with a date and time, with a reminder on the counsellor's phone. Overdue follow-ups get their own list, so none are forgotten.
Automatic lead assignment
New enquiries go to the next counsellor in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.
Know which ad works
Campaign, ad set and ad on every enquiry, with UTMs and Google click IDs. See whether your Canada PR or UK student ad brings applicants who pay.
On your phone
The Trace app for Android and iPhone. Call, note and set the next follow-up between appointments, not at the end of the day.
WhatsApp and calling, when you want them
Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.
How it works
From Meta ad to signed client
From sign-up to your first lead in the pipeline, the same day.
01
Buy and log in
Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.
02
Connect your Meta form
The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.
03
Counsellors follow up
Enquiries are assigned automatically. Calls, counselling notes, documents and the next follow-up all live on the applicant's record.
04
Meta finds more like them
Mark an applicant as Fee Paid and Trace tells Meta. Your ads learn who actually signs up.
The maths
₹1,499 a month. Under ₹50 a day.
One student or PR client who would have signed with another consultancy pays for Trace for a long time. You are already paying Meta for the enquiry; Trace makes sure it gets followed up until they sign.
2 users included
Unlimited leads
No setup fee, no hidden charges
Or ₹8,094 for 6 months, save ₹900
Pricing
One plan. Everything your consultancy needs.
₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.
MOST POPULAR
2 users includedUnlimited leads
Professional
₹1,499
/month
Lead pipeline, all status stages
Direct Meta lead capture
Configurable Meta CAPI events
Task assignment & call logs
Admin + Sales Rep roles
Android & iPhone app
Setup takes about 30 minutes. Our team helps if you get stuck.
SAVE 10%
2 users includedUnlimited leads
6-Month Plan
₹8,094
for 6 months · ₹1,349/mo
Save ₹900 vs paying monthly
Lead pipeline, all status stages
Direct Meta lead capture
Configurable Meta CAPI events
Task assignment & call logs
Admin + Sales Rep roles
Android & iPhone app
Setup takes about 30 minutes. Our team helps if you get stuck.
Custom limitsDedicated support
Enterprise
Custom
For multi-branch visa consultancies and larger groups.
Straight answers for visa and immigration consultancies.
Yes. Rename, add or remove stages, such as Counselling Booked, Profile Assessed, Fee Paid, Documentation and Application Filed, and use sub-tags for the visa type: Study, PR, Work or Tourist.
Connect your Meta Instant Form once, in about 30 minutes with the setup wizard. After that, every enquiry appears in Trace within seconds, with every answer the applicant gave on your form.
Yes. Each counsellor sees only the applicants assigned to them; admins see the whole office. Trace tells Meta only that a stage was reached, with phone and email scrambled (hashed) first. Notes and documents are never sent to Meta.
If they can use WhatsApp, they can use Trace. Counsellors work from the Android or iPhone app, or a browser: open the enquiry, call, write a note, set the next follow-up.
₹1,499 a month, or ₹8,094 every 6 months (10% off), including 2 users and unlimited leads. Extra users are ₹499 a month each. There is no setup fee. Click-to-call and WhatsApp Business API are optional add-ons.
Yes. Try Trace free for 14 days, no card needed. When the trial ends, subscribe at ₹1,499 a month to keep going, with your leads and settings as they are.
Yes, any time, with no lock-in and no contract. Your plan stays active until the end of the period you have paid for.
You create your login on the next screen: your consultancy name, your name and a password. The setup wizard then walks you through connecting your Meta form and adding your team. It takes about 30 minutes, and our team helps if you get stuck.
Every applicant who enquired deserves a call back.