Trace CRM
CRM for Visa & Immigration Consultants

80 visa enquiries this week.
Only 2 signed up.

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

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.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support
Contact us

Setup takes about 30 minutes. Our team helps if you get stuck.

Secure payment

Through Razorpay

UPI or card

All-in, no hidden charges

Cancel anytime

No lock-in, no contract

Real people

Help if you get stuck

Not ready to pay? Try it free for 14 days, no card needed.

Start 14-day free trial

FAQ

Questions owners ask before buying

Straight answers for visa and immigration consultancies.

Every applicant who enquired
deserves a call back.

Set up in about 30 minutes. Cancel anytime.

₹1,499/month · 2 users · Cancel anytime