Clients

Client Management Center

Demographics, lead sources, and registration trends

Business Visa

2,410

Student Class

5,840

Family Sponsorship

3,120

PR & Citizenship

1,470

Demographic Analysis

Age & Gender distribution of clients

Lead Source Analysis

Primary acquisition channels

Recent Client Activity

Ayesha Malik signed up as a new lead

Source: Facebook Campaign (Summer Intake)

2 mins ago

Ricardo Silva updated profile documents

Document: Passport Scan (Verified)

45 mins ago

Counseling session completed for John Doe

Agent: Patel | Outcome: Retained

2 hours ago

Priority Client Tasks

Follow up with 12 high-intent leads

High

Review PR documentation for Silva

Med

Send intake survey to new applicants

Low

Active Support Channels

Monitoring client response times per platform

Live

WhatsApp Business

Avg. Response: 4m

Busy

Email Support

Avg. Response: 2.5h

Active

Voice Consultations

Avg. Response: 12m

Shared Resources

2024 PR Checklist.pdf

Global Standards

Sample Cover Letter.docx

Application Kit

Visa Interview Prep.mp4

Premium Training

Global Reach

52 Countries

Asia-Pacific 42%

Middle East 28%

Africa 18%

Registration Trends

New client onboarding volume monthly

Newest Registrations

Client Name	Type	Source	Date Joined	Status
AM Ayesha Malik	Family Class	Facebook Ads	Today, 10:45 AM	New
RS Ricardo Silva	Work Permit	Referral	Yesterday	In-Review

Terravisation Crm

Layout Customizer

Theme Mode

Layout Direction

Layout Style

Accent Color