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A case-first CRM for immigration consultants

Meridianstacks builds custom practice-management software for Canadian immigration consultants (RCICs) — a case pipeline by application type, per-case document checklists, a secure client upload portal and a status portal that ends the "any update?" emails. It organises your practice; the applications and the professional judgement stay entirely with you. Your matched hub is Lagos (UTC+1) — your Eastern morning overlaps our afternoon, live — at a fixed price in Canadian dollars, billed by milestone.

In short

A case-first CRM for immigration consultants replaces scattered folders, spreadsheets and email threads with one system: every case in a pipeline by type, each with its own document checklist, a client portal for uploads and status, and reminders for the dates that matter. Meridianstacks builds it custom from CA$12,000, you own the code, and it's PIPEDA-aware from day one. It is practice-management software — not an application-filing tool, and not immigration advice.

What it does

Every case organised, every client reassured

Case pipeline by type

See every case by application type and stage on one board — who's waiting on documents, who's ready, what's due — instead of holding it all in your head and a spreadsheet.

Per-case document checklists

Each case type carries the checklist you define from the requirements your regulator and IRCC publish, so what's outstanding is obvious at a glance.

Secure client upload portal

Clients upload documents against the checklist through a secure portal — no more chasing attachments across email, and a clean record of what came in when.

Client status portal

Each client sees their own case stage and what's needed from them, under what you choose to share — so they check the portal instead of emailing "any news?".

Deadline & expiry reminders

Biometrics, medicals, permit and document expiries surfaced across your whole caseload as reminder tooling — dates flagged for your attention.

Retainers & invoicing

Track retainers, stages and invoices against each case, so the commercial side of the file is as organised as the documents.

Preparing applications and all professional judgement remain entirely yours. This software organises the work; it does not do the work.

Cost to build the CRM in Canada

Indicative cost — local agency vs Meridianstacks

BuildPer-user legal/case SaaSTypical Canadian agencyMeridianstacks
Focused case pipelinePer-user/mo foreverCA$35,000–CA$70,000CA$12,000–CA$23,000
Team CRM + client portal + reportingGrows with headcountCA$60,000–CA$120,000CA$23,000–CA$42,000
CRM + mobile app & integrationsLimited / add-onsCA$90,000–CA$200,000+CA$31,500–CA$63,000
Dedicated developer (monthly)CA$18,000–CA$32,000CA$4,500–CA$9,000

Prices published from our Open Price Book (v1.0 · July 2026 · next review October 2026). Indicative CAD bands, revised quarterly; all prices exclude tax.

Custom vs generic CRM

A generic CRM doesn't understand a case

Off-the-shelf CRMs model deals and contacts, not immigration cases with their document checklists, deadlines and client-portal needs — so you bend your practice to fit the tool, and pay per user to do it. A custom system models your work: the case is the unit, the checklist and portal are built in, and you own the whole thing.

  • Case-first, not deal-first — built for how you actually work
  • Client portal included — uploads and status, not email chaos
  • You own the code & data — no per-user creep
  • PIPEDA-aware — signed DPA, hosting you control
  • Milestone billing — you pay for delivered work
Clear boundary

What this is — and isn't

This is administration software for a consulting practice. It does not give immigration advice, does not assess eligibility, and does not submit applications. It holds your cases, documents and deadlines in order so your professional work is easier to deliver — the advice, the judgement and the filings stay with the licensed consultant, where they belong.

Questions & answers

Immigration consultant CRM — FAQ

How much does an immigration consultant CRM cost to build?
Meridianstacks builds it from our published Custom CRM bands, ex tax: a Focused case pipeline is CA$12,000–CA$23,000, a full team CRM with automation, a client portal and reporting CA$23,000–CA$42,000, and a CRM with a mobile app and deep integrations CA$31,500–CA$63,000. Every project is quoted as one fixed price in Canadian dollars before work begins, billed by milestone.
Does it file applications automatically?
No. It organises your practice — cases, documents, deadlines and client communication — so nothing slips. Preparing and filing applications, and all professional judgement, stays entirely with you. This is practice-management software, not an application-filing tool and not immigration advice.
How does the document checklist work?
Each case type carries its own document checklist that you define, based on the requirements your regulator and IRCC publish. Clients upload documents through a secure portal against that checklist, you see at a glance what's outstanding, and the anxious 'what do you still need from me?' back-and-forth largely disappears.
Can it reduce the 'any update?' emails?
Yes — that is one of its biggest wins. A client status portal shows each client the current stage of their own case and what, if anything, is needed from them, under what you choose to share. Clients check the portal instead of emailing, and you get your inbox back.
What about deadlines and expiries?
The system tracks the dates that matter — biometrics, medicals, permit and document expiries — as reminder tooling, surfacing what's coming up across your whole caseload. It flags dates for your attention; acting on them and meeting requirements remains your professional responsibility.
How is sensitive client data protected?
Immigration files are highly sensitive, so the system runs in hosting accounts you control, we sign a Data Processing Agreement and handle personal data consistent with PIPEDA, and we build access controls, retention rules and export/erasure workflows in from the start. Read our DPA before you commit.
Do we own the software?
Completely. Source code, IP and repositories are yours from day one under Canadian-law contracts. There is no per-user licence that grows as your practice grows, and no lock-in.
How do we get started?
Book a free 30-minute scoping call — your Eastern morning overlaps our afternoon. Tell us how you run cases, documents and client updates today, and we send back a fixed price in Canadian dollars, a timeline and the senior engineers who would build it. Billing is by milestone.

Get a fixed quote for your case-management CRM — in Canadian dollars.

Book a free 30-minute scoping call with a senior engineer, in your Eastern morning. Honest answer on scope, timeline and cost — no obligation.

Book a free scoping call →
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