Visa CRM Platform

Visa CRM Softwarefor Consultants & Visa Companies

From inquiry to document collection, quotation, payment, and visa approval—everything starts in less than a minute.

  • Collect documents instantly with secure upload links—no app or login required.
  • Generate quotes and payment links in under a minute, even on mobile.
  • Track every application from inquiry to approval in real time.
Book a Demo
Visa CRM
Track Status
CRM Snapshot
Live Status updates
Auto Document checks
Fast document collection Applicants upload documents in minutes, no login needed.
Real-time status tracking Know exactly where every application stands.

The Challenges Most Visa Companies Face

Documents Are Scattered Everywhere

Operations Teams Spend Hours Following Up

Customers Keep Asking for Status Updates

Rejections Create Confusion

B2B Agents Need Constant Updates

One Platform to Manage Every Visa Application

Document Collection via Secure Links

Generate a secure upload link and let applicants submit documents from their phone—no account or app required.

Dynamic Document Checklists

Auto-map required documents by destination, visa type and applicant category to cut down processing errors.

Smart Passport Scanner

Upload a passport copy and auto-extract number, name, date of birth, nationality and expiry instantly.

Centralized Document Repository

Every application gets its own digital folder for passports, photos, financial and employment documents.

One-Click ZIP Download

Download every document for an application in a single organized ZIP file for faster submission.

Real-Time Status Tracking

Follow each application from inquiry to delivery without manual spreadsheets or follow-up calls.

Smart Automation & Processing Features

Assign Applications to Operations Teams

Automatically allocate applications to executives and track assigned user, status and pending documents.

Automatic Visa Status Updates

Notify customers automatically as status changes—from documents required to visa approved.

Rejection Communication

Share rejection letters and embassy communication instantly to maintain transparency.

Faster Payment Collection

Every quotation includes a payment link so customers can pay anytime, even before confirmation.

Quotes in Under a Minute

Create and share professional visa quotations with a payment link in minutes, even from the mobile app.

Built for Both B2C and B2B Visa Businesses

Direct Customer Onboarding

Collect documents, share quotes and accept payments directly from individual applicants.

Automated Status Updates

Keep B2C customers informed automatically without extra calls or messages.

Online Payments

Let customers pay online 24x7 without waiting on a manual payment link.

Agent Login Portal

Give B2B travel agents a dedicated portal to submit and track applications.

Agent Tracking Dashboard

See agent-wise applications and monitor performance from one dashboard.

Commission Visibility

Keep commission and revenue-by-agent visibility clear for every booking.

Powerful Reporting & Visibility

Applications by Country

See exactly how many applications are running for each destination.

Applications by Status

Know how many applications are pending, submitted, approved or rejected at a glance.

Rejections & Approvals

Monitor rejection and approval trends to refine your visa process.

Staff Productivity

Track operations team workload and performance across every application.

Agent Performance

Compare agent-wise applications, conversions and revenue contribution.

Revenue by Destination

Identify which countries and visa types are driving the most business.

Ready to Process More Visa Applications with Less Effort?

Book a personalized demo and see how helloGTX Visa CRM can help your team collect documents faster, reduce manual work, and improve customer satisfaction.

Book a Demo
Call: +91 8595066011
Faqs

Visa CRM FAQs

What is a Visa CRM? -
A Visa CRM is a centralized platform that manages the complete visa lifecycle—document collection, quotations, payments, status tracking and approvals—in one place.
Does it work for both B2C and B2B visa businesses? +
Yes. helloGTX supports direct customers as well as B2B travel agents with dedicated portals, tracking and commission visibility.
Can applicants upload documents without creating an account? +
Yes. Share a secure upload link and applicants can submit documents directly from their mobile device, no account or app needed.
Does the system send automatic status updates? +
Yes. Customers are notified automatically at every stage, from documents required to visa approved or rejected.
Can I download all documents for an application at once? +
Yes. Every application's documents can be downloaded in a single organized ZIP file for quick submission.
Call WhatsApp