1.The Situation
Connect Canada, a 35‑person immigration firm, was drowning in disconnected tools. Consultants juggled INSZoom for case files, Excel for tracking, WhatsApp chats for reminders, and overflowing inboxes for everything else. Leads trickled in—9 to 15 each week—but only 13 % became paying clients. Every missed follow‑up felt like watching money slip through the cracks, yet leadership had no single dashboard to show who was doing what, or whether prospects were stalling, lost, or won.
2.The Breaking Point
A hot prospect slipped away for the third time in a single month, and the team finally hit their breaking point. The lead had said “Yes” and was ready to wire the CAD $3,000 retainer, but his last email was buried in a consultant’s overflowing personal inbox—so no one replied. That single oversight wiped out a full week of revenue. In that moment, frustration turned into urgency: without a clear, shared system to track every conversation, they would keep losing deals they’d already won.
3.The Solution
Dood System stepped in with a purpose‑built CRM and automation layer designed exclusively for immigration workflows. In less than four weeks our team:
– Centralized every conversation, task, and document request inside one custom dashboard.
– Built automated follow‑up sequences that fire the moment a lead fills out an inquiry form.
– Assigned each step—document collection, retainer invoice, biometrics reminder—to the right teammate automatically.
– Replaced five separate subscriptions (INSZoom add‑ons, email marketing, WhatsApp Business API, spreadsheet licenses) with a single low‑code platform, cutting software spend from $3,000/month to $100/month.
No extra logins. No code. No jargon—just a workflow that mirrors how immigration cases actually move.
4.The Transformation
– Lead‑to‑client conversion jumped from 13 % to 22 %—a 69 % lift—in the first 26 days.
– Average reply time to new inquiries dropped from “next business day” to under 60 minutes.
– The same staff now handles a higher case load without weekend spill‑over, freeing senior advisers for high‑value consultations.
– Finance saw predictable cash flow: at CAD $3,000 per engagement, each additional conversion puts ~$9,000 of monthly revenue back on the books.
– With everything in one place, managers finally see real‑time pipeline health: stalled cases, bottlenecks, and individual performance—no more guess‑work.
5.What This Means for You
If your firm still relies on spreadsheets, scattered chats, or an out‑of‑the‑box CRM that never quite fits immigration, Connect Canada’s story proves there’s a simpler way. Visibility, speed, and consistency aren’t luxuries—they’re the difference between stalled prospects and signed retainer agreements.
Our Offer: We’ll build a working prototype of a custom CRM—using your real data—at zero cost upfront. Test‑drive it with live leads for a full cycle, and pay only if it streamlines your workflow and converts more clients. No obligation, no fine print, just proof.
Ready to turn missed leads into major wins? Let’s start your prototype.
