The platform for relocation firms

Close more leads, and give them an experience they'll recommend.

Set up your visas, services, documents and roadmap once. Then every new lead gets a proposal in minutes, inside a platform that makes your firm look as good as your advice.

Built and run by a relocation firm, not a software vendor

What it's costing you

Every hour of admin is a lead going cold and a client losing patience.

Losing the lead

Repetitive setup means a proposal takes you an evening, so the lead signs with whoever answered first.

Losing the client

The clients you do win wait on you for updates, and chase you for answers.

Losing the next one

A slow, manual process doesn't get recommended, so every new client has to be bought again.

Your best marketing is a client who felt looked after. Admin is what stops that happening.

How it works

Set it up once. Every case after that is an assignment.

01

Build a library

Everything your firm uses, written down a single time.

VisasRequirementsDocumentsServicesRoadmap steps
02

Attach the right items to each visa

A visa stops being a topic you explain and becomes a template you can use.

03

Assign it to a lead

Everything populates instantly. Requirements, eligibility, documents, service, roadmap.

When a case needs something different, you change it on that case. The template is the starting point, and everything on it stays editable for the client in front of you.

What the lead gets

So you win them

The right visa, whether they qualify, and the right service at the right price, same day.

  • The best visa for their situation
  • Their eligibility, requirement by requirement
  • The service you want them to buy, priced
What the client gets

So they stay and refer you

Documents requested and reviewed in one place, and a roadmap they can follow without messaging you.

  • Every document requested and reviewed in one pipeline
  • Clear feedback when something needs fixing
  • A roadmap that answers "where are we?" for them
Product features

The product, in three screens.

Everything your lead and your client touch lives in one of these three places.

Visa path

For the lead

Where your lead sees the visa they qualify for and the service that gets them there.

  • Their best visa match, with validity, timeline and renewal
  • Eligibility checked requirement by requirement
  • Your packages and pricing, family members included
  • More than one visa when more than one fits

Documents

For you and the client

One place to request, upload, review and correct every document in a case.

  • Five statuses, the same ones you and your client see
  • Requested from the catalogue attached to their visa
  • Review inline, approve, or send back with written feedback
  • Every version kept, nothing lost in a thread

Roadmap

For the client

Your process, stage by stage, so the client knows where they are without asking.

  • Stages and tasks written in your words
  • Only the steps that apply to this case
  • Their stage and progress, checkable any time
  • Complete or reopen a step without losing history
In development

Qualified leads, before your first call

An AI agent talks to visitors on your site, captures their situation, and hands you a lead with their profile already mapped. You take the conversation from there.

Book a demo Ask us where this is on the roadmap
zerra

Tell me about your situation and I'll map your visa options.

Freelancer from Mexico, my clients are in the US
Got it. Roughly what do you earn per month?
Around €6,000
Lead qualifiedDigital Nomad Visa · Spain
Inside the platform

Both sides of the same case.

What your client opens, and what your team works in.

What your client sees

Their own case, in their language
Visa path
Client visa path showing the matched visa and three service packages
Their visa, and the service that gets them there

One page confirms the visa they match and that every requirement is met, then puts your packages underneath it with pricing, instalments and family members already worked out.

Documents
Client documents page with the five status tabs and requested documents
Every document in one place

They see what you have requested, what you are reviewing, and what needs fixing. Uploading happens here instead of in your inbox.

Roadmap
Client roadmap showing stage progress and the tasks currently assigned
Where things stand today

Their stage, their progress, and the tasks sitting with them right now. It answers the status question before they think to ask it.

What your team works in

Set up once, then operate
Visas
Admin visa page with documents, requirements and roadmap tabs and documents tagged to the visa
One visa, everything attached to it

Documents, requirements and roadmap sit in tabs on the visa itself. Pull items in from your library or create new ones. This is the template every future case inherits.

Roadmap tasks
Shared roadmap task library with stages and tasks tagged to visas
Write it once, it updates everywhere

A shared library of stages and tasks. Attach a task to every visa it applies to, then edit it in one place to change it on all of them.

Client documents
Admin client documents view with the status pipeline and upload on behalf action
Run the case from one screen

The same five statuses your client sees, plus requesting from the catalogue and uploading on behalf when someone sends a file another way.

Objections

The things you're already thinking.

We configure it with you. Most firms are running the same day.

A template is where you start, not what you're stuck with. Override requirements, add criteria for one client, hide steps that don't apply.

They still can. The platform is where the case lives, you keep talking wherever they already are.

They cost you an evening per proposal and the leads you answered too late.

Book a demo

See it running on your own process.

A 30-minute call. We'll set up a visa and a service you already sell, so you can judge it against how you actually work, not against a generic demo.

30 minutes Nothing to prepare No commitment