CRM by industry · Immigration services

    The CRM for immigration services

    Inquiries come in at night and on WhatsApp, cases take months and are paid in installments. Closary answers, collects and follows up so no client slips through.

    Good evening, do you help with a family petition for my mom?
    Good evening! Yes. Is your mom inside or outside the United States?
    Outside, in Honduras.
    Thank you. I booked a consultation with Ana tomorrow at 9:30 a.m. to review your case.

    Consultation booked · lead assigned to Ana

    Illustrative example

    What usually happens

    Inquiries arrive after hours and, if nobody replies, the client messages another office.

    Every case is paid in several installments and chasing payments eats your team's time.

    Inquiries that didn't sign up are forgotten on someone's phone.

    How Closary solves it

    24/7 AI receptionist

    Replies in English or Spanish, asks which case they need and for whom, and books with your team.

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    Installments collected in chat

    The client asks to pay and gets the link with the exact amount from the CRM.

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    Handoff after the first payment

    Once paid, the client moves to the team handling the case with their tasks and balance.

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    Inquiry reactivation

    Reaches back out to people who asked and didn't sign up, with Meta-approved templates.

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    Documents and e-signature

    Contracts and forms signed from the client record.

    The receptionist does not give legal advice: it collects details, replies with the information you configure and books with your team.

    Other industries

    AI agents included in every plan

    Agents are included in every plan, with a monthly conversation volume based on your plan. If you need more, we expand it in your quote.