Manage clients, cases, and payments across every service you offer — and let clients reach you on WhatsApp or SMS in English, Spanish, or Arabic, day or night.
Most multi-service offices stitch together separate tools for each service, plus manual follow-up. Multiservice CRM brings it into one clean operating system.
Immigration, tax, and insurance clients, cases, and documents — organized in one shared record, not three apps.
Clients text in English, Spanish, or Arabic. The bot handles intake, verifies identity, and checks case status 24/7 — no staff needed.
Pull live case status by receipt number and store USCIS logins securely — encrypted, permissioned, and audit-logged.
Track collected vs. outstanding per case, log payments, and generate receipts. Always know exactly who owes you.
Revenue trends, service mix, outstanding balances, upcoming appointments, and what needs attention — at a glance.
Two-factor login, role-based permissions, and a full audit trail. Passwords are never visible — not even to admins.
The moment you log in, you see the health of the whole business — money in, money owed, and the work that needs you today.
This is the actual product — the clients you manage and the cases you track, all in one place.
| Name | Phone | City | |
|---|---|---|---|
| Ava Sample | +1 555 000 0001 | ava.sample01@example.com | Springfield, IL |
| Ben Sample | +1 555 000 0002 | ben.sample02@example.com | Riverton, CA |
| Carmen Sample | +1 555 000 0003 | carmen.sample03@example.com | Fairview, TX |
| Diego Sample | +1 555 000 0004 | diego.sample04@example.com | Lakeside, FL |
| Elena Sample | +1 555 000 0005 | elena.sample05@example.com | Centerville, NY |
| Faisal Sample | +1 555 000 0006 | faisal.sample06@example.com | Maplewood, NJ |
| Client | Case # | Application | Status |
|---|---|---|---|
| Carmen Sample | MSC-2026-003 | H-1B | Request for Evidence |
| Diego Sample | MSC-2026-004 | I-485 (Green Card) | Interview Scheduled |
| Elena Sample | MSC-2026-005 | Asylum | Fingerprint Fee Accepted |
| Grace Sample | MSC-2026-007 | DACA Renewal | Case Was Received |
| Ava Sample | MSC-2026-001 | I-130 (Family) | Case Is Pending |
No app to download. Clients message your number on WhatsApp or SMS; the bot greets them in their language, captures leads, verifies clients, and checks case status automatically.
Client data, case history, payments, and conversations in one place — instead of scattered across tools and staff memory.
Missed messages become captured leads. The bot replies instantly, even when your team is with a client.
See revenue by service, outstanding balances, and conversion — the metrics that actually move your practice.
Pick a time that works for you. We'll walk you through the platform and answer your questions — no pressure.
Yes. Immigration, tax, and insurance clients, cases, and payments all live in one shared record — no separate subscriptions or logins per service.
Clients message your WhatsApp or SMS number. The bot detects English, Spanish, or Arabic, greets them accordingly, captures new leads, verifies existing clients, and can check USCIS case status — all without staff involvement.
Sensitive fields like SSNs and stored credentials are encrypted at rest and gated by permission. Every access is audit-logged, logins support two-factor authentication, and passwords are never viewable — not even by administrators.
No. We handle onboarding and data import. If you can use email, you can run Multiservice CRM.
Yes — book a free 30-minute demo above. We'll walk you through the full platform, then you decide.
Book a free demo today and see how one platform replaces the tools you're juggling now.
Or email hello@multiservicecrm.com