Manage clients, cases, and payments across every service you offer — immigration, tax, and insurance — in one place, in English or Spanish.
Free trial · no credit card required · book a 30-min setup call
واجهة التطبيق متاحة حالياً بالإنجليزية والإسبانية
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 payments — organized in one shared record, not three apps.
Look up case status by receipt number and keep every case, deadline, and note for it in one record.
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.
Optional 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 |
Give each team member exactly the access they need — with optional two-factor login, per-user permissions, and a full audit trail.
Full control. Invite users, set roles and per-user permissions, view SSNs, and review the complete audit log.
Manage clients, cases, and payments across all services — including sensitive SSN access when an admin grants it.
Day-to-day intake and lookups — view clients, log payments, check case status — without access to sensitive fields.
Optional two-factor login on every account · Passwords are never viewable — not even by admins · Every sensitive access is audit-logged.
Client data, case history, payments, and notes in one place — instead of scattered across tools and staff memory.
Leads and reminders surface in one queue, so an enquiry never waits on someone remembering it.
See revenue by service, outstanding balances, and conversion — the metrics that actually move your practice.
Book a free 30-minute call and we'll set up your trial — walk you through the platform, import your data, and answer your questions. No credit card required.
Yes. Immigration, tax, and insurance clients, cases, and payments all live in one shared record — no separate subscriptions or logins per service.
No. Multiservice CRM is practice-management software. It provides general information and case-status lookups only. It does not provide legal, immigration, or tax advice.
Sensitive fields like SSNs are encrypted at rest and gated by permission. Every access is audit-logged, logins support optional two-factor authentication, and passwords are never viewable — not even by administrators.
Simple flat monthly pricing — no per-user fees. Founding members pay $79/month with onboarding included, and can cancel anytime. Book a demo and we'll confirm the current offer.
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