Applications & Documents
Application and document tracking
Assign advisors, update application stages and review documents your clients upload through the portal.
- Advisor assignment
- Document checklist
- Client portal
New
Review
Submitted
Approved
For consultancy teams
Visa and immigration, one CRM.
Application, document, task and payment tracking for visa and immigration consultancies. Manage your team and client portal from one workspace.
21interface languages
14day free trial
Web + iOS + Androidaccess anywhere
Application BoardThis month
Sample
Active cases
1,284
+12.4%
Collected
$528K
+8.1%
Conversion
68%
+3.2%
Process flow progress68 / 100
Show my tasks for today.
2 open tasks: client call at 10:00, meeting at 14:00.
Application and task queries
Assignments
UK
Review
OT
New
Illustrative product screen · Sample data
Core Features
One platform for the entire process flow.
Track applications, client documents, team tasks and payment records in the same workspace.
Finance
Sales, installments and collections
Record sales and installment plans; track payments received, outstanding balances and revenue reports.
- Multiple currencies
- Installment plans
- Payment records
Total payments$528,340
UpfrontInstallmentsNew
AI Assistant · Pro
An assistant for your CRM records
Ask about applications and tasks you have permission to access. Preview and approve supported record changes before applying them.
- Application queries
- Task tracking
- Approved actions
Calendar & Tasks
Your team's daily follow-up plan
Schedule calls and meetings for each application, see pending tasks, record outcomes and set the next follow-up date.
- Call planning
- Meeting calendar
- Completion notes
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Illustrative product screen · Sample data
How it works
The lifecycle of a single case.
From the first record to payment collection, manage each step of an application with your team.
01Application
Create the application record
Open a case with contact details, an institution and a process flow; record the application source.
02Team
Assign an advisor and plan the follow-up
Assign an advisor to the application, add a note and create a call or meeting task.
03Documents
Collect and review documents
Prepare the document checklist. Clients upload files through the portal; your team reviews them and approves or requests corrections.
04Process
Update stages and meetings
Move the application through your process flow, record meeting dates and review actions in the case history.
05Collections
Track collections and balances
Record the sale and installment plan. Log payments received, then check the outstanding balance and reports.
Pricing
A plan that fits any practice.
14-day free trial. Cancel anytime. VAT included.
Starter
The essentials for solo practitioners and small offices.
$15.83/ active user / month
Annual total per active user: $190
- Workspaces: 1
- Applications: 250
- Storage: 5 GB
- Applicant & case management
- Process flows
- Task tracking
- Document management
- Instalment and collection tracking
- Role-based permissions
Most popular
Pro
Everything you need to actually run a growing practice.
$29.17/ active user / month
Annual total per active user: $350
- Workspaces: 3
- Applications: Unlimited
- Storage: 50 GB
- Everything in Starter, plus:
- AI assistant
Enterprise
For multi-branch organizations with advanced requirements.
Custom
- Capacity, support and custom integration needs are assessed together; the agreed scope is defined in your contract.
Compare all features
| Starter | Pro | Enterprise | |
|---|---|---|---|
| Monthly price | $19 | $35 | Custom |
| Yearly (monthly equivalent) | $15.83 | $29.17 | Custom |
| Workspaces | 1 | 3 | Custom |
| Users | Unlimited | Unlimited | Custom |
| Applications | 250 | Unlimited | Custom |
| Storage | 5 GB | 50 GB | Custom |
| Applicant & case management | ✓ | ✓ | Custom |
| Process flows | ✓ | ✓ | Custom |
| Task tracking | ✓ | ✓ | Custom |
| Document management | ✓ | ✓ | Custom |
| ✓ | ✓ | Custom | |
| Instalment and collection tracking | ✓ | ✓ | Custom |
| Statistics & reports | ✓ | ✓ | Custom |
| Role-based permissions | ✓ | ✓ | Custom |
| AI assistant | — | ✓ | ✓ |
Prices include VAT. Yearly prices are shown as the monthly equivalent.
Starter / Pro — The workspace limit is per subscription; application and storage limits apply to each workspace. Each active staff user is counted once across workspaces, with a minimum of one billable user.
Frequently asked questions
What is a process flow?
Define application stages and create workflows for different case types. Starter and Pro have no separate limit on the number of workflows.
Is VAT included in the prices?
Yes. All displayed prices include 20% VAT — nothing extra is added on top of what you see at checkout. After each successful payment, a PDF invoice showing VAT as a separate line is generated automatically and emailed to you.
What do I save by paying yearly?
Annual total per active user: $190 (Starter). Annual total per active user: $350 (Pro).
How does the user limit work?
Starter and Pro have no user cap. Each active staff member is a paid seat at the selected plan's per-user rate. Pending invitations and applicant portal users are not billed.
Can I change or cancel my plan?
The confirmation screen shows when a plan change takes effect. Switching to Free during a paid term takes effect at its end. Free limits then apply; changing plans does not delete your records.
Is my data secure?
All traffic is carried over an encrypted connection (HTTPS), and each workspace's data is isolated from others. You can export your data or permanently delete your account at any time (Settings → Data & Privacy).
What does the AI assistant do?
Answers questions about applications, tasks and collections you can access, and presents supported changes for your approval. Included in Pro and Enterprise.
How are payments taken — is it secure?
Payments are processed through our secure payment infrastructure using credit/debit cards. Your card details are never stored on our servers; the charge is completed on our payment provider's secure page.
Is there a free trial?
Try Pro for 14 days without a card. If you do not start a paid subscription, Free plan limits apply after the trial; there is no automatic charge.
Mobile app
iyely, now in your pocket
Track applications, tasks and notifications wherever you are — a fast, lightweight app built for your team in the field.
iOS + Android
iyely
SampleActive cases
1,284+12%
Assignments
UKApproved
OTReview
Create your team's new workspace.
Try Pro free for 14 days. No credit card required. Start bringing your applications and team together.
Contact
Have a question? Let's talk.
Choose a topic and fill in the form. We'll direct sales, support and demo requests to the appropriate team and reply by email.
iyely Visa
Let's plan your iyely demo
Explore the product you're interested in through real workflows.
Workflows we can explore together
- Applications & Documents
- Finance
- AI Assistant · Pro
- Calendar & Tasks
After your request, our team will email you to clarify your needs and arrange a suitable time to meet.
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