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What is Ekspat?

Ekspat CRM is a cloud CRM for immigration agencies, independent legalization specialists, law firms and in-house HR teams that handle cases of foreigners in Poland. Each case keeps the client's details, documents, key dates and comments in one place. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads files in the client panel, where the case status is also visible. The specialist checks each document and approves it or returns it with a comment. From the questionnaire answers, Ekspat CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures: temporary residence, permanent residence, EU long-term residence, change of permit, invitation, registration of residence of an EU citizen, recognition as a Polish citizen and granting of Polish citizenship. Document checklists with examples come ready for each case type, and the team can edit them. Ekspat CRM reminds the team of visa and residence card dates and of interviews. The account owner assigns clients to managers, hands cases over and sees reports by client and by manager. Closed cases go to the archive. The Ekspat team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.

What is CaseEasy?

Our Intelligent Questionnaires assess clients for various immigration alternatives while also collecting essential information needed for Immigration Forms, including those featuring barcodes. You can use our ready-made templates to draft your Letters and Retainer Agreements efficiently. Clients have the ability to track their immigration progress, upload required documents, and make payments via our specialized client portal. All client files are systematically organized in one convenient location. To ensure the utmost security for client information, we employ 256-bit enterprise-level encryption and maintain a dedicated database instance that is exclusive to your organization. Moreover, your account will be temporarily locked following multiple unsuccessful login attempts, and our CAPTCHA system is designed to effectively prevent automated intrusion attempts. With these robust security measures in place, you can have peace of mind knowing that sensitive data is safeguarded throughout your operations, allowing you to focus on providing excellent service to your clients.

Media

Media

Integrations Supported

Integrations Supported

8am LawPay
Calendly
Dropbox
Google Drive
Google Workspace
Microsoft 365
QuickBooks Online
Stripe
Zapier

API Availability

API Availability

Pricing Information

200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
Free Version

Pricing Information

$79 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Ekspat

Date Founded

2024

Company Location

Warsaw, Poland

Company Website

ekspat.pl

Company Facts

Organization Name

CaseEasy

Date Founded

2017

Company Location

Canada

Company Website

caseeasy.ca

Categories and Features

Immigration

Not specified

Categories and Features

Barcode Generators

Not specified

Immigration

Not specified

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