OzBridge CRM

The Complete CRM Solution for Immigration & Education Agents. Manage clients, cases, finances, and workflows in one powerful platform. Built specifically for MARA agents, education consultants, and migration professionals.

OzBridge CRM Calendar Dashboard
OzBridge CRM Client Management

Built for Immigration & Education Professionals

OzBridge CRM is specifically designed for MARA agents, education consultants, and migration professionals. Manage your entire client lifecycle from initial inquiry to case completion with powerful tools for client management, case tracking, financial management, and workflow automation. Our bilingual platform (English & Chinese) ensures seamless communication with your diverse client base.
Discover Key Features

Powerful Features Built for Your Success

OzBridge CRM combines intelligent automation with comprehensive management tools. From AI-powered email processing to complete financial tracking, every feature is designed to help immigration and education agents work smarter, not harder.

AI Email Intelligence

Automatically extract visa grants (S56/S57), offer letters, COE issuances, and case updates from emails. AI-powered recognition saves hours of manual data entry.

Complete Client Lifecycle

Manage potential and formal clients from first inquiry to case completion. Track client sources, scoring, priorities, and conversion rates in one unified platform.

Case & Workflow Management

Multi-phase workflow tracking for visa applications and student enrollments. Automated task assignments, document checklists, and progress monitoring.

Financial Management

Comprehensive billing, invoicing, and commission tracking. Automated revenue allocation, refund processing, and financial reporting per case.

Reports & Analytics

Real-time dashboards for team performance, COE statistics, conversion rates, and financial metrics. Custom report generation for business insights.

Bilingual Platform

Full English and Chinese localization with dynamic language switching. Serve your diverse client base with seamless bilingual communication.

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Experience OzBridge CRM Today

See how OzBridge CRM can transform your immigration and education consulting business. Try our live demo with full access to all features.

What you'll experience:

  • AI-powered email intelligence in action
  • Complete client and case management
  • Financial tracking and reporting
  • Bilingual interface (English & Chinese)
OzBridge CRM Demo