CRM docsOverview
1. Overview
What is AppsZone CRM?
AppsZone CRM is a multi-tenant platform built for migration and education consultancies. It covers study abroad, skilled migration, visa processing, and permanent residence (PR) cases in one system — not a generic sales CRM with unused features.
One login. Eight modules. Four workspace roles. Multi-branch out of the box.
Who it’s for
| Audience | How they use it |
|---|---|
| Migration / education agencies | Run enquiries, conversions, payments, and client follow-through |
| Multi-branch / franchise groups | Separate menus and data per branch, brand, or region |
| Internal staff | Work assigned pipeline, calendar, and communications |
| End clients | Track documents, visa/migration status, and profile in a self-service portal |
Core concepts
Enquiry
A lead or prospect captured with status, source, assignee, comments, emails, and documents.
Conversion
An enquiry that moves through defined pipeline stages (events, edits, payment plans, documents).
Branch / workspace scope
Data and menus can be limited by organization, branch, franchise, partner, or client context.
Role
One of four account types — Admin, Company, Staff, or Client — each with a scoped workspace.
Platform at a glance
| Capability | Detail |
|---|---|
| Modules | 8 (enquiry, conversion, payments, multi-branch, communication, admin, scheduling, client portal) |
| Workspace roles | 4 (Admin, Company, Staff, Client) |
| Multi-branch | Supported out of the box |
| Stack | Next.js, Node.js, PostgreSQL, TypeScript, Prisma, Redis, Docker, GitHub Actions, Vercel, Resend, Zod |
What AppsZone CRM is not
- Not a generic B2B sales CRM
- Not a substitute for legal advice on visas or migration
- Not an unmanaged spreadsheet replacement without process design — onboarding maps your workflow into the system
Related links
- Product marketing page: appszonebd.com/projects/appszone-crm
- Live demo: crm.appszonebd.com
→ Next: Getting started
