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

AudienceHow they use it
Migration / education agenciesRun enquiries, conversions, payments, and client follow-through
Multi-branch / franchise groupsSeparate menus and data per branch, brand, or region
Internal staffWork assigned pipeline, calendar, and communications
End clientsTrack 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

CapabilityDetail
Modules8 (enquiry, conversion, payments, multi-branch, communication, admin, scheduling, client portal)
Workspace roles4 (Admin, Company, Staff, Client)
Multi-branchSupported out of the box
StackNext.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

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