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Radhey Immigration

Immigration CRM & Visa Case Management Portal

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Radhey Immigration

Visa Consultancy

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Generate New Lead
Call Details
File Assessment
Running Applications
Submitted Applications
Under Process
My Follow up
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Todays Work
Invoice & Accounts
Administration
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Attendance Record
Setting
A
User Name
Admin
Radhey Immigration Portal
Visa Consultancy CRM System
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Total Leads
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All registered leads
Interested
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Prospective clients
Follow-up Req.
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Action scheduled
New Leads
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Fresh inquiries
Follow-up Due
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Today / Overdue
Today Leads
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Live daily count
My Assigned Files
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Files currently in progress
๐Ÿ“ Total Running Cases (Filling Team Overview)
Filling Person Running Files RIC ID Numbers Action
๐ŸŸข Active Users Live Tracking
Live Monitor
Username & Name Role Portal Status Active Duration Today
๐Ÿ”” Follow-up Reminder (Live Action Required)
Updated leads are cleared next day
RIC ID Client Name Phone No. Country Enquired Calling Person Follow-up Date Status / Action
๐Ÿ“ž Today Call Record (New Registered Leads)
RIC ID Client Name Phone No. Status Lead Created By Enquire Country Action
๐Ÿ“ Step One: Candidate Evaluation & Lead Generation
Unique RIC ID will automatically be linked to client, invoices, and case files.
๐Ÿ“Œ Submitting with Assessment 'Yes' will immediately dispatch this file to File Assessment section and notify Filling Team & TLs.
Fields marked with * are mandatory.
๐Ÿ“‹ Call Details & Lead Records
Filters:
RIC ID Client Name Phone No. Status Country Created By Next Follow-up Action
๐Ÿ“‘ File Assessment Desk
Technical evaluation for visa eligibility and documents
RIC ID Client Name Calling Person Assessor Concern Status Action
๐Ÿš€ Running Applications (Active Case Filings)
Complete filing cases under preparation
RIC ID Client Name Phone Received Date Country Calling Person Assigned Filling Stage Status Action
โœ… Submitted Applications Archive
Embassy / VFS Submitted
RIC ID Client Name Phone Country Filling Officer Submission Date Action
๐Ÿ“‚ Under Process (My Assigned Visa Files)
Update stage, notes, and submit file when finished
RIC ID Client Name Phone Country Filing Stage Work Remarks Action
๐Ÿ“Œ My Assigned Follow-ups
Follow-up calls scheduled for your leads
RIC ID Client Name Phone Country Scheduled Date Follow-up State Action
โฐ Follow-up Pending (All Overdue & Due Leads)
High Priority Calls
RIC ID Client Name Phone Calling Person Country Due Date Action
Leads Registered Today
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Follow-ups Today
0
Invoices Cut Today
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๐Ÿ“† Today's Registered Leads Log
RIC ID Client Name Country Status Calling Person Action

Monthly Financial Summary & Audit

Total Invoiced Amount
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Gross consultancy billed
Received Amount
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Cleared into account
Pending Amount
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Outstanding balance
๐Ÿงพ Consultancy Invoices
Invoice No RIC ID Client Name Country Total Fee Paid Amount Pending Amount Actions
๐Ÿข Monthly Office Expenses & Net Profit Calculation
Automatic P&L balance sheet

2. Staff Salaries & Incentives

Staff Name Designation Fixed Base Salary Monthly Incentive Total Payout Action

6. Normal / Daily Ongoing Expenses Log

Date Description Amount Action
Monthly Calculation Formula:
Total Received Income (โ‚น 0) โ€“ Total Monthly Expenses (โ‚น 0)
Net Monthly Result:
โ‚น 0 (Net Profit)
๐Ÿ›ก๏ธ Out-of-Hours Login Approval Requests
Users attempting to login outside 10:00 AM โ€“ 6:00 PM
Name Username Role Requested At Admin Approval Action
๐Ÿ‘ค Register New Team Member
Create login credentials with designated role permissions
๐Ÿ‘ฅ Team Members Directory
Manage existing team accounts, passwords, and activations
Member Name Username Role Status Active Duration Today Actions
๐Ÿ•’ Attendance & Live Active Duration Record

Your Name

Role
Clock-in Today:
10:00 AM
Total Active Time:
0:00 Hours

Today's Staff Attendance Sheet

Staff Name Designation Login Timestamp Total Active Time Status
โš™๏ธ Portal Branding & Security Settings
Admin Control Center
Logo Preview
Upload PNG, JPEG, or SVG company logo
BG Preview
Upload high-resolution travel / aviation wallpaper

4. Out-of-Hours Login Security Policy

Start Time:
End Time:
Client File & Step One Evaluation Record
File Assessment & Eligibility Review
Generate Consultancy Invoice
Entering RIC ID automatically links this invoice to client's registered record!
Mandatory Terms & Conditions:
  1. Embassy/government fees and consultancy service fees are non-refundable once the service has commenced.
  2. Visa issuance is solely at the discretion of the concerned embassy/immigration authority; no visa outcome is guaranteed.
  3. Clients are responsible for providing their personal supporting documents. We provide guidance and application-preparation services, not fabrication or creation of personal documents.
  4. Full consultancy payment must be cleared before final application submission. Payment after visa decision is not accepted.
Email Digital Invoice to Client
Edit / Adjust Invoice & Refund Status
โฑ๏ธ Share Historical Lead Data

Grant temporary timed access to Calling Team members to view historical calling records.

Link Application to Existing Client ID
Assigned Files Overview
Add Staff Salary Entry
Log Daily / Ongoing Expense