Intelligent CRM

Stop doing data entry.

Immistack captures leads from your website, WhatsApp, and email, then automatically creates client profiles. No more copying details from PDFs to spreadsheets.

Smart Questionnaires

Build intake forms with conditional logic. If a client selects "Married", the form automatically asks for Spousal details. If they select "Single", it skips.

  • Embed directly on your website
  • Multi-language support
  • Auto-save progress for clients
Conditional Logic Active
Relationship Status
Married
Single
Spouse Name
Client sends WhatsApp: "Is my visa approved?"
AI Agent checks database status
Auto-Reply: "Hi John, it is currently in 'Further Assessment'."

WhatsApp & Email Sync

Stop searching through your phone for client messages. Immistack syncs WhatsApp and Email conversations directly to the client's timeline.

Get Paid Faster, Your Way.

Immistack supports all major payment gateways and automates your trust accounting compliance.

Connect Any Gateway

Direct integration with Stripe, Square, PayPal, and Authorize.net.

StripeSquarePayPal

Bank Transfers & Wise

Provide unique virtual account numbers for international clients to pay via local bank transfer.

WiseWire

Automated Installments

Set up "Stage Payments" (e.g., 50% on Intake, 50% on Lodgement). System auto-charges cards on due dates.