Stop carrying the whole caseload in your head.
Every client, every application, every deadline and every conversation in one place. Built in Australia, for Australian migration and education agencies.
Not charged until day 14.
One licence, not a shopping list
Communications, documents, agreements, accounts, the client portal and the mobile app are in every plan. The plan you pick decides which practice areas unlock, not which features you are allowed.
Australian data, Australian rules
Records and backups sit in Australian data centres, and the platform is built against the Privacy Act 1988 and MARA obligations. Every action is logged back to a named person.
Moved across in under a day
We bring your client list, agreements and templates over with you. Most teams are working in the platform the same week, without a project plan or a consultant.
The jobs that quietly eat your week.
None of these are the work a client pays you for. They are the work that happens around it, and they are where most of an agency's week goes.
Based on the workflows agencies replace when they move onto the platform. Your mileage depends on volume and team size, and we will walk your numbers with you.
Five jobs that take days by hand. Minutes here.
You will know these five already. They are where the hours go in almost every agency we move across.
Agreements signed the same hour, not the same week
Service agreements, admission agreements and custom disclosures sent by email or client portal, signed from any device, tracked to the minute and filed against the client automatically. Templates per service, plus letters with QR codes.
The work that eats a consultant's week, handled by the system.
Rules chase the deadlines. Templates write the documents. Your drive stays in sync without anyone filing anything.
Nothing slips because nobody remembered
Define the rule once, for pending documents, visa expiry, bridging conditions, re-enrolment or renewal dates, and the platform notifies the right person on the right day, in-app, by email and on mobile.
- ✓Visa, passport and document expiry
- ✓Bridging conditions and re-enrolment dates
- ✓You choose how far ahead it warns
One inbox, one folder tree, zero manual filing
Send and receive from Outlook or Gmail inside the CRM with calendar attached. Every new matter auto-generates its folder structure and stays synced with OneDrive or Google Drive both ways.
- ✓Outlook or Gmail, with calendar attached
- ✓Folders created with every new matter
- ✓Two-way sync with OneDrive or Google Drive
Ask the file a question. Let it fill the form.
An in-product assistant that drafts client emails, summarises long file notes, and answers questions about a matter using only that matter's records. Enterprise organisations can define their own automated workflows on top.
- ✓Email drafting and reply suggestions
- ✓File note and meeting summaries
- ✓Custom automated workflows (Enterprise)
- ◷Automatic form filling, in development
Per service and per visa type, with your clauses and fee schedules.
Offer letters, statements of service and support letters, verifiable by QR.
Generated from the client record, with no re-typing and no transcription errors.
Assessment matters tracked with their own checklist, invoices and outcome.
Ask the client for exactly what this matter needs, and chase it automatically.
Draft the application from collected answers, review, then lodge.
Invoices, receipts, agent commissions and Xero or MYOB reconciliation.
Bulk import your existing client list, and export anything for reporting.
Every call, message and email is saved on the client's file.
When a consultant leaves, the history stays with your agency. Whoever picks the file up can see what was said, when, and by whom.
Phone calls
Dial from the client record and the call history, recording, duration and your notes are saved against it. Managers can see calls made, answered and missed per consultant.
Message threads sit on the client profile with the full history, so client chats stop living on a consultant’s personal phone.
Email and calendar
Send and receive from your own Outlook mailbox inside the CRM, threaded on the matter. No forwarding, no digging for the email someone sent last month.
SMS
Appointment and document reminders go out as a text and get logged on the matter, so nobody has to remember to chase.
File notes, tasks, meetings, follow-ups and announcements are recorded the same way, attributed to whoever wrote them. A browser plugin that fills government forms straight from the client record is in development.
Built for Australian migration practice, not adapted to it.
The compliance work sits inside the product rather than in a folder someone maintains by hand. Records are held in Australian data centres, and the platform is built against the Privacy Act and MARA obligations.
See the Migration moduleForm 956 and 956A
Generated from the client record with the agent details already filled, ready to lodge.
Subclass tracking
Status per subclass, with bridging visa alerts and work rights conditions carried on the file.
Evidence that survives review
Document checklists, dated file notes and audit logs, so a PIC 4020 question has an answer.
Two specialist modules on one client record.
Compare modulesEnquiry to course completion, without the spreadsheets
Applications across every institution, COE tracking, commission reconciliation and re-enrolment reminders in one place.
- ✓Full student lifecycle from first enquiry to completion
- ✓Commission reconciliation per institution, automated
- ✓COE tracking linked to student visa applications
- ✓Re-enrolment reminders before students drop off
Every subclass, every deadline, audit-ready
Visa flow, Form 956 and 956A, skill assessments, LMT tracking and MARA-aligned records for the whole file.
- ✓Real-time visa status across every subclass you handle
- ✓MARA-aligned agreements, disclosures and records
- ✓Checklists that adapt as circumstances change
- ✓Bridging visa alerts and work rights tracked automatically
One record spans education and migration, with no duplication.
- ✓Shared notes, emails and documents across both
- ✓Different consultants per matter, same context
- ✓Unified lead, admission and visa pipeline
- ✓Cross-module and branch KPI reporting
A client portal that makes your agency look like the biggest firm in the room.
Clients log in to see exactly where their matter stands, upload what you asked for, sign agreements and check in for appointments, on web and mobile, branded as you.
Client files that hold up to an audit.
Read the security detailEncryption in transit & at rest
TLS for every connection, AES for core records in the database and storage layer.
Australian data sovereignty
Hosted on Microsoft Azure with primary storage and backups in Australian data centres.
Privacy Act & MARA aligned
Built against the Privacy Act 1988 (Cth) and MARA obligations, with data minimisation enforced.
Audit logging
Every user and admin action logged and traceable back to an individual.
Role-based access control
Granular roles keep staff, managers and administrators in their own lane. Custom roles supported.
2FA & daily backups
Authenticator-app 2FA org-wide, automated daily backups, geo-redundant recovery.
Keep every tool you already pay for.
Microsoft, Google, Xero, MYOB, telephony, WhatsApp Business, Facebook and Instagram all connect natively. Bring your own accounts, or let us supply and support them. Beyond the list, 100+ further integrations have been built on request.
One licence per organisation. Pay per user.
AUD excl. GST · 14-day free trial (card required) · Agent, Branch Manager, Country Manager and Global Manager roles are free on every plan.
- ✓Institute & course catalog
- ✓Application & lead management
- ✓Email, calendar, SMS & WhatsApp
- ✓Accounts & invoices + Xero / MYOB
- ✓Client portal, web & mobile app
- ✓Visa management flow & agreements
- ✓Form 956 & 956A generation
- ✓Skill assessments & LMT tracker
- ✓PR point calculator & visa drafts
- ✓Financial reports & commissions
- ✓Everything in Education + Migration
- ✓Unified lead → admission → visa pipeline
- ✓Cross-module & branch KPI reports
- ✓Priority support + live chat
- ✓Onboarding + 2 training sessions · 99.5% SLA
- ✓Everything in Complete
- ✓White-label / custom branding
- ✓Custom KPI definitions & workflows
- ✓Dedicated CSM, phone + Slack
- ✓99.9% uptime SLA · annual contract
Volume rates shown for the Complete plan. Education, Migration and Enterprise follow the same four tiers.
Before you start the trial.
Anything else, email partners@agentmanager.com.au or call +61 489 983 334.
How does the 14-day free trial work?+
Full access to every feature for 14 days. A valid card is required at sign-up to secure your seats — you are not charged until the trial ends and you can cancel any time before day 14. Agents registered with OMARA in the last 12 months get a 6-month free Complete licence.
Can I switch plans later?+
Yes — upgrade or downgrade at any time. Changes are reflected in your next billing cycle.
Is my data secure?+
Bank-grade measures throughout: TLS in transit, AES at rest, Australian-hosted Azure infrastructure, comprehensive audit logging, role-based access control and optional 2FA org-wide.
Do you offer training and support?+
Every plan includes documentation, video tutorials and support. Complete adds full onboarding plus two training sessions; Enterprise gets a custom training program and a dedicated CSM.
Can I integrate with other tools?+
Native integrations for Microsoft, Google Workspace, 3CX, Xero, MYOB, WhatsApp Business and Facebook Lead Ads, plus APIs. Custom integrations are available on Enterprise.
What payment methods do you accept?+
All major credit cards, PayPal, and bank transfer for annual plans. Enterprise agreements can be structured with flexible payment terms.
You do not have to rebuild the way you work to start.
Setup takes under a day. We move your client list, agreements and templates across with you, and most teams are working in the platform the same week. Have a look first, and talk to someone who has done this before.