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VisaNest
CRM & billing

One record from first enquiry to paid retainer

Every enquiry becomes a lead with an owner, a next step and its whole history. Retainers, signatures and invoices live on that same record, so nobody has to piece a client’s story together from four inboxes and a spreadsheet.

  • Unlimited team members
  • Priced by case volume, not by seat
  • Shared inboxes linked to leads
Open the pipeline in the demoBook a walkthrough

PIPELINE · PROFILES

A lead pipeline that fills itself

The problem

Enquiries arrive through web forms, email, WhatsApp and the phone, and whether anyone follows up depends on who happened to see them first.

How it works

  • Every enquiry opens a lead profile automatically, whichever channel it came through.
  • Leads move through New, In progress, Pending, Scheduled and Converted, so the whole team can see where each one stands.
  • Each profile keeps the full trail: messages, form answers, calls, notes and files.
  • Assign leads to a practitioner by hand, or let case-type rules do it.
  • Link shared inboxes so replies land on the right lead without copy and paste.

FORMS · AUTO-REPLY

Intake forms that ask the right follow-up

The problem

A generic contact form tells you very little, so the first consultation gets spent collecting basics instead of giving advice.

How it works

  • Build forms in your firm’s colours, then embed them on your site or share them as a link.
  • Conditional logic shows only the questions that apply to the person filling it in.
  • Each submission creates a lead with the answers already attached.
  • An automatic reply goes out straight away, in wording your firm approved.

TASKS · NOTES

Tasks and notes where the work happens

The problem

Reminders live in personal to-do apps and sticky notes, so things slip whenever a file changes hands.

How it works

  • Add tasks to any lead or case, each with an owner and a due date.
  • Agents create follow-up tasks for your team whenever something needs a person.
  • Internal notes are visible to the firm only, never to the client.
  • See everything due across the practice in a single list.

RETAINERS · E-SIGNATURE

Retainers drafted, sent and signed in one place

The problem

Retainers get rebuilt by hand for every client, chased by email, and the signed copy ends up in whichever folder was handy.

How it works

  • Generate a retainer from your own templates with client and fee details filled in.
  • See when the client has opened it and when it has been signed.
  • Clients sign online with the built-in e-signature, on a phone or a laptop.
  • The signed PDF is filed on the lead automatically, ready to convert into a case.

INVOICES · PAYMENTS

Invoices and payments without a second system

The problem

Fees get quoted in one tool, invoiced in another and reconciled in a third, usually at the end of the month.

How it works

  • Issue PDF invoices and receipts with your firm’s details and tax lines.
  • Clients pay by card through Stripe from a secure payment link.
  • Split professional fees into instalments.
  • Track paid, sent and overdue invoices at a glance.
  • Export a QuickBooks-ready CSV for your bookkeeper.

Before and after

What changes for your team

How the work covered by Practice CRM typically runs today, and how it runs with VisaNest.

Comparison of the work before VisaNest and with VisaNest
BeforeWith VisaNest
Enquiries scattered across inboxes, forms and phonesEvery enquiry lands in one pipeline with an owner
Retainers rebuilt by hand and chased by emailRetainers generated from your own templates
Signed PDFs saved wherever was convenientSignatures captured and filed on the lead automatically
Invoicing in a separate tool, reconciled at month endInvoices, card payments and CSV export on the same record

Explore the rest of the platform

See Practice CRM in the demo

Watch leads at a fictional Toronto practice move from first message to signed retainer.

Open the pipeline in the demoBook a walkthrough