Visa CRM + ERP for agencies

All visa operations in one place.

Clients. Trips. Visa Cases. Documents. Team. Finance. IDVIS brings the operational work of a visa business into one structured platform.

Core capabilities

  • Clients / IDP

    Permanent client profiles and reusable history

  • Trips / IDTRAK

    Individual and group trip projects

  • Visa Cases

    Individual applicant workflows inside each trip

  • Documents

    Secure structured document workspace

  • Tasks

    Context-aware operational work

  • Finance

    Services, payments and outstanding balances

What IDVIS is

IDVIS is a multi-tenant platform for visa agencies and their partners: a CRM, an ERP and a client portal built around how visa work actually happens. A person is created once. Each trip is a separate project. Each participant has an individual visa process. Documents, tasks and finance are always linked to the right context.

How the operating model works

  1. 1IDP

    Who is the person? A permanent profile.

  2. 2IDTRAK

    What trip or project is being managed?

  3. 3Participant

    Which person joins this trip?

  4. 4Visa Case

    What is happening with this person's visa?

  5. 5Documents · Tasks · Finance

    Operational objects linked to the correct context.

Person ≠ Trip ≠ Visa Case ≠ Document. IDVIS is not a “one client = one deal” CRM.

Who it is for

  • Visa agencies

    Owners and operators who manage clients, group trips, documents, staff and finance every day.

  • DMC partners

    Destination partners who exchange structured trip information and service confirmations with agencies.

  • Travel and corporate mobility

    Travel companies and corporate teams who need clear, individual visa processes for their travellers.

Security and trust

  • Access controlled by role, explicit permissions and data scope
  • Each agency's data is isolated from every other agency
  • Documents stored privately; access only through temporary signed links
  • Critical actions and sensitive access are logged

Integrations

Telegram and email today; WhatsApp, Instagram, OCR/MRZ, payments and government services on the roadmap — each clearly marked as available or planned.

Learn more

One platform for clients, trips, visa cases, documents, teams and finance.

Request a demo
IDVIS — Visa Operations Platform for Agencies and DMC