One platform. One operational model.
IDVIS connects permanent client profiles, trips, individual visa cases, documents, tasks and finance without merging them into one CRM deal.
The explanatory flow
- 1IDP
Who is the person? Permanent profile.
- 2IDTRAK
What trip/project is being managed?
- 3Participant
Which person joins this trip?
- 4Visa Case
What is happening with this person's visa?
- 5Documents / Tasks / Finance
Operational objects linked to the correct context.
Person ≠ Trip ≠ Visa Case ≠ Document. IDVIS is not a “one client = one deal” CRM.
One person can return many times. IDVIS keeps the person permanent and creates new trip projects when needed.
Product principles
Permanent client profile
Returning clients reuse their profile instead of being recreated. One verified phone number = one client = one profile.
Separate trips
Each trip is its own project with purpose, route, dates, participants, readiness and a responsible manager.
Individual visa cases
Every participant inside a trip has an individual process, decision and document package.
Secure reusable documents
Upload once, reference where operationally appropriate. No permanent public file links.
Multi-tenant by design
Independent agencies and partners work in isolated workspaces on one platform.