Introduction

Agent Manager Portal is a full-featured, multi-tenant SaaS platform built specifically for Australian immigration and migration agencies. It provides agencies with a centralised system to manage every aspect of their operations — from visa applications and client profiles to invoicing, communications, and staff attendance — all in one place.

Each agency accesses the portal through its own dedicated subdomain (your-agency.agentmanager.com.au), ensuring that all data is securely isolated between organisations using row-level security at the database level.

What This Platform Does

The portal covers the complete lifecycle of a migration agency's work:

• Client Management — Maintain detailed client profiles including passport details, education history, employment history, travel history, family members, English language scores, and skill assessments.
• Visa Applications — Create, track, and manage visa applications and drafts with full history and document checklists, plus Immi Filler to auto-fill ImmiAccount forms from client data.
• Invoices & Payments — Generate invoices and quotes, track payments including GST calculations, and sync invoices to Xero or MYOB.
• Agreements — Create and manage client service agreements and contracts.
• CRM & Marketing — Manage marketing contacts, run email campaigns and newsletters, track leads, and run a client referral program.
• Communications — A per-client Communication hub covering Mail, SMS, WhatsApp (including WhatsApp calling), case notes, call history, and bookings — plus a built-in Social Media suite for publishing, analytics, ads, and CRM attribution.
• Client Flow — Build decision-tree checklists that run against a client generally, or against one of their applications via that application's Linked Flows.
• Attendance & Leave — Track staff attendance using biometric, QR code, face recognition, geolocation, or Wi-Fi network verification, with full leave management.
• KPI & Reports — Monitor key performance indicators by individual, team, or department, including a natural-language Advanced KPI / AI Mode.
• Tasks, Reminders & Follow-ups — Assign and track tasks, schedule reminders, and manage follow-ups across the team.
• Documents & Checklists — Organise client documents and file records with structured checklists.
• Users & Permissions — Fine-grained permission controls per user and per organisation feature.
• Billing & Subscriptions — Stripe-powered subscription management with trial support.
• Client Portal — A separate login area (/my-account) where visa applicants can track their own application progress and manage referrals.

Who Uses This Platform

Role	Description
Organisation Admin	Full control over a single agency's portal
Global Manager	Cross-branch and cross-country oversight
Country Manager	Manages operations within a specific country
Branch Manager	Manages a specific branch
User	Standard staff member with role-based access
Client	Visa applicant accessing the Client Portal
Superadmin	Platform-level administrator managing all organisations