CiviLynx CRM
Designed for Citizenship by Investment Firms
Manage applicants, dependents, documents, and workflows in one secure platform built for the realities of CBI work.
Overview
CiviLynx CRM is focused on the unique needs of Citizenship by Investment and residency-by-investment service providers. From initial inquiry to final decision, it helps you keep every case organized, compliant, and on track.
Key Features
Applicant & Dependent Profiles
Capture structured information for main applicants and all dependents linked to each case.
Stage & Workflow Tracking
Define key stages in your process and track where every application currently stands.
Document & KYC Management
Store passports, forms, due diligence documents, and supporting files in one secure record.
Task Management & Reminders
Assign tasks to team members, set due dates, and get reminders so nothing is missed.
Notes & Activity History
Keep a clear history of conversations, updates, and changes on each case.
Reporting & Overview
View your pipeline, monitor bottlenecks, and see how many cases sit at each stage.
Benefits
Who It's For
CiviLynx CRM is ideal for licensed CBI agents, law firms, and service providers who need a dedicated system for managing investment-based immigration and citizenship applications.