VisaBOS

Overview

VisaBOS (also known as VisaPrep) is a cloud-based, multi-tenant CRM built specifically for immigration and visa consultancies and exam-coaching centres. It unifies the entire business, leads, students and applicants, visa cases, document workflows, coaching batches, appointments, payments, and staff, into one role-based platform. It is purpose-built for the India study-abroad market, supporting 30+ countries and 60+ visa types out of the box.

The challenge

Visa consultancies typically run on scattered spreadsheets, WhatsApp threads, and email attachments. Leads slip through follow-up cracks, document checklists get lost, and owners have no real-time visibility across branches. The business needed a structured, auditable system where every lead has an owner, every case has a checklist and stage pipeline, and leadership can see revenue and activity across the whole operation.

What we built

• A multi-tenant SaaS architecture with per-branch scoping and role-based access control across branch managers, consultants, coaches, front-desk, and accounts roles.
• A rich domain model spanning two business lines: visa consultancy (leads, students, visa cases, documents, universities, country and visa-type config) and exam coaching (batches, courses, modules, attendance, assignments, practice tests, and results).
• A real-time layer over Socket.IO for live updates and in-app messaging, plus a Meta (Facebook/Instagram) lead-ingestion webhook for hands-free lead intake and configurable visual pipeline templates.
• A document workflow with secure time-limited signed S3 URLs, review and approval states, and printable PDF invoices, alongside multiple payment integrations (Razorpay, Stripe, Dodo) for SaaS billing and client fee collection.
• A hardened deployment path on AWS Lambda (via SAM) alongside a standard Express server, with helmet, rate limiting, request sanitization, and 2FA.

Results

VisaBOS collapses spreadsheet and WhatsApp sprawl into a single source of truth for client history that survives staff turnover. Owned pipelines and automated Meta lead intake speed up first response and cut dropped follow-ups, while per-case document checklists and structured stage tracking reduce application errors. Leadership gains real-time visibility into pipeline, revenue, and staff activity across multiple branches from one platform.