My Company CRM is a complete internal management system - handling clients, projects, tasks, reports, payments, and team collaboration, all in one intelligent dashboard customized for travel consultancies.
Active Clients
0
↑ 12% this month
Tasks Done
0
↑ 8% this week
Revenue (USD)
0K
↑ 23% vs last month
Pending Reports
0
3 due this week
Revenue - Last 6 Months
0+
Integrated Modules
0%
Audit Trailed Actions
∞
Clients & Projects
0
Payment Integrations Needed
Eight deeply integrated modules working in harmony - from client intake all the way to payment invoicing and team collaboration.
Every client is more than a file. My Company CRM builds a living, breathing profile - tracking every touchpoint, document, and deadline automatically.
Birthday & Anniversary Reminders
Automatically notifies your team when a client's birthday or key anniversary is approaching - a small touch that builds loyalty and repeat business.
Passport & Visa Expiry Tracking
Never let a client miss a renewal again. The system monitors passport expiry, visa validity, and interview dates - alerting staff with configurable advance notice.
Centralised Document Store
Upload passports, bank statements, insurance certificates, and any supporting documents directly to the client's profile. Documents are versioned - replacing a file preserves history.
Interaction & Communication Log
Log every call, meeting, WhatsApp, and email with outcome notes and follow-up actions. Send emails directly from the CRM. Every interaction is timestamped and searchable.
Linked Projects, Tasks & Reports
Every client sits at the centre of their work. Attach projects, tasks, and reports directly to a client profile - so any team member instantly sees the full picture.
Full Client Activity Audit Trail
Every edit, document upload, status change, and interaction is logged immutably. Admins can monitor the entire trail - who touched what, and when.
No integrations, no complexity. Just a clear, audited record of your organisation's financial flows - from expense requests to client receipts and generated invoices.
A single report can involve multiple people across your organisation without losing clarity over who contributed what. Every step is controlled, versioned, and logged.
Three-Tier Role System
Viewer - read only. Contributor - can comment, suggest changes, and submit draft proposals for review. Authorized - can create official report versions. No role inherits access from projects - every permission is explicit.
Controlled Version History
Only Authorized users and Admins create official versions. Each version is numbered, timestamped, and preserved permanently. Previous versions are never deleted - just superseded.
Draft Proposals Without Risk
Contributors submit proposals that Authorized users review and either accept or reject. Contributors can never modify official content - maintaining authenticity while enabling collaboration.
Complete Audit Trail
Every comment, status change, version creation, and proposal review is logged immutably. Know exactly who did what and when - protecting your organization at every level.
Resources ensures your team always knows exactly how to operate - regardless of experience level. Every procedure, guide, template, and training material lives here.
Client Onboarded
Staff creates the client profile - capturing personal info, passport details, visa type and destination. System immediately begins monitoring key dates.
Project & Tasks Assigned
A project is created for the visa application and linked to the client. Tasks are broken down - document collection, form filling, interview prep - and assigned to team members with deadlines.
Documents Collected & Verified
All client documents are uploaded to the central document store. Status tracked per document (Pending → Uploaded → Verified). Expiry dates monitored automatically.
Report Compiled & Reviewed
Staff submits a formal case report. Contributors add notes and proposals. Admin reviews, provides feedback, and verifies - all tracked with a full audit trail and version history.
Payment Requested & Processed
Staff raises a payment request for visa fees. Admin approves and records the disbursement. An invoice is auto-generated and stored - client payment is separately logged in the receipts module.
Visa Approved - Client Notified
Visa status updated to Approved. The client receives a congratulatory email (sent directly from the CRM). The interaction is logged, project marked complete, and the client profile updated for future renewals.
End-to-end in one platformStop managing your business across spreadsheets, WhatsApp groups, and disconnected tools. My Company CRM puts everything in one place - so your team can focus on what matters: getting clients where they need to go.
Internal use only · Powered by MATech Limited · matechlimited.com
