Case Study: Reach Immigration achieves faster client onboarding and centralized global client management with Insightly

Consulting firm guides skilled migrants In search of new opportunities

Reach Immigration is a consulting firm that guides skilled migrants and investor-immigration clients across complex, country-specific processes. With 150+ employees across seven locations in four countries, the team needed a cost‑effective way to acquire customers across channels (Facebook, exhibitions, Google Ads) and keep all documents, visa requirements, correspondence, and historical case information organized and accessible to expedite lengthy immigration journeys.

By adopting Insightly’s combined sales and project-delivery CRM, Reach seamlessly passes client data, notes, documents, and emails between team members as cases progress. The system enabled targeted marketing and lead-source optimization, reduced the time from initial interest to consultant verification and process kickoff, boosted productivity, and gave the global team a single source of truth for managing clients end to end.

Reach Immigration

Zaid Iseed

CRM and KPI Officer