Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Perth-based migration agency expedites visa acquisition by running its operations on Zoho One

The Company

Perth-based migration agency, Get Your Visa, helps nearly 1,000 people get Australian visas every month. About 10 years ago, business and life partners, Andrea Michelotti and Valentina Segreto, saw a big gap in the migration industry. Relative the rest of the world, Australia had a smaller migration industry, but there were still a lot of people who needed assistance in their interactions with the Department of Home Affairs.

At the time, the couple was running a marketing agency in Perth. Business was growing, but when an opportunity in the migration industry emerged, Andrea and Valentina decided to take it. Valentina certified as a migration agent, while Andrea stayed on at the marketing agency. Valentina was a natural—she had organised the couple's own visas and migration processes, so she took to the training with ease. For the next few years, the couple ran both businesses simultaneously.

The Challenge

All was going well until, one day, the couple forgot to send a client and best friend's visa application through while on holiday. Get Your Visa had only one employee at the time, and things were starting to fall through the cracks. "We couldn't go on running Get Your Visa that way, without having a central hub of what's happening with client profiles and visa expiry dates," Andrea said.

Once home, Andrea and Valentina sat down to look at software tools. "We started to analyse," Andrea said. "We needed to get a CRM in place. It was something we knew we always needed. We were processing 500-600 visa applications a year. We recruited three more case administrators, but it's a pretty busy industry. We couldn't sustain those numbers without technology, and comprehensive integrations with other platforms." They looked at Sugar CRM, Salesforce, and Zoho CRM. "We looked at how much each was going to cost us, and after some research, we decided Zoho would be the right solution for us."

The solution

Since signing up for Zoho CRM back in 2013, Andrea has migrated the company’s Zoho subscription over to Zoho One, unlocking access to a suite of over 50 apps. “I was at a conference in Sydney, and there was a Zoho One booth," he recalled. "That’s where I learnt about Zoho One and how it could help us. As soon as I went back home, I switched to One.” Today, Zoho CRM remains the company’s single source of truth.

Most Get Your Visa leads come through the company's website. Visitors can book a meeting directly through the site, and their information will be pushed to Zoho CRM through a Zoho Flow integration.

After the initial consultation, the Get Your Visa team creates individual projects for each prospect. All of this is recorded in a custom module in Zoho CRM. “Each project has one client, and each client can have multiple projects," Andrea explained. "We make sure every project is on the record. We call it the job module. We record who’s in charge of a project, what sort of visa we need to process, and the timeline, so we know how long it’s going to take to do it."

All payments are connected to their respective jobs. Once a visa is launched and approved, every interaction with the Department of Home Affairs is recorded in the relevant record in CRM. "That way, in case someone calls the office, any of us can jump on the system and give the client and update."

For accounting, the team uses Xero. “Our Zoho system is fully integrated with our Xero platform,” explained Andrea. “As soon as we reconcile the books, that information is pushed from Xero into Zoho, and our team will know that we can start the application process.” Once they start the process, a job manager assigns each job to an agent. Agents can log into Zoho CRM to track how much has been paid, along with the status of the application. “It gives our staff members a clear view of the financial side of the projects as well.”

“I develop most of the custom functions myself, unless I can reuse something that's already been developed. I can change the API names here and there and adjust some parameters in the integrations. For other, bigger things, I work with a Zoho partner.”

Andrea Michelotti

Andrea Michelotti, Co-Founder, Get Your Visa

Benefits and ROI

Andrea soon found that in the hands of someone with the applicable skills, Zoho offered complete flexibility. “The beauty of Zoho CRM is that you can build your business any way you want. It’s limitless. You can do flowcharts, create custom functions and custom modules, create API calls, whatever you want." Andrea designed the company's entire process for using Zoho CRM and determined how the system would function for the team.

“Zoho CRM has changed a lot in the last five - six years. We’ve had some issues in the past, but lately, given that our knowledge of Zoho has increased, and Zoho’s functionality has also grown, what we can do with the system has improved a lot.”

Andrea Michelotti

Andrea Michelotti, Co-Founder, Get Your Visa

One of the biggest benefits Get Your Visa has gained from Zoho CRM is business growth. What used to be done manually is now automated within the system, empowering the team to take on more clients and recruit more migration agents. “What we were doing manually with one person full-time is now done behind the scenes," said Andrea. "It takes a little bit of time to design the process, streamline it, and put it in place. There’s testing and adjusting as well, but once it's all done, it just goes by itself."

“You don't need to do something complex like build an API to send an email. With Zoho, we can build and revise our business model every day, as we like. Flexibility—that’s what Zoho gives us.”

Andrea Michelotti

Andrea Michelotti, Co-Founder, Get Your Visa

COVID-19 was the worst time to be doing business in Australia. However, thanks to the WA government's strict border control measures, COVID-19 wasn't as disruptive to businesses as it was along the east coast. It was actually the busiest time for the company. “At the beginning, we were a little worried about what was going on," Andrea said. "But after a while, we realised that there were a lot of people on temporary visas who needed extensions.”

Apart from Zoho CRM and Flow, the team is gradually exploring other apps in Zoho One. “I set up Zoho Vault last week,” Andrea said. “We switched to Office 365, so in the process, I also turned on Vault."

Looking Forward

Andrea has also been working with Zoho Authorised Partner, Squirrel CRM, to expand the scope of the business. One of Andrea’s long-term goals is to customise Get Your Visa’s Zoho CRM implementation to enable direct communication with the Department of Home Affairs. “Given the level of information we have on Zoho CRM, it’d be easier for us if we could do a direct integration with the Department,” Andrea said.

"You have to be the business owner to run these projects. Sure, you can use an external developer, but they can only do what you tell them to do. Once they understand the business, they can give you some inputs, but the main thinking comes from the management—the business owner. And that’s my job. I develop the software system every day to suit the workflows we have.”

Andrea Michelotti

Andrea Michelotti, Co-Founder, Get Your Visa

Thanks for sharing your story with us, Andrea and team! We can’t wait to see your future projects come to life!