AgentDS

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AgentDS is a sentient CRM for migration agents, migration agencies and immigration law firms, built in Australia. It keeps clients, leads, visa applications, deadlines, visa expiries, appointments, tasks, document checklists, notes, invoices and recorded payments in one workspace. Each morning it builds the day at a glance (appointments, open applications, visa expiries and overdue work, updated live as the team works) and prepares the owner's daily brief: follow-ups that are due, unpaid invoices, client concerns and applications with no activity for 14 days. Deadline reminder emails go to the owner and the responsible person at 90, 60, 30 and 7 days before a recorded visa, passport, document, application or task date. Suggested follow-up tasks are reviewed by the team before anything is created. Prepared client emails can be sent from AgentDS, each with an unsubscribe link. Move records from Agentcis, Zoho, Excel or CSV: upload, match fields, check duplicates and review before anything is saved. Export all data as CSV at any time; no lock-in. Secure file uploads are stored privately in Sydney, Australia and checked for malware. Two-step sign-in and staff roles control access. No AI model or AI provider is used in AgentDS today, and identifiable client records are never used to train AI. Every feature is free for 14 days for the whole team, no card needed; plans are shown when the trial ends.