Management preview
Alpha Oak CRM — Live review
Immigration practice management for deals, assessments, and client proposals.
Live demo environment
Production CRM at crm.alphaoakpartners.com
Demo login
shrkhgondal3@gmail.com
AlphaOakDemo2026!
Suggested review path (10–15 min)
- 1Sign in with the reviewer credentials below
- 2Open Deals — view the pipeline board and try “Needs attention” filter
- 3Click any deal — review Deal health banner and Activity timeline
- 4Tabs: Intake → Eligibility → Assessment → Proposal
- 5Try Download PDF on Assessment or Proposal (letterhead format)
What's included
Deals pipeline
5-stage sales flow: New Lead → Qualified → Assessment Done → Proposal Sent → Retainer Pending. Drag-and-drop board with deal value totals.
Deal health alerts
Automatic scoring flags stale deals, missing emails, overdue tasks, and low eligibility — with a “Needs attention” filter.
Intake & eligibility
CV upload (PDF), AI profile extraction, C-11/E-2 eligibility scoring, and structured client intake forms.
Assessment & proposals
AI-generated assessment reports and C-11 proposals on Alpha Oak letterhead. Download as PDF (Times New Roman, firm branding).
Activity timeline
Full deal history: calls, meetings, emails, notes, and system events (stage moves, proposal sent, retainer received).
AI workflow
Claude-powered CV read, proposal drafting (11-section C-11 format), and one-click proposal + email pipeline.