Industry Accelerator
Purely CRM leverages Microsoft Dynamics 365 and Power Platform to streamline resettlement processes. The Immigration Management Accelerator automates intake case management, replacing manual tasks to support efficient program management and accelerate immigrate community services.
Eliminate siloed data and replace legacy systems (OCMS and CORI-HOMES) with a unified platform. The Immigration Accelerator centralizes client profiles, program enrollments, and caseworker workflows, improving organizational efficiency and enhancing service delivery.
Leverage AI and machine learning to automate workflows and track individual and family progress across programs. The solution includes real-time reporting capabilities, supporting key metrics for funding applications and board presentations.
Benefit from enterprise-grade security and purpose-built API integrations with Microsoft Dynamics 365 and Power Platform. This ensures a secure, reliable, and scalable solution tailored to organizational needs.
Accelerate intake and caseworker workflows with tools to track arrival information, resettlement services, housing status, citizenship progress, and cultural program participation. Notifications and process tracking enhance case management efficiency.
Facilitate connections to mentors, job opportunities, and educational resources. Automate notifications for employment events, track educational progress, and link clients with institutions, ensuring comprehensive support for career and personal development.
Empower newcomers with user-friendly, mobile and desktop self-service portals for program enrollments, employment opportunities, and real-time updates. This citizen-centric approach scales client support, allowing staff to focus on complex cases.
Our large team of Microsoft consultants and developers at Purely CRM brings a deep understanding of both organizational processes and distinct “Industry Accelerator” applications to assist in Canadian non-profit organization’s mandate of helping newcomers immigrate, acclimatize, and settle in Canada.
Our development team has created a comprehensive framework and reusable design to build a public-facing self-service portal in support of your resettlement program. This portal (Mobile and Desktop) enables newcomers self-service access to community and organizational services, scaling the volume of clients and allowing your service agents to focus on the more complex issues.
See a sample wireframe used within our Accelerator. (left/above)
Our Purely CRM Immigration Management Accelerator for Dynamics 365 includes: Mobile Events and Service tracking
Employment Counselling (BETS)
Educational Services (EDU)
Our Purely CRM “Industry Accelerator” for Immigration and Intake Management includes Microsoft Dynamics 365 and the Power Platform modules, fields, and workflow to allow your organization to track the progress of each individual and family, as they flow through your various programs. The Industry Accelerator also provides a means to capture and report on key metrics important for funding and board reporting.
Intake Caseworker Workflow Accelerator
Port of Entry
Resettlement Services (RIS)
Cultural Brokers (CCBP)
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