The Global Visa
Visa & Immigration Services
Lumina CRM
CRM / SaaS Software
Lumina CRM — Case Study
A custom-built Customer Relationship Management platform for travel and visa businesses to manage leads from first enquiry through to booking.
In-house
Built & used by Lumina
4
Core dashboards (Leads, Pipeline, Agents, Revenue)
Figures above are published by Lumina Infotech (in-house product) about their own business, verified against their live site — not a claim about Lumina's results.
The Challenge
Travel and visa consultancy businesses were tracking leads across spreadsheets, WhatsApp threads, and personal email inboxes. Enquiries fell through the cracks between team members, nobody had a single view of which leads were actually being followed up, and there was no way to see which lead sources (Google, IVR, referral, social media) were actually converting. Generic, off-the-shelf CRMs are built for high-ticket B2B sales cycles with dozens of custom fields most agencies never use - too heavy for a travel/visa team that just needs to move an enquiry from "new" to "follow-up" to "won" as fast as possible.
Our Solution
We built a dedicated CRM in Laravel with a Vue.js interface, designed specifically around how a travel/visa sales team actually works day to day: a single dashboard showing new leads, pending follow-ups, total customers, and revenue at a glance; a visual lead pipeline (New → Follow-up → Won → Lost) so a manager can see the whole funnel in one bar chart; a lead-source breakdown (IVR, Google, direct/referral, agent, social media) as a donut chart, so the team can see which channels are actually worth the ad spend; and a leaderboard-style agent performance view so managers can see who's converting leads without pulling a manual report. Every screen was built responsive from day one, since sales teams check leads from their phone between calls as often as from a desk.
What We Delivered
Visual lead pipeline with drag-through stages (New, Follow-up, Won, Lost)
Lead-source breakdown by channel (IVR, Google, referral, agent, social)
Agent performance leaderboard for sales managers
Revenue performance tracking over time
Follow-up reminders and task tracking so no enquiry goes cold
Role-based access for sales teams
Fully responsive on desktop, tablet, and mobile
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