Study Abroad Consultancy CRM
Complete management software for overseas education consultants. Run leads, counselling, student documents, university applications, agent partners, and telecalling from one platform — so your team spends less time on admin and more time placing students.
Never miss a lead
Capture enquiries, assign owners, set status, schedule follow-ups, and get reminders so no student enquiry sits forgotten.
Organize student counselling
Assign counsellors, book sessions, track preferences, and keep a shared calendar of counselling activity across your team.
Student document upload
Students add course preferences and upload documents from their portal. Staff download everything as a single zip when needed.
Application status updates
Update university application status with ease. Students get notified and can share documents against each application.
Built for consultants
Centralize information & streamline processes
Replace scattered spreadsheets, WhatsApp chats, and email threads with one system designed for study-abroad workflows — from first enquiry to offer letter and beyond.
Course suggestions & finder
Import university course data. Staff and students search by country, intake, budget, and eligibility. Counsellors suggest options and students get notified instantly.
Agent & partner management
Agents register on your portal, refer students, upload documents, and track commissions. Manage referrals, payouts, and partner performance in one place.
Broadcast messaging
Send bulk updates by email, SMS, and WhatsApp. Use templates for follow-ups, status changes, webinar invites, and offer announcements.
Multi-channel lead capture
Pull enquiries from your website, Facebook, Instagram, WhatsApp, email, CSV import, and Google Sheets into one lead list with source tracking.
Analytics & reports
Track conversion rates, counsellor performance, application pipeline stages, and agent referrals with built-in dashboards and reports.
Branch & role control
Run multiple branch offices with staff roles and permissions. Each team member sees only the modules and data they need.
Student journey
From enquiry to application — without dropping the ball
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01
Capture the enquiry
Leads arrive from web forms, social channels, WhatsApp, email, CSV, or walk-ins — tagged by source and assigned to the right counsellor or telecaller.
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02
Counsel & shortlist
Schedule sessions, record preferences and test scores, suggest courses, and keep every counselling note attached to the student profile.
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03
Collect documents
Students upload transcripts, passports, SOPs, and other files from their portal. Staff review, request missing items, and download packs as zip.
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04
Track applications
Create university applications, update status at each stage, notify students automatically, and keep agents informed on referred cases.
Four portals, one platform
Admin, student, agent & telecaller
Every stakeholder gets the right view — staff manage the business, students track applications, agents refer leads, and telecallers stay synced on the go.
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01
Admin panel
Staff and managers handle leads, students, applications, agents, broadcasts, invoices, tickets, and settings — statuses, sources, web forms, document configs, templates, and branches.
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02
Student panel
Students add profile and academics, save test scores (IELTS, TOEFL, PTE, GRE, GMAT, and more), search courses, upload documents, and track application status anytime.
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03
Agent panel
Partners log in, refer students, update preferences, upload documents, view application progress, and track expected commissions and payments received.
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04
Telecaller app
Android app for SIM-based telecalling. Make calls from the device while lead data, notes, and outcomes sync with the CRM in real time.
Who it helps
Built for growing education consultancies
Single-office consultancies
Get every lead, counselling note, and document into one system so small teams can deliver a professional student experience.
Multi-branch networks
Standardise processes across cities with branch-level access, shared templates, and consolidated reporting for owners.
Agent-driven businesses
Give partners a self-serve portal for referrals and commissions while your staff keep full visibility of the pipeline.
High-volume telecalling teams
Keep callers productive with mobile dialling, CRM sync, and clear next-follow-up tasks after every conversation.
Counselling-led brands
Protect counselling quality with session calendars, preference history, and course suggestion workflows tied to each student.
Operations & finance
Track invoices, university billing, support tickets, webinars/events, and automation rules without leaving the CRM.
