Exclusive CRM for Abroad
Education Consultants

Customize the Business Flow

You can create your own business flow. You can add unlimited statuses based on the country. One CRM for all countries. If you are processing for USA application, your team will get USA related statuses while updating the student status. You can create statuses like ex: 1. Application Started Filing, 2. Application Sent to University, 3. Conditional Admit, 4. Offer Received, and so on.

Give permissions based on employee role

Process multiple countries for one student

Request payments based on Country Applied

Free registration for UK kind of countries

Collect Registration Fee for USA kind of countries

Evaluate Student Profile

In assessing a student’s profile, we begin by examining their backlog history to gauge their academic progression. We then delve into the highlights of their test scores to understand their academic performance.

Get student backlog histroy

Highlights of Test Scores

Find out experience gap and history

Find out Education Gap

Check Visa Refusals

Get student profile score

Customize Course Finder

Bulk import universities data. Give your team the privilege of finding courses independently. Forget about sharing university requirements through excel. Just update the requirements in CRM and reuse them limitless.

You can bulk import courses in the universities.

You can update deadlines of courses, requirements, CRM gives you the reminder of all deadlines before 15 days.

Manage leads & applications parallelly

Assign Raw Leads to your tele-callers & Counsellors

Add student, shorlist & finalize universities

Assign students to applications team

Branch team can assign students to Head-Office

Branch team can track and update student notes

Agents can assign applications to Head-Office Team

Create a Big Agent Network

Say Tata Bye Bye to digging emails and attending multiple calls. Your team can reply them through the CRM. No need of manual process.

Allow them to send student applications directly through the CRM. Your agents can see – the pending documents list. CRM will send regular email alerts of student status and pending documents. Find out if two agents are sending same student application.

Now you have a capacity to assign Associate Managers to onboard new agents to your business.

Create Dynamic Documents Checklist

CRM will send regular email alerts of pending mandatory documents list to Students and Agents. You will have full capacity to create documents checklist based on the country.

You can set document as mandatory or optional, File type (PDF/Image/Both).

You can set document file size.

Dynamic Sales Funnel

This solutions helps you to segregate the leads based on source type. You can create your own sales buckets and move students to that buckets.

You can create Cold Leads Bucket

You can create not interested students bucket

You can create follow-ups bucket

You can create defer students bucket and so on

Amazing Filter That Gives You More Power

Filter which employee is filing applications faster. Filter students applications based on status ex: Offer Received students, Defer Students, Application pending students and many more.

Filter the leads, not interested students, Registered students. Filter students based on the source (ex: facebook, insta, justdial, etc.). Boost your potentail by analyzing the data.

Let the numbers talk more than the stories

Role Switch & Account Switch

You can assign create one employee account and assign multiple roles.

You can login to the other accounts using without logout of current account using Account Switch.