Study Abroad Consultancy CRM

Study Abroad Consultancy CRM

Management software built for overseas education consultants. Centralize leads, counselling, documents, and university applications so your team spends less time on admin and more time placing students.

Never miss a lead

Schedule follow-ups, assign lead owners, set status, and get reminders so no enquiry sits forgotten.

Organize student counselling

Assign counsellors, schedule sessions, and keep a calendar of counselling activities in one place.

Student document upload

Students add course preferences and upload documents from their portal — staff download everything as a single zip.

Application status updates

Update university application status with ease. Students get notified and can share documents in-application.

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Built for consultants

Centralize information & streamline processes

Course suggestions

Import university course data. Staff and students search courses by criteria; counsellors suggest options and students get notified.

Agent management

Agents register on your portal, refer students, and track commissions. Manage referrals, payouts, and agent performance from one place.

Broadcast messaging

Send bulk messages by email, SMS, and WhatsApp. Use templates for follow-ups, status updates, and announcements.

Web to lead

Capture enquiries from your website, Facebook, Instagram, WhatsApp, email, CSV import, and Google Sheets — all into one lead list.

Analytics & reports

Track conversion rates, counsellor performance, application pipeline, and agent referrals with built-in reporting.

Branch management

Run multiple branch offices with role-based access. Restrict features by staff role so each team member sees what they need.

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.

  1. 01

    Admin panel

    Staff and managers handle leads, students, applications, agents, broadcasts, and settings — lead status, sources, web forms, document configs, templates, and branch setup.

  2. 02

    Student panel

    Students add profile, academic details, test scores (IELTS, TOEFL, PTE, GRE, GMAT, and more), search courses, upload documents, and track application status.

  3. 03

    Agent panel

    Partners log in, refer students, update preferences, upload documents, view application status, and track expected commissions and payments received.

  4. 04

    Telecaller app

    Android app for SIM-based telecalling. Make calls from the device while lead data and activity sync with the CRM in real time.

Everything your consultancy needs

  • Lead management
  • Counselling management
  • Student management
  • Course preferences
  • Student documents
  • Application management
  • Course suggestions
  • Course finder
  • Agent / partner
  • Broadcasts
  • Invoices
  • Support tickets
  • Webinar / events
  • Analytics / reports
  • Web, email & CSV leads
  • FB / Insta / WhatsApp leads
  • Email, SMS & WhatsApp templates
  • Staff roles & permissions
  • Branch office management
  • Content management (CMS)
  • Automation
  • University invoice
  • Integrations (Zapier, Twilio)
  • Outbound calling

Frequently asked questions

Management software for study abroad consultants to manage leads, student counselling, documents, university applications, agents, and follow-ups from a single platform.
No setup fee. Your consultancy portal can be configured and ready to use quickly — typically within one business day.
No limits on student registrations or leads. Limits apply only to the number of staff users, as per your plan.
Admin panel, student panel, agent panel, and a telecaller mobile app for SIM-based calling with CRM sync.
Critical data such as phone numbers and email addresses are encrypted in the database. Servers are maintained with standard security measures.
Yes. A self-hosted version is available as a one-time purchase for a single domain. We handle the software setup on your server.
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