Ten Modules That Cover The Whole Consultancy
From the first walk-in enquiry to the commission invoice a university sends eighteen months later — one system, one set of student records, no rekeying between departments.
Modules on this page — 10
Leads & Enquiries
Every enquiry source lands in one queue — Meta Ads, Google Forms, education fairs, walk-ins and sub-agent referrals — and is assigned to a counselor the moment it arrives.
- Automatic assignment with a visible owner per lead
- Stage tracking from first contact to enrolment
- Follow-up reminders so nothing waits on a memory
- Conversion reporting by source, counselor and branch
Students & Applicants
One profile per student carries the application, the documents, the tests, the offers and the payments, so nobody has to reconstruct a file from four spreadsheets.
- Complete history: courses, destinations, intakes and status
- Guardian and contact details kept on the same record
- Notes, tasks and internal comments per student
- Duplicate detection before a new profile is created
Document Vault
SOPs, transcripts, passport scans, bank statements and scorecards live against the student record, with expiry and requirement checks that flag a weak file before an embassy does.
- Per-student upload with named document requirements
- Missing and expiring document checks
- Access stays inside the consultancy's own permission set
- Every upload and change kept in the audit trail
IELTS & PTE Classes
Run test preparation as real classes: batches, rosters, attendance, mock scores and fee collection, all attached to the same students who will apply through you.
- Batches with faculty, room and schedule
- Attendance sheets and mock test scores
- Class fee collection recorded per student
- High scorers surfaced as admission candidates
University Applications
Send tracked applications to partner institutions and watch each one move — submitted, under review, conditional offer, unconditional offer — without chasing an email inbox.
- Application status per university, per student
- Offer letters stored against the application
- Deadlines and intake windows visible in one list
- Country rules pre-configured for each destination
Visa Workflow
A staged visa timeline per country: document checklist, funds evidence, form preparation, submission and outcome — with the paperwork each stage still needs made obvious.
- Country-specific checklists and steps
- Funds and tuition calculators for the file
- Submission and passport-return tracking
- Refusals and re-applications kept on the record
Commission & Settlements
The money that arrives afterwards is the money most CRMs forget. Commission stages, branch splits and sub-agent payouts reconcile to a settlement invoice you can hand someone.
- Commission expected, received and outstanding per student
- Branch, faculty and sub-agent share calculations
- Settlement invoices with a full payment history
- Every figure traceable to the student who earned it
Reports & Analytics
Counts your management actually asks for: enquiries by source, applications by country, offers by intake, revenue by branch — exportable, and derived from the same records the counselors enter.
- Pipeline and conversion reports
- Destination, university and intake breakdowns
- Commission and revenue summaries per branch
- Export for the accounting you still do elsewhere
HR & Staff
The consultancy is also an office. Staff records, departments, contracts, leave, attendance and payslips run inside the same system, with role-based access so a counselor sees their own students.
- Staff profiles, departments, roles and contracts
- Leave balances and approval history
- Biometric, kiosk or mobile attendance
- Payslips generated from attendance and salary rules
Automation & Student Portal
Status changes trigger the messages a student and their parents are waiting for, and a portal lets them see their own progress instead of calling the office every week.
- Automated notifications on stage changes
- Student and parent portal with their own status
- Bulk import when you move in from spreadsheets
- Chat and enquiry handling inside the same record
See These Modules With Your Own Data
A 30-minute walkthrough against a real intake list, on your own screen or ours.