Everything you need to manage your consultancy
One connected system for leads,students,applicantions and everyday operations.
Dashboard
Get a complete overview of your consultancy operations, student progress, and important activities from one centralized dashboard
Key features:
- Real-time statistics
- Activity overview
- Upcoming deadline
Lead Management
Capture and manage potential students from their first inquiry until they become active students.
Key features:
- Follow-up tracking
- Lead assignments
- Lead pipeline
Dashboard
Manage complete student information, academic backgrounds, preferences, applications, and overall progress in one place.
Key features:
- Student profiles
- Student timeline
- Academic records
University & Course Management
Organize universities and courses with essential information to help counsellors recommend suitable study options.
Key features:
- University database
- Course information
- Intake & deadline tracking
Document Management
Keep all student documents organized and monitor their status throughout the application process.
Key features:
- Document upload
- Verification status
- Missing document alerts
Counselling & Appointment
Schedule and manage counselling sessions, meetings, and follow-ups between students and counsellors.
Key features:
- Appointment scheduling
- Counsellor assinments
- Notes
Visa Management
Track the student's visa process from preparation and submission through interview and final decision.
Key features:
- Visa progress tracking
- Document tracking
- Decision tracking
Finance & Payments
Manage student fees, invoices, payments, and outstanding balances while keeping financial records
Key features:
- Invoice management
- Payment tracking
- Balance checking
Calendar & Events
Manage appointments, application deadlines, follow-ups, and important consultancy events through one
Key features:
- Calendar views
- Deadline reminders
- Event scheduling
Notifications & Reminders
Stay informed about important activities and deadlines with timely alerts and reminders.
Key features:
- Deadline alerts
- Task reminders
- Document notification
Reports & Analytics
Understand consultancy performance through reports and insights about students, applications, conversions, and outcomes.
Key features:
- Performance reports
- Application statistic
Team & User Management
Manage your consultancy team by assigning roles, responsibilities, and access permissions to different CRM
Key features:
- Roll management
- User permission
- Staff management
Frequently Asked Questions
Everything you need to know about our consultancy management platform.
Give every student journey a clearer next step.
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