Click any module to preview it live.
How Every Lead Flows Through CRM Pipeline
Leads enter automatically from Facebook, Google, Website, or bulk upload — then flow smoothly through five powerful stages managed by your team.
CRO
Customer Relationship Officer
Consultant
Counselling & Guidance
Admission
Application & Offer Letter
Compliance
CAS & Visa Processing
Enrollment
Final Settlement
Steps advance automatically every 2 seconds. Click any step to jump directly.
University
Pays CommissionAgency Wallet
Commission CreditedAgent & Employee Share
Distributed to the team who closed the enrollment
Agency Retains
Stays with agency as profit & operating fund
Everything You Need to Scale Your Consultancy
Manage student communication, applications, agents, commissions, documents, team performance, and accounting — from one unified 360° CRM platform.
Call Center
Manage inbound & outbound calls, IP telephony, call recording, and live monitoring with student screen-pop.
Course Finder
Search 1,500+ universities and 200,000+ courses from one integrated database instantly.
Lead Management
Capture, assign (Branch & Employee-wise), follow up, and convert leads through a structured pipeline.
Document Management
Store, organize, and access student and business documents securely from a centralized vault.
Application Management
Track student applications from intake to offer letter, CAS, and visa delivery.
Agent Management
Manage every agent's students, applications, and performance from one dashboard.
Appointment Scheduled
Book student appointments, send automatic reminders, and sync every meeting to your team's dashboard.
ManyChat & Meta Automation
Auto-capture leads from Facebook, Instagram & Messenger via ManyChat and sync instantly into your CRM.
Notification Alert
Get instant alerts for new leads, appointments, follow-ups, and application updates.
Ticket Management
Create, assign, prioritize, and track student follow-up tickets until resolution.
Task Management
Assign tasks to consultants, set priorities, manage deadlines, and track completion.
Scheduled Messaging
Automate bulk Email & SMS campaigns and schedule student follow-ups automatically.
Team Performance
Monitor consultant activities, response times, completed tasks, and overall productivity.
Analytics & Reporting
Real-time reports for leads, source tracking, applications, sales, and business activities.
Ads Performance
Track Facebook & Google advertising results and connect campaigns with leads.
AI Voice & Chat Agents
Use multilingual AI agents to answer queries, reply to messages, and transfer to your team.
Run Your Entire Finance in One Place
From student fees to agent commissions and full financial statements — everything accounted for, in real time.
Fees Management
Collect, track & reconcile every fee
- Service ChargePer-student service income
- Security DepositCollect & manage deposits
- Application FeesUniversity application tracking
Agent Commission
with full accounting integration
- Commission ReceivedFrom universities & partners
- Commission PayableTo sub-agents & staff
- Commission PaymentTrack every payout history
Chart of Accounting
Real-time financial statements
- Balance SheetAssets, liabilities & equity
- Trial BalanceDebit & credit validation
- Profit & LossIncome & expense summary
Affordable CRM Plans. No Surprises.
Start with the CRM features your consultancy needs today. Upgrade anytime as your users, communication channels, and business operations grow.
Lite
Startups- Messaging (Social + WhatsApp)
- Call Center Solution
- Lead Management
- Lead Report & Performance
Basic
Small and growing businesses- Messaging (Social + WhatsApp)
- Call Center Solution
- Lead Management
- Payment & Invoicing
Pro
Established brands- Messaging (Social + WhatsApp)
- Call Center Solution
- Lead Management
- Payment & Invoicing
Advanced
Large and multi-branch operations- Messaging (Social + WhatsApp)
- Call Center Solution
- Lead Management
- Payment & Invoicing











