What is the best CRM for study abroad consultants?
- The best CRM for study abroad consultants depends on where students are being lost. A consultancy losing track of documents and university deadlines needs an application-tracking CRM, which this product is not. A consultancy losing students between the first counselling and the application needs a calling CRM that rings the counsellor on the promised date for months. The two can run side by side, joined by an export.
How to start a study abroad consultancy?
- In broad terms: choose one or two destination countries you know well, register the business, decide how applications will be lodged (directly or through a larger partner), hire or train a counsellor, and build a steady enquiry source such as school and college seminars. From the first week, keep every enquiry with a next call date. This is general information, not legal or licensing advice; check the current requirements where you operate.
Which consultancy is best for study abroad?
- No single consultancy is best for every student, and as a software maker we do not rank them. A student can compare on things that can be checked: whether fees are stated in writing, whether the counsellor explains more than one option, how past students describe the visa stage, and whether calls are returned on the promised day. That last one is the part this software is built for.
Which software is used in a call center?
- A call centre typically runs a dialer to place calls, a CRM to hold the customer record and reporting for the supervisor; large centres add predictive dialing and cloud telephony. A study abroad consultancy is not a call centre and seldom needs that stack: a counsellor makes a few dozen considered calls a day, so a SIM-based telecalling app with the student record on the call screen fits better.
Does it track university applications and commissions?
- No. It does not hold university lists, application portals, offer conditions or commission invoices. It holds the student's number, the fields you choose such as country and intake, every call and remark, the stage, and the next follow-up date. A stage called Application submitted records that the step happened; the application file itself lives wherever you keep it today.
How do we follow up a student over a six-month counselling cycle?
- Never end a call without a date. A student waiting for a result, a test slot or a parent's decision gets a follow-up reminder for that day, weeks or months ahead, with a remark saying what was agreed. It rings the counsellor like an alarm when due, and all of today's due follow-ups can be dialed as one session.
Can we record the country, course and intake for each student?
- Yes, as custom fields on the lead, alongside test status, score, budget and the parent's number. They appear on the call screen when the student rings, and the shared lead filter narrows the list by any of them, so a counsellor can pull every student aiming at one country for the January intake in a few taps.
Can a parent be kept on the same student record?
- Yes. Add the parent's name and number as fields on the student's lead and write in the remark who decides on money. Counsellors can then ring the parent from the record when a fee or a loan question comes up. If the parent is the one who enquired, keep the parent as the lead and the student's number as the field.
How do we run a calling drive before an intake deadline?
- Filter the leads by intake and by stage, for example September intake still at Shortlist shared, and start the auto dialer on that list. It dials one student after another with the after-call sheet between calls, and unanswered numbers can be retried automatically. A bulk WhatsApp to the same filter the evening before warms the list.
Can we track test preparation students separately?
- Yes, as a stage and a field. Test preparation is a stage in the pipeline, and the test date and score are fields. Set the follow-up for the day after the test, and the counsellor rings while the student still has the result in hand. Students who only joined coaching can carry a tag so they are filtered apart.
What happens to a counsellor's students when they resign?
- Their leads are transferred to another counsellor and the transfer history is kept. Remarks, stages and pending follow-ups stay on each record, so the new counsellor's first call starts from what was last said. WhatsApp CRM chats stay in the business account as well, so the conversation is not lost with the phone that leaves.
Can we send a country-wise document checklist on WhatsApp?
- Yes. Save one message template per country with the checklist PDF attached and send it in one tap when the call ends. It can also be tied to a stage, so moving a student to Application submitted or Visa filed sends the right list, in the background with a WhatsApp Business API or opened ready to send without one.
Can leads from education fairs and seminars be imported?
- Yes. Import the registration file as Excel or CSV, or keep registrations in a Google Sheet that the app checks on a schedule. The mobile number column is required, other columns map to your fields, and duplicate numbers are dropped. Each file becomes its own list, so one fair can be dialed, filtered and measured separately from the next.
Can several branches of a consultancy share one account?
- Yes. Each counsellor is a user with their own queue, and a branch field or a separate lead source per branch keeps the lists apart. The owner sees calls and stages across branches on the web dashboard, and per-user permissions decide who can view, export or delete. The price does not change with the number of branches; it is per user.
What does it cost for a study abroad consultancy?
- ₹161 per user per month on the yearly plan, GST extra, every feature included, no charge per student. Six counsellors, two application executives and a branch head is nine users. The first 3 days are free with no card, and the calling half stays free afterwards for anyone who only needs the dialer.
