The CRM built for study-abroad agencies.
Every student, every deadline, every taka, in one place.
Why a dedicated CRM
Shaped like an agency, not a sales team.
A cloud CRM made for study-abroad and student-consultancy agencies. It follows each student from first enquiry to paid client, then through applications, offer, visa and departure, and keeps track of the money along the way.
Generic CRMs like Zoho and HubSpot were built for sales teams. Agencies have to bend them into shape, with no idea of “one student, many applications”, country-specific document checklists, installment fees or university commissions. This CRM is shaped like an agency from day one.
The problems it solves
Seven everyday problems, solved.
- 01
Leads get forgotten.
Enquiries arrive from Facebook, walk-ins, education fairs and referrals, and many are never followed up.
Every lead is captured in seconds (name and phone are enough), checked for duplicates, assigned automatically to a counselor in the right branch, and given a scheduled next step. Leads with no next step are flagged.
- 02
Nobody knows what’s due today.
Follow-ups live in notebooks and WhatsApp chats.
Each counselor gets My Day: overdue items pinned on top in red, then today, then upcoming. A team calendar shows every call, meeting and task, and you can drag to reschedule.
- 03
Managers find out too late.
Missed follow-ups only surface when a student has already gone elsewhere.
Assigning a lead notifies the counselor instantly. Overdue follow-ups trigger reminders, and after 24 hours they escalate to the supervisor automatically.
- 04
Contacting students wastes time.
Copying numbers, typing the same messages, and nothing gets recorded.
One-click WhatsApp with ready-made message templates (no paid API needed), click-to-call, and email. Every contact is logged on the student’s timeline, and the CRM asks how it went when you come back.
- 05
Moving off paper and Excel is painful.
Years of leads sit in spreadsheets and exports.
Import existing leads from Excel or CSV, including Facebook Lead Ads exports. You get a preview of what will happen, duplicate handling, and a report listing any rows that failed.
- 06
Staff see more than they should.
Everyone can see every student, every phone number, every payment.
The owner decides exactly what each role can see and do: which modules, which actions, and whether staff see only their own records, their team’s, their branch’s or everything. Phone numbers can be hidden from roles that shouldn’t see them.
- 07
Agency data must stay private.
Student records and finances are sensitive.
Each agency’s data is kept separate both in the app and in the database itself. Every change is recorded in an audit log, sessions can be signed out from all devices, and accounts lock after repeated failed logins.
What works today
From first enquiry to visa approved.
Twelve connected modules that replace notebooks, spreadsheets and scattered WhatsApp chats.
- 01
Leads
Table, Kanban board and calendar views; saved views; bulk assign, status, tag and export; duplicate check; full profile and timeline.
- 02
Follow-ups & tasks
Outcomes with one-click “schedule next”, recurring tasks and checklists.
- 03
My Day & calendar
A personal My Day, a team calendar, and a Home screen with a Today panel and key numbers.
- 04
Notifications & search
Live notifications and Ctrl+K search to find any student by name or phone.
- 05
Clients & documents
Convert a lead into a paid client with an invoice and receipt; Client 360 profile; country document checklists with approvals.
- 06
Applications
Universities and courses, a stage tracker, offer, funds, visa and travel tracking, and deadline countdowns.
- 07
Accounts
Invoices, installments, receipts, refunds, university commissions, staff incentives and expenses.
- 08
Dashboards & reports
Conversion funnel, counselor performance, visa success rates and collections.
- 09
Integrations
Live Facebook Lead Ads connection, an embeddable website enquiry form, and SMS gateways.
- 10
Settings
Branches, users, roles and permissions, countries, statuses, stages, fee packages, templates, ID numbering and menu labels.
- 11
Built for Bangladesh
BDT in lakh format (৳1,50,000), Dhaka time, Bangladeshi phone numbers, and bKash, Nagad and Rocket payments.
- 12
Calm, premium design
Ivory, forest green and brass styling, with dark mode and phone layouts.
- “The CRM shaped like a study-abroad agency, not a sales team.”
- “From first enquiry to visa approved, without losing a lead, a deadline or a taka.”
- “Your counselors know exactly what to do today. You know exactly how your agency is doing.”
FAQ
Common questions.
Generic CRMs were built for sales teams. They have no idea of one student with many applications, country-specific document checklists, installment fees or university commissions, so agencies have to bend them into shape. This CRM is built around how an agency works from day one.
Yes. It connects live to Facebook Lead Ads and gives you an embeddable enquiry form for your website. You can also import existing leads from Excel or CSV, including Facebook Lead Ads exports, with duplicate checking.
Yes. Counselors contact students with one click on WhatsApp using ready-made message templates, with no paid WhatsApp API needed, and every contact is logged on the student's timeline.
Yes. The owner decides which modules and actions each role has, and whether staff see only their own records, their team's, their branch's or everything. Phone numbers can be hidden from roles that shouldn't see them.
Yes. It supports branches, BDT amounts in lakh format, Dhaka time, Bangladeshi phone numbers, and bKash, Nagad and Rocket payments, alongside invoices, installments, refunds and commissions.
Book a free demo. We import a sample of your leads and show you your own My Day, then help you set up branches, users and stages.
See it running at your agency.
Get a free, no-obligation demo. We'll import a sample of your leads and show you your own My Day.