What's Included
Student lead pipeline (New → Enrolled)
University application tracking per student
Document checklist with status tracking
Application deadline alerts
Staff assignment and performance reports
6-month lead trend analytics
Parent/guardian contact management
Email & SMS follow-up automation
Mobile-friendly dashboard
Frequently Asked Questions
What is an Education Consulting CRM?+
It's a purpose-built system for study advisors and education consultants to manage student leads, track university applications, handle document checklists, and never miss a deadline.
Can it track applications to multiple universities per student?+
Yes. Each student can have multiple applications, each with its own status, documents, and deadline tracking.
Does it replace spreadsheets for tracking student leads?+
Completely. You get a pipeline view from first enquiry to enrollment, with filters, search, and automated follow-up reminders.
How do deadline alerts work?+
The system sends notifications before university application deadlines. You configure how far in advance you want to be alerted.
Is it suitable for a small agency with 2-3 advisors?+
Absolutely. The system scales from solo advisors to teams. Each advisor sees their own students while managers get a full overview.