Every Student. Every Document.
Every Follow-Up. One Workspace.
Manage leads, counsellors, documents, and student journeys from inquiry to enrollment — in a CRM built specifically for education consultancies.
No credit card required · Live in under 10 minutes
Not touched in 5 days. Follow up needed.
Your consultancy runs on too many tools
Every consultancy starts this way — and it works, until a team grows past three people or a few hundred students enter the pipeline. Then leads slip through the cracks no one can see.
Lead lists that go stale the moment two people edit them
Student history buried in scrolling threads
Documents scattered, no one sure what's missing
Follow-ups that live on a desk, not in a system
Memory is the only thing tracking who's overdue
From first inquiry to a boarding pass
Seven stages. Every one tracked, timestamped, and visible to your whole team — inside a single system.
Student shows interest through a form, fair, or referral
Counsellor reaches out — call logged, response tracked
Budget, GPA, and intent confirmed — tier assigned automatically
Passport, transcripts, language scores — checked off
Converted to a contact, application tracking begins
Status confirmed, embassy steps logged
Journey complete — counsellor success recorded
Student shows interest through a form, fair, or referral
Counsellor reaches out — call logged, response tracked
Budget, GPA, and intent confirmed — tier assigned automatically
Passport, transcripts, language scores — checked off
Converted to a contact, application tracking begins
Status confirmed, embassy steps logged
Journey complete — counsellor success recorded
Built around how consultancies actually work
Lead Pipeline Management
Move every student through a structured five-stage pipeline. Forward-only progress means nothing gets lost in ambiguity.
Smart Lead Prioritization
Every lead is auto-scored into Tier A, B, or C the moment it's saved — based on GPA, finances, and exam status.
Document Tracking
A live checklist for passport, transcripts, and language certificates. Know exactly what's missing, for every student.
WhatsApp Workflow
Message a student directly from their profile — no copying numbers, no switching apps mid-conversation.
Team Assignment
Assign students to counsellors individually or in bulk. See workload and conversion rate per team member.
Activity Timeline
Every status change, note, and assignment — timestamped automatically. Nothing depends on memory.
One workspace, four views your team lives in
Every student, sorted by status and priority — at a glance.
Not touched in 5 days. Follow up needed.
A generic CRM was never built for this
Salesforce and HubSpot manage deals. Education consultancies manage people — with academic records, document deadlines, and visa timelines that generic tools were never designed to hold.
Outcomes consultancies actually measure
Stale alerts surface forgotten leads before they go cold
Every student's status is visible to the whole team, instantly
Tiering puts counsellor time where it converts
A live checklist replaces guesswork on every file
Every action is timestamped — nothing depends on memory
Everything you're wondering before you switch
Still have a question? Reach out and we'll answer it directly — no chatbot in the loop.
Under ten minutes. Create your company profile, set up your admin account, and name your workspace — you land directly inside, ready to add leads. No email verification gate, no waiting on a sales call.
EduConsult CRM works well from a single counsellor up through teams of fifty or more. It's specifically designed for the moment a consultancy outgrows spreadsheets — typically around three to five team members, when memory alone stops being reliable.
Each consultancy gets a fully isolated, private workspace — your student data is never mixed with another company's. Access is role-based, so counsellors only see what they're assigned, and admins retain full visibility.
Yes. Bulk import any CSV from a fair, seminar, or ad campaign. Duplicate leads are automatically detected by email and either skipped or flagged with a note, so your existing list comes in clean.
Plans scale with team size and active student volume. Start with a free trial — no credit card required — and talk to us about a plan that fits your consultancy once you're ready to commit.
Stop managing students in spreadsheets.
Bring your entire consultancy into one workspace — built for the way you already work.
No credit card required · Live in under 10 minutes