CRM FOR EDUCATION & VISA
Guide their next chapter. Keep every next step clear.
Give every student enquiry a counsellor, every counselling session a follow-up, and every application a clear place in your pipeline.
Opens WhatsApp with a message about your business. Send it when you’re ready.
SOUND FAMILIAR?
The work is real.
The chasing can be simpler.
One student asks about IELTS on Instagram. Another wants to study in the UK. A third plans for next year. When the details live in different chats, knowing whom to call next becomes a daily search.
When everything is scattered
- Enquiries split across ad forms, the website and counsellor phones.
- Country, intake and counselling notes get asked for again.
- Students planning a later intake disappear from follow-up lists.
With a connected CRM workflow
- One student record with source, interests and an assigned counsellor.
- Counselling notes and the next action stay together.
- Future-intake enquiries return to the team at the right time.
SEE THE WORKFLOW
From the first enquiry
to a useful next action.
Choose a stage to see what your team does and what gets easier. This is an example we can adapt to your process.
Capture the enquiry
Bring supported Meta lead forms and website enquiries into the CRM with country, course and intake preferences.
Read the complete workflow
Capture the enquiry
Bring supported Meta lead forms and website enquiries into the CRM with country, course and intake preferences.
The counsellor starts with context.
Assign a counsellor
Route by destination, service or team availability and create a callback task.
The student has a clear point of contact.
Book counselling
Record the appointment, send agreed reminders and mark attendance or a reschedule.
Your team can see who actually attended.
Track the next milestone
Move overseas applications through their agreed stages; keep IELTS and PTE enrolments in a separate pipeline.
Different services follow the right process.
Follow up by intake
Set the next conversation date and view pending student actions by counsellor.
Later plans remain visible.
Would this make your team’s day easier?
Tell us how you handle enquiries today. We can map the steps around your business.
THE OWNER’S VIEW
Know what needs attention.
Without asking everyone.
A useful CRM turns daily updates into a shared view. Agree the fields and outcomes that matter, then give your team a consistent way to record them.
Explore CRM capabilitiesYour working-day overview
Uncontacted students by counsellor
Counselling bookings and attendance
Applications by country and intake
Coaching enrolments by enquiry source
HOW WE MAKE IT FIT
Start with your process.
Build a practical first version.
Your existing tools, staff responsibilities and customer journey shape the setup.
- 01
Map your working day
Show us where enquiries arrive, who responds and where follow-ups slow down.
- 02
Connect and configure
Agree the pipeline, fields, owners and reminders. Connect the supported sources and tools you need.
- 03
Review and hand over
Walk through example enquiries, confirm the handoffs and get guidance for the team using the workflow.
We confirm integrations, account permissions, messaging consent and provider charges during scoping. Automated messages use supported channels and the required templates where applicable.
QUESTIONS BEFORE YOU START
A little more clarity.
Can coaching and study-abroad enquiries stay separate?
Yes. We can plan separate pipelines, fields and routing rules while keeping a shared contact history.
Can we use our current CRM?
We first check its supported integrations and your team’s process. We can connect a suitable existing CRM or discuss a custom workspace.
Does this include running our Meta ads?
This workflow captures and manages enquiries from connected sources. Ad campaign management is a separate service and can be discussed if you need it.
MAKE YOUR NEXT STEP EASIER
Your process.
With less chasing.
Tell us about your education & visa business and the tools you use today. Let’s work out where a CRM can help first.
Plan my student enquiry workflowPrefer a website enquiry? Use our contact form