Built around how consultancies actually work
Every plan includes every module below. Plans only differ in team size and how much you do each month.
Every student's journey, start to finish
Keep each student's details, documents, interested programmes and progress together, and see at a glance who needs a follow-up.
- Mature, future and visited students in their own lists
- Documents, missing-document reminders and status history
- Assign students to counsellors and share with colleagues
Applications and university portals
Track every application against its university and course, with portal credentials and update emails stored safely for the team.
- Application status per university and course
- Application fees recorded and invoiced
- University portal logins in one place
Leads from Facebook, Instagram and TikTok
Connect your lead forms once and new enquiries appear in the CRM automatically. Add your own fields and pipeline stages.
- Automatic lead import from Meta and TikTok forms
- Custom lead fields and statuses for your pipeline
- Social leads and free consultations tracked too
Invoices, budgets and a clean audit trail
Send student invoices, record other income, plan each branch's monthly budget and log every expense against it.
- Student and other invoices, emailed automatically
- Monthly branch budgets and expenses
- Company-wide financial audit
Your team, handled
Attendance with check-in and check-out, leave requests, performance tracking and monthly salaries with bonuses and deductions.
- Daily attendance and leave approvals
- Performance and targets
- Salary compilation with bonuses
Many offices, one account — with the right access
Add each office location, put employees in them and decide module by module what each person or department can read, create, edit or delete.
- Office locations with their own staff and data
- Roles, departments and designations
- Per-employee and per-department permissions
See it with your own data
Every module is included in the free trial. No card needed.