CRM FOR STUDY ABROAD CONSULTANCIES

A study abroad consultancy CRM manages clients and applicant records around your consultancy's workflows, helping staff track requirements, conversation history, missing documents, and application milestones.

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A good fit for
  • Consultancies with multiple staff handling inquiries and applications
  • Records and appointments scattered across spreadsheets, email, and messages
  • Managers needing visibility into case progress, ownership, and deadlines
Not a good fit for
  • You need application preparation or study abroad eligibility advice — this is a software development service
  • You expect software to guarantee admission or visa outcomes
Need a different workflow? Explore custom CRM — see here.
Want to compare with the other 10 industries? See CRM + ERP by industry.

What this package includes

  • Review of consultation workflows and application stages
  • Client and contact records, study preferences, and conversation history
  • Document checklists, case status, staff ownership, and deadline reminders
  • Contract, payment, and progress tracking within the agreed scope
  • Record access permissions, training, and a backup and support plan specified in the quote

Our process

  1. Discovery

    Identify consultation workflows, application types, and milestones to track

    Phase 1
  2. Agree on scope

    Agree on checklists, permissions, screens, schedule, and quote

    Phase 2
  3. Build and trial

    Implement features and test with sample records approved for use

    Agreed delivery schedule
  4. Handover

    Complete acceptance, train consultants, and provide operating documentation

    After acceptance

Pricing

Consultation management

Contact for a quote
  • Leads and conversation history
  • Staff assignment and appointment reminders
  • Consultation reports
Get a detailed quote

Application management

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  • Consultation management features
  • Document checklists and application progress
  • Deadline reminders, contracts, and payments
Get a detailed quote

Custom

Contact for a quote
  • Multi-team or multi-branch workflows
  • Role-based access permissions
  • Existing system integrations after review
Get a detailed quote

Prices marked "from" cover the standard package scope. Your quote is confirmed after our first discussion and stays fixed throughout the project.

Not ready to hire us for a full package? Start with a ready-made workflow

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Zalo customer care sequence

New buyers automatically receive thanks, instructions, and timely repeat-purchase reminders through Zalo OA.

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Website customer support assistant

A chatbot reads your documents and answers customers 24/7. When it does not know, it hands off to a person instead of inventing answers.

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Frequently asked questions

Can workflows differ by study destination?
Stages and checklists can follow the processes your consultancy provides. Your team confirms and updates the operational content and application requirements.
Can it manage applicant documents?
Document storage scope, access permissions, and retention periods are agreed during discovery. Your consultancy decides who can access documents and which documents need storing.
Can you migrate existing data and connect Zalo OA?
Existing data is reviewed before migration. Zalo OA integration depends on its API and account permissions; integration costs and platform fees are included in the quote.
Does the CRM decide application outcomes?
No. It supports tracking and reminders; admission, application review, and visa outcomes are determined by the relevant authorities.
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