You ask
See in one chart where enquiries come from and where they drop off.
The board shows who has each enquiry, and why the lost ones were lost.
See results per consultant and whether quotes have been opened.
For agencies
Let your team stop hunting for files and focus on students.
Every student's details in one file, every enquiry on one board. Your consultants know what to do today, and you see which enquiries bring in money.
Your questions, and your consultants'.
Your consultant asks
Tasks, reminders and expiring documents are ready on the "Today" screen.
You're notified the moment the student opens it.
The file shows the last conversation, the application stage and what's needed from the student.
Enquiry routing
No enquiry is left unassigned.
An enquiry that isn't picked up in time moves to the next consultant. Set the rule once and enquiries are assigned automatically.
Web formWidgetExcel
RuleIn turn, or by a rule you set
ConsultantGets the enquiry and makes first contact
If time runs outNext personThe enquiry moves to them
Student file
One student, one file.
You never ask a student the same thing twice. Import your existing list from Excel and merge duplicate records for the same person.
Sensitive details stay locked
Records such as health information can only be opened by people you allow. Every opening is logged.
Expiring documents flag themselves
Students whose passport or visa is about to expire show up on the "Today" screen.
- Personal details
- Address
- Family
- Education
- Exams
- Visa
- Work experience
- References
- Your own fields
General EnglishSample language school, Malta
| Summer | Winter | |
|---|---|---|
| 1-11 weeks | €230 | €190 |
| 12+ weeks | €210 | €175 |
Winter promotion on courses of 12+ weeks
Extras
- Accommodation, weekly€160
- Insurance, weekly€15
- Airport transfer€60
School and prices are examples.
Catalogue
No hunting for prices when you build a quote.
Schools, campuses and programmes sit in your catalogue, together with accommodation, insurance and transfer options.
- Compare programmes and schools side by side
- Get prices by season and week, promotions and extra fees ready to use
- Tailor the shared catalogue and hide schools you don't work with
- Offer several options in one quote and send it as a PDF or link
Contracts and communication
Contracts and emails in the student's file.
Contract
Create it from a template; the student signs by hand and the signed PDF goes into the file. Who signed which document, and when, is recorded.
Send emails one by one or in bulk with ready-made templates. Calendar, tasks and messages are in the same place.
Management
You decide who sees what.
| All students | Accounting | Reports | |
|---|---|---|---|
| Branch manager | |||
| ConsultantOwn students only | |||
| Accounts |
Change history
Switch a permission on or off and see the entry here.
Branches
Each branch sees its own work.
Roles
Set up roles and permissions to suit your team.
Own students only
If you like, each consultant sees only their own students.
Change history
A record of who changed what.
Take a look with your team.
Let's run a short demo with your own enquiry flow.
