The Best CRM for Education Consultancy
Grow Your Business With Study Abroad CRM Software For Overseas Education Consultants
We make happy Consultants have grown their business with us
Embark on a transformative journey with Smart Agentic, the leading provider of Study Abroad CRM software for Overseas Education Consultants. Elevate your consultancy business to new heights with our innovative and powerful Overseas Education CRM platform.
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Craft a bespoke software solution meticulously tailored to amplify efficiency and propel triumph.
Run Your Education Consultancy With Less Admin and More Control
Running an education consultancy means managing leads, students, documents, applications, payments, follow-ups, deadlines, and team responsibilities, often all at the same time.
When these tasks are spread across spreadsheets, WhatsApp chats, notebooks, and separate tools, important information can easily be missed. Your team spends more time chasing updates and doing repetitive admin instead of supporting students and growing the business.
StudyCRM BD brings your consultancy operations into one organized system. From the first student enquiry to application, visa processing, payments, and follow-ups, everything stays connected and easy to manage.
Spend less time on manual work and more time where your expertise matters most: guiding students, building stronger relationships, and growing your consultancy.
Built for the way education consultancies actually work.
StudyCRM BD simplifies everyday processes, reduces repetitive tasks, and gives your team a clearer way to manage students, deadlines, communication, and business performance.
What to Look for in an Overseas Education Consultancy CRM
As the overseas education industry becomes more competitive, consultancy firms need a reliable CRM to manage students, enquiries, applications, follow-ups, and internal communication efficiently.
A well-designed CRM helps your team keep every student record organised, respond faster, reduce manual work, and improve the overall service experience. It can also support your marketing, sales, and counselling processes in one central system.
With many CRM solutions available, choosing the right one can be difficult. Here are the key factors an education consultancy should consider.
Ease of Use
Your CRM should be simple, clear, and easy for the entire team to use. A powerful system is only valuable if counsellors, administrators, and managers can quickly understand and work with it without unnecessary complexity.
Integration
Choose a CRM that connects smoothly with the tools your consultancy already uses, such as WhatsApp, email, website forms, calendars, payment systems, and other business applications.
Affordability
Pricing should match the size and needs of your consultancy. Compare not only the monthly or yearly cost, but also setup fees, support, included features, user limits, and any additional charges before making a decision.
Scalability
Your CRM should be able to grow with your business. As your student volume, team size, branches, and services increase, the system should support additional users, automation, integrations, and advanced workflows without forcing you to replace the entire platform.
Choose the Right Plan for Your Consultancy
Flexible CRM packages designed for small consultancies, growing teams, multi-branch organisations and customised enterprise operations.
- Lead Management
- Student Profile
- Counselor Assignment
- Application Tracking
- Document Checklist
- Payment Tracking
- Reports
- Everything in Basic
- Automation
- WhatsApp / SMS / Email
- Calendar & Tasks
- Visa Tracking
- Invoices
- Advanced Reports
- Everything in Premium
- Multi Branch
- Student Portal
- Workflow Automation
- API Integrations
- Analytics
- Security
- REST API
- Everything in Advanced
- Custom Workflow
- AI Features
- Custom Integrations
- Dedicated Support
How a student moves through StudyCRM BD
Nine steps take a lead from a Facebook ad to a granted visa — and every step below maps to the MVP features built into this demo. Click Open in demo to jump straight to that module.
MVP feature coverage
Why consultancies buy this
Leads arrive from Facebook ads, phone calls, WhatsApp, website forms and walk-ins — then travel through counseling, documents, applications, offers, payments and visa filing. Without one system, leads are lost between spreadsheets and inboxes. StudyCRM BD keeps every student file, taka and deadline in one place.
Lead Pipeline
Click any lead to open the student file · drag-simulated stagesStudent Directory
148 students · 3 counselors| Student | Destination | Programme | Counselor | Stage | Fees | Source |
|---|
Document Collection
Checklist auto-adapts to destination countryNusrat Jahan — 🇬🇧 UK, MSc
Tanvir Hasan — 🇨🇦 Canada, Diploma
Payment Tracking
Service fee, application fee, visa fee — by installment| Student | Package | Total | Paid | Balance | Progress | Next Due | Status |
|---|
Follow-ups & Reminders
Today, Sun 6 Jul 2026Task Calendar
Management Reports
1 Jun – 6 Jul 2026Lead Source Report
Conversion Funnel
Counselor Performance
| Counselor | Leads | In Process | Enrolled | Conv. | Fees Collected | This Month |
|---|
Study Abroad CRM Software Built Around Your Consultancy
Overseas education consultants play an important role in helping students turn their study abroad ambitions into a clear, achievable plan. From choosing the right country, course, and institution to managing applications, documents, payments, and visa preparation, every student journey requires careful guidance.
StudyCRM BD is designed to reduce the administrative workload behind that journey. By bringing your leads, student records, follow-ups, applications, payments, and team activity into one organised system, your consultants can spend less time on repetitive tasks and more time advising students, supporting families, and growing your consultancy.
The Challenge
Study abroad consultancies manage enquiries from multiple channels while coordinating students, counsellors, universities, documents, applications, payments, visa processes, and important deadlines.
Information often arrives through Facebook, WhatsApp, phone calls, website forms, spreadsheets, emails, and walk-ins. Without a central system, teams can easily lose track of conversations, miss follow-ups, duplicate work, or struggle to see the latest status of a student application.
At the same time, students expect faster responses, personalised guidance, clear updates, and a smooth experience throughout their journey.
When consultants are forced to manage everything manually across spreadsheets, emails, calls, and separate tools, valuable time is lost and important details can be missed.
StudyCRM BD brings these processes together, helping your team work from one reliable source of information, stay on top of every student journey, and deliver a more organised and professional service.
StudyCRM BD — Everything Your Consultancy Needs
One organised platform to manage students, leads, coaching batches, documents, university applications, fees, attendance, online learning and communication. The feature groups below combine and reorganise the capabilities shown across your Study Abroad CRM, coaching, attendance, fees and student portal sections.
Student Management
Manage student registrations, profiles, contact information, academic details, destination preferences and the complete student journey from one organised record.
Lead Management
Capture and organise leads, assign them to staff, update lead status, schedule the next follow-up date and receive reminders so opportunities are not missed.
Coaching Batch Management
Create batches, configure courses, start dates, class times, branch or online delivery, duration and exams. Assign trainers, enrol students and track batch progress.
Student Documents
Collect and manage passports, certificates, transcripts, IELTS results and financial documents. Staff can review, download and organise application files centrally.
University Applications
Create and manage university applications according to country, course and intake preferences, while keeping the application workflow and status easy to track.
Course Finder
Manage universities, destinations, courses and study programmes so counsellors can quickly search, compare and shortlist suitable options for each student.
Agents
Allow agents to add students, submit documents and follow cases. Manage agent records, referrals, commissions, commission tracking and payment information.
Fees Management
Track student course fees, payments received, outstanding balances and due amounts. Keep each student’s payment position clear for staff and management.
Invoices & Receipts
Generate invoices and fee receipts for student payments, registration and other services. Download or share invoice and receipt PDFs when required.
Attendance Tracking
Let trainers update student attendance while staff monitor records centrally. Track absences, collect trainer reviews and send absence reminders to students and staff.
Exams & Assessments
Create course questions and answers, configure batch exam dates and allow students to take online assessments on the scheduled date and view their scores.
Student Self-Service Portal
Give students a portal to manage their profile, follow course progress, access documents, view application information, rate trainers, take assessments and see scores.
Trainer Panel
Give trainers a dedicated workspace to track course progress, update student attendance and communicate with batch students through group or individual chat.
Online Courses
Sell recorded courses or associate course videos with specific batches, allowing enrolled students to access and watch learning content online.
Form Builder
Create enquiry and lead forms, share direct links, embed forms on your website and use QR codes to collect prospective student information efficiently.
Notifications & Reminders
Keep students and staff updated with reminders for follow-ups, attendance, deadlines and important activity through email, SMS or WhatsApp communication.
Chat & Communication
Keep conversations organised with staff, students, agents and batches. Support group and individual communication without losing important context.
Import & Export Data
Move existing student and lead records into StudyCRM BD and export data when needed, making migration from spreadsheets or another CRM much easier.
All-in-One CRM for Study Abroad Consultants
Manage leads, track student applications, automate follow-ups, and streamline your entire admission workflow — all in one powerful platform designed for study abroad consultancies.
Frequently Asked Questions
What is StudyCRM BD?
StudyCRM BD is an education consultancy management CRM designed to help study abroad agencies manage leads, students, counsellors, documents, university applications, payments, follow-ups, coaching activities, and communication from one organised system.
Can StudyCRM BD manage student enquiries and leads?
Yes. You can capture and organise leads, record their source, assign them to counsellors or staff, update lead status, schedule follow-ups, and keep track of each prospective student through the enquiry process.
Does StudyCRM BD support university application tracking?
Yes. Your team can manage university shortlists and track student applications through different stages, helping counsellors see where each application currently stands.
Does it include follow-up reminders?
Yes. Staff can schedule follow-up dates and tasks so important calls, WhatsApp messages, payment reminders, document requests, and student deadlines are easier to manage.
Does StudyCRM BD support WhatsApp, SMS, and email communication?
Communication features are available within the relevant StudyCRM packages. These can help consultancies organise student communication and reminders through channels such as WhatsApp, SMS, and email.
Can we manage coaching batches and courses?
Yes. StudyCRM BD can support coaching batch management, including courses, batch schedules, class timing, assigned trainers, enrolled students, batch progress, and related academic activities.
Does StudyCRM BD support online exams and assessments?
StudyCRM BD can support online assessment workflows where course questions, exam dates, and student scores are managed as part of the training or coaching process.
Can agents be managed inside StudyCRM BD?
Yes. Agent-related records can be managed, including students referred or handled by agents, related documents, and applicable commission-management activities.
Can we import our existing student and lead data?
Yes. Existing records can be moved into StudyCRM BD, helping consultancies transition from spreadsheets or another system without rebuilding every record manually.
Does StudyCRM BD provide reports and analytics?
Yes. Reporting features can help management review areas such as lead sources, student activity, payments, conversion progress, and staff or counsellor performance. More advanced reporting and analytics are available in higher-tier packages.
What pricing options are available?
StudyCRM BD offers Basic, Premium, Advanced, and Enterprise packages. Depending on the package, businesses can choose between one-time purchase pricing and SaaS subscription pricing, while Enterprise pricing is customised according to requirements.
Why use StudyCRM BD instead of spreadsheets and separate tools?
Using spreadsheets, WhatsApp chats, emails, notebooks, and separate applications can make student information difficult to track. StudyCRM BD brings key consultancy processes together so your team can work with a clearer, more organised view of leads, students, applications, payments, tasks, and communication.
Who is StudyCRM BD designed for?
StudyCRM BD is primarily designed for overseas education consultancies, study abroad agencies, student counselling businesses, and education organisations that need a structured way to manage students, applications, staff, and daily operations.
Can I manage complete student profiles?
Yes. StudyCRM BD allows your team to maintain student information including contact details, academic background, destination preferences, programme interests, application progress, documents, payments, and related activity in one student record.
Can we manage student documents?
Yes. StudyCRM BD can be used to organise important student documents such as passports, academic transcripts, English-language test results, financial documents, and other application-related files.
Can StudyCRM BD manage student fees and payments?
Yes. You can track student fees, payments received, outstanding balances, instalments, payment due dates, and payment status. The system also supports invoice-related workflows.
Can students have their own portal?
Yes. StudyCRM BD includes student portal capabilities in the relevant package, allowing students to access information related to their profile, applications, documents, and other available services.
Can trainers manage student attendance?
Yes. Trainer-related functionality can be used to update student attendance and monitor course or batch progress. Attendance information can also help staff identify absences and follow up when necessary.
Can we provide recorded online courses to students?
Yes. Recorded courses can be associated with relevant students or batches so students can access learning content online as part of their programme.
Can we create enquiry or registration forms?
Yes. StudyCRM BD includes form-management capabilities that can be used to collect prospective student or enquiry information and connect it with your consultancy workflow.
Does StudyCRM BD support multiple branches?
Yes. Multi-branch capability is available in the Advanced package, making it suitable for larger consultancies that operate from more than one location.
Can StudyCRM BD be customised for our organisation?
Yes. The Enterprise package is intended for organisations that require custom workflows, custom integrations, AI-related features, and dedicated support.
Which StudyCRM package is right for my consultancy?
The Basic package is designed for smaller consultancies, Premium for growing teams that need more automation and communication features, Advanced for larger or multi-branch operations, and Enterprise for organisations requiring a customised system.
Can StudyCRM BD grow with my consultancy?
Yes. The package structure is designed to support different stages of business growth, from a small consultancy to a larger multi-branch organisation requiring advanced workflows, integrations, analytics, and customised functionality.
