CRM for Overseas Education Consultants
Manage your entire study-abroad business on one platform — student counselling pipelines, university shortlists with intake-season deadline alerts, destination-specific visa checklists for Australia, UK, Canada, and USA, Razorpay fee collection, and GST invoicing — all built for Indian overseas education agencies.
What does an overseas education consultant CRM actually do?
An overseas education consultant CRM is the single platform that connects every step of the study-abroad student journey — from the moment a prospective student fills out a Facebook lead form or walks into your office, through career and country assessment, university shortlisting, application submission, offer letter management, visa filing, and pre-departure orientation — without a separate spreadsheet, folder, or WhatsApp thread for each stage. VisaBOS structures each student inquiry around a counselling pipeline, attaches intake-specific application deadlines for Australia, UK, Canada, and USA universities, moves each file through destination-specific visa document checklists once an offer letter is confirmed, and links Razorpay fee collection and GST invoicing directly to the student record so your accounts team never needs to cross-reference three systems to reconcile a payment. For a broader view of how VisaBOS handles the immigration side of study-abroad work, see our study abroad consultant CRM overview.
Why do overseas education consultancies lose students to broken processes?
Study-abroad consulting is a multi-stage business — counselling, applications, visa, and pre-departure each carry their own deadlines, documents, and communication threads. Without a unified CRM, each stage leaks students.
From first inquiry to university enrolment.
VisaBOS connects every stage of the overseas education journey in one continuous workflow — so no student is ever lost between counselling, application, and visa filing.
Which modules run your overseas education business?
Purpose-built modules covering the full study-abroad journey — from student counselling and university applications to visa filing, payments, and multi-branch analytics.
Lead Management & Counselling Pipeline
Never lose a study-abroad inquiry again
- ✓Meta Ads webhook captures Facebook and Instagram inquiries the moment a form is submitted
- ✓Pipeline stages: Inquiry → Assessed → Shortlisted → Applied → Visa → Pre-Departure
- ✓Each counselling session logged with date, countries discussed, and recommended universities
- ✓Follow-up reminders fire automatically after set number of idle days per lead
University Shortlist & Application Tracker
Intake-aware, deadline-alert driven
- ✓120+ global universities pre-seeded with intake seasons and application deadlines
- ✓Multiple university applications for one student tracked on a single case view
- ✓Missing-document flags for SOP, LOR, IELTS scores, transcripts, and personal statement
- ✓Offer letter, conditional offer, and unconditional offer stages tracked per university
Multi-Destination Visa Case Management
One checklist template per country, built in
- ✓Australia Subclass 500: CoE, OSHC insurance, GTE statement, health exam tracking
- ✓UK Student Route: CAS confirmation, IHS surcharge payment, BRP collection stage
- ✓USA F-1: SEVIS I-20, DS-160 submission, SEVIS fee, consulate interview scheduling
- ✓Canada Study Permit: SDS fast-track or regular stream, GIC, and police clearance tracking
Razorpay Payments & GST Invoicing
INR billing, no Excel exports needed
- ✓Collect counselling fees, service charges, and application fees inside the platform
- ✓GST invoices generated in seconds with GSTIN and HSN code pre-filled
- ✓Outstanding dues, paid amounts, and instalment schedules visible per student
- ✓Revenue by branch, counsellor, destination country, and time period on one dashboard
Analytics & Counsellor Performance
Know your enrolment conversion rate
- ✓Inquiry-to-enrolment conversion rate by counsellor, destination country, and branch
- ✓Visa approval rates per destination, consulate location, and student profile type
- ✓Average time-to-application and time-to-visa across your full student pipeline
- ✓Monthly enrolment and revenue trends visible in real time without exporting data
Multi-Branch with Role-Based Access
One owner dashboard, isolated branches
- ✓Unlimited branches with per-branch data isolation and role-based counsellor access
- ✓Branch owner sees their own students; consultancy owner sees all branches combined
- ✓Consolidated analytics across every branch location without merging spreadsheets
- ✓Add new branches without reconfiguring existing student data or counsellor assignments
Every student case sits on the same engine that powers our visa case management software, so your counselling, application, and immigration files share one document system, one payment record, and one analytics dashboard — no separate tools for different stages of the student journey.
How quickly can your agency start tracking live student inquiries?
Counselling pipelines, university templates, and visa checklists come pre-loaded — so your team is managing real students within one hour, not after weeks of setup.
Sign Up & Load Your Destinations (< 1 Hour)
Create your VisaBOS account and select your active destination countries — Australia, UK, Canada, USA, New Zealand, or any combination. Counselling pipeline stages, university shortlist templates, and visa document checklists come pre-loaded for each destination. Add your branches, invite counsellors by role, and you are tracking live student inquiries within the first hour — no custom setup required.
Import Students & Connect Lead Channels
Upload your existing student list and pending inquiries via CSV. Connect Meta Ads so Instagram and Facebook study-abroad leads flow directly into your counselling pipeline the moment a form is submitted. Link Razorpay for fee collection, configure your GSTIN for invoice generation, and assign counsellors to destinations or branches — everything is ready before your team arrives in the morning.
Counsel, Apply, and File Visas — All on One Screen
Students move from counselling through university shortlist to application submission to visa filing without leaving VisaBOS. Intake deadlines alert in advance, document checklists flag missing items before the consulate appointment, and Razorpay payments link directly to the student file. Your analytics dashboard updates in real time so you always know your enrolment conversion rate, outstanding payments, and visa approval rate by destination.
Frequently Asked Questions
Common questions from Indian overseas education consultants evaluating CRM software for student counselling, university applications, and visa filing.
Related Guides & Pages
Enterprise-grade platform. India pricing.
No USD surprises.
All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.
- 1 Branch
- Up to 5 Staff Accounts
- Lead Management + Pipeline
- Visa Case Management
- Document Management
- Appointments & Walk-in Log
- Payment Tracking & Invoices
- Exam Coaching Module
- Full Analytics Dashboard
- Multi-branch Management
- Up to 3 Branches
- Up to 20 Staff Accounts
- Everything in Core
- Exam Coaching (Batches, Tests, Assignments)
- Meta Lead Webhook (Facebook/Instagram)
- Razorpay Payment Integration
- Full Analytics Dashboard
- Internal Team Chat
- 50+ Granular RBAC Permissions
- Unlimited Branches
- Unlimited Branches
- Unlimited Staff Accounts
- Everything in Professional
- Cross-branch Messaging
- Priority Support + Dedicated Manager
- Custom Branding on Invoices
- SLA-backed Uptime Guarantee
- Early Access to New Modules
- API Access (coming soon)
- Personalised Onboarding Session