Scholarship & Financial Aid Tracking Software
Track every scholarship and fee-waiver application a student has open — deadlines, award amounts, and outcomes — across every university, linked to the case, not a separate spreadsheet.
What does scholarship and financial aid tracking software do for a consultancy?
A student pursuing scholarships or fee waivers rarely applies to just one — they apply across several universities at once, each with its own deadline, requested amount, and decision timeline, and none of it is the same thing as a bank loan the family takes or the fee the consultancy charges for its own services. This module gives each scholarship or fee-waiver application its own structured entry on the student's case: the university, the deadline, the amount sought, and a status that moves from applied to under review to a final outcome. Instead of that history living across scattered emails and one counsellor's memory, it stays on the record — visible to anyone on the team, and shareable with the student and family.
Why do scholarship deadlines still get missed?
Without one structured record, every scholarship application is one more thing tracked by memory.
What makes a scholarship portfolio reliable across every application?
Four purpose-built controls for keeping every student's aid applications on one record.
Per-Student Scholarship Portfolio
Every application, one structured list
- ✓Log each scholarship or fee-waiver application against the student's case
- ✓Record the university, deadline, and requested award amount per entry
- ✓See every open application for a student in one place, not scattered notes
- ✓Works alongside a student applying to more than one university's aid programs
Deadline Tracking
Nothing missed because two dates overlapped
- ✓Each scholarship entry carries its own application deadline
- ✓See upcoming deadlines across all your active student cases
- ✓No separate calendar to keep in sync with the CRM
- ✓Deadlines stay attached to the specific application, not a general reminder
Award Amount & Status Logging
Applied, under review, awarded, or rejected
- ✓Track status per application: applied, under review, awarded, rejected
- ✓Log the award amount once a decision comes back
- ✓See a student's full outcome history across every application they made
- ✓No fabricated award-rate or success-rate statistic — only what your team logs
Attached to the Case, Shareable With the Family
Distinct from loan tracking and your own fee record
- ✓Sits on the student's case record, separate from loan and retainer-fee tracking
- ✓Can be shared with the student or parent for full visibility
- ✓Works alongside the university shortlisting and document checklist modules
- ✓One record instead of three different tools for three different kinds of money
How does an application become part of a tracked portfolio?
No change to how you counsel a student — the deadline, amount, and status tracking sit underneath it.
Scholarship Application Logged
When a student applies for a scholarship or fee waiver at a university, the counsellor logs it against the case — university, deadline, and amount sought.
Status Tracked Through the Cycle
The entry moves from applied to under review as updates come in, visible to anyone on the team working that student's case.
Outcome Recorded
Once a decision arrives, the counsellor logs the outcome and award amount (if any) — building a complete, structured history for that student across every application they made.
Frequently Asked Questions
Common questions from Indian study-abroad consultancies about scholarship and financial aid tracking.
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