EduagentCRM – The Perfect Education Agent CRM For You

New detailed view features

Features in Detail

(For Sub-agents &
Startup Counsellors)

Features

  • Manage Status
  • Send Messages
  • Attach Files
  • Download All Files
  • Unsubscribe
  • Comments
  • Assign Enquiry To Team member
  • Create applications
  • Delete enquiry
  • Manage Duplicates
  • Enquiry Overall note section
  • Past Enquiry View
  • Send messages to admin
  • Attach files & documents
  • Brand with personal logo
  • Manage and change header colours
  • Manage and change footer colours
  • Access to create admin users
  • Super Admin Level
  • Limited Admin/Subagent view
  • Secure access login
  • Send messages to admin
  • Attach files & documents
  • View status of applications
  • Receive offers
  • Accept / Reject offers
  • Secure access login
  • Brand with personal logo
  • Manage and change header colours
  • Manage and change footer colours
  • Unlimited customisable forms
  • Customisable automated response email
  • Customisable next page URL
  • Filter all enquiries
  • Create custom filters
  • Dedicated filters
  • Bulk Export
  • Field management (control the fields in columns)
  • Enquiry view
  • Messages view
  • Email log
  • Maintain Information Templates
  • Bulk Enquiry Import
  • Bulk Partners Import
  • Manage preferences
  • Portal Manager
  • User Management
  • Assign to team member
  • Send message
  • Delete
  • Merge
  • Create unlimited applications
  • Load unlimited programmes
  • Load unlimited intakes
  • Upload & Send Offers
  • Homepage Dashboard stats
  • Filterable Enquiry reports
  • Message Delivery logs/repor
  • Applications Report
  • Enquiry to enrolment funnel dashboard report
  • Manage Partners

Advisor

(For Sub-agents &
Startup Counsellors)

  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • no
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • team plan only
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • No
  • No
  • No
  • No
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes

Advisor-PLUS

(For Independent Advisors
or Consultants)

  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • team plan only
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes

Journey

(Study Abroad Agencies or Growing Teams)

  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • team plan only
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes
  • Yes

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