EduagentCRM – The Perfect Education Agent CRM For You

New detailed view features

Features in Detail

Features

  • Enquiry management
  • Enquiry Lead Forms
  • Unlimited customisable forms
  • Customisable automated response email
  • Customisable next page URL
  • Enquiry Detail page
  • Manage Status
  • Send Messages
  • Attach Files
  • Download All Files
  • Unsubscribe
  • Comments
  • Assign Enquirry To Team member
  • Delete enquiry
  • Manage Duplicates
  • Enquiry Overall note section
  • Past Enquiry View
  • Enquiry List View
  • Filter all enquiries
  • Create custom filters
  • Dedicated filters
  • Bulk Export
  • Field management
    (control the fields in columns)
  • Assigned View
  • Enquiry view
  • Messages view
  • Bulk Actions
  • Assign to team member
  • Send message
  • Delete
  • Merge
  • Enquirer Portal
  • Send messages to admin
  • Attach files & documents
  • Secure access login
  • Portal Branding
  • Brand with personal logo
  • Manage and change header colours
  • Manage and change footer colours
  • Unlimited Admin users
  • Load unlimited admin users
  • Super Admin Level
  • Limited Admin/Subagent view
  • Standard Reports
  • Homepage Dashboard stats
  • Filterable Enquiry reports
  • Message Delivery logs/report
  • Partner Management
  • Manage Partners
  • Knowledgebase Support
  • Weekly Office Hours (Q & A)
  • Settings
  • Email log
  • Maintain Information Templates
  • Bulk Enquiry Import
  • Bulk Partners Import
  • Manage preferences
  • Portal Manager
  • User Management

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Everything in The Advisor Plan +
  • Application Management
  • Create unlimited applications
  • Load unlimited programmes
  • Load unlimited intakes
  • Upload & Send Offers
  • Candidate Portal
  • 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
  • Additional Reporting
  • Applications Report
  • Enquiry to enrolment funnel dashboard report
  • Partner Management
  • Manage Partners
  • Partner Contacts
  • Partner Institutions
  • Partner Programmes
  • Partner Notes
  • Assigned Applications
  • Partner Uploads
  • Tickets Support Desk
  • Settings
  • Email log
  • Maintain Information Templates
  • Bulk Applicant Import
  • Bulk Courses Import
  • Bulk Partners Import
  • General Files manager
  • Manage preferences
  • Manage offices

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Everything in The Journey Plan +
  • Dedicated Account Manager
  • Additional Settings
  • Multiple Languages Integration
  • Custom uersgroups
  • Custom permissions
  • Advanced Applicant Portal
  • Dedicated checklists
  • Automated actions
  • Invoice Creation &Tracking
  • Accept Payment
    choose from 5 payment gateways
  • GDPR Compliance
  • Task management
  • API Integration
  • Zapier Integration
  • Book And Pay Module
    Allow your candidates to book and pay for short courses or virtual courses your your partner offers
  • Courses Shopfront
    replace your website course listings