The Best CRM for Education Consultancy
A CRM designed to enable overseas educational consultants to automate their education counselling business.
Welcome to the education consultancy management software you've been waiting for.
All too often, education consultancy can be a source of frustration for those involved. From long hours and tight deadlines to unrealistic expectations and constant changes, staying on top of everything can be challenging.
This can make you feel stressed and overwhelmed, making it challenging to do your best work. At times, it can feel like you are constantly trying to catch up and that you will never be able to get ahead.
However, it is essential to remember that you are making a real difference in the lives of students. Whilst education consultancy is demanding, it is also gratifying.
We are committed to freeing you from the mundane, time-consuming admin tasks that prevent you from dealing with the high-value aspects of your role, such as advising and coaching your clients.
We have designed a consultant’s recipe that takes away the manual processes and bring back the joy of running your Study Abroad Consultancy
Our Approach To Ensuring Success For Educational Consultants
The benefits of using an education consultancy management software are numerous.
EduAgent CRM enables you to focus on activities that matter the most
Perhaps the most obvious benefit is that our CRM can help save time and increase efficiency. By streamlining the process of managing your consultancy business, the software can free you and your consultants to focus on more critical tasks.
- Once you have set up your CRM, you can assign tasks to your clients, informing them about what they need to know, giving them forms to fill out, and information to review and sign, such as contracts.
- The CRM informs clients of important deadlines and missing information by sending reminders and follow-up tasks.
EduAgent CRM is designed to Improve communication between you and your client
Our CRM software can help to improve communication between you and your clients. The software can ensure that everyone is always on the same page by providing a central platform for information exchange.
- Family members participating in the process can be granted access to the application and communication portal.
- Once logged in, they can work collaboratively on any forms you share with them and upload the necessary documents.
- In addition, you can set deadlines and reminders for each application they make so they know when to make the necessary submissions.
EduAgent CRM Will Help You Digitise Your Client and Partner Data
Imagine a world where you can access all the information about your courses, scholarships and institutions at any time. Now that’s possible with our digital database! So you can search and select your courses and quickly produce branded quotations and information.
- Using our searchable database, you can review all the universities you suggest to clients, their courses, their funding support and other details.
- We provide a solution that lets you quickly generate personalised quotations for your clients based on the recommendations you have for them.
Realtime Data Analysis, Insights & Reporting
Lastly, EduAgent CRM is capable of providing valuable insights through data analysis. It can be used to identify areas for improvement by tracking things such as project deadlines and client satisfaction levels.
- It is crucial that you can look back and identify areas for improvement. Our tools allow you to take stock of your business's performance and report accordingly. Our tools will enable you to take stock of your business's performance and report accordingly.
overseas education consultant CRM: what to look for.
As the world of education becomes increasingly competitive, it is more important than ever for education consultants to have a sound CRM system. A good CRM will help you keep track of your clients and their needs and provide you with powerful tools for marketing and sales.
However, with so many CRM systems on the market, it can be challenging to know which one is right for you. When choosing a CRM system for your education consultancy, there are vital features to look for.
Ease Of use
First and foremost, choosing a system that is easy to use and navigate is essential. There is no point in investing in a robust CRM system if you and your team can’t figure out how to use it.
Integration
Additionally, ensure that the system you choose integrates seamlessly with your existing processes.
Affordability
Another important consideration is price. There are many high-quality CRM systems on the market, but not all are affordable. Be sure to compare prices before making your final decision.
Scalability
Has it got add-ons to enable you to perform more tasks as your business scales? You need a software solution which will grow with your business and can be customised to meet the unique needs of your study abroad business as it grows.
Get Started Now With Our Recommended Plan
EduAgent Advisor +(Plus)
Capture, manage and convert enquiries through a smooth applicant driven experience to boost your successful placements
- CRM features (messages, attachments, notes + more)
- Schedule Appointments directly In the CRM
- Create your own data capture forms (drag and drop builder)
- Branded portal for easy communication with clients and parents
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Capture unlimited enquiries
There is no limit on the total number of enquiries you can capture
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Convert up to 15 Prospects to candidates each month.
Prospects are enquiries who decide to work with you and have you represent them. You can increase this number with an add-on should you need to.
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Create up to 3 Applications per candidate
For each prospect you can create up to 3 applications. Choose the agency version for unlimited candidates
- Candidate portal for document sharing
- Easily Create Quotes from your Courses Database
- Generate Invoices & Accept Online Payments
- Setup Client Workflows & Automated Task Reminders
- 5GB document storage *
USD$97 p/m
- Start receiving enquiries in your CRM in less than 10 mins
- No- fixed contracts, cancel any time.
- 24/hr access to chat support & training videos.
Try EduagentCRM risk-free with the 30-Day Money Back Guarantee!
If you don’t like it, let us know and get your money back. No questions asked.
Not ready to signup just yet?
Book a Demo
USD$75 p/m
Additional Support To Help You Get Started
- Free onboarding training call with one of our specialists
- Enhance System Functionality With Custom Addons
- 24/hr access to chat support & training videos.
- No- fixed contracts, cancel any time.
Try EduagentCRM risk-free with the 30-Day Money Back Guarantee!
If you don’t like it, let us know and get your money back. No questions asked.
Not ready to signup just yet?
Book a Demo