Exclusive CRM for Abroad Education Consultants
Manage your students applications in Simple 3 Steps.
1. Add Student, 2. Shortlist Universities, 3. Update Status.
Customize the Business Flow
You can create your own business flow. You can add unlimited statuses based on the country. One CRM for all countries. If you are processing for USA application, your team will get USA related statuses while updating the student status. You can create statuses like ex: 1. Application Started Filing, 2. Application Sent to University, 3. Conditional Admit, 4. Offer Received, and so on.
Give permissions based on employee role
Process multiple countries for one student
Request payments based on Country Applied
Free registration for UK kind of countries
Collect Registration Fee for USA kind of countries
Customize Course Finder
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Bulk import universities data. Give your team the privilege of finding courses independently. Forget about sharing university requirements through excel. Just update the requirements in CRM and reuse them limitless.
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You can bulk import courses in the universities.
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You can update deadlines of courses, requirements, CRM gives you the reminder of all deadlines before 15 days.
Evaluate Student Profile
Get student backlog histroy
Highlights of Test Scores
Find out Education Gap
Find out experience gap and history
Check Visa Refusals
Get student profile score
Manage leads & applications parallelly
Assign Raw Leads to your tele-callers & Counsellors
Counsellors can add student, shorlist & finalize universities
Counsellors can assign students to applications team
Your other branch team can assign students to Head-Office team
Other branch counsellors can track and update student notes
Agents can assign applications to Head-Office Team
Create a Big Agent Network
Say Tata Bye Bye to digging emails and attending multiple calls. Your team can reply them through the CRM. No need of manual process.
Allow them to send student applications directly through the CRM. Your agents can see - the pending documents list. CRM will send regular email alerts of student status and pending documents. Find out if two agents are sending same student application.
Now you have a capacity to assign Associate Managers to onboard new agents to your business.
Create Dynamic Documents Checklist
CRM will send regular email alerts of pending mandatory documents list to Students and Agents. You will have full capacity to create documents checklist based on the country.
You can set document as mandatory or optional, File type (PDF/Image/Both).
You can set document file size.
Dynamic Sales Funnel
This solutions helps you to segregate the leads based on source type. You can create your own sales buckets and move students to that buckets.
You can create Cold Leads Bucket
You can create not interested students bucket
You can create follow-ups bucket
You can create defer students bucket and so on.
Amazing Filter That Gives You More Power
Filter which employee is filing applications faster. Filter students applications based on status ex: Offer Received students, Defer Students, Application pending students and many more.
Filter the leads, not interested students, Registered students. Filter students based on the source (ex: facebook, insta, justdial, etc.). Boost your potentail by analyzing the data.
Let the numbers talk more than the stories.
Role Switch & Account Switch
You can assign create one employee account and assign multiple roles.
You can login to the other accounts using without logout of current account using Account Switch.
Rich & Effective Features
We have understood your business. We made the flow based on hirarchy of your business. Marketing to Students, Leads to Telecallers, Counsellors to Applications Team, Visa to Post Visa. Branches, Associates, and Partners are bonus.
Marketing Automation
Bulk WhatsApp Messages, SMS, E-Mails. Excel import raw leads and auto assign to Tele-Callers.
Student Sign-up/Login
You can allow students to sign-up & login using SMS OTP. Students can submit details, docs, and track application.
Create Unlimited Branches
Manage your branches more efficiently and let them create their staff accounts to boost the application flow.
Unlimited Agents/Associates
Your Agents/Associates can submit the applications. Receive the alerts when these applications are unanswered.
Course Finder
Create your own course finder. Add universities & courses for your team -it'll be an easy guide for them.
Unlimited Tele-Callers
Assign raw leads automatically to tele-callers. They can update notes for every call. Send mail alerts for unanswered calls.
Unlimited Counsellors
Single pipeline of student account, enquires, application tracking, payment requests, document requests, helps your counsellors to assist students effectively.
Applications Team
Easily update the status of the students application. Review the documents, request the documents. Filter students - country wise, status wise, etc.
Visa Operations Team
Update and retrive the students visa time slots, status, etc. Update mock interviews. Take the reviews & feedback.
Quick Notes with Attachments
Update the notes after every interaction with the student/team. Attach files in the notes for reference.
Also, reply to the students enquires, team enquires on the students profile can be done at one place and in a single pipeline.
Hirarchy of the CRM
Head Office
Centralize Applications Team in the Head-Office. So that you will receive all branches applications at one place.
Branches
You can add all your branches and make your Head-Office as a main branch to centralize the business flow. Your branches will have Tele-Caller & Counsellor accounts.
Associates/Agents
Get rid of pending documents problem from Agents. Your agent can send all applications and documents of the students. Also, CRM will alert them for pending documents regularly.
Managers
You can set-up Virtual Managers for all your departments across the globe using our CRM. Example: You can have a Manager for Tele-Callers, Counsellor, etc.
Tele-Callers
Assign Raw-Leads to your Tele-Callers. Track the leads based on sources(instagram, facebook). Cross-check the notes for every call. Tele-Callers will not have access to the data after assigning it to counsellors.
Counsellors
Counsellor account have access to add students, Shortlist Universities, Register the students. They can assign the applications to Applications Team. Also, they have Tele-Callers capabilities.
Applications Team
Centralize the applications team. All you branches can send applications to this team. Applications team can quickly update the student status. All they have to do is - login to CRM, search the student, update the status.
Visa Operations
You can set-up a separate Team to update Visa Status and post visa services. This way you can track the status by ex: DS-160 filed, Bio-Metrics, Visa Status, Tution Fee paid or not, so on.
Marketing
This tool helps you to send bulk emails, SMS, and WhatsApp messages. You can shoot emails to the specific students in the CRM data/Raw data. Ex: You can run campaigns to Offer Received students, Not Interested Students, Students who are not registered with us, so on. And you can dedicate a person to do this job using this account.
Finance/Accounts
This account is for accounts team. We'll show all payment related information in this account. Accounts person can track the pending payments, capture offline payments, and request new payments. You can give this account to your CA also.
Documents Verification
This account helps you to verify the documents. This team can Verfiy, Approve, Reject, and Request the Documents to the students. You can assign someone and give this account to them only for document verification purpose.
Associate Managers
This account helps you to assign a dedicated team to Manage all your agents network. They would be responsible to bring new agents and managing the existing agents.
Front Desk
Front-Desk people can add offline enquires in the CRM, assign those students to counsellors. After they assign student to counsellors they will not have the student access.
Data Entry
We have developed this role exclusively to update Universities and its programs information. They will access to only Universities data. This would help you to keep update your counsellors with all updated universities requirements.
All Tools in One Place
It's a one-stop solutions for your business. Manage your business smoothly. Let the Recordrr talk to your Employees, Agents, and Clients.
Marketing
Raw Leads Management
Applications Processing
Employee Management
Agent Management
Partners Management
Integrate Recordrr on your website and drive more leads
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Let your clients sign-up on your website. Automate the sales and operations. Offer great after-sale service.
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Offer your agents more options to send more applications in simple 3 steps.
Alert the users on:
Simple And Flexible Pricing
No credit card required. Change or cancel your plan anytime
Basic
Save 30%
Billed as $503 per year
Upto 2 Users
Unlimited Student Accounts
Unlimited Agent Accounts
Unlimite Tasks
Role Switch
Auto-Invoicing
Payment Gateway Integration
Email Alerts Integration
SMS Alerts Integration
100 GB of Storage
Prime
Save 25%
Billed as $1389.99 per year
All Basic +
Upto 15 Users
Unlimited Branches
Unlimited Student Accounts
Unlimited Agent Accounts
Course Finder
WhatsApp Alerts integration
100 GB of Storage
Enterprise
40% Off
Billed as $2590 per year
All Prime +
Logo Branding
Marketing Tools
On-Premise Hosting
Custom Coupon Codes
Wallet
200 GB of Storage
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