Seminar and ad enquiries go unanswered
An education fair or a campaign brings hundreds of names, and the follow-up calls stop after the first week.
CRM for education consultants
CRM for education consultants and study abroad agencies
A student who enquires in January may not decide until the intake is close, and the family talks to several consultancies on the way. WTS CRM keeps the country, course and intake on every enquiry, books the counsellor’s next call, and tracks the application work and the fees once the student signs up.
Sound familiar?
Long decisions, lost context
By the third conversation, nobody remembers which countries the student shortlisted or what their scores were.
Applications tracked in chats
Shortlisting, documents, applications and visa steps are chased over WhatsApp, with no list of who owes what.
Fees paid in parts
Registration and later instalments arrive months apart, and the balance is known only to the person who collected it.
How WTS CRM works for education consultants
Capture every enquiry with its source
Website and ad forms arrive through a webhook; fair lists import from Excel with duplicates flagged.
Assign to a counsellor
Each enquiry has an owner, and each counsellor sees only their students.
Keep the profile on the lead
Country, course, intake, test scores and budget as custom fields, searchable and exportable.
Sign up, apply, collect fees
Mark the lead Won, open a project with application tasks, and record service-fee instalments on the invoice.
What education consultants use most
A list per counsellor
On Team and Agency, members see the students assigned to them, and managers see everyone’s overdue calls.
Follow-ups through a long cycle
Book the next call after every conversation, and get the due, overdue and going-cold list in a 9:00 email.
Application tasks with due dates
One project per student, with tasks such as shortlist, documents, applications and visa file, each with an owner.
Fee invoices with instalments
Raise a GST invoice for your service fee and record each instalment by UPI, bank transfer, cash or cheque.
Everything included
Most education consultants start on the Team plan at ₹2,499 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for education consultants
CRM for coaching institutes
CRM for coaching institutes and training centres
Website lead capture
Send website enquiries straight into your CRM
Lead follow-up software
Follow-up software that never lets a lead go quiet
CRM with project management
CRM with projects and tasks built in
Excel alternative
Outgrown your lead spreadsheet? Move from Excel to a CRM
WTS CRM for other teams
Questions from education consultants
Can I record country, course and intake for each student?
Yes. Add custom fields (text, number, date, dropdown or yes/no) for anything you ask in counselling. They are searchable and included in CSV exports.
Does it submit applications or connect to universities?
No. It has no university database and does not submit applications. Track each application step as a task on the student’s project.
Can students log in to see their status?
No. There is no student portal. Students receive quotations and invoices as links; everything else is for your team.
Can I import the list from an education fair?
Yes. Upload a CSV or Excel file, map the columns, and review duplicates and invalid rows in the preview before anything is saved.
How many counsellors can use it?
Team includes 5 seats at ₹2499 a month, with extra seats at ₹399. Agency includes 15 seats.