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Calling CRM: a CRM for education consultants and study abroad counsellors
A CRM for education consultants keeps every student enquiry, counselling call and next step on one record, so no applicant drifts away before the intake. Calling CRM puts that record on each counsellor’s phone.
- Course, country and intake fields
- Intake follow-up alarms
- WhatsApp to students and parents
What is a CRM for education consultants?
It is a system that follows students from first enquiry to admission, with every call and reminder kept. Calling CRM runs it on counsellors’ phones.
- Custom fields for course, country and intake
- Reminders that repeat until documents arrive
- Chats stay with the consultancy if a counsellor leaves
CRM for education consultants benefits for counselling teams
Admissions run on deadlines. Counsellors need to know who to call, and when.
Course and country fields
Add your own fields for course, destination, intake and budget.
Intake deadlines
Reminders that repeat with an end date, so no document chase is dropped.
Students and parents on WhatsApp
Chat, send documents and templates from inside the app.
Counsellor queues
Assign students to counsellors, each with a personal pending list.
Find any student fast
Filter by intake, country, status and source together, all searchable.
Notes by voice
Speak the student’s plans after a call instead of typing them.
How does a CRM for education consultants work in Calling CRM?
From fair sign-up to offer letter, on one student record.
Collect enquiries
Import fair sign-up sheets, website forms via Google Sheets, or save walk-ins with a source tag.
Counsel by phone
The caller card shows course, country and the last remark; the after-call sheet saves the next step.
Chase to the deadline
Repeating reminders and WhatsApp keep documents and decisions moving before the intake.
CRM for education consultants: the daily workflow
| Moment | What the counsellor does | What Calling CRM does |
|---|---|---|
| New enquiry | Receives a student from the website or an ad | Imported from a Google Sheet with the source tag |
| First call | Asks about course, country and budget | Custom fields filled; plans saved by voice input |
| Shortlist | Shares options with the student | Documents sent through WhatsApp CRM chat |
| Parents | Calls the parent to discuss fees and plans | Separate reminder for the parent call on the same student |
| Documents | Collects transcripts and test scores | Reminder repeating every 3 days until the end date |
| Fair season | Invites past enquiries to an event | Bulk WhatsApp to an imported list |
| Evening | Hands over unfinished students | Transfer to a colleague with history kept |
CRM for study abroad consultants: fields for course, country and intake
Study abroad counselling needs details a generic contact list cannot hold. Custom lead fields in Calling CRM store the course, destination country, intake month, test scores and budget, and the shared lead filter can search on any of them.
Filter "Canada, January intake, Docs pending" and start calling. The combined filter can match any or all of the values you pick, and each pick shows as a chip you can remove.
CRM for education consultants: talking to parents as well as students
In many families the parent decides and pays. Several reminders can sit on one student record, kept separately, so the student’s document chase and the parent’s fee discussion each have their own follow-up time.
When a parent lives abroad and would rather not take a SIM call, the counsellor can switch to a WhatsApp voice or video call straight from the student’s record.
CRM for education consultants during fairs and seminars
Every sign-up sheet from a fair can be imported as its own list, filtered, dialled or deleted on its own. Remove a fair list later and only that fair’s students go with it; the rest of the database is untouched.
Consultancies that also teach test preparation can run their classroom admissions the way a CRM for coaching institutes does, from the same account.
A bulk WhatsApp campaign to past enquirers can announce the next seminar, with sent, delivered, read and replied counts reported per recipient.
CRM for education consultants with several counsellors
Owners assign students to counsellors and see every counsellor’s calls. When a counsellor leaves, WhatsApp CRM chats stay in the business account, so the next counsellor reads the full conversation.
Offices with branches can also use selfie attendance for counsellors and front-desk staff.
CRM for education consultants example: a study abroad office in Kathmandu
A study abroad consultancy in Kathmandu has 5 counsellors and handles students heading mainly to Australia, the UK and Japan. Enquiries come from social media, walk-ins and two education fairs a year.
The owner added custom fields for country, course and intake. After a fair, the 400 sign-ups go in as one imported list, and counsellors work through it with the auto dialer over the following week.
Students with documents pending get a reminder every 3 days until the intake cut-off. Parents receive WhatsApp updates from the consultancy’s account, and the chats remain with the office when staff change.
CRM for education consultants limits
Calling CRM covers calls, follow-ups and chats. These belong to other tools.
- Submitting applications to universities or tracking their portals.
- Visa filing and embassy appointment management.
- Storing each student’s document files on their record.
- Tracking commissions from universities or partner institutions.
CRM for education consultants FAQ
What fields should a CRM for education consultants hold?
At least course, destination country, intake and budget. In Calling CRM you add these as custom lead fields and filter by any of them.
How do education consultants follow up before an intake deadline?
Create a repeating reminder, say every three days, that stops on the intake cut-off. It keeps ringing until the counsellor ticks it off.
Can counsellors message parents on WhatsApp from the CRM?
Yes. WhatsApp CRM chat, templates and WhatsApp voice or video calls work from inside the app.
Can a study abroad CRM import education fair sign-up sheets?
Yes. Import the sheet as an Excel or CSV file, or share it from WhatsApp or mail; it becomes its own list to filter or dial.
How do education consultants split students between counsellors?
The owner assigns students to counsellors, and each counsellor works a personal pending queue.
Can a counsellor add a note by voice after a student call?
Yes. Voice input fills in the student’s name or requirement, so notes take seconds.
What happens to student chats if a counsellor leaves the consultancy?
WhatsApp CRM chats stay in the business account, so the replacement counsellor sees the whole conversation.
Can a consultancy see which source brings the most students?
Yes. Every enquiry carries a source tag, and filters combine source with status to count admissions per source.
Can one student have separate reminders for the parent and the student?
Yes. Several reminders can sit on the same person, each kept separately with its own time.
What is the best CRM for study abroad consultants who call students daily?
For phone-heavy counselling, the best CRM for study abroad consultants keeps calls, intake fields and WhatsApp together. Calling CRM is built around that.
Is Calling CRM a CRM for education consultants?
Yes. Consultancies handle student enquiries, counselling calls, intake reminders and WhatsApp chats in Calling CRM.
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