Solutions
Study abroad CRM for consultants placing students overseas.
CRM software for study abroad consultants. One record per student, holding every overseas application with its own stage, deadline, documents and fees.
Free for up to 10 students. No card required.
What a study abroad CRM needs to do
Everything else comes second.
In short
Hold several open applications per student, each with its own stage, deadline and documents, and put those deadlines on the same calendar as your sessions.
Most CRMs fail this. A sales CRM gives a contact one status. A student applying to the UK, the Netherlands and Germany has three at once. Work around it with a text field and you lose filtering.
The whole job, in one place
From the first Instagram message to the final instalment.
- 01
Enquiries and leads
Enquiries come from Instagram, WhatsApp, your website, fairs and referrals. You rarely lose the message. You lose the three days before someone acts on it. A registration form on your own subdomain removes the re-typing.
- 02
Counselling sessions
Every session is logged with its date, time, duration, type, counsellor and notes. Two fields matter most: action items and next session date. The dashboard reads the second to build your follow-ups list.
- 03
University and course selection
Each university and course becomes an application record, with its requirements and deadline recorded before work starts. Dropped options are withdrawn, not deleted.
- 04
Applications across countries
Applications sit on the student's file and on a board across all students. "Where is Maria up to?" and "what is in preparation this month?" are both one filter. See application tracking.
- 05
Documents
Transcripts, passports, references, certificates and personal statements upload under seven fixed categories, so nobody invents a folder name. Keep the checklist per university. They disagree about what they want.
- 06
Visa and post-offer steps
EduCRM does not process visas. It gives you somewhere to put the steps: deposit, acceptance letter, appointment, financial evidence, all as dated tasks.
- 07
Follow-ups you don't have to remember
Sessions, deadlines and follow-ups share one calendar. On Premium you can add tasks by speaking them.
- 08
Payments and invoicing
Fees are usually staged and often paid by a parent. EduCRM tracks what is invoiced, paid and outstanding, and generates invoices and receipts.
A stage model that survives a real year
Six stages ship by default. Rename, reorder or replace them in Settings, along with the pipeline, session types and payment methods.
| Stage | What it means |
|---|---|
| Draft | Being prepared. Documents gathered, essay drafted, deadline recorded. |
| Submitted | Sent to the university. |
| Offer | An offer has been made. |
| Rejected | Unsuccessful. Kept, not deleted. |
| Accepted | The student has accepted. |
| Enrolled | Placed. The number that tells you whether the year worked. |
One counsellor, or a whole agency
Team members are added on Premium, with owner, admin, counsellor and viewer roles. Each workspace is isolated.
Assigned caseloads
Every student has a named counsellor, and the dashboard scopes to their students.
Read moreAgency-wide boards
Filter to everything in preparation with a deadline inside six weeks. That is the month's real workload.
Read moreCover without a handover call
Notes, stages and documents live on the record, so a colleague can take over at a day's notice.
Read moreWhat it costs
- Free, up to 10 students. Sessions, calendar, applications, payments and invoicing. No card.
- Premium, €49.99/month, up to 1499 students, plus registration forms, voice tasks, custom branding and data export. Extra team members €49.99 each. 14-day trial.
- Business, €1,500 setup plus Premium. Done for you: custom website, lead capture form and professional email.
Frequently asked questions
What is a study abroad CRM?
Software that keeps one record per student: profile, sessions, and every overseas application with its own stage, deadline and documents, plus fees and follow-ups. You see where every student stands without rebuilding it from email.
Can EduCRM handle students applying to several countries at once?
Yes. Each application is its own record with its university, country, programme, platform, stage, deadline and documents. A student can have as many as they need.
Does EduCRM track visa applications?
Not as a visa module. Track visa steps as dated tasks against the student (deposit, acceptance letter, appointment, financial evidence) on the same calendar as everything else.
Is there a free plan?
Yes, up to 10 students, with sessions, calendar, applications, payments and invoicing. Premium is €49.99 a month with a 14-day free trial.
Where is student data stored?
In Google Cloud's europe-west1 region, with TLS 1.2 or higher in transit. Full detail on the security page.
See it with a real caseload
The live software with sample students and applications. No account, no card, resets every 24 hours.
Related pages
Application Tracking
Every application with its stage, deadline, documents and owner, on one board.
Education Agencies
One shared student database, a caseload per counsellor, and the whole agency's pipeline in one view.
Registration Forms
A branded sign-up page on your own subdomain, feeding enquiries straight into your CRM.
CRM Buyer's Guide
Features that matter, questions to ask vendors, and a checklist for comparing systems.