ConsulTrak — Study Abroad CRM

About ConsulTrak — Study Abroad CRM

ConsulTrak is the complete Study Abroad CRM built for overseas education consultancies in India, UAE, Nepal, and the UK. From the first student inquiry to visa approval and alumni onboarding — manage every lead, application, commission, and rupee on one enterprise-grade platform.

WHY CONSULTANCIES SWITCH TO CONSULTRAK

Most education consultants still juggle Excel sheets, WhatsApp chats, and scattered email threads to manage student inquiries, applications, visa documents, and follow-ups. The result? Lost leads, missed deadlines, frustrated students, and revenue leakage.

ConsulTrak replaces this chaos with a single source of truth — purpose-built for overseas education consultancies, immigration firms, and study abroad agencies. No generic CRM. No expensive customization. Just a platform that understands your workflow from day one.

10 CORE FEATURES

🔹 Multi-Channel Lead Capture — Website, Facebook Lead Ads, Instagram, Google Ads, WhatsApp, walk-ins, and referrals auto-captured in one dashboard with smart deduplication and source attribution.

🔹 Student Journey Pipeline — Visual Kanban from eligibility → counselling → documents → applications → offer letter → visa → payment → commission → student success → alumni.

🔹 Application Management — Multi-country, multi-university submissions with per-intake document checklists, deadline alerts, and status tracking.

🔹 Visa Tracking Module — Country-specific visa checklists, interview prep, appointment scheduling, and automated deadline reminders for counsellors and students.

🔹 Document Vault — Secure cloud storage with role-based access, expiry alerts (passport, medical, financial), and full audit trail.

🔹 WhatsApp Business Integration — Two-way WhatsApp conversations inside the app. Bulk campaigns, templates, and broadcast to 1,000+ students in one click.

🔹 B2B Sub-Agent Portal — Onboard agents with KYC, allocate students by region, track referrals, and automate commission payouts — all in their own portal.

🔹 Commission Management — Multi-level payouts (counsellor / branch manager / agent) auto-calculated on invoice payment. University-wise rules. Zero disputes.

🔹 Finance Module — GST-compliant invoices, instant receipts, pending dues aging, university payments, refund tracking, and reports exportable to Excel and Tally.

🔹 Analytics Dashboard — Conversion rates, revenue, branch performance, country-wise admissions, and university-wise statistics — live, with exportable boardroom reports.

WHO USES CONSULTRAK

• Solo education consultants managing 50–200 students
• Mid-size consultancies with 5–50 staff scaling operations
• Large education agencies with 50+ staff and multiple branches
• Immigration + study abroad combined consultancies
• IELTS, PTE, TOEFL coaching centres
• University representative offices and B2B sub-agent networks

ROLE-BASED ACCESS

Admin • Branch Manager • Counsellor • Visa Team • Finance • Marketing • Agents — each with the right access enforced at the record level, with full audit trail.

SECURITY & COMPLIANCE

Bank-grade AES-256 encryption in transit and at rest. Daily encrypted backups. GDPR and India DPDP Act ready. Data hosted on secure Indian and global cloud regions.

COMING IN 2026 — AI ROADMAP

AI Lead Scoring • AI Counsellor Assistant • AI Document Verification • AI Visa Risk Prediction • AI Student Recommendations • AI Performance Insights.

WHY CHOOSE CONSULTRAK

✓ 70% faster operations across lead-to-application cycle
✓ 95% process accuracy — no more data-entry errors
✓ 83% less paperwork — fully digital document vault
✓ Zero commission disputes — auto-calculated payouts
✓ +38% student NPS — faster, proactive communication
✓ +27% conversion lift within one intake cycle
✓ Multi-branch, multi-country, multi-currency ready

Run your consultancy like an enterprise. Download ConsulTrak free, sign in with your branch credentials, and book a free walkthrough at consultrak.io today.

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