The student CRM
CRM Dashboard
The command centre for your student pipeline. Where Overview is about the AI, this is about your business: who is in the pipeline, what money is in play, and what is due soon.
The CRM is a set of connected screens
The money summary
- Commissions owed to you
- Receivable commissions from universities that have not been settled yet.
- Commissions you owe
- Payable commissions — for example to a sub-agent who referred a student.
- Application fees due
- Outstanding application fees across your students.
- Invoices outstanding
- The total your students still owe you.
The pipeline
A breakdown of every student by stage — new lead, counselling, application, offer, visa, enrolled, completed. Use it to spot a bottleneck: a pile of students stuck at “offer” usually means deposits or visa paperwork need chasing.
Upcoming deadlines
Application deadlines, visa dates and other time-sensitive milestones across your students, soonest first. This is a daily-check list.
Downloadable reports
You can export data sets — students, applications, commissions, invoices, tasks — as files, optionally limited to a time range (last 30 / 90 / 365 days or all time). Useful for accounting, for partner reporting, or for a board meeting.
If the CRM is locked
The CRM is a feature that may or may not be included in your plan. If the section shows a lock, contact Support or check Billing.