The student CRM
The student profile
Open any student from Leads or Enrolled Students to reach their profile — the single place where everything about that person lives.
The header
The student’s name, contact details, current pipeline stage and temperature, assigned counsellor, and the source of the lead (your own, or a named sub-agent). You can edit the stage, reassign, or record the source from here.
The tabs
- Overview
- Core details — personal information, study preferences, budget, target intake, notes, and lead source. The at-a-glance summary of the student.
- Tasks
- To-dos tied to this student — a document to collect, a call to make. These also appear in the agency-wide Tasks screen.
- Documents
- Files for this student — passport, transcripts, test scores, offer letters. Stored privately; only your team can see them.
- Matches
- Suggested university and course options for this student based on their profile. Shortlist one to turn it into an application.
- Applications
- Every university application for this student, with status, visa track, fees and milestone dates.
- Invoices
- What this student has been invoiced, what they have paid, and what is outstanding.
The timeline
A chronological record of everything that has happened with this student — messages, stage changes, tasks completed, documents added, notes written. When a colleague picks up a student they have never spoken to, the timeline is how they get up to speed in a minute.
Notes
Free-text notes are private to your team. Record the human context that structured fields cannot hold — who the decision-maker is, what the student is nervous about, what you promised to send.
Test students
Deleting a student
Deleting removes the student and all of their history, tasks, documents and applications. Use it only for duplicates and genuine mistakes.