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Educational consultancy software

Educational consultancy ERP, from enquiry to enrolment

Register students, track every application, collect fees and send invoices automatically, while managers see how each counsellor is performing. Built for study-abroad and admission consultancies.

Study-abroad, admission and career consultancies that handle many students, applications and counsellors at once.

Consultant reviewing reports and charts on a phone

Key modules

  • Student registration & enquiries
  • Application tracking
  • Fee collection
  • Automatic invoicing
  • Counsellor performance

Modules

Everything in one system.

Student registration & enquiries

Capture every enquiry and turn it into a student profile with contact details, preferences, documents and history.

Application tracking

Follow each application through its stages, institution by institution, so nothing waits unnoticed.

Fee collection

Record service fees and instalments, see what is due and send reminders before payments are missed.

Automatic invoicing

Generate invoices and email them to students automatically when fees are recorded.

Counsellor performance

See enquiries handled, conversions and collections per counsellor or executive, with targets and comparisons.

Multi-user roles

Separate logins and permissions for directors, branch managers, counsellors and accounts staff.

Reports & dashboards

Daily, monthly and custom reports on enquiries, applications, revenue and staff, ready to export.

Why it works

Built for daily use.

  • Every student and application visible in one place
  • Invoices sent automatically, without manual typing
  • Clear view of each counsellor's performance
  • Fewer missed follow-ups and payments
  • Reports ready for management meetings in minutes

Platforms

Web applicationMobile-friendly for counsellors on the move

Optional AI add-ons

Make Educational Consultancy ERP smarter.

  • WhatsApp assistant that answers common enquiries and books counselling appointments
  • Document reading (OCR) that pre-fills student details from uploaded certificates, checked by staff
  • Suggested follow-up messages for counsellors, based on each student's application stage

FAQ

Educational Consultancy ERP: your questions.

Can it be adapted to our consultancy's process?

Yes. Application stages, fee types, invoice formats and user roles are configured to match how your team already works.

Does it work for multiple branches?

Yes. Each branch can have its own staff and reports, while directors see the combined picture.

Who owns the student data?

You do. The data belongs to your consultancy and can be exported at any time.

Cloud or on-premise?

Cloud hosting is the usual choice so staff can work from any branch or from home, but on-premise installation is possible.

See Educational Consultancy ERP in action.

Book a free demo. We'll show the product, discuss your workflow and outline what customisation would involve.