From lead assignment to interview reminders—set triggers once, and let EduCa handle the rest. Save time, reduce manual effort, and never miss a task.
Status: ✅ Completed 🟢 On Trac
Manage your B2B network with role-based access, real-time updates, shared course data, and transparent commission tracking.
Capture inquiries from any source and track multi-step applications across multiple institutions with complete visibility and automatic reminders.
Empower counselors, students, and sub-agents with an intelligent course discovery tool—filter by country, university, intake, and more.
Built for Education Consultants
Unlike generic CRMs, EduCa is purpose-built for the overseas education industry—covering leads, applications, interviews, visas, and post-landing services.
All-in-One Platform
From student onboarding to partner management, every tool you need—student app, sub-agent portal, document management, reminders, and reports—lives under one roof.
Scale with Smart Automation
Automate follow-ups, interview reminders, fee tracking, and visa milestones. Save time, stay organized, and focus on what matters—growing your student success rate.
Perfect for independent consultants or single-based location setup
| Course Finder | EduCa Solo | EduCa Reach | EduCa Network |
| Customisable Course Search Tool | ✔️ | ✔️ | ✔️ |
| Manage Fee, Intake & Course Info | ✔️ | ✔️ | ✔️ |
| Add Internal Notes & Priorities | ✔️ | ✔️ | ✔️ |
| API Integration | ✔️ | ✔️ | ✔️ |
| Payment Integration | ✔️ | ✔️ | ✔️ |
| ✔️ | ✔️ | ✔️ | |
| Google Ads | ✔️ | ✔️ | ✔️ |
| ✔️ | ✔️ | ✔️ | |
| Lead Management (MIZO) | |||
| Lead public API | ✔️ | ✔️ | ✔️ |
| Auto lead fetch from social media | ✔️ | ✔️ | ✔️ |
| Auto Reminders | ✔️ | ✔️ | ✔️ |
| Data Import | ✔️ | ✔️ | ✔️ |
| Client Management | ✔️ | ✔️ | ✔️ |
| Lead Forms with QR Support | ✔️ | ✔️ | ✔️ |
| Unlimited Custom Forms | ✔️ | ✔️ | ✔️ |
| Integrated Communication Tools | ✔️ | ✔️ | ✔️ |
| Form Configuration Options | ✔️ | ✔️ | ✔️ |
| Role – Based Lead Assignment | ✔️ | ✔️ | ✔️ |
| Bulk Lead Upload | ✔️ | ✔️ | ✔️ |
| Export Lead Profiles | ✔️ | ✔️ | ✔️ |
| Follow-Ups, Notes & Task Manager | ✔️ | ✔️ | ✔️ |
| Lead Activity & Insight Log | ✔️ | ✔️ | ✔️ |
| Document Management | |||
| Document Checklist | ✔️ | ✔️ | ✔️ |
| Merge & Recorder PDFs | ✔️ | ✔️ | ✔️ |
| Mobile Document Scanner | ✔️ | ✔️ | ✔️ |
| Unlimited File Storage | ✔️ | ✔️ | ✔️ |
| Auto-Rename Files | ✔️ | ✔️ | ✔️ |
| Upload Files in Bulk | ✔️ | ✔️ | ✔️ |
| Tag & Organize Documents | ✔️ | ✔️ | ✔️ |
| Payment Management | |||
| Account Management | ✔️ | ✔️ | ✔️ |
| Institute Commission Management | ✔️ | ✔️ | ✔️ |
| Expense and Inventory Management | ✔️ | ✔️ | ✔️ |
| Financial Management | ✔️ | ✔️ | ✔️ |
| Invoice and Payment | ✔️ | ✔️ | ✔️ |
| Quotes and Invoice | ✔️ | ✔️ | ✔️ |
| Generate Quotes, Invoice & Receipts | ✔️ | ✔️ | ✔️ |
| Multi-Account & Branch Support | ✔️ | ✔️ | ✔️ |
| Tax & Non-Tax Billing Options | ✔️ | ✔️ | ✔️ |
| Online Payment Link Integration | ✔️ | ✔️ | ✔️ |
| Automated Payment Scheduling & Alerts | ✔️ | ✔️ | ✔️ |
| Track All Payment Modes | ✔️ | ✔️ | ✔️ |
| Manage University Commission | ✔️ | ✔️ | ✔️ |
| Manage Agent Commission | ✔️ | ✔️ | ✔️ |
| Task and Followups | |||
| Task Management | ✔️ | ✔️ | ✔️ |
| Automated Follow-Ups & Reminders | ✔️ | ✔️ | ✔️ |
| Real-Time Mobile Alerts | ✔️ | ✔️ | ✔️ |
| Collaborative Task Assignment | ✔️ | ✔️ | ✔️ |
| Attach Documents to Tasks | ✔️ | ✔️ | ✔️ |
| Tag Leads & Team Members | ✔️ | ✔️ | ✔️ |
| Login via Web Portal | ✔️ | ✔️ | ✔️ |
| Login via Mobile App | ✔️ | ✔️ | ✔️ |
| Lead-Specific Access Control | ✔️ | ✔️ | ✔️ |
| Instant Student Chat | ✔️ | ✔️ | ✔️ |
| Mobile Doc Scanner for Students | ✔️ | ✔️ | ✔️ |
| Shortlist & Share Courses | ✔️ | ✔️ | ✔️ |
| Security | |||
| Role based access | ✔️ | ✔️ | ✔️ |
| On click login lock | ✔️ | ✔️ | ✔️ |
| Screenshot disabled | ✔️ | ✔️ | ✔️ |
| Team Training & Setup | ✔️ | ✔️ | ✔️ |
| Personal Account Manager | ✔️ | ✔️ | ✔️ |
| Support via Email | ✔️ | ✔️ | ✔️ |
| Support via WhatsApp | ✔️ | ✔️ | ✔️ |
| Old Data Migration Assistance | ✔️ | ✔️ | ✔️ |
| Organization Management | |||
| Counselor Management | ✔️ | ✔️ | ✔️ |
| Institute Agreement Management | ✔️ | ✔️ | ✔️ |
| Institute Management | ✔️ | ✔️ | ✔️ |
| Role based access | ✔️ | ✔️ | ✔️ |
| Team chat | ✔️ | ✔️ | ✔️ |
| Team Management | ✔️ | ✔️ | ✔️ |
| Manage User Permissions | ✔️ | ✔️ | ✔️ |
| Detailed Access Control | ✔️ | ✔️ | ✔️ |
| Custom Role Creation | ✔️ | ✔️ | ✔️ |
| Notifications by Role | ✔️ | ✔️ | ✔️ |
| Bulk Update Lead Status & Assignment | ✔️ | ✔️ | ✔️ |
| System Generated Reports | ✔️ | ✔️ | ✔️ |
| Visa Lead Reports | ✔️ | ✔️ | ✔️ |
| Application & Admission Reports | ✔️ | ✔️ | ✔️ |
| Visa Status Reports | ✔️ | ✔️ | ✔️ |
| Country-Wise Reports | ✔️ | ✔️ | ✔️ |
| University-Wise Reports | ✔️ | ✔️ | ✔️ |
| Intake-Wise Reports | ✔️ | ✔️ | ✔️ |
| Fully Custom Reports | ✔️ | ✔️ | ✔️ |
| Comprehensive Lead Reports | ✔️ | ✔️ | ✔️ |
| Task & Follow-Up Reports | ✔️ | ✔️ | ✔️ |
| Payments & Billing Reports | ✔️ | ✔️ | ✔️ |
| Coaching Enquiry Reports | ✔️ | ✔️ | ✔️ |
| Visitor & Work Visa Reports | ✔️ | ✔️ | ✔️ |
| Role Setup Across Branches | ❌ | ✔️ | ✔️ |
| Automation and Templates | |||
| Email Integration | ✔️ | ✔️ | ✔️ |
| Email Template | ✔️ | ✔️ | ✔️ |
| WhatsApp Integration | ✔️ | ✔️ | ✔️ |
| WhatsApp Templates | ✔️ | ✔️ | ✔️ |
| Bulk WhatsApp Web Application (Wa Daddy) | ❌ | ❌ | ✔️ |
| Mobile Application | |||
| SmartX Learn (Android) Student Portal | ✔️ | ✔️ | ✔️ |
| SmartX Learn (iOS) Student Portal | ✔️ | ✔️ | ✔️ |
| SmartX Pro (Android) with B2B Mode | ❌ | ❌ | ✔️ |
| SmartX Pro (iOS) with B2B Mode | ❌ | ❌ | ✔️ |
| SmartX Partner (iOS) Agent Access | ❌ | ❌ | ✔️ |
| B2B Sub Agent Management | |||
| B2B Interface | ❌ | ❌ | ✔️ |
| Agent Commission Management | ❌ | ❌ | ✔️ |
| Add New Partners | ❌ | ❌ | ✔️ |
| Multi-Login Access for Teams | ❌ | ❌ | ✔️ |
| Track Partner Leads | ❌ | ❌ | ✔️ |
| Exclusive Course Finder for Partners | ❌ | ❌ | ✔️ |
| Shared Drive with Agent | ❌ | ❌ | ✔️ |
| Commission Tracking | ❌ | ❌ | ✔️ |
| Real-Time Chat + File Sharing | ❌ | ❌ | ✔️ |
| Performance Report for Partners | ❌ | ❌ | ✔️ |
| Assign Partners by Branch | ❌ | ❌ | ✔️ |
| Lead Approval Control | ❌ | ❌ | ✔️ |
| Course Approval Control | ❌ | ❌ | ✔️ |
| Follow-Up & Task Manager | ❌ | ❌ | ✔️ |
Unlike generic CRMs, EduCa is purpose-built for the overseas education industry—covering leads, applications, interviews, visas, and post-landing services.
From student onboarding to partner management, every tool you need—student app, sub-agent portal, document management, reminders, and reports—lives under one roof.
Automate follow-ups, interview reminders, fee tracking, and visa milestones. Save time, stay organized, and focus on what matters—growing your student success rate.
Let EduCa streamline your counseling, automate your follow-ups, and accelerate every application — from first contact to visa approval.
