Study Abroad and Education Consultant CRM

Grow Your Business With #1 Study Abroad CRM For Overseas Education Consultants

Gives your entire consultancy team – Β from HQ to partners – total visibility and control.

Best CRM software for overseas education consultants

EduCa

An EDUcation CAtalyst built to streamline your entire abroad admissions process – from first inquiry to final intake.

Automation Engine

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: βœ… Completedβ€ƒπŸŸ’ On Track

SmartX CRM for immigration consulting businesses

Sub-Agent Network & Partner Portal

Manage your B2B network with role-based access, real-time updates, shared course data, and transparent commission tracking.

Lead & Application Management

Capture inquiries from any source and track multi-step applications across multiple institutions with complete visibility and automatic reminders.

SmartX CRM for automating communication in immigration consultancy

Built-In Course Finder

Empower counselors, students, and sub-agents with an intelligent course discovery tool – filter by country, university, intake, and more.

Best CRM for immigration consultants handling multiple clients

Why EduCa Is the Best Education Consultancy Management Software for Your Business

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.

Efficient CRM for immigration and visa consultants

Our Pricing

EduCa Solo

$999/ Year

$1199

Perfect for independent consultants or single-based location setup

EduCa Reach

$1899/ Year

$2099

Designed for consultants with a head office and multiple branches

EduCa Network

$2999/ Year

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Built for organizations that manage partners, branches and B2B relationships under one roof

White Label

An EDUcation CAtalyst built to streamline your entire abroad admissions process – from first inquiry to final intake.

EduCa Toolkit

 
Course Finder EduCa Solo EduCa Reach EduCa Network
CustomisableΒ  Course Search Tool βœ”οΈ βœ”οΈ βœ”οΈ
Manage Fee, Intake & Course Info βœ”οΈ βœ”οΈ βœ”οΈ
Add Internal Notes & Priorities βœ”οΈ βœ”οΈ βœ”οΈ
API Integration βœ”οΈ βœ”οΈ βœ”οΈ
Payment Integration βœ”οΈ βœ”οΈ βœ”οΈ
WhatsApp βœ”οΈ βœ”οΈ βœ”οΈ
Google Ads βœ”οΈ βœ”οΈ βœ”οΈ
Facebook βœ”οΈ βœ”οΈ βœ”οΈ
Lead Management (MIZO)
Lead Public API βœ”οΈ βœ”οΈ βœ”οΈ
Auto Lead Fetch From Social Media βœ”οΈ βœ”οΈ βœ”οΈ
Auto Reminders βœ”οΈ βœ”οΈ βœ”οΈ
Data Import βœ”οΈ βœ”οΈ βœ”οΈ
Client Management βœ”οΈ βœ”οΈ βœ”οΈ
Lead Forms with QR Support βœ”οΈ βœ”οΈ βœ”οΈ
Unlimited Custom Forms βœ”οΈ βœ”οΈ βœ”οΈ
Integrated Communication Tools βœ”οΈ βœ”οΈ βœ”οΈ
Form Configuration Options βœ”οΈ βœ”οΈ βœ”οΈ
Role – Based Lead Assignment βœ”οΈ βœ”οΈ βœ”οΈ
Bulk Lead Upload βœ”οΈ βœ”οΈ βœ”οΈ
Export Lead Profiles βœ”οΈ βœ”οΈ βœ”οΈ
Follow-Ups, Notes & Task Manager βœ”οΈ βœ”οΈ βœ”οΈ
Lead Activity & Insight Log βœ”οΈ βœ”οΈ βœ”οΈ
Merge & Recorder PDFs βœ”οΈ βœ”οΈ βœ”οΈ
Mobile Document Scanner βœ”οΈ βœ”οΈ βœ”οΈ
Unlimited File Storage βœ”οΈ βœ”οΈ βœ”οΈ
Auto-Rename Files βœ”οΈ βœ”οΈ βœ”οΈ
Upload Files in Bulk βœ”οΈ βœ”οΈ βœ”οΈ
Tag & Organize Documents βœ”οΈ βœ”οΈ βœ”οΈ
Interactive Voice Response (IVR) βœ”οΈ βœ”οΈ βœ”οΈ
Zizu AI (AI Calling) Additional Service Fee Additional Service Fee Additional Service Fee
Payment Management
Account Management βœ”οΈ βœ”οΈ βœ”οΈ
Institute Commission Management βœ”οΈ βœ”οΈ βœ”οΈ
Expense and Inventory Management βœ”οΈ βœ”οΈ βœ”οΈ
Financial Management βœ”οΈ βœ”οΈ βœ”οΈ
Invoice and Payment βœ”οΈ βœ”οΈ βœ”οΈ
Quotes and Invoice βœ”οΈ βœ”οΈ βœ”οΈ
Generate Quotes, Invoice & Receipts βœ”οΈ βœ”οΈ βœ”οΈ
Multi-Account & Branch Support βœ”οΈ βœ”οΈ βœ”οΈ
Tax & Non-Tax Billing Options βœ”οΈ βœ”οΈ βœ”οΈ
Online Payment Link Integration βœ”οΈ βœ”οΈ βœ”οΈ
Automated Payment Scheduling & Alerts βœ”οΈ βœ”οΈ βœ”οΈ
Track All Payment Modes βœ”οΈ βœ”οΈ βœ”οΈ
Manage University Commission βœ”οΈ βœ”οΈ βœ”οΈ
Manage Agent Commission βœ”οΈ βœ”οΈ βœ”οΈ
Task and Followups
Task Management βœ”οΈ βœ”οΈ βœ”οΈ
Automated Follow-Ups & Reminders βœ”οΈ βœ”οΈ βœ”οΈ
Real-Time Mobile Alerts βœ”οΈ βœ”οΈ βœ”οΈ
Collaborative Task Assignment βœ”οΈ βœ”οΈ βœ”οΈ
Attach Documents to Tasks βœ”οΈ βœ”οΈ βœ”οΈ
Tag Leads & Team Members βœ”οΈ βœ”οΈ βœ”οΈ
Login via Web Portal βœ”οΈ βœ”οΈ βœ”οΈ
Login via Mobile App βœ”οΈ βœ”οΈ βœ”οΈ
Lead-Specific Access Control βœ”οΈ βœ”οΈ βœ”οΈ
Instant Student Chat βœ”οΈ βœ”οΈ βœ”οΈ
Mobile Doc Scanner for Students βœ”οΈ βœ”οΈ βœ”οΈ
Shortlist & Share Courses βœ”οΈ βœ”οΈ βœ”οΈ
Security
Role Based Access βœ”οΈ βœ”οΈ βœ”οΈ
On Click Login Lock βœ”οΈ βœ”οΈ βœ”οΈ
Screenshot Disabled βœ”οΈ βœ”οΈ βœ”οΈ
Team Training & Setup βœ”οΈ βœ”οΈ βœ”οΈ
Personal Account Manager βœ”οΈ βœ”οΈ βœ”οΈ
Support via Email βœ”οΈ βœ”οΈ βœ”οΈ
Support via WhatsApp βœ”οΈ βœ”οΈ βœ”οΈ
Old Data Migration Assistance βœ”οΈ βœ”οΈ βœ”οΈ
Organization Management
Counselor Management βœ”οΈ βœ”οΈ βœ”οΈ
Institute Agreement Management βœ”οΈ βœ”οΈ βœ”οΈ
Institute Management βœ”οΈ βœ”οΈ βœ”οΈ
Role Based Access βœ”οΈ βœ”οΈ βœ”οΈ
Team chat βœ”οΈ βœ”οΈ βœ”οΈ
Team Management βœ”οΈ βœ”οΈ βœ”οΈ
Manage User Permissions βœ”οΈ βœ”οΈ βœ”οΈ
Detailed Access Control βœ”οΈ βœ”οΈ βœ”οΈ
Custom Role Creation βœ”οΈ βœ”οΈ βœ”οΈ
Notifications By Role βœ”οΈ βœ”οΈ βœ”οΈ
Bulk Update Lead Status & Assignment βœ”οΈ βœ”οΈ βœ”οΈ
System Generated Reports βœ”οΈ βœ”οΈ βœ”οΈ
Visa Lead Reports βœ”οΈ βœ”οΈ βœ”οΈ
Application & Admission Reports βœ”οΈ βœ”οΈ βœ”οΈ
Visa Status Reports βœ”οΈ βœ”οΈ βœ”οΈ
Country-Wise Reports βœ”οΈ βœ”οΈ βœ”οΈ
University-Wise Reports βœ”οΈ βœ”οΈ βœ”οΈ
Intake-Wise Reports βœ”οΈ βœ”οΈ βœ”οΈ
Fully Custom Reports βœ”οΈ βœ”οΈ βœ”οΈ
Comprehensive Lead Reports βœ”οΈ βœ”οΈ βœ”οΈ
Task & Follow-Up Reports βœ”οΈ βœ”οΈ βœ”οΈ
Payments & Billing Reports βœ”οΈ βœ”οΈ βœ”οΈ
Coaching Enquiry Reports βœ”οΈ βœ”οΈ βœ”οΈ
Visitor & Work Visa Reports βœ”οΈ βœ”οΈ βœ”οΈ
Role Setup Across Branches ❌ βœ”οΈ βœ”οΈ
Automation and Templates
Email Integration βœ”οΈ βœ”οΈ βœ”οΈ
Email Template βœ”οΈ βœ”οΈ βœ”οΈ
WhatsApp Integration βœ”οΈ βœ”οΈ βœ”οΈ
WhatsApp Templates βœ”οΈ βœ”οΈ βœ”οΈ
Bulk WhatsApp Web Application (WAΒ Daddy) Additional Service Fee Additional Service Fee βœ”οΈ
Mobile Application
SmartX Learn (Android) Student Portal βœ”οΈ βœ”οΈ βœ”οΈ
SmartX Learn (iOS) Student Portal βœ”οΈ βœ”οΈ βœ”οΈ
SmartX Pro (Android) with B2B Mode ❌ ❌ βœ”οΈ
SmartX Pro (iOS) with B2B Mode ❌ ❌ βœ”οΈ
SmartX Partner (iOS) Agent Access ❌ ❌ βœ”οΈ
B2B Sub Agent Management
B2B Interface ❌ ❌ βœ”οΈ
Agent Commission Management ❌ ❌ βœ”οΈ
Add New Partners ❌ ❌ βœ”οΈ
Multi-Login Access for Teams ❌ ❌ βœ”οΈ
Track Partner Leads ❌ ❌ βœ”οΈ
Exclusive Course Finder for Partners ❌ ❌ βœ”οΈ
Shared Drive with Agent ❌ ❌ βœ”οΈ
Commission Tracking ❌ ❌ βœ”οΈ
Real-Time Chat + File Sharing ❌ ❌ βœ”οΈ
Performance Report for Partners ❌ ❌ βœ”οΈ
Assign Partners By Branch ❌ ❌ βœ”οΈ
Lead Approval Control ❌ ❌ βœ”οΈ
Course Approval Control ❌ ❌ βœ”οΈ
Follow-Up & Task Manager ❌ ❌ βœ”οΈ

Why EduCa

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.

Ready to turn inquiries into successful student journeys?

Let EduCa streamline your counseling, automate your follow-ups, and accelerate every application – from first contact to visa approval.

Leading Brands Run Smarter With EduCa CRM

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