Gives your entire consultancy team –  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: ✅ Completed 🟢 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

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
Customisable  Course Search Tool ✔️ ✔️ ✔️
Manage Fee, Intake & Course Info ✔️ ✔️ ✔️
Add Internal Notes & Priorities ✔️ ✔️ ✔️
API Integration ✔️ ✔️ ✔️
Payment Integration ✔️ ✔️ ✔️
WhatsApp ✔️ ✔️ ✔️
Google Ads ✔️ ✔️ ✔️
Facebook ✔️ ✔️ ✔️
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 ✔️ ✔️ ✔️
Merge & Recorder PDFs ✔️ ✔️ ✔️
Mobile Document Scanner ✔️ ✔️ ✔️
Unlimited File Storage ✔️ ✔️ ✔️
Auto-Rename Files ✔️ ✔️ ✔️
Upload Files in Bulk ✔️ ✔️ ✔️
Tag & Organize Documents ✔️ ✔️ ✔️
Interactive Voice Response (IVR) ✔️ ✔️ ✔️
ZIZU.ai (AI Calling) Additional Service Fee Additional Service Fee Additional Service Fee
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) Additional Service Fee Additional Service Fee ✔️
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 ✔️

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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