Study Abroad and Education Consultant CRM
Grow your enrollments, and grow your revenue
Our unified platform empowers you to maximize every opportunity—from applications, accommodations, and loans to forex—while enabling your teams to centralize student inquiries, hyper-personalize engagements, and manage documents. Whether you’re an agent or a student, our purpose-built solutions make the process easy and efficient for all!
Agent Dashboard
Student Enrollment Portal
No wonder leading Study Abroad and Education Consultants trust us
Drive up your revenue per student
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Lead Centralization & Remarketing
Centralize all quality leads in the pipeline
Capture student inquiries and centralize leads from various sources, web and third-party applications for your counseling teams to effortlessly manage them on a single platform. Verify leads to prioritize engagement and achieve zero lead leakage.
Workflow Management
Automate daily tasks with workflow builder
By setting up workflows and alerts for different teams, automating the conversion process can have a significant impact, reducing manual dependency and streamlining the process to ensure higher productivity.
Sales Performance Management
Track counselor performance by course, intake date and more
Get 360° visibility of your counseling team’s productivity as you track their conversions, engagement, and calling reports on a single powerful dashboard. Leverage data to prioritize counseling and application support.
Payment Management
Enroll faster with an in-built payment platform
Run time-bound discount campaigns, generate payment links, and track their effectiveness. Automate fee reminders, configure payment splits, and implement late fees with powerful financial dashboards.
Reports
Marketing Communication & Automation
Contextually nurture all your prospective students
Automate your entire Marketing Communication efforts across channels like Email, SMS, or WhatsApp based on your potential student’s activity and engagement at touchpoints. Strategize the perfect outreach with advanced communication workflows and enroll them to courses provided by your partner educational institutions.
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Student Enrollment Portal
Leverage the power of an Unified Student Enrollment Portal
Improve student experience and increase retention at every step by equipping your students with a single view dashboard to apply, track, communicate, and avail more services
Sales Opportunity Management
Identify upsell and cross-sell opportunities
Know when a candidate could best suit for other courses or performance improvement programs for IELTS, SAT, and more. Maximize revenue with pre-integrated loan providers, accommodation, and forex services- all from within the CRM.
Campaign Management
Maximize your Marketing Campaign’s ROI
Track, measure, and optimize the efficiency of all your enrollment marketing campaigns in real time and maximize the ROI from your marketing spends. Stay on top of your conversion tracking from inquiries and applications.
Reports and Analytics
Generate and download detailed reports
Dive deep into insights and analytics on the performance of different teams, such as conversion rates, time taken for visa processing, and more.
User Management
Take complete control with advanced user management
Define teams and hierarchy to group teams based on different universities, courses, and other custom logics to enable data sharing based on permission. Mask your potential student’s data to securely manage it.
Counselor Management & Automation
Manage counselors and their counseling sessions
Distribute leads among your counseling teams using various custom logics based on country, university, conversion performance, or courses. Keep a check on your counseling teams’ performance to analyze their efforts and results.
WhatsApp Business API
Leverage WhatsApp Business API for dynamic engagements
Engage potential students on their preferred platform— WhatsApp. Create your own custom template and automate hyper-personalized outreach efforts. Maximize your counselor’s productivity, optimize your marketing ROI, and grow your enrollments.
Connect Meritto with apps and integrations you use
Expand the possibilities of what can be achieved
Learn MoreStudy Abroad & Education Consultant CRM explained in minutes!
If you’re still unsure about how our purpose-built CRM solution can help you grow your enrollments, watch this quick video featuring one of our enrollment experts to get a recap of its amazing features.
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