A Study Abroad CRM is essential for education consultancies to streamline and enhance overseas admissions. Meritto’s Study Abroad CRM is purpose-built to manage leads, automate processes, and ensure seamless operations for study abroad agents. Unlike generic CRMs, it offers specialized features tailored for education consultants to handle the complexities of international student recruitment efficiently.
Multiple Lead List Management
Imagine starting your day with a flood of new leads. Some inquire about admissions, others about visa processes, and a few are interested in work permits. Managing these diverse needs can be chaotic without the right tools. This is where Multiple Lead List Management in an education consultancy CRM comes in handy.
Meritto’s Study Abroad CRM provides separate lead lists for admissions, training, work permits, and visa applications. Each lead is directed to the appropriate funnel, starting a tailored journey. For example, a student applying to multiple universities might be at different stages of admission for each. The CRM allows counselors to track each journey efficiently, ensuring timely follow-ups and personalized communication.
Collecting and Storing Documents
Document collection is often a tedious task for counselors. The traditional approach involves numerous calls, emails, and messages, followed by the manual compilation of documents from various channels like WhatsApp, email, or Google Drive. This method is time-consuming and prone to errors.
Meritto’s education consultancy CRM offers a simple solution—an integrated document management system. Students can upload their documents directly into a centralized portal, keeping everything organized and secure. This feature reduces the workload on counselors and speeds up the admissions process. The CRM also ensures data security, protecting sensitive information with advanced encryption.
Tracking Visa Applications Made Easy with Study Abroad CRM
Visa application tracking is one of the most challenging aspects of overseas admissions. Students often bombard counselors with calls, emails, and messages to check their visa status. This not only consumes time but also distracts counselors from other important tasks.
Meritto’s Study Abroad CRM simplifies this process by providing real-time updates on visa applications. Counselors can access the status of each visa application with a few clicks and provide students with timely updates. This automation cuts down on repetitive inquiries and enhances the overall efficiency of the counseling team.
Seamless Payment Integration in Study Abroad CRM
The visa application process is incomplete without fee payments. Tracking these payments across different gateways like net banking, credit cards, or UPI can be cumbersome for counselors.
With Meritto’s Study Abroad CRM, all payment gateways are integrated into a single platform. Counselors can send payment links directly from the CRM, allowing students to choose their preferred payment method. Automated reminders can also be sent to ensure timely payments, reducing the manual effort involved in tracking payment statuses.
Robust Customer Support with Meritto
A feature-rich CRM is only as good as the support that comes with it. Meritto understands this and offers robust customer support to ensure that users make the most of their Study Abroad CRM. A dedicated customer support team is available to guide counselors and administrators through any challenges they may face.
Meritto also offers customization options to tailor the CRM according to specific needs. With a dedicated account manager, clients can request modifications or additional features, ensuring that the CRM grows with their business needs.
Gearing Up with Meritto’s Study Abroad CRM
Meritto’s Study Abroad CRM is purpose-built to streamline every aspect of the overseas admissions process, from managing multiple lead lists to tracking visa applications and integrating payments. It not only provides systematic automation but also delivers real-time, data-driven insights through customizable dashboards. This allows education consultancies to understand key metrics like student admits and rejections, channel ROI, and counselor performance, enabling informed decision-making.
Meritto is a global enrollment platform designed for growth, handling over 1 billion student engagements annually, processing 100 million inquiries, and managing 5 million applications. Trusted by over 1,000 education organizations, it is the go-to solution for those seeking an efficient and scalable education consultancy CRM.
If you’re ready to take your consultancy to the next level, schedule a demo with Meritto today and experience the power of a purpose-built Study Abroad CRM.
