In the competitive landscape of study abroad consultancies, streamlining the sales funnel is no longer optional—it’s essential. Meritto’s Study Abroad CRM offers unparalleled tools designed to simplify lead management, automate tasks, and boost engagement. With its intelligent features, this CRM becomes the backbone for agencies aiming to increase conversions and deliver exceptional student experiences.
The Foundation of Effective Lead Management
Managing inquiries from multiple sources can be chaotic. Meritto’s best CRM for education consultancy consolidates leads from websites, landing pages, and social platforms into one centralized dashboard. This ensures your team can prioritize high-quality leads and minimize leakage.
Key Features:
- Lead Source Tracking: Monitor where leads come from to refine acquisition strategies.
- Responsive Forms: Capture student data seamlessly with intuitive forms.
- Dynamic Lead Scoring: Prioritize leads based on engagement and potential.
Use Case:
A consultancy uses Meritto to collect leads from social media campaigns. With automated scoring, their counselors focus first on students most likely to enroll, increasing conversions significantly.
Automate Tedious Tasks with Workflow Management
Daily manual tasks consume valuable time. Meritto’s workflow automation eliminates inefficiencies by setting up triggers and notifications for every stage of the sales funnel.
Key Features:
- Custom Workflow Builder: Tailor processes to your unique needs.
- Real-Time Alerts: Never miss a follow-up or key engagement opportunity.
- Duplicate Blocking: Keep your database clean and organized.
Use Case:
For an agency managing over 1,000 inquiries monthly, Meritto automates follow-ups, saving hours and reducing counselor burnout.
Unified Communication Suite: Connect Everywhere
Effective communication drives student engagement. Meritto’s unified suite integrates Email, WhatsApp, and SMS, enabling personalized and timely communication.
Key Features:
- 360° Communication Tools: Manage conversations from a single profile.
- WhatsApp API Integration: Engage students in real time with their preferred channel.
- Campaign Performance Tracking: Measure the impact of each outreach effort.
Use Case:
A consultancy used Meritto’s multilingual SMS to remind students of application deadlines. This resulted in a 20% increase in on-time submissions.
Empowering Counselors with Smart Lead Distribution
Maximize productivity with advanced lead distribution mechanisms that allocate leads based on counselor expertise, location, or conversion performance.
Key Features:
- Advanced Filters: Match leads with the most suitable counselor.
- Performance Analytics: Gain insights into each counselor’s efficiency.
- Integrated Task Management: Keep teams aligned with centralized tracking.
Use Case:
One agency used Meritto’s logic-based lead distribution to assign STEM applicants to their STEM-focused counselors, improving student satisfaction.
Deep Insights with Advanced Reporting
Data-driven decision-making is the future of education consultancy. Meritto’s CRM provides advanced analytics to track every aspect of your sales funnel.
Key Features:
- Custom Dashboards: Visualize trends and KPIs in real time.
- Drag-and-Drop Reports: Simplify reporting for conversions, revenue, and engagement.
- Churn Analysis: Identify and re-engage lost leads effectively.
Use Case:
An agency noticed high churn for a particular program. Using Meritto’s insights, they identified the issue and launched targeted campaigns to re-engage these students.
Seamless Post-Sale Support
Delivering value doesn’t stop at enrollment. Meritto supports agencies in managing post-sale processes, such as fee payments and documentation.
Key Features:
- Payment Management: Automate reminders and handle splits with ease.
- Document Storage: Keep all student records secure and accessible.
- After-Sale Communication: Build loyalty with ongoing touchpoints.
Use Case:
Using Meritto, a consultancy automated fee reminders, reducing payment delays and increasing customer satisfaction.
Mobile CRM: Productivity on the Go
Empower your counselors to engage with students wherever they are. Meritto’s mobile app ensures that opportunities aren’t missed, even during field visits.
Key Features:
- Geo-Tracking: Monitor on-ground team performance.
- One-Tap Communication: Send emails or WhatsApp messages with a click.
- Integrated Workspaces: Access reports and dashboards from anywhere.
Use Case:
A counselor attending a study abroad fair used Meritto’s mobile CRM to add leads instantly, ensuring follow-ups the same day.
Why Choose Meritto?
Meritto isn’t just a CRM—it’s the best CRM for education consultancy, purpose-built for scaling study abroad businesses. It bridges the gap between technology and personalization, ensuring you deliver value at every touchpoint.
Transform Your Consultancy with Meritto’s Study Abroad CRM
Ready to take your consultancy to the next level? Meritto’s study abroad CRM provides the tools, insights, and automation your team needs to succeed. Empower your counselors, optimize your processes, and grow your revenue.
