Study abroad consultancies often juggle student preferences like countries, courses, budgets, and application statuses—all while trying to provide personalized engagement over extended periods. Without a centralized solution, these complexities can overwhelm even the most experienced teams. That’s where Meritto’s Study Abroad and Education Consultant CRM becomes a game-changer. Designed specifically for the challenges you face, this platform centralizes data, automates workflows, and keeps your processes efficient and seamless.
Why Online Enquiry Management is a Must-Have
For consultancies, inquiries come from multiple channels: websites, social media, events, and walk-ins. Managing these leads effectively determines your success. With Meritto, you gain access to the best CRM for education consultancy, enabling you to:
- Capture and centralize all inquiries in one dashboard.
- Automate lead allocation to ensure no opportunity slips through.
- Stay informed about every stage of the student’s journey, from inquiry to enrollment.
Unlike generic tools, Meritto’s CRM is purpose-built for study abroad consultants, making your processes smarter, faster, and more reliable.
Features That Solve Real Challenges
1. Lead Centralization: Capture All Inquiries
Effortlessly manage inquiries from multiple platforms in one unified system. Instead of switching between tools, you can:
- Integrate all leads from websites, emails, and social media.
- Track their progress in real-time.
Use Case: A consultancy receiving hundreds of inquiries weekly can categorize, filter, and prioritize them in seconds, ensuring prompt follow-ups.
2. Automated Lead Allocation
Meritto automatically assigns leads based on predefined rules such as region, course interest, or counselor expertise.
Use Case: If a student inquires about studying in Canada, the system instantly routes the lead to the counselor specializing in Canadian universities, ensuring relevant and timely communication.
3. Student Journey Tracking
Keep an eye on every touchpoint of the student’s journey, from inquiry to application completion.
Use Case: Counselors can update notes about each student’s preferences, document submissions, and visa status, enabling a smooth and personalized experience.
4. Document Management
Upload, organize, and verify documents such as passports, transcripts, and SOPs within the CRM.
Use Case: For a student’s visa application, counselors can quickly access all required documents, avoiding unnecessary delays.
5. Real-Time Reporting and Analytics
Understand what works and where improvements are needed with detailed reports.
Use Case: Analyze which channels bring the most inquiries, enabling you to allocate resources more effectively.
6. Personalized Student Engagement
Engage students at the right time with automated email and WhatsApp campaigns.
Use Case: Send reminders for approaching deadlines or application updates, maintaining consistent communication without manual effort.
7. Application Management
Simplify the application process with tools to track progress, manage payments, and communicate with universities.
Use Case: A counselor can see pending application steps for a student, send reminders, and even collect payments—all from one platform.
Addressing Common Objections
Objection 1: “We already use spreadsheets.”
Spreadsheets lack automation, scalability, and real-time insights. Meritto eliminates manual tracking, giving your team more time to focus on student success.
Objection 2: “Our team isn’t tech-savvy.”
Meritto’s intuitive interface ensures quick onboarding. With dedicated support, your team can hit the ground running.
Objection 3: “We manage only a few students.”
Whether managing 10 students or 1,000, Meritto scales with your needs, offering tools to optimize even small-scale operations.
How Meritto Stands Out
Tailored to Study Abroad Needs
While other tools offer generic solutions, Meritto’s study abroad CRM addresses your unique challenges with features like course-based filtering and automated document handling.
Global Reach
With users across the world, including the UAE, India, and Europe, Meritto adapts to diverse operational needs, ensuring every consultancy can thrive.
Collaborative Platform
Meritto bridges the gap between counselors, students, and universities. By fostering collaboration, it creates a transparent and efficient enrollment process.
Ready to Transform Your Consultancy?
Over 1,000 education organizations trust Meritto to streamline their operations. Whether you’re managing inquiries, tracking applications, or engaging students, Meritto’s study abroad CRM is your ultimate solution. Don’t let inefficiencies hold you back—embrace a tool that works as hard as you do.
Schedule a demo today to see how Meritto can revolutionize your consultancy.
