Study Abroad Software for Agents

study abroad agency crm software Designed Just For You

Overseas educational consultants provide a valuable service to students who want to study abroad. Often, these students are the first in their families to attend university, and the consultant's role is to guide them through the process and help them make the best choices for their future. As an overseas educational consultant, you have the opportunity to make a real difference in the lives of your clients as they dream about travelling abroad for overseas education.

We are committed to freeing you from the mundane, time-consuming admin tasks that prevent you from dealing with the high-value aspects of your role, such as advising and coaching your clients.

The Challenge

Study abroad consultants operate worldwide with interest from potential applicants to study overseas. Enquiries are followed up and converted into applicants, with agents supporting the process of choosing a course, country and institution as well as offering any relevant visa and immigration advice and local knowledge to ensure a smooth arrival. This means that a collaborative approach in sharing relevant information with institutions, departments and government authorities is vital.

As if this wasn’t complex enough, the choice available to the applicant is vast, so even the most selective study abroad consultant needs to ensure that the applicant's journey is seamless, supporting the applicant and their parents to engage in the process at every stage. With high levels of manual effort involved, consultants are at risk of falling short of delivering the tailored support and effective application process the modern day applicant expects.

Our Study Abroad CRM

Our solution takes care of all the behind-the-scenes work, including paperwork, deadlines, and follow-ups, so that you can focus on providing excellent service to your clients. In short, we make your job easier!

Study Abroad Consultancy Recruitment Tools

Discovery, Enquiry & Contracts

FEATURES FOR SUPPORTING END-TO-END WORKFLOW

How We Get You Up And Running In Months Weeks

ENQUIRY

- Editable, embedded lead capture
- Forms to capture applicants directly from your website
- Lead portal with a branded look and feel
- A two-way inbox for communication
- Allow leads can send documents to you from the leads portal

MEET & DISCUSS

- Meeting scheduling tools
- Keep track of all CRM interactions (messages, attachments, notes, etc.)
- You can generate proposals with links to active courses (that you control)
- An interactive timeline with a full history of all interactions with the lead

CONTRACTS & PAYMENTS

- Digital e-sign contract generator
- Easily editable terms and conditions
- Choice of Five embedded payment gateways
- Storage of signed documents in the system

Functionlity Designed To Give You Total Control And Visibility

Dashboard View

HEIapply empowers your admissions team to see an overview of all the applications they are processing in one central location. Administrators can quickly identify which applications are complete and which ones need follow-up.

Form Management

HEIapply is a powerful tool for admissions administrators. It allows admins to create and manage forms for their applicants. It includes a form builder, so admins can easily create custom forms for their unique needs.

Tasks

HEIapply allows administrators to track the status of each task, including whether it has been completed or is still outstanding. This ensures that no task is left unfinished and that all students are making progress on their applications.

Applicant Portal

HEIapply reduces the time taken to complete an application and takes the burden off the admissions team by giving applicants an environment to register onto, login, complete an application, upload supporting documentation and submit for processing.