Consultancy Manager is a full-featured web portal designed to handle day-to-day activities at an educational consultancy. It helps save all the trouble of organizing and maintaining various kinds of resources that are stumbled upon on a regular basis. It enables the consultancy to go paperless and efficient with managing records and follow-ups.
With our innovative Consultancy Manager platform, a consultancy can now manage all the above activities in a single place. Need to follow-up on a student who visited 5 months ago? No problem. It’s easy to see and maintain records of everything with our platform.
Keep track of all your applicants on all steps of their processing. With the intuitive profile created for each applicant, you can easily maintain their records about classes, VISA, tests, documents, payments and many more in a single place.
Easily manage commissions of all your applicants with the click of a button. Track commission collection times with reminders and emails.
Avoid the hassle of manually creating invoice for each commission altogether with the innovative invoice generation. You can directly send the automatically generated invoice to the receiver from within the system.
Do you run training, language and test preparatio classes? Now keep track of all of them and their enrolled students. You can also manage attendance of your students.
Easily manage records of the payments of each individual applicant.
Send SMS to many applicants all at once for various purposes. You have your own Identity (Display name in SMS) so that the receivers recognize you instantly.
Send emails to many applicants from within CMST with your designated email address.
Store details and information of all your colleges, universities and their courses for use in the system. These details can be used in applicant's processing, in your mobile apps and in Consultancy Finder.
With the intuitive Tags feature, you can group different applicants and assign them tags for bulk actions.
Create accounts for your branch offices directly from CMST. The branch offices will have their own CMST space to work in. You will be able to monitor their activity from the main account.
Create and assign tasks to each other for efficient work productivity. You can create to-do checklists to list out specific task details, and discuss matters about the task in the comment section.
Chat with each other in real-time from within CMST.
Give necessary access to individual user by assigning them roles and selected permissions. This way, your data and information are more secure than ever. You can manage who can or can not see the different information available in your system.
Receive an automated report of your users' activity in your email so that you can review their overall daily work.
Book test dates for IELTS directly from CMST.
CMST can be fully integrated with your customized mobile app (for both Android & iOS) so that applicants can easily stay up-to-date with their processing and other details.
Approved by ECAN
Now target more students for your VISA and Counseling services via our Consultancy Finder app for free. This app enables students to easily search for consultancies and view their profiles and inquire them.