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CRM for Study Visa Consultants

From the first IELTS inquiry to the visa decision, every student’s file, documents, fees and parent updates in one CRM. Built for consultancies sending students to Canada, UK, Australia, USA and Europe.

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Our clients

Trusted by Industry Leaders across India

From fast-growing local businesses to national brands, teams in manufacturing, education, immigration, healthcare and finance run their sales on Sukam Apps.

The problem

Where Study Visa Files Go Wrong

A study visa file passes through many hands over many weeks. Without a system, students and parents feel the delays before the owner does.

✕ How it works today✓ With Sukam Apps CRM
IELTS and PTE inquiries arrive from Instagram, walk-ins, calls and agents. Nobody knows who called back, so the student goes to the next office.
Every inquiry becomes a lead with an owner, a follow-up task and a due date. Missed follow-ups show up the same day.
The counsellor keeps the college shortlist in a notebook. When he leaves, the student’s plan leaves with him.
Shortlist, offer letter and conditions stay on the student file, visible to the owner and to filing staff.
Offer letter, funds, medical and visa filing each wait on a different person, and a delay of a few days goes unnoticed.
Each stage has an owner, a due date and days late, so the owner sees which file is stuck and who is holding it.
Parents call the office every week for status and staff dig through old chats to answer.
The student and parent get a WhatsApp update when the file moves to the next stage.
Fees are collected in instalments across receipt books, and a refund after a college change turns into a dispute.
Instalments and receipts sit on the student file, and every refund is recorded with its date and reason.
How it works

How a Study Visa File Runs in Sukam Apps CRM

One flow from inquiry to decision, with country-specific checklists filled in.

Inquiry & Follow-up

The lead is captured with an owner and a follow-up task, and reminders fire until the student is counselled.

Counselling & Shortlist

Country, intake and college shortlist are recorded on the student file.

Offer Letter & College Fee

Offer letter status and college fee pending are tracked as stages with due dates.

Funds & Documents

The country-wise document checklist shows what is uploaded and what is pending.

Visa Filing & Decision

Filing date, decision and any refund are recorded, and the parent is updated on WhatsApp.

Features

CRM Features for Study Visa Consultants

For consultancies sending students to Canada, UK, Australia, USA, New Zealand and Europe.

Lead Follow-up Tasks

Every IELTS, PTE and study inquiry gets an owner, a follow-up task and a due date.

Country-wise Pipelines

Separate stages for Canada, UK, Australia and Europe, so files never share one sheet.

Document Checklists

Country-wise checklists with upload status for every item, and WhatsApp reminders for pending documents.

Offer Letter & College Tracking

See which students are waiting for an offer letter and which college has fee pending.

Fee Instalments & Receipts

Instalments, receipts and refunds tracked against each student file.

WhatsApp Updates to Parents

Automatic status updates to the student and parent at every stage.

Days Late per Activity

Every activity shows its owner and how many days late it is.

Reports by Country, College & Officer

Files filed, offer letter turnaround, fee pending and delays by country, college and filing officer.

Give each branch one Sukam Cloud IVR number so every inquiry call is recorded, run WhatsApp campaigns for intakes and seminars, and use Saaransh AI Business Insights to see which counsellors handle objections well and who needs coaching.

Why Sukam Apps

Why Immigration Consultants in Punjab, Haryana and Chandigarh Choose Sukam Apps

Software is half the job. The other half is a person who sets it up in your office and answers the phone afterwards.

On-site Setup & Training

Our team comes to your office in Punjab, Chandigarh and Haryana to configure pipelines and train counsellors. Himachal and the rest of India get online setup and training.

Dedicated Support Person

Every client gets one named support person. No call-centre queue, no IVR wait.

Jalandhar Company, Since 2011

15+ years, 1,500+ businesses, 12,000+ users. A local company you can visit at BMC Chowk, Jalandhar.

Free CRM Usage Audit

After go-live we check which counsellors use the CRM properly and where leads still leak, free of charge.

Your Leads Stay With Your Company

Number masking, recorded SIM calls and every chat and note inside the CRM. When a counsellor leaves, the students stay.

Clean Records for Approved Consultants

Agreements, fee receipts, refunds and client documents in one trail, which licensed consultants in Punjab need to keep for every client.

Before & after

What Changes for Your Consultancy

Without CRMHow it works today

  • Inquiries lost between calls and chats
  • College shortlist in a notebook
  • Delays found when the parent complains
  • Fees in receipt books
  • Status by phone call

With Sukam Apps CRMWhat changes

  • Every inquiry has an owner and a due date
  • Shortlist and offer letter on the file
  • Days late visible to the owner
  • Instalments and receipts on the file
  • WhatsApp updates sent automatically
Who uses it

Who Uses Sukam Apps CRM in Immigration

Study Visa ConsultantsPR & Immigration ConsultantsWork Permit ConsultantsTourist & Visitor Visa AgentsIELTS & PTE Coaching CentresOverseas Education AgentsSpouse & Dependent Visa ServicesTravel & Ticketing AgenciesMulti-branch ConsultanciesEducation Fair Organisers
Integrations

25+ Integrations to the tools you already use

Sukam Apps CRM connects with the lead portals, WhatsApp, cloud telephony, email, accounting and automation tools Indian businesses run on. Leads, calls and invoices sync automatically, so your team works from one screen.

  • Lead portals
  • WhatsApp & social
  • Cloud telephony
  • Email
  • Accounting
  • Automation
Connected ecosystem

Everything a Immigration Consultants Business Needs, Connected

CRM, calling, WhatsApp and accounting on one platform. No copy-paste between five different apps.

FAQ

CRM for Study Visa Consultants: Frequently Asked Questions

Does the CRM handle IELTS and PTE coaching leads too?

Yes. Coaching and study inquiries are leads with an owner, follow-up task and due date, and a coaching student can be moved to a study visa file.

Can I run different countries in one CRM?

Yes. Each country has its own stages and document checklist, and a student can be switched to another country with the history kept.

Will parents get updates on WhatsApp?

Yes. The student and parent get a WhatsApp update when the file moves to the next stage.

Can I see which colleges are slow with offer letters?

Yes. Reports show offer letter turnaround and fee pending by college, along with files by country and filing officer.

Can I track fee instalments and refunds?

Yes. Instalments, receipts and refunds are recorded against each student file.

Do you set it up in our office?

Yes, for consultancies in Punjab, Chandigarh and Haryana the Sukam Apps team sets up the CRM and trains your staff on-site. Other states get online setup with a dedicated support person.

Run Every Study Visa File on One Screen

See how immigration and study visa consultants run their leads and files on Sukam Apps CRM.

1,500+Businesses supported
12,000+Active users
15+Years experience