Lead Follow-up Tasks
Every IELTS, PTE and study inquiry gets an owner, a follow-up task and a due date.
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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.
A study visa file passes through many hands over many weeks. Without a system, students and parents feel the delays before the owner does.
One flow from inquiry to decision, with country-specific checklists filled in.
The lead is captured with an owner and a follow-up task, and reminders fire until the student is counselled.
Country, intake and college shortlist are recorded on the student file.
Offer letter status and college fee pending are tracked as stages with due dates.
The country-wise document checklist shows what is uploaded and what is pending.
Filing date, decision and any refund are recorded, and the parent is updated on WhatsApp.
For consultancies sending students to Canada, UK, Australia, USA, New Zealand and Europe.
Every IELTS, PTE and study inquiry gets an owner, a follow-up task and a due date.
Separate stages for Canada, UK, Australia and Europe, so files never share one sheet.
Country-wise checklists with upload status for every item, and WhatsApp reminders for pending documents.
See which students are waiting for an offer letter and which college has fee pending.
Instalments, receipts and refunds tracked against each student file.
Automatic status updates to the student and parent at every stage.
Every activity shows its owner and how many days late it is.
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.
Software is half the job. The other half is a person who sets it up in your office and answers the phone afterwards.
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.
Every client gets one named support person. No call-centre queue, no IVR wait.
15+ years, 1,500+ businesses, 12,000+ users. A local company you can visit at BMC Chowk, Jalandhar.
After go-live we check which counsellors use the CRM properly and where leads still leak, free of charge.
Number masking, recorded SIM calls and every chat and note inside the CRM. When a counsellor leaves, the students stay.
Agreements, fee receipts, refunds and client documents in one trail, which licensed consultants in Punjab need to keep for every client.
CRM, calling, WhatsApp and accounting on one platform. No copy-paste between five different apps.
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.
Yes. Each country has its own stages and document checklist, and a student can be switched to another country with the history kept.
Yes. The student and parent get a WhatsApp update when the file moves to the next stage.
Yes. Reports show offer letter turnaround and fee pending by college, along with files by country and filing officer.
Yes. Instalments, receipts and refunds are recorded against each student file.
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.
See how immigration and study visa consultants run their leads and files on Sukam Apps CRM.