StudyFlow CRM replaces unorganized sheets, paper logs, and manual coordination with a unified client workspace. Explore the features that help your agency stay organized.
Every student inquiry can be saved, assigned, updated, and tracked, so your team always knows what stage the student is at.
Bulk upload student lists from external directories or marketing spreadsheets easily, and export filtered results safely.
Automatically scan and block duplicate entries based on email or phone details, keeping your client database clean and sorted.
Assign leads to specific counsellors or advisors dynamically. Track which staff member is responsible for which student.
Schedule upcoming follow-ups, set callback reminders, and record task priority statuses to keep conversations moving.
Monitor university applications from initial draft and document collection to unconditional offer, CAS, and visa filing.
View a detailed log of every status change, note left, email sent, and document uploaded for any student case.
Write down student preferences, parent concerns, or document feedback directly on the client profile card.
Set up multiple offices or branch workspaces. Scope leads, counsellors, and reports to their respective branches.
Define distinct permissions for Administrators, Managers, Counsellors, Receptionists, and Student accounts.
Monitor lead volume, conversion ratios, counselor performance, and enrollment commissions through visual charts.
Enforce encrypted databases, strict session management, and restricted export access to safeguard student files.
Prevent direct data deletion by staff. Counsellors can only request file deletion; an administrator must approve it.
Filter student directories by branch, country preference, counselor assigned, application status, or date range.
Get an immediate high-level overview of daily callbacks, active cases, recent notifications, and counselor tasks.
Auto-evaluate student qualifications (GPA, percentages, gaps, English scores including LanguageCert & Oxford ELLT) against course requirements in real-time.
Access the interactive sandbox demo to see how StudyFlow organizes student counseling operations.