MS — Canada
#ENQ-2214
Aarav S · Website
Priya M
For education and study-abroad consultancies
Keep track of each student who asks, and call them back on time.
Getlead is a CRM for education consultancies: software that keeps your student enquiries in one shared list and makes sure a counsellor follows up. Enquiries from your website, Facebook ads, WhatsApp, phone calls and education fairs arrive in one place. Each goes to a counsellor with a time to call back, and the calls and notes stay on the student's record, from the first question to enrolment.
No credit card·All 11 features included·Cancel anytime
Built in Calicut, Kerala, since 2018. Used by more than 1,600 businesses in India, including Cosmos Sports, Moto Hawk, Corpride and Freshpikk. The Android app has more than 5,000 installs on Google Play and is rated 4.1 out of 5 by 32 reviewers.
Enquiry46
Documentation28
MBA — UK
#ENQ-2201
Diya P · Referral
Neha R
Application15
B.Eng — Germany
#ENQ-2185
Arjun R · Education fair
Aman K
Offer & enrolled9
MS — Canada
#ENQ-2170
Ananya I · Phone call
Kiran V
At a glance
What is a CRM for education consultants?
A CRM for education consultants is software that tracks each student enquiry from the first question to enrolment, instead of in spreadsheets and on counsellors' own phones. (CRM stands for customer relationship management: software that keeps track of the people you work with.) In Getlead, each enquiry records where it came from, the destination and course the student asked about, and the step they have reached. It is given to a counsellor with a follow-up time, and the counsellor's calls and notes are saved on the student's record. It is included in every plan from $9 per user per month.
| Enquiries from | Website forms, Facebook ads, WhatsApp, phone calls, spreadsheets and fairs |
|---|---|
| Student details | Add your own fields, such as destination country, course and intake |
| Steps | Your own, for example enquiry, counselling, documents, application, offer, visa, enrolled |
| Counsellors | Each enquiry given to one, with a follow-up time |
| History | Calls and notes on the student's record |
| Platforms | Web, Android and iOS |
Step by step
What happens to a student enquiry
1
Student asks
A student asks about studying in Canada through your website form.
2
Enquiry is saved
Getlead saves the enquiry, marked with where it came from and the country and course they asked about.
3
Counsellor is assigned
A rule you set gives it to a counsellor, with a time by which to call.
4
Counsellor calls
The counsellor calls, logs what the student said, and books the next call-back.
5
Student moves along
As the student moves on, the counsellor moves them to the next step: documents, application, offer, visa, enrolled.
6
Late call-backs are flagged
If a call-back is missed, it shows as late to the counsellor and their manager the same day.
What you get
Three things your counsellors get
Enquiries
One list of enquiries, including the ones from fairs
Connect your website forms, Facebook ads and WhatsApp once. Enquiries from phone calls, walk-ins and education fairs can be typed in on a phone or uploaded from a spreadsheet the same evening. Each one is marked with where it came from.
- Website, Facebook ads, WhatsApp and phone calls in one list
- Fair and walk-in enquiries added from the Android and iOS apps, or by spreadsheet
- Your own fields for destination country, course and intake
StudentDestinationSourceCounsellor
Aarav SMS — CanadaWebsitePriya M
Diya PMBA — UKWhatsAppNeha R
Arjun RB.Eng — GermanyEducation fairAman K
Counsellors
A named counsellor for each student
Rules you set give each enquiry to a counsellor: by area, by where it came from, in turn, or by a detail such as destination country. It arrives with a follow-up time. The counsellor is reminded before it is due, and a manager sees any follow-up that slips.
- Automatic assignment, by rules you set
- A follow-up reminder with a due time on each enquiry
- Late follow-ups shown to the manager the same day
StepSet to
TriggerNew enquiry created
ConditionDestination is Canada
ActionAssign counsellor
Intake calling
Call lists when an intake opens
When a new intake opens or an application deadline nears, filter your enquiries, for example everyone who asked about the UK last year but never applied, and turn them into a calling list. Counsellors work through it one name at a time, and each call is saved with its result.
- Calling lists built from any filter on your enquiries
- Each call saved with its result on the student's record
- A report of how many enquiries became enrolments, by source
Calling listBuilt fromIn listCalled
Canada — Fall intakeenquired, not applied204168
Application deadline — UKdocumentation stage5858
Last year's enquiriesno application312140
Who it fits
Who is this for?
Study-abroad consultancies and education agents with a team of counsellors who phone students and parents: from a single office to several branches. If your counsellors keep students in their own spreadsheets or WhatsApp chats, this is the part Getlead replaces.
It is probably not for you if you need to submit applications to universities from inside the software. Getlead tracks the student and the follow-up, not the university portal.
Getting started
What you need to start
- Your list of current enquiries, in a spreadsheet.
- The steps a student goes through at your consultancy, and the details you record, such as destination and course.
- Your assignment rules: which counsellor gets which students. The help centre has step-by-step guides with screenshots, and support answers on +91 7012 266 208.
Customers
What customers say
"… We overcame the daunting task of manually sorting data and keeping follow-up contact with our customers."
Bastin Joseph
CEO, Fortune Travels
"… The software is user-friendly and the team is readily available for support."
Aswin Pradeep
CEO, The Exodus
FAQ
Questions from education consultants
Can I track students by destination country and course?
Yes. Add your own fields, such as destination country, course and intake, and filter or assign enquiries by them.
Can I set my own steps, such as documents, visa and enrolment?
Yes. You name the steps a student passes through, for example enquiry, counselling, documents, application, offer, visa and enrolled, and counsellors move each student along.
How are enquiries shared among counsellors?
By rules you set: by area, by where the enquiry came from, in turn, or by a detail such as destination country. Each enquiry arrives with a follow-up time.
Can another counsellor pick up a student if someone is on leave?
Yes. Logged calls, notes and follow-ups are saved on the student's record, so the next counsellor sees what was said before they call.
How do I add enquiries from an education fair?
Type them in on the Android or iOS app at the stall, or upload a spreadsheet afterwards. Mark the source as the fair, so you can later see how many of those students enrolled.
Can I call past enquiries when a new intake opens?
Yes. Filter the enquiries you want, for example students who asked last season but never applied, and turn them into a calling list for your counsellors. Sending bulk SMS, email and WhatsApp messages to a list is in development; calling lists are available today.
How much does Getlead cost for an education consultancy?
Getlead costs $9 per user per month billed yearly, or $12 billed monthly, with every feature included. The 7-day trial needs no credit card.
Try it
Try it on this week's student enquiries
Start the trial, upload your current enquiries, and let one counsellor work them for a week. If it does not suit your team, cancel before the 7 days end and pay nothing. Nobody will chase you.
No credit card·All 11 features included·Cancel anytime