One pipeline for every inquiry — from first call to enrolled student
Filterable leads workspace with eight pipeline tabs, counselor assignment, handover workflows, and a merged activity timeline. Education and service interests on the same lead profile — built for agencies with multiple branches and counselors.
8
pipeline tabs
18+
lead statuses
6
profile tabs
Why agencies lose leads before enrollment
Education consultancies live on relationships — but without a unified pipeline, inquiries slip through cracks between counselors, branches, and channels.
Leads scattered across channels
Problem: Website inquiries sit in email, walk-ins get noted on paper, and agent referrals arrive on WhatsApp — counselors never see the full picture when a family calls back.
Solution: Every channel creates a lead in one pipeline. Source, campaign, branch, and counselor are tagged at intake — searchable and filterable from the Leads workspace.
Handovers lose context
Problem: When a counselor goes on leave or a lead moves branches, the new owner starts from scratch — no record of prior calls, quotes, or document requests.
Solution: Initiate counselor handovers with reason and summary. Status updates to Handover recommended and the transfer appears on the lead timeline alongside follow-ups.
Owners can't see pipeline health
Problem: Leadership asks how many prospects are in nurture vs ready to convert — and someone exports a spreadsheet that is already out of date.
Solution: CRM reports show funnel stages, counselor performance, branch comparison, and status distribution — with drill-downs to filtered lead lists.
Work queues that match how counselors think
All Leads, New, Contacted, Interested, Follow Up, Converted, Lost, and Trash — each tab filters the table to the statuses counselors need right now.
New queue
Fresh inquiries waiting for first contact — front desk and counselors work this queue daily.
Status filter: new
Summary metrics at the top of every leads view
Total leads, new this month, qualified count, conversions, conversion rate, pending follow-ups, average days to convert, and unassigned leads — updated as filters change.
Total Leads
486
New This Month
82
Qualified
118
Converted
186
Conversion Rate
38.3%
Pending Follow-up
47
Avg. Days to Convert
24
Unassigned
14
The Leads page your counselors open every morning
A filterable table with pipeline tabs, summary pills, and quick actions — built for agencies managing hundreds of prospects across branches.
- Search by name, phone, passport number, or lead ID
- Filter by interest country, counselor (including Unassigned), and lead source
- Columns: lead name, nationality, contact, interest, source, counselor, stage, follow-up badge
- CSV import for education fairs and partner lists; export for stakeholder reports
Leads workspace
Agency pipeline table
| Lead | Source | Counselor | Stage | Follow-up |
|---|---|---|---|---|
John Doe LD - 000245 | Kolimuddin | New | Tomorrow | |
Quraish Mia LD - 000235 | Agent | Atikur | Contacted | Today |
Sakib Rahman LD - 000332 | Education Fair | Shinbir | Shortlisted | Overdue |
Amira Khan LD - 000318 | Website | Priya S. | Converted | — |
Granular pipeline stages for education agencies
From New through Documents Pending, Shortlisted, Application In Process, Paid, and Converted to student — counselors update status from the lead sidebar dropdown.
New, Contacted, Not Contacted — first-touch stages counselors move through after intake.
Documents Pending, Documents Submitted — track checklist progress before application.
Shortlisted, Eligible, Application In Process, Needs Clarification — nurture toward conversion.
Pending, Paid, Verified — fee collection stages linked to quotations on the lead profile.
Handover recommended — set automatically when a counselor transfer is initiated.
Converted to student, Converted to service request, Closed, Not Eligible — pipeline endpoints.
Six tabs on every lead profile
Interest, Lead Profile, Service Request, Documents, Fees, and Timeline — education and service engines on the same record.
Lead Profile tab
Name, phone, email, nationality, passport, address — the core contact record.
Shown when: Always
Lead sidebar
Assignment, status & follow-up
Move prospects through the pipeline from the sidebar dropdown.
ShortlistedCaseload ownership — filter the leads list by counselor or Unassigned.
KolimuddinSub-agent attribution for commission and source reporting.
Malaysia Partner Co.Channel taxonomy — drill from Lead Sources page to filtered leads.
FacebookMarketing attribution — rolls up to campaign KPIs.
March UK IntakeDue date and preferred channel — synced with Follow-ups workspace.
Tomorrow · WhatsAppTimeline merges follow-ups and handovers
No more asking 'what did the last counselor discuss?' — every touchpoint and ownership change is on the lead profile.
Progress score: Sidebar shows profile completeness from Needs details to Ready to convert — counselors know when a lead is quote-ready.
- Log follow-ups inline from the Timeline tab
- Handover sets status to Handover recommended automatically
- Convert flow creates student record and updates pipeline status
- Counselor profile shows assigned leads and pending follow-up count
Lead timeline
Follow-ups & handovers merged
Open any lead and see the full activity history — who called, what was quoted, and when ownership changed.
Call — discussed UK Masters options
Today, 10:30 AMFamily interested in September intake. Sent programme shortlist via WhatsApp.
Follow-upCounselor handover — Kolimuddin → Atikur
YesterdayReason: Branch transfer. Summary: Hot lead, documents partially collected.
HandoverEmail — fee quotation sent
3 days agoLinked quotation QT-1842 with tuition and visa service lines.
Follow-up
How the CRM pipeline fits your agency workflow
The pipeline connects lead capture, follow-ups, quotations, and conversion — not a separate contact manager.
Capture
Website API, manual intake wizard, agent portal, or CSV import — every inquiry creates a lead with status New.
Assign & tag
Set counselor, source, campaign, branch, and follow-up date at intake. Progress score shows profile completeness.
Nurture
Work pipeline tabs, log follow-ups on the timeline, quote fees, and hand over with full context when needed.
Convert
Convert to student or service request — status updates and the journey continues in Applications or Services.
Everything counselors need without leaving the pipeline
Filter queues, bulk import fair leads, hand over with context, and convert when prospects are ready.
Filter & search
By counselor, country, source, status, and free-text search.
Import / export
CSV bulk import for fairs and partner lists; export for reporting.
Handover
Transfer leads between counselors with timeline context.
Convert
Move qualified leads to student or service request records.
How each role uses the CRM pipeline
Counselors, front desk, branch managers, and owners — everyone works from the same lead data with the visibility they need.
Counselor
Scenario: You have 40 active leads across three intakes. Monday morning you need to know who to call first and what was discussed last time.
With edazent: Open the Follow Up tab or filter by your name. Follow-up badges show Today, Tomorrow, or Overdue — timeline has every prior touchpoint.
Front desk
Scenario: A family walks in asking about studying in Australia. You need to capture details and assign a counselor before they leave.
With edazent: Create lead wizard — profile, interest, counselor, source, and next follow-up in one flow. Lead lands in New tab immediately.
Branch manager
Scenario: Your Kathmandu office has 14 unassigned leads and two counselors on leave. You need to redistribute without losing context.
With edazent: Filter Unassigned or by counselor, initiate handovers with reason and summary. Handovers workspace tracks all transfers agency-wide.
Agency owner
Scenario: Board meeting Friday — you need conversion rate, counselor performance, and which sources produce enrolled students.
With edazent: CRM reports: funnel, counselor and branch tables, source performance — drill down to filtered lead lists with one click.
CRM connects to the rest of edazent
Lead management doesn't happen in isolation — the pipeline sits alongside capture, nurture, quoting, and reporting.
Lead forms
Website and agent portal submissions create leads with status New in the pipeline.
Learn moreFollow-ups
Scheduled touchpoints sync with lead follow-up date and appear on the timeline.
Learn moreQuotations
Fee breakdowns linked to leads from the Fees tab — track paid status agency-wide.
Learn moreReports & analytics
CRM funnel, counselor performance, and source ROI complement the leads workspace.
Learn moreAgency success story
“We wouldn't have been able to follow work progress, invoices and possible clients without workflow and invoice tracking. It solved most of our complications instantly.”
— Tan Wei Ming, Managing Director at Global Consult
50% productivity gain
CRM pipeline: spreadsheets vs system
See how a unified leads workspace compares to email threads, WhatsApp notes, and shared spreadsheets.
Manual / Spreadsheets
1/8
features covered
Generic CRM
2/8
features covered
edazent
7.5/8
features covered
| Feature | Manual | Generic CRM | edazent |
|---|---|---|---|
| Lead pipeline CRM | |||
| Application lifecycle tracking | Spreadsheets | Basic | Full wizard + stages |
| Institution & programme database | |||
| Document rules engine | |||
| Website ↔ CRM sync | |||
| Commission income pool & payout schemes | Excel | ||
| Student portal | Add-on | ||
| Agent portal |
Swipe horizontally to compare features
14 capabilities purpose-built for education & migration agencies.
View full comparisonOne connected system
Your agency website, office CRM, and client portals — one system, one database
Every channel feeds one pipeline. What you see here is the same data on your website and in client portals.
Stop losing leads between counselors and channels
One pipeline from first inquiry to enrolled student. Start your free trial — lead capture, follow-ups, applications, and commission connected from day one.
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Why agencies switch
10
Agency partners
20+
Platform modules
2
Office locations
7 days
Free trial
Education & migration agencies in Bangladesh, Malaysia, and Australia trust edazent.