Know which channels drive your best students
Tag every lead with its source — website, Facebook, walk-in, referral, or partner agent. See which channels fill your pipeline, convert, and deserve more budget.
40%
better marketing ROI
7+
default source types
1-click
filter leads by source
Why agencies can't optimize their marketing
Without source tracking, you're guessing which channels produce enrolled students — and wasting budget on what doesn't convert.
Marketing spend is a black box
Problem: You run Facebook ads, Google campaigns, and education fairs — but can't tell which channel actually produces enrolled students.
Solution: Tag every lead with a source. CRM reports show leads, qualified prospects, and applications per channel.
Partner leads go unattributed
Problem: Sub-agents and referral partners send students, but there's no consistent way to track who referred whom.
Solution: Create a Partner Agent or Referral source. Link agent-submitted leads to their account for commission clarity.
Branch managers fly blind
Problem: Melbourne gets walk-ins, Kathmandu gets referrals — leadership can't compare channel performance across offices.
Solution: Unified source taxonomy across branches. Filter leads and reports by source to see what works in each market.
Define sources that match how you acquire students
Every agency has different channels. edazent lets you create custom sources — or start with seven defaults seeded on setup.
Organic and paid web traffic
Students who find you through Google, your agency website contact form, or programme landing pages.
Common examples
- Contact form inquiries
- Programme page leads
- SEO traffic
Agency tip: Tag website leads at intake so you can compare against paid channels.
Seven default sources, fully customizable
New agencies get a sensible starting taxonomy. Add, rename, or deactivate sources as your channels evolve.
- Create new sources in seconds — name and active/inactive status
- See lead count per source with one-click drill-down to matching leads
- Sources with active leads are protected from deletion until reassigned
Add lead source
Create a new source to track where leads originate
Pro tip: Create specific sources for each major campaign (e.g. “Facebook UK Masters Q1”) to compare performance over time.
From source definition to ROI insight
Lead source tracking is simple to set up and pays off every time you decide where to spend marketing budget.
Define your sources
Create lead sources in CRM — name and active/inactive status. Seven defaults are seeded on setup.
Tag every lead
Staff select a source when creating or editing leads. Website inquiries can be tagged on first contact.
Filter and drill down
Click any source to see all linked leads. Filter the lead list by source_id from reports or source management.
Measure performance
CRM reports show leads, qualified, applications, and conversion rate per source — invest in what converts.
Source performance in your CRM reports
See which channels produce leads, qualified prospects, and applications — not just vanity metrics.
CRM reports
Lead source performance
| Source | Leads | Qualified | Applications | Conv. |
|---|---|---|---|---|
Website | 84 | 52 | 31 | 37% |
Social Media | 62 | 38 | 18 | 29% |
Referral | 41 | 34 | 22 | 54% |
Walk-in | 28 | 21 | 14 | 50% |
Partner Agent | 35 | 24 | 16 | 46% |
Click any source in Lead Sources management to filter leads. Reports drill down to leads, qualified, and applications per channel.
Where lead sources appear in edazent
Source tagging isn't a separate step — it's woven into lead capture, filtering, campaigns, and reporting.
Lead create & edit sidebar
Counselors pick a source from the dropdown when capturing walk-ins, phone leads, or enriching website inquiries.
Lead list filtering
Filter your pipeline by source. Click a source's lead count in Lead Sources to jump directly to matching leads.
Campaign mapping
Campaigns include a lead source mapping field — connect marketing campaigns to the channels they target.
CRM reports dashboard
Lead source performance table shows leads, qualified, applications, and conversion % per channel.
How each role uses source tracking
From agency owners optimizing spend to counselors tagging walk-ins — source tracking helps everyone make better decisions.
Agency owner
Scenario: You spent $3,000 on Facebook ads last month but enrolled more students from referrals.
With edazent: Source performance reports show cost-per-channel vs conversion. Shift budget to channels that actually enroll students.
Marketing manager
Scenario: You run campaigns across email, social, and education fairs — need to prove which drives applications.
With edazent: Tag leads by source, link campaigns with UTM fields, and report on leads → qualified → applications per channel.
Branch manager
Scenario: Your Kathmandu office gets mostly referrals; Melbourne gets walk-ins and website leads.
With edazent: Same source taxonomy across branches. Compare channel mix and conversion by office in CRM reports.
Counselor
Scenario: A walk-in family asks about UK programmes. You need to record where they heard about you.
With edazent: Select Walk-in or Referral from the source dropdown in the lead sidebar — takes two seconds, helps the whole team.
Lead sources connect your acquisition stack
Source tracking is most powerful when combined with lead capture, campaigns, and reporting.
Lead forms
Website inquiries create leads instantly. Staff tag the source on first contact.
Learn moreCampaigns
Marketing campaigns with UTM fields and lead source mapping for attribution.
Learn moreReports & analytics
CRM reports dashboard with source performance, conversion funnels, and export.
Learn moreMulti-branch agency
“With offices in Melbourne, Nepal, Bangladesh and Malaysia — one database keeps every branch aligned.”
— Priya Krishnan, Marketing Manager at Smart Study Australia
4 countries, 1 system
See how multi-branch agencies use edazent →Source tracking: spreadsheets vs edazent
See how connected source attribution compares to guessing which marketing channels work.
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
See which channels — website, agents, fairs — produce enrolled students, not just form fills.
Stop guessing which channels convert
Define your lead sources, tag every inquiry, and see which channels produce enrolled students. Start your free trial today.
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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.