Recruitment partners, commission plans, and portal access — in one partner stack
Onboard sub-agents and suppliers, assign UG/PG commission plans, control portal access, attribute leads, and trace agent share from application to payout — without spreadsheet disputes.
6
partner workspaces
3
portal approval states
24.1%
avg partner conversion
Application: Under review
Upload: Financial docs
Payment: Deposit due
Why partner friction slows agency growth
Education agencies rely on sub-agents and referral partners — but when commission lives in spreadsheets and leads aren't attributed, every payout cycle becomes a dispute.
Partner data scattered across spreadsheets
Problem: Each sub-agent has a different commission rate buried in email threads. Counselors don't know which partner referred a lead. Month-end payout arguments take days.
Solution: Central agent directory with country, branch, agreement type, and payment method. Every lead and application carries agent_id — one source of truth for attribution and commission.
Commission disputes every payout cycle
Problem: Agents claim they referred students your CRM doesn't show. Finance calculates shares manually. Nobody can explain how RM 9,800 became RM 6,200 paid.
Solution: Application commissions show agent_share per application. Claims move submit → approve → distributed. Commission payouts record payee_type agent with pending → approved → paid status.
Sub-agents need access — but not your full CRM
Problem: You email PDF updates or share a Google Sheet because partners can't see their pipeline. Or you give CRM logins and worry about data exposure.
Solution: Dedicated agent portal with admin-controlled access: pending, approved, or rejected accounts. Partners see their students, applications, and performance — staff keep full CRM control.
Agents, plans, suppliers, agreements, portal, and reports
The partners module is not a contact list — it's a full partner operations stack with commission plans, portal access control, and payout visibility.
Agents
Your recruitment partner directory — profile, commercial terms, portal status, and live presence for every sub-agent in your network.
- Filter by name, country, branch, and active status
- Portal badges: none, pending, approved, rejected, locked
- Live presence: online, busy, offline on approved accounts
- Quick actions: view profile, edit, portal access, delete
Application: Under review
Upload: Financial docs
Payment: Deposit due
Five portal states your agency controls
Partners never get full CRM access. You approve signups, create logins during onboarding, and suspend accounts while preserving attribution and commission history.
Portal access: no portal
Partner exists in CRM but has no portal account yet — staff can invite from agent create flow or profile modal.
Agency control: Staff approve or reject portal signups, create logins during agent onboarding, and suspend access without deleting partner records or commission history.
Agents
42 active partners · Filter: Approved portal
| Partner | Pipeline | Portal |
|---|---|---|
ABC Overseas ABC Overseas Education · Bangladesh | 54 leads 21 apps | ApprovedOnline |
Global Pathways Global Pathways Ltd · Nepal | 38 leads 14 apps | ApprovedBusy |
EduConnect EduConnect Partners · Malaysia | 22 leads 8 apps | Pending |
Study Bridge Study Bridge Agency · India | 15 leads 4 apps | No portal |
Pacific Edu Pacific Education Hub · Philippines | 31 leads 12 apps | ApprovedOffline |
Every sub-agent in one filterable list
Country, branch, active status, portal approval, and live presence — see which partners are engaged and which need onboarding.
- Filter by name, country, branch, and CRM active/inactive
- Portal badges: none, pending, approved, rejected, locked
- Live presence on approved accounts: online, busy, offline
- Row actions: view profile, edit, portal access, delete
Agents
42 active partners · Filter: Approved portal
| Partner | Pipeline | Portal |
|---|---|---|
ABC Overseas ABC Overseas Education · Bangladesh | 54 leads 21 apps | ApprovedOnline |
Global Pathways Global Pathways Ltd · Nepal | 38 leads 14 apps | ApprovedBusy |
EduConnect EduConnect Partners · Malaysia | 22 leads 8 apps | Pending |
Study Bridge Study Bridge Agency · India | 15 leads 4 apps | No portal |
Pacific Edu Pacific Education Hub · Philippines | 31 leads 12 apps | ApprovedOffline |
ABC Overseas
Bangladesh · Direct partner · Portal approved
Total leads
54
Applications
21
Conversion
24.1%
Commission payable
RM 9,800
Commission paid
RM 6,200
Linked students
18
Agent profile — leads, apps, commission, and activity
One screen for partnership managers and finance: pipeline KPIs, attributed leads, application stages, commission taken, and payout history.
- Six tabs: Information, Leads, Applications, Commission, Transactions, Activity
- Conversion rate and linked students from live CRM data
- Auto-assign unassigned leads to the partner in one action
- Portal access modal: create login, approve, reject, suspend
From application agent_share to paid payout
Every partner commission is traceable: application-level share, claim workflow, and commission payout with pending → approved → paid status.
- Application commissions calculate agent_share per application
- Claims: eligible → submit → approve → mark distributed
- Commission payouts with payee_type agent and scheme name
- Agent Plans: UG/PG base rates and volume tier rules per partner
Commission chain — ABC Overseas
RM 9,800 payable · RM 6,200 paid YTD
| Application | Agent share | Status |
|---|---|---|
| APP-2025-0560 — Sarah M. | RM 2,400 | Claim: ApprovedPayout: Paid |
| APP-2025-0488 — James K. | RM 1,800 | Claim: SubmittedPayout: Pending |
| APP-2025-0412 — Li Wei | RM 3,200 | Claim: EligiblePayout: — |
| APP-2025-0399 — Fatema K. | RM 2,400 | Claim: DistributedPayout: Processing |
Partners follow the student journey — not a side spreadsheet
From onboarding and lead attribution to application conversion and commission payout, partner data stays linked across CRM, applications, and finance.
Partner lifecycle
- Create agent with profile, commission plan, and optional portal login
- Leads and applications tagged with agent_id — Partner Agent lead source
- Agent profile tracks conversion: 54 leads → 21 applications → 24.1%
- agent_share on application → claim → commission payout with audit trail
How Partners & Agents fits your agency workflow
Onboard partners, attribute leads, track pipeline in agent profiles and portal, and pay commission with a full audit trail — no month-end arguments.
Onboard partner
Create agent profile with country, branch, agreement type, and payment method. Optionally assign commission plan and portal login in the same flow.
Attribute leads
Leads and applications carry agent_id from capture. Auto-assign routes unassigned leads to partners. Lead source Partner Agent tracks channel.
Track pipeline
Agent profile shows leads, applications, conversion rate, and linked students. Partners see their pipeline in the agent portal.
Pay commission
Application agent_share flows to claims and commission payouts. Finance approves pending → paid with full audit trail per partner.
Everything your team needs without leaving the partners module
Filter agents, auto-assign leads, manage portal access, and assign commission plans — connected to CRM leads and finance payouts.
Filter agents
By name, country, branch, active status, and portal approval — find partners needing onboarding or review.
Auto-assign leads
Bulk assign unassigned leads to a partner from agent profile — clear backlog after intake campaigns.
Manage portal access
Create login, approve self-registrations, reject with reason, or suspend — partners never get full CRM access.
Assign commission plans
UG/PG base rates and volume tiers per agent. Active/inactive plans with export for finance reconciliation.
How each role uses Partners & Agents
Partnership managers, counselors, finance, and agency owners — everyone works from the same partner directory with the visibility they need.
Partnership manager
Scenario: You onboard twelve new sub-agents this quarter. Each needs a different UG/PG rate, an agreement on file, and portal access — but half the data lives in email.
With edazent: Agents workspace with create wizard: profile, commission plan, portal invite. Agreements link to party records. Agent plans library reuses tier and fixed templates.
Counselor
Scenario: A walk-in says they were referred by ABC Overseas. You need to tag the lead correctly so commission calculates when the application converts.
With edazent: Assign agent_id on lead capture or from CRM. Agent profile shows all attributed leads. Auto-assign clears the unassigned backlog for high-volume partners.
Finance manager
Scenario: Month-end: three agents dispute their payout. You need application-level proof of agent_share, claim status, and what was actually disbursed.
With edazent: Agent profile Commission and Transactions tabs. Commission payouts filtered by payee_type agent. Claims workflow: submit → approve → mark distributed.
Agency owner
Scenario: You want to know which partners drive revenue, which have low conversion, and whether portal access improves partner productivity.
With edazent: Partners Reports: funnel, top agents by revenue, commission payable vs paid. Live portal presence on agents list shows engaged partners.
Partners connect to the rest of edazent
Partner management doesn't happen in isolation — it powers CRM attribution, application tracking, commission payouts, and agency reporting.
CRM Pipeline
Leads carry agent_id and Partner Agent source. Counselors assign partners without leaving the lead wizard.
Learn moreStudents & Applications
Applications link to recruiting agent. Agent portal mirrors application stages for partner visibility.
Learn moreCommission Engine
Application commissions, claims, payout schemes, and agent payouts — agent_share traced end to end.
Learn moreReports & Analytics
Partners Reports and Commission Dashboard top_agents — revenue, conversion, and payout by partner.
Learn moreAgency success story
“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
Partners: spreadsheets vs system
See how a dedicated partner stack compares to email threads, shared drives, and manual commission calculations at month-end.
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
Partner leads and agent portal access connect directly to your CRM pipeline.
Start using Partners & Agents
Onboard partners, attribute leads, and pay commission with transparency. Start your free trial — CRM, applications, commission, and agent portal connected from day one.
- No credit card required
- Cancel anytime
- Setup in minutes
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.