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Manage

Every student, every application — from intake to enrollment

Separate student identity from application records. Six-step application wizard, stage pipeline from draft to completed, counselor and agent assignment, document verification, and offer/visa tracking — built for agencies processing hundreds of applications across branches.

6

wizard steps

8

pipeline stages

Multi

apps per student

app.edazent.com
Applications
S

Sarah M.

BSc CS

Submitted
R

Raj P.

MBA

Offer
L

Li Wei

Diploma IT

Review
StudentApplicationEnrollment
Sound familiar?

Why agencies lose applications before enrollment

Education consultancies process dozens of applications per intake — but without a dedicated workspace, counselors chase status updates across email, WhatsApp, and spreadsheets.

Applications lost in email threads

Problem: Counselors track application status in WhatsApp groups and shared spreadsheets. When a university asks for an updated document, nobody knows which version was last submitted.

Solution: Every application lives in one workspace with current stage, assigned counselor, institution, and programme. Document inbox syncs from the lead profile — verified, pending, or rejected at a glance.

One student, multiple destinations

Problem: A student applies to three universities in two countries — each with different intakes, document requirements, and offer deadlines. Tracking them on one row in Excel breaks down fast.

Solution: Student record holds identity and academic background. Create multiple applications per student — each with its own institution, intake, stage, and assignment without re-entering personal details.

Owners can't see application pipeline health

Problem: Leadership asks how many applications are under review vs waiting on offers — and someone exports a list that is already out of date by the time the meeting starts.

Solution: Education reports show applications by stage, offer acceptance rate, visa cases, and branch performance — with drill-downs to filtered application lists.

Two records, one journey

Student identity separate from application process

A student record holds contact, academic background, and English scores. Each application links to an institution, programme, intake, and its own pipeline stage.

Student record

Raj Patel

STU-0089

Linked lead: LD-000235

3 applications

Monash University

MBA

Offer received

RMIT

Master of Commerce

Under review

Deakin University

MBA

Submitted

Student = person identity. Application = process record with institution, stage, and assignments. One student, many applications.

Eight pipeline stages

Track every application from draft to completed

Move applications through draft, ready for submission, submitted, under review, offer received, offer accepted, visa processing, and completed — with full stage history.

Submitted

Submitted applications

Application lodged with the institution — awaiting acknowledgement or initial review.

Stage history: Every stage change is logged with old stage, new stage, and who made the change — full audit trail for compliance.

app.edazent.com
Applications
S

Sarah M.

BSc CS

Submitted
R

Raj P.

MBA

Offer
L

Li Wei

Diploma IT

Review
Pipeline health

Education reports show the full enrollment funnel

Total students, applications created, offers issued, acceptance rate, active visa cases, and travel-ready students — updated as your team works.

Total students

173

Applications created

124

Offers issued

37

Offer acceptance

64.9%

Active visa cases

29

Travel-ready

16

Dedicated workspace

The Applications page your processing team opens daily

Filterable list with stage badges, counselor assignment, and relative dates — built for agencies managing applications across multiple intakes.

  • Filter by current stage — draft through completed and cancelled
  • Columns: applicant name, application number, programme, counselor, stage, date
  • Create new applications via six-step wizard or from lead conversion
  • Link to application detail with Information, Academic, English, and Documents tabs

Applications workspace

124 total applications

14 ready for submission
ApplicantProgrammeCounselorStageUpdated

Sarah Mitchell

APP-1042

BSc Computer ScienceKolimuddinSubmitted2 days ago

Raj Patel

APP-1038

MBAAtikurOffer received5 days ago

Li Wei

APP-1051

Diploma ITShinbirUnder review1 week ago

Amira Khan

APP-1029

Foundation BusinessKolimuddinDraftToday
Six-step wizard

Application setup guided from programme to submission

Program & interest, personal information, emergency contacts, background & English, additional information, and documents & assignment — prefilled when converting from a lead.

Step 1Program & interest

Application setup with destination country, institution, programme, and intake — cascading selects from your partner database.

  • Passport photo upload with crop
  • Mode of study: full-time, part-time, research
  • Counselor, agent, and workflow template assignment

Lead prefill: Open wizard with ?lead_id= after CRM conversion — interest and documents carry over.

Application profile

Four tabs on every application detail page

Information, Academic, English, and Documents — plus a pipeline strip showing current stage alongside offer, payment, and visa status.

Information tab

Application metadata, institution, programme, intake, assignments, and current pipeline stage with offer/payment/visa status.

Pipeline strip: Current stage plus offer status, payment status, and visa status shown together on the application detail header.

From lead to enrollment

How applications fit your agency workflow

The application module connects CRM conversion, institution data, document verification, offers, and visa — not a standalone form builder.

1

Convert from lead

Qualified lead converts to student — personal details, academic background, and documents carry over. No re-entering data.

2

Create application

Six-step wizard: programme selection from institution library, guardians, English scores, document verification, and assignment.

3

Track through pipeline

Move stages from draft to submitted, under review, offer received, and accepted — stage history logged for every change.

4

Offer, visa & enrollment

Offers workspace manages acceptances and deposits. Visa cases link to applications. Student portal shows live status.

Daily actions

Everything your team needs without leaving the workspace

Convert leads, filter by stage, verify documents, and assign counselors and agents on every application.

Convert from lead

Lead wizard data prefills the application — student record created in one compose call.

Filter by stage

Applications list filters by current stage — draft through completed and cancelled.

Verify documents

Document inbox on wizard step 5 — pending, verified, rejected, or need resubmission.

Assign team

Counselor, agent, supplier, branch, and processing officer on every application.

Built for your team

How each role uses Students & Applications

Counselors, processing officers, branch managers, and owners — everyone works from the same application data with the visibility they need.

Counselor

Scenario: You converted three leads this week and each needs applications to different institutions — with documents still being collected for two of them.

With edazent: Create applications from the lead with prefilled wizard data. Filter your applications list by stage. Document inbox shows what's verified vs pending before submission.

Processing officer

Scenario: Twenty applications are ready for institution submission today — you need to confirm documents are verified and the correct intake is selected.

With edazent: Applications at Ready for submission stage with document verification status on step 5. Institution and programme data comes from your central partner database.

Branch manager

Scenario: Your Dhaka branch has 36 applications under review but only 8 counselors — you need to redistribute workload without losing track of deadlines.

With edazent: Filter applications by branch and counselor. Education reports show branch performance — applications, offers, and visa approvals per office.

Agency owner

Scenario: Quarterly review: which institutions convert best, what's the offer acceptance rate, and how many students are visa-ready this intake?

With edazent: Education reports: pipeline by stage, institution and programme performance, offer funnel, visa/travel KPIs — drill down to filtered lists.

Agency success story

We not only record client information and documents but increased work efficiency at each level.

Jannie Chen, Admin & Operations Manager at Monkey King Student Services

40% faster processing

Why switch

Applications: spreadsheets vs system

See how a dedicated application workspace compares to email threads, WhatsApp updates, and shared Excel trackers.

Manual / Spreadsheets

1/8

features covered

Generic CRM

2/8

features covered

edazent

7.5/8

features covered

FeatureManualGeneric CRMedazent
Lead pipeline CRM
Application lifecycle trackingSpreadsheetsBasicFull wizard + stages
Institution & programme database
Document rules engine
Website ↔ CRM sync
Commission income pool & payout schemesExcel
Student portalAdd-on
Agent portal

Swipe horizontally to compare features

14 capabilities purpose-built for education & migration agencies.

View full comparison

One connected system

Your agency website, office CRM, and client portals — one system, one database

Applications your counselors create here are what students and partners see in their portals.

See how it connects
Your websiteYour CRMStudent portalAgent portal→ same database
7-day free trial

Stop losing applications between counselors and channels

One workspace from enrolled student to visa grant. Start your free trial — CRM, applications, documents, 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.