Your agency website, office CRM, and client portals — one system, one database
Update a programme fee once. It shows on your website. A student inquires. Your counselor sees the lead instantly. The family tracks progress in their portal. No copy-paste. No chasing files on WhatsApp.
4
surfaces, one login system
1
shared database
0
syncing between tools
Call Sarah M.
Today 2pm
Send quote to Li Wei
Tomorrow
Review documents — Raj
In 2 days
Your agency website, office CRM, and client portals — one system, one database
Update a programme fee once. It shows on your website. A student inquires. Your counselor sees the lead instantly. The family tracks progress in their portal. No copy-paste. No chasing files on WhatsApp.
Tap each surface to see what it does for your agency:
Your shop window on the internet
Show your partner universities, programmes, fees, and intakes — pulled live from your CRM. When someone fills in an inquiry form, they become a lead in your pipeline straight away.
- Programme pages always up to date
- Inquiry forms that create CRM leads instantly
- Your logo, colours, and contact details
- Use our website setup or connect your existing site
In plain English
You update CRM → website updates → inquiry becomes a lead.
How it works together
From website inquiry to partner payout
Five steps. One database. No copying data between tools.
No more juggling website, CRM, and spreadsheets
If this sounds like your agency today, edazent replaces the patchwork with one system everyone understands.
Stop using four different tools
Today: Many agencies run a website, a generic CRM, Google Drive for documents, and Excel for commission. Data never matches.
With edazent: One system for your website content, office work, student self-service, and partner payouts. Change it once — it updates everywhere.
Your website should read from your CRM
Today: Programme pages show old fees. Counselors quote one price; the website shows another. Families lose trust.
With edazent: Publish institutions and programmes from CRM. Fees, intakes, and inquiry forms stay in sync with what your team actually works from.
Inquiries should not sit in email
Today: Website forms email the front desk. Someone copies details into Excel. The counselor finds out too late.
With edazent: Inquiry forms create leads instantly. Your team gets source tags, follow-up reminders, and the full profile ready to work.
Portals should feed your workflow
Today: Counselors chase families on WhatsApp for passport scans. Partners call daily asking for application updates.
With edazent: Students upload in their portal. Partners track in theirs. Your team verifies in CRM. Everyone sees the same case.
The full journey in one line
Use edazent as your agency website, or connect your existing site — either way, leads, applications, documents, and commission all live in the same place your team works every day.
Why ad-hoc approvals slow every intake
Education agencies juggle applications, service cases, documents, and finance — but when each counselor invents their own checklist, cases stall and families get inconsistent service.
Every counselor runs a different playbook
Problem: UK applications follow one checklist in WhatsApp, Australia another in email, and service cases a third in a shared drive. New staff guess what happens next.
Solution: Workflow templates scoped by business type, case type, country, institution, and service give every branch the same ordered steps — with responsible roles and due days baked in.
Approvals and handoffs stall in inboxes
Problem: Finance needs to verify a deposit before submission. Documents must be verified before lodgement. Nobody knows whose turn it is or how long a case has been waiting.
Solution: Workflow steps can require payment verification, allow document uploads, and map to internal pipeline stages. Executions show current step and in-progress vs completed status.
Operations defaults live in someone's head
Problem: One branch auto-creates follow-ups for new leads; another doesn't. Lost leads get marked without a reason. Reassignments happen with no handover note.
Solution: Operations settings control agency-wide workflow defaults — auto follow-ups, starter tasks on new applications, required closure reasons, and dashboard alerts for overdue items.
Templates, steps, and executions — the ops engine behind every case
Once a website inquiry becomes an application, workflow templates keep your team on the same playbook. Portal-visible steps let students and agents participate without leaving the system.
Templates workspace
Reusable workflow definitions scoped to education or service business, application or service case, plus optional country, institution, and service filters.
- Filter by business type, case type, country, institution, service
- Active/inactive toggle per template
- Name templates for each partner pathway — e.g. Monash UG Australia
Call Sarah M.
Today 2pm
Send quote to Li Wei
Tomorrow
Review documents — Raj
In 2 days
One template per business, case type, and partner
Filter templates by education or service business, application or service case, plus optional country, institution, and service — so counselors always pick the right playbook.
Example templates
Workflow templates
Scoped playbooks per pathway
| Name | Business | Case type | Country | Institution | Status |
|---|---|---|---|---|---|
| Monash Foundation — Australia | Education | Application | Australia | Monash College | Active |
| UK Masters — standard pathway | Education | Application | United Kingdom | — | Active |
| Subclass 500 lodgement | Service | Service case | Australia | — | Active |
| Legacy partner intake (inactive) | Education | Application | Malaysia | Sunway University | Inactive |
Roles, due days, and portal flags on every step
Each step has an order number, responsible role, due days, internal stage mapping, and completion rules — plus three flags that connect workflows to portals, finance, and documents.
- Visible in portal — students and agents see progress
- Requires payment verification — finance gates the next step
- Allows document upload — files flow into the document inbox
- Note instructions guide counselors at each milestone
Workflow steps
Ordered steps with roles and flags
| Workflow | Step | Order | Role | Due | Flags |
|---|---|---|---|---|---|
| Monash Foundation — Australia | Collect passport & academic docs | 1 | Counselor | 3d | PortalDoc |
| Monash Foundation — Australia | Verify tuition deposit | 2 | Finance | 2d | Payment |
| Monash Foundation — Australia | Submit to institution | 3 | Applications | 1d | — |
| Subclass 500 lodgement | GTE review & counselor sign-off | 2 | Senior counselor | 2d | — |
Connect each step to portals, payments, and documents
Click a flag to see when agency ops teams use it in real pathways.
Visible in portal
Students or agents see this step and its instructions in the student or agent portal.
When to use: Document upload requests, payment milestones, or status updates families should track themselves.
Workflow executions
Live runs on applications & cases
| Workflow | Entity | Status | Current step | Started |
|---|---|---|---|---|
| Monash Foundation — Australia | APP-2026-0412(Application) | In progress | Verify tuition deposit | 8 Mar, 10:15am |
| UK Masters — standard pathway | APP-2026-0398(Application) | In progress | Collect passport & academic docs | 6 Mar, 3:40pm |
| Subclass 500 lodgement | Case #88(Service case) | Completed | — | 28 Feb, 9:00am |
Start and advance workflow executions
Attach a workflow template to an application or service case. Staff complete the current step as work finishes — with in-progress and completed status tracking.
Document rules integration: Rules can trigger on stage changes and link to workflow templates. Blocking documents pause the case until verification completes.
- Entity types: application and service case
- Filter executions by workflow, entity, and status
- Complete current step with one action from the list
- Started timestamp for audit and SLA tracking
How workflow automation fits your agency
Templates, steps, executions, and operations settings work together — not as separate tools.
Inquiry arrives
Website form, agent portal, walk-in, or import creates a lead in CRM. Ops settings can auto-schedule the first follow-up or starter task.
Design templates
Ops admins create workflow templates scoped to business type, case type, country, institution, or service — one playbook per pathway.
Add ordered steps
Define step sequence with responsible roles, due days, portal visibility, payment checks, and document upload permissions.
Start executions
Attach a workflow to an application or service case. Staff advance steps as work completes — students and agents see portal-visible milestones.
Connect documents & portals
Document rules block workflow until verified. Portal uploads, payment checks, and ops defaults keep every branch on the same playbook.
How each role uses workflow automation
Operations, counselors, finance, and agency owners — everyone gets the structure they need without micromanaging every case.
Agency owner
Scenario: You want one system for your public website, internal operations, student self-service, and partner commissions — not five subscriptions that don't talk to each other.
With edazent: One backend powers your agency website (programme publishing + inquiry forms), staff CRM, student portal, and agent portal. Leadership sees pipeline health and blocked workflows in one place.
Operations manager
Scenario: You onboard a new UK partner and need every branch to follow the same document and deposit sequence — on the website, in CRM, and in client portals.
With edazent: Publish programmes to the agency website from CRM. Publish workflow templates with portal-visible steps. Link document rules so blocking items pause cases until verified.
Counselor
Scenario: Website inquiries arrive overnight. You need to see them in your queue, convert hot leads, and run the right workflow without re-entering data.
With edazent: Leads from the website land in your pipeline with source tags. Convert once to student and application — workflow executions start with the correct pathway template.
Student / family
Scenario: You applied through the agency website and keep calling to ask what documents are needed and whether your application was submitted.
With edazent: Student portal shows workflow steps your agency marked visible. Upload documents directly — they appear in the same inbox your counselor verifies.
Agency-wide ops defaults
Beyond template executions, Operations settings enforce workflow behaviour across leads, applications, and service cases — so every branch follows the same rules.
- Auto follow-ups for new leads with configurable due days
- Starter tasks when applications are created
- Required reasons for lost leads and cancelled applications
- Dashboard alerts for overdue follow-ups and blocked cases
Operations settings
Suggest next touchpoint when a counselor adds a new lead.
Starter task so recruiters act quickly on new applications.
Improves reporting on why prospects drop off.
Captures cancellations for performance reviews.
Surfaces stalled leads and applications at a glance.
Improves handover context between counselors.
Website, CRM, workflows, and portals — all connected
Lead capture, programme publishing, document rules, client portals, and reporting share one database. This is what makes edazent different from a generic CRM bolted onto a separate website.
Lead Forms
Website inquiry API creates CRM leads instantly. Walk-ins, agent portal, and import use the same pipeline.
Learn moreInstitutions & Programmes
Publish partner data from CRM to your agency website — fees, intakes, and inquiry forms stay in sync.
Learn moreDocument Management
Portal uploads and document rules connect to workflow stages. Blocking documents pause execution until verified.
Learn moreStudent Portal
Families track applications, upload documents at workflow steps, and view payments — same data as CRM.
Learn moreAgent Portal
Sub-agents submit attributed leads and track applications and commission without CRM admin access.
Learn moreReports & Analytics
Operations reports surface blocked cases, overdue follow-ups, and pipeline health across branches.
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
Workflow automation: spreadsheets vs system
See how structured templates and executions compare to WhatsApp checklists and email approvals.
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 comparisonWorks best with
Lead Forms
Every inquiry lands in your pipeline — not a spreadsheet
Institutions & Programmes
Your partner university database, always current
Document Management
Never lose a passport scan or transcript again
Student Portal
Let students track their own journey
Agent Portal
Empower sub-agents with their own dashboard
Follow-ups
Never let a hot lead go cold
One connected system
Your agency website, office CRM, and client portals — one system, one database
Workflow checklists run on the same applications and cases your website and portals feed into.
One backend for your website, CRM, and client portals
Publish programmes, capture leads, run workflows, and let students and partners self-serve — connected from day one. Start your free trial with no credit card required.
- 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.