SocifyPrakashNishaRohan11 AMSharma familyBookedBooked1 PM3 PMBooked
Education consultancy CRM in Nepal AI CRM, CMS and AMS built for education consultancies
Socify AI replies to every student in seconds, books counselling and tracks each application through to the visa.
- 14-day free trial
- Free setup by our team
- Priced in NPR
AaratiFrom your Facebook ad
Facebook- A student replies on your Facebook page and the AI picks up the thread instantly.
- A lead record is created the moment she shares her details.
- Quick reply buttons make it easy for the student to answer.
- Course, education and budget are saved to her record without any typing by staff.
- The AI offers a free session with the counsellor who handles Australia.
- From a Facebook message to a booked counselling session in under a minute.
- A student comes back a week later and the AI already knows her enquiry.
- The AI answers with the real batch times from your schedule.
- The AI offers a free demo class so the student can try before joining.
- The seat is reserved on the schedule and her record moves forward.
- A day before the class, the reminder goes out on its own.
- A reply to your Instagram story turns into a real enquiry straight away.
- Intake and budget go straight into his record.
- The AI does not guess about admission rules or fees. It books the expert instead.
- The AI shows only the counsellor slots that are still free.
- The session lands on the counsellor's calendar and in the student's record.
- Rabin moves to Counselling booked on the pipeline.
Industry research
What the numbers say
- 7x
more likely to qualify a lead when you reply within an hour instead of later.
Harvard Business Review, 2011 - 85%
of international students expect a reply to their enquiry within 24 hours.
Keystone Education Group, 2024 - 112,593
Nepali students received permits to study abroad in fiscal year 2023/24.
Ministry of Education via CESLAM, 2024
Sound familiar?
The problems you face every day
Businesses like yours lose customers in the gaps between messages, calls and busy staff. These are the gaps Socify App closes.
Leads go cold overnight
A student enquires at 9 PM, hears back the next afternoon, and has already visited another consultancy.
Follow ups slip
Warm leads drop out quietly, and nobody notices until the intake has passed.
Deadlines in spreadsheets
One missed passport expiry or scholarship deadline can cost a student the admission.
No view of what works
You cannot see which counsellor, branch or channel actually converts.
Students repeat themselves
An Instagram message, a call and a walk in become three conversations with no shared context.
Fees chased by hand
Deposits and instalments depend on someone remembering to call.
AI calling
Every parent and student call answered
The AI answers questions about intakes, books counselling sessions and sends the details on WhatsApp. It follows up quiet students by phone.
- Intake and course questions answered on the call
- Counselling sessions booked with the right counsellor
- Follow-up calls to students who went quiet
- Visa problems handed to a senior counsellor
Parent Answered by Socify AI
Mr. Sharmavia WhatsApp · Socify AI replying
WhatsApp- A parent calls in the evening. Socify AI answers on the first ring.
- Live captions show every word of the call.
- The AI gives general answers and leaves exact fees to the counsellor.
- While talking, the AI checks which counsellors are free.
- The counselling session is booked during the call, not after it.
- Right after the call, the session details go out on WhatsApp on their own.
- A student has gone quiet for two days, so the AI calls to follow up.
- The AI checks the calendar while it talks and offers only free slots.
- A cold lead becomes a booked session without a staff member picking up the phone.
- A walk-in's call is missed while the lines are busy. The AI calls back within a minute.
- The missed caller gets a record of his own while they talk.
- The missed caller is booked in too, so no enquiry is lost.
- A student calls about a visa problem, which needs a senior counsellor.
- Visa advice is for the expert, so the AI collects the facts and hands over.
- The senior counsellor picks up with the full summary, so the student never repeats himself.
- Every call is recorded, transcribed and saved to the student's record.
Applications
Every application, stage by stage
From documents to visa granted, each application moves through clear stages, with deadline reminders sent automatically.
- Clear stages from documents to visa granted
- Document checklists that tick off as files arrive
- Deadline reminders sent to students on WhatsApp
AaratiAustralia, July intake
WhatsApp- When the offer letter arrives, the tracker moves and the student is told right away.
- Deadline reminders go out on WhatsApp so no student misses a date.
- Every new document is ticked off on the checklist as it arrives.
- The counsellor lodges the visa and the same tracker keeps moving.
- The student hears the good news the moment the status changes.
- From offer letter to visa and a booked pre-departure session, all in one chat.
- Two days before the deadline, the AI reminds the student about the missing SOP.
- The checklist shows that the reminder has gone out.
- The AI answers the question first, so the student can finish the SOP tonight.
- The AI confirms the file and tells the student what happens next.
- The checklist ticks off the SOP the moment it arrives.
- With every document in, the application moves to counsellor review.
Copilot
A Copilot for your office
A refund question becomes a ticket routed to accounts. Your staff resolve it with one tap and the student is told automatically.
- Requests become tickets routed to the right team
- One-tap actions for your staff
- Students updated automatically when it is done
Kiranvia WhatsApp · Socify AI replying
WhatsApp- A student asks about a fee refund on WhatsApp.
- The AI collects the details accounts will need before raising anything.
- The AI does not guess about money. It creates a ticket for the right team.
- The ticket is routed to accounts, and the staff member resolves it with one click.
- The student is updated automatically as soon as the ticket is resolved.
- Managers see leads by source, counsellor conversion and upcoming deadlines.
Before and after
How Socify App solves each one
The same day at your business, with and without an AI that replies, books and follows up.
Leads go cold because nobody replies fast
Socify App AI replies to every enquiry within seconds, on every channel, including Facebook, Instagram, WhatsApp, TikTok, website chat and even missed calls. The AI qualifies the student by asking about their target country, preferred course, intake, budget and test scores, then assigns the lead to the right counsellor with a full profile already built.
Counsellors forget follow-ups
Socify App schedules automatic follow-up messages and AI-powered follow-up calls. If a counsellor has not contacted a lead within the set window, the system escalates. Every follow-up is logged, so nothing falls through the cracks.
Documents and deadlines tracked in spreadsheets
The Application Management System (AMS) stores every document checklist by country and university. It tracks visa stages, offer letters, deposits and deadlines in a visual pipeline, sending alerts before anything expires.
The owner cannot see which counsellor or source performs
Built-in analytics show lead-to-enrollment conversion by counsellor, by branch, by channel and by intake. The owner sees real numbers rather than guesses and can reward top performers or coach those who need help.
Students repeat themselves across channels
Socify CRM creates one student record that merges every conversation from every channel. When a student who messaged on Instagram walks in, the counsellor already sees the full history, test scores and documents on their screen.
Everything included
Features built for education consultancy
Every plan includes these, set up for you by our team at no cost.
Instant AI replies on every channel
Every enquiry from Facebook, Instagram, WhatsApp, TikTok, the website and missed calls gets a reply in seconds, 24/7, in Nepali or English.
AI lead qualification
The AI asks the right questions about country, course, intake, budget and IELTS/PTE score, and builds a complete student profile before a counsellor even opens the app.
Automatic counsellor assignment
Leads are routed to the right counsellor based on country specialisation, workload and branch. No manual sorting needed.
Follow-up automation
Scheduled WhatsApp messages and AI follow-up calls keep leads warm. Escalation rules ensure no lead is forgotten.
Unified student record
One profile per student that merges conversations from every channel, stores documents, tracks payments and shows the full application timeline.
Counsellor performance tracking
See response times, conversion rates and active pipeline per counsellor. Compare performance across counsellors and branches.
Document collection and tracking
Students upload documents through the chat. The system tracks what has been received, what is missing and what is about to expire.
Payment and fee management
Track consultancy fees, university deposits and payment instalments. See outstanding balances at a glance.
Visa stage pipeline
A visual pipeline that shows every student's application from enquiry to visa approval. Drag students between stages and get alerts on deadlines.
University and course database
Store university partnerships, course details, intake dates and entry requirements. Match students to the right programmes automatically. (CONFIRM)
Country-specific deadline tracking
Set up deadline templates per country for scholarship dates, intake windows and document submission cutoffs, and never miss one. (CONFIRM)
Branch management
Manage multiple branches from one dashboard. See per-branch leads, conversions and counsellor activity. (CONFIRM)
Class and test-prep batch scheduling
Schedule IELTS, PTE and other test-prep batches. Assign students to classes and track attendance and progress. (CONFIRM)
Multi-channel lead capture
One inbox for Facebook Messenger, Instagram DM, WhatsApp, TikTok comments, website forms, walk-in registrations and phone calls.
Three connected modules that run your entire consultancy
Socify App is not just a CRM. It is three purpose-built modules that share one student record and work together so your team never re-enters data, never loses a document and never misses a deadline.
Module 1
Socify CRM
Every student lead from Facebook, Instagram, WhatsApp, TikTok, your website, walk-ins and phone calls lands in one place. The AI replies instantly and qualifies each student by asking about their target country, preferred course, intake window, budget and IELTS/PTE scores.
- Multi-channel lead capture from Facebook, Instagram, WhatsApp, TikTok, website, walk-ins and calls
- Instant AI reply and student qualification (country, course, intake, budget, test scores)
- Automatic counsellor assignment based on specialisation, workload and branch
- Scheduled follow-up messages and AI-powered follow-up calls
- Counsellor performance tracking for response times, conversions and active pipeline
- Unified student record with full conversation history across all channels
Module 2
CMS (Consultancy Management System)
The operational backbone of your consultancy. Once a lead becomes a student, the CMS manages the entire relationship, including profiles, documents, payments, classes and daily operations across every branch.
- Student records and profiles with full history
- Counsellor assignment and workload balancing
- Branch management, with multi-branch operations from one dashboard (CONFIRM)
- Document collection and tracking, with upload via chat, expiry alerts and a checklist per country
- Payment and fee management for consultancy fees, deposits, instalments and outstanding balances
- Class and test-prep batch scheduling for IELTS, PTE and SAT batches with attendance tracking (CONFIRM)
- Task management and reports, so you can assign tasks to counsellors, track completion and generate reports (CONFIRM)
Module 3
AMS (Application Management System)
Tracks the full application lifecycle from the moment a student decides on a university to the day their visa is approved. Every offer letter, deposit, visa stage and deadline is visible in one pipeline.
- University and course database covering partnerships, entry requirements and intake dates (CONFIRM)
- Application submission tracking that shows which universities, which courses and the current status
- Offer letter management for received, conditional, unconditional and expired offers
- Deposit tracking for university deposits, payment confirmations and refund status
- Visa stage pipeline with configurable stages per country, drag-and-drop and deadline alerts
- Country-specific deadline tracking for scholarship dates, intake windows and document cutoffs (CONFIRM)
- Document checklists per country, with pre-built templates for Australia, UK, Canada, USA, Japan, Korea and more (CONFIRM)
How they work together
A student enquires on Instagram. The CRM captures the lead, the AI qualifies them and assigns a counsellor. The counsellor collects documents and manages payments in the CMS. When the student is ready to apply, the AMS tracks every university application, offer letter, deposit and visa stage, and all of it is linked to the same student record. The owner sees the full picture in one dashboard: how many leads came in, how many converted, how many applications are in progress and how many visas were approved.
Pricing and setup
Free setup by our team. Free for 14 days. Priced in NPR.
Pay with Nepali payment gateways. There are no hidden charges, and no card is needed to start.
Questions
Frequently asked questions
Anything else? Message us on WhatsApp or give us a missed call and our team will call you back.
What is Socify CRM and what does it do for a consultancy?
Socify CRM captures every student lead from Facebook, Instagram, WhatsApp, TikTok, your website, walk-ins and phone calls into one record. AI replies instantly, qualifies the student by asking about their target country, course, intake, budget and test scores, then assigns the lead to the right counsellor. It automates follow-ups and tracks counsellor performance.
What is the CMS (Consultancy Management System)?
The CMS is the operational backbone of your consultancy. It manages student records and profiles, counsellor assignments and workload, branch operations, document collection and tracking, payment and fee management, class and test-prep batch scheduling, and task management with reports.
What is the AMS (Application Management System)?
The AMS tracks the full application lifecycle: university and course applications, offer letters, deposits, visa stages, deadlines and document checklists per destination country. It gives you a visual pipeline from initial application to visa approval.
How do CRM, CMS and AMS connect?
They share one student record. A lead enters through the CRM, gets qualified and assigned. The CMS manages the student relationship, including documents, payments and classes. The AMS tracks their university applications and visa process. Data flows between all three so nobody has to re-enter information.
How does lead qualification work?
When a student enquires on any channel, the AI asks structured questions: which country they want to study in, what course they are interested in, their preferred intake, their budget, and their IELTS/PTE scores. The answers are saved to the student profile and used to route the lead to the best counsellor.
How does follow-up automation work?
You set follow-up rules. For example, you can send a WhatsApp message 24 hours after the first enquiry, then an AI call 48 hours later if no response. Socify App executes these automatically. If a counsellor is assigned but has not responded in time, the system escalates to a manager.
Can I track which counsellor and which lead source performs best?
Yes. The analytics dashboard shows conversion rates, response times and active pipeline per counsellor. You can also see which channels, such as Facebook, Instagram, WhatsApp or walk-ins, bring the most qualified leads and the highest enrollment rates.
How does document management work?
Students can upload documents directly through the chat. The system stores them against the student profile, tracks which documents have been received, which are missing and which are about to expire. You can set up document checklists per country so nothing is missed.
Does the visa tracking show all stages?
Yes. The AMS provides a pipeline with configurable visa stages. For example, these can be documents submitted, university offer received, deposit paid, visa application lodged, biometrics completed and visa decision. You can customise stages per destination country.
Can I manage multiple branches?
Yes. You can add branches, assign counsellors to branches and see per-branch performance in the dashboard. Leads can be routed to the nearest or most appropriate branch automatically. (CONFIRM)
Does Socify App work for IELTS and PTE institutes?
Yes. The CMS includes class and batch scheduling, student progress tracking and attendance. Institutes that also do consultancy get the full CRM and AMS on top. There is a dedicated detail page for IELTS and PTE institutes. (CONFIRM)
How much does Socify App cost for a consultancy?
Pricing is in Nepali Rupees (NPR) with Nepali payment gateways. Every plan includes a 14-day free trial and free setup by our team. Visit the pricing page for current plans, or message us on WhatsApp for a custom quote.
How long does setup take?
Our team sets up your account for free. Most consultancies are live within 1-2 working days. We connect your Facebook page, Instagram, WhatsApp number and website, import your existing student data if needed, and train your team.
Can I import my existing student data?
Yes. We can import student records from spreadsheets (Excel or Google Sheets) or from another CRM. Our team handles the migration during setup at no extra cost.
Go deeper
Everything Socify App does for education consultancy
Socify CRM for ConsultanciesEvery student lead in one record with AI qualificationConsultancy Management SystemStudents, counsellors, documents and payments in one systemApplication Management SystemUniversity applications, visa stages and deadline trackingWhatsApp and Social Media LeadsCapture and qualify every enquiry from every channelAI Follow-Up CallsAutomated follow-up calls to keep leads warmFor IELTS and PTE InstitutesTest prep class management and student trackingBest CRM for Education Consultancy in Nepal (2026)What to look for, feature checklist and pricing guideHow to Manage Study Abroad Leads from Social MediaFacebook, Instagram and WhatsApp lead managementStudent Follow-Up Process for ConsultanciesTemplates and timelines for effective follow-upCMS vs CRM: What Your Consultancy NeedsUnderstanding the difference and when you need bothDocument and Deadline Checklist for Study AbroadCountry-by-country checklist for applications
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