Consultancy Management System in Nepal

Every student who walks through your door or sends a message online gets a comprehensive profile. Personal details, education background, test scores, destination preferences, and assigned counsellor are all in one record.

The timeline view shows every interaction: messages exchanged, calls made, documents submitted, payments received, and status changes. When a student calls and any staff member picks up, they can see the full history in seconds.

Bulk import lets you bring in existing student records from spreadsheets so you do not have to start from scratch.

Education consultancies handle a mountain of paperwork: passports, academic transcripts, statements of purpose, letters of recommendation, financial documents, and more. The document checklist for each student shows exactly what has been received, what is pending, and what is overdue.

Students can upload documents directly through a link shared via WhatsApp or email. Uploaded files are automatically attached to the student's profile and the checklist updates in real time.

Counsellors receive alerts when a critical document is still missing close to a deadline. No more last-minute scrambles because a transcript was forgotten.

Each counsellor logs in to a personal dashboard that shows their active students, tasks due today, pending document follow-ups, and upcoming appointments. They see exactly what needs attention without scrolling through a shared spreadsheet.

Managers get a bird's-eye view of workload distribution. If one counsellor is handling forty active students while another has fifteen, you can rebalance assignments before service quality drops.

Activity logs let managers review how quickly counsellors respond to leads, how many follow-ups they complete, and how many students they move to the next stage each week.

Consultancy fees, application fees, visa fees, and tuition deposits add up. The payment module lets you create a fee structure for each student, break it into installments with due dates, and track what has been paid.

Automated reminders notify students a few days before an installment is due. Overdue payments are flagged on the counsellor's dashboard so they can follow up promptly.

Payment records are linked to the student profile, so anyone on the team can check a student's financial status without asking the accounts department.

Many consultancies run IELTS, PTE, or TOEFL preparation classes alongside their advisory services. The class scheduling module lets you create batches, set schedules, enroll students, and record attendance.

Students are automatically reminded of upcoming classes via WhatsApp. If a student misses a class, the system logs the absence and can trigger a follow-up message.

Progress tracking lets instructors record mock test scores so counsellors can see whether a student is on track for their target score.