CRM for Education Consultancies in Nepal

Students reach out on WhatsApp at midnight, comment on your Instagram reel during lunch, and walk into your office on Saturday morning. Without a unified system, leads scatter across personal phones, sticky notes, and spreadsheets.

Socify App pulls every inquiry into a single CRM regardless of the channel it arrived on. A student who first messaged on Facebook and later called your office appears as one lead with a complete conversation history. Your team sees the full picture before picking up the phone.

The moment a message arrives, Socify App's AI responds and begins qualifying the lead. It asks structured questions: Which country are you interested in? What course or programme are you considering? What is your approximate budget? When do you plan to start? What is your current education level?

The AI conducts this conversation naturally in Nepali, English, or a mix of both, depending on how the student writes. Once the key fields are filled, the lead is marked as qualified and routed to a counsellor. Your counsellors spend their time on students who are ready to talk, not on answering the same five preliminary questions all day.

Not every counsellor handles every destination. Some specialise in Australia, others in the UK or Canada. Socify App lets you configure assignment rules so that each qualified lead is automatically sent to the counsellor with the right expertise.

If a counsellor is at capacity or on leave, the system reassigns the lead to the next available person. Round-robin distribution is also supported for consultancies where counsellors handle multiple destinations. The goal is simple: the student hears back from the right person as quickly as possible.

A student who seemed eager last week may have simply gotten busy. Socify App detects when a lead goes quiet and automatically sends a follow-up message after a configurable number of days. The message is conversational, not robotic, and written in the language the student used before.

If the student still doesn't respond to messages, the AI can make a follow-up phone call. It speaks naturally in Nepali or English, references the student's earlier inquiry, and offers to reschedule a counselling session. Every attempt, whether successful or not, is logged in the CRM so your team always knows where things stand.

Track each student through every stage of the journey: Inquiry, Qualified, Counselling, Application Submitted, Offer Received, Visa Applied, Visa Approved, and Enrolled. Customise these stages to match your consultancy's workflow. Move students between stages with a single action, and see at a glance how many leads are at each point in the funnel.

Performance dashboards show each counsellor's conversion rate, average response time, and total revenue generated. Identify your top performers, spot bottlenecks where leads stall, and make data-driven decisions about hiring, training, and workload distribution.