Pipeline Funnel
Leads currently in each key milestone stage
Leads by Source
Where this quarter's leads are coming from
Monthly Performance
Commission revenue vs. operating expenses (PKR)
Leads by Destination Country
Total leads across all branches
Branch Performance
Total leads vs. visas approved, by branch
Sales Consultant Leaderboard
Performance score, out of 10 — conversion rate + active load
Upcoming & Overdue Tasks
Next actions for the team
My Upcoming Webinars
University portal webinars you're expected to attend
Stage Distribution
Standard Pipeline
Conversion
Won vs. lost this cycle
Service Mix
By type of service
Students whose application has gone out to a university, up until a deposit is paid. They arrive here automatically when an application is recorded, and leave for Students the moment a university deposit is entered — so nobody appears in two places.
Students who have paid a deposit to a university, through to visa approval. On Visa Approved a draft also appears in Success Stories.
Success Stories
Auto-created when a student reaches Visa Approved — write the story, credit the staff, publish.
Commission Split by Sub-Agent
Gross commission vs. our net share (USD)
Network Snapshot
Sub-Agent Directory
| Company | Contact | Assigned Staff | Commission Share | Status | Portal |
|---|
Intake deadlines
Dated cut-offs, and how many of your students each one affects
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Avg. Commission % by Country
Across partner university programs
Tuition Range by Level
Average program tuition, USD
Universities & Programs
Real directory — saved to the database
Paste a university's course-list page. Nothing is saved automatically: you review what was found and tick the rows you want to keep. Web pages are unstructured, so this suggests courses rather than deciding for you — a prospectus PDF usually gives a better result.
Commission Priority
Where to apply first — ranked across every active route
| Rank | University | Country | Route | Status |
|---|
Inbox
Mail synced from your real mailbox, plus anything routed to you about your students
Application Preferences
Each student's 1st / 2nd / 3rd university choice, and how each would be submitted
These are intentions, not applications — recording a preference here does not submit anything. Access to this screen is granted by the Owner personally.
| Student | Rank | University | Country | Route | Notes |
|---|
Expense Breakdown
By category, current month (PKR)
Commission Status
From invoicing to receipt
Expenses by Branch
Recent Transactions
| Description | Branch | Amount |
|---|
Attendance — Last 14 Days
All staff, all branches
Performance Scores
Composite score out of 10
Payroll
Net salary after deductions (PKR)
| Staff | Base | Incentives | Deductions | Leave | Net | Status |
|---|
Leave Requests
Approving marks those days as Leave on the attendance sheet, which is what payroll deducts from
Staff Directory
Add, edit and manage staff across branches
| Name | Role | Branch | Status |
|---|
Referrals to the Consultancy Team
Test-prep students who also want to start a study-abroad application
Referring does not merge access. You keep seeing only test-centre data for this student; the counsellor sees only the application side and knows they are in test prep without seeing scores.
Fee Collection Status
Practice Test Scores
Latest graded attempts (%)
Record IELTS Bands
Typed by whoever marked the paper — a band is never calculated from the MCQ score
Courses
Click a course to manage enrollments, tests & access
Upcoming Exam Bookings
Completed Students
Finished their course — send to the Students Pipeline from here if that hasn't happened yet
Webinars
University portal webinars — schedule, remind, track attendance
| Webinar | University/Portal | When | Attendees | Status |
|---|
Your certification
Take a test to certify yourself on the material
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Training
Staff training materials — PDFs and images
Lead Capture Forms
Public forms — every submission creates a lead
Tasks by Status
Tasks by Priority
Task Board
Internal Chat
Staff-to-staff messaging
Win-Back Pool
Everyone who dropped out — leads, students, and test-center enrollees
| Name | Source | Contact | Country | Reason | Lost |
|---|
Compliance Queue
Every tracked document with an expiry date, soonest first
| Student | Branch | Document | Expires | Status | Automation | Assigned to | Partner |
|---|
Automation Rules
Company Calendar
Webinars, task due-dates and your own entries, upcoming first
My Notes
Private to you (and the Owner)
Quick-Reply Templates
Canned WhatsApp / email answers
My Leave
Request time off and see where each request stands
My Salary
Your own salary slips — visible only to you, HR and the Owner
How can we help you today?
Ask in your own words. The assistant explains how to use this CRM — it is not given your leads, staff or money, so it cannot look anything up for you.
Answers
Everything you ask on this page, newest first
Still stuck?
The assistant answers questions about how the CRM works. For anything about your own students, money or staff, use the Ask AI button at the bottom right of any screen — that one can see your data, within your permissions.
If something is broken, or you need a permission you do not have, your Owner is the person to ask — they can change roles, branches and access in Settings.
Account Balances
Live balance = opening + receipts − payments
| Account | Type | Receives | Opening | Receipts | Payments | Balance |
|---|
Transfer Between Accounts
Moving our own money — recorded against both accounts, and kept out of the P&L
| Date | From | To | Amount | Voucher | Note |
|---|
Loan Status Distribution
Where the loan book currently sits
Monthly Target
How many new leads the company aims to take each calendar month
Sets the progress strip under the New Leads tile on the dashboard. Leave it blank for no target — the strip then does not appear at all, rather than showing progress towards a figure nobody chose. It counts leads created since the 1st, and resets with the month.
Only new leads has a target, because it is the only monthly total this CRM can count honestly: a lead records the date it was created. Nothing records the date a visa was approved, and “active leads” is a running count rather than a monthly one — a progress bar under either would be measuring nothing.
Leave the SLA blank if you do not work to one — every screen then shows no countdown at all, rather than measuring against a number nobody agreed.
Branches
Your offices, and the staff-ID range each one issues from
Closing a branch keeps all of its staff, students and expenses and just removes it from the "assign to" pickers. Deleting is only possible while a branch is completely empty. Staff IDs are a suggestion on the Add Staff form — anyone hired before this CRM existed can keep the number already on their card.
Branding
Your name, logo and colours — used across the app, on PDFs and on outgoing email
Shown in the sidebar, on invoices and payslips, and as the sender name on email.
PNG, JPEG or WebP, up to 2 MB. SVG is accepted for the app but PDFs fall back to the default logo.
Buttons, active navigation, headings and document headers.
Highlights and secondary emphasis.
The series colours used across dashboard charts. Your brand colours seed this palette, but it stays separately editable so adjacent series keep enough contrast.
Notification Rules
Which events raise a notification, on which channel — and how long a student may sit without follow-up before the assigned staff member is chased
Email is off by default on every event, on purpose — turning it on everywhere would
put a dozen messages a day in each inbox and the whole thing gets muted. Switch it on for
the few events worth interrupting somebody for.
WhatsApp is greyed out because no WhatsApp provider is connected to this CRM yet,
so nothing could actually be sent.
Sender Email Rules
Which mailbox each kind of outgoing email is sent from
A mailbox only works once its SMTP details are set in cPanel. Choosing one that isn't configured yet makes that kind of email fail with a message naming the mailbox to set up — nothing is sent from the wrong address.
Email Signatures
Automatically added to the bottom of every email the CRM sends
Full Data Export
Owner-only · download the complete underlying data as CSV
These export files include personal contact data — handle and store them securely.
Security Alerts
Unusual activity worth a second look
Alerts are raised on off-hours or non-Owner data exports and on runs of failed sign-ins. Nobody is ever locked out automatically — with one Owner and a small team, an automatic block on a heuristic would cost more than it saves. These are for you to read and judge.
Login Activity
CRM session logins — informational only, never affects payroll
| Staff | Role | Login | Logout | Duration | IP |
|---|