Application reports
Office, referral and sub-agent applications with separate conversion rates
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
Sub-Agent Applications & Visa Performance
Total applications vs. visas approved, by sub-agent
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.
Branch Operations
Branch assessment work and the Head Office processing handoff, in one clear workspace.
Branches
Select a branch to review its students.
Head Office processing queue
Applications ready for central processing.
Branch pipeline
Choose a branch above.
Applications submitted by sub-agents and partners through their own portal — Assessment through Visa Application. Kept separate from the office's own Student Pipeline and Students boards.
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 Applications & Visa Performance
Every agent's volume and outcomes, last 6 months
Sub-Agent Directory
| Company | Contact | Assigned Staff | Commission Share | Status | Portal |
|---|
Avg. Commission % by Country
Across partner university programs
Tuition Range by Level
Average program tuition, USD
Universities & Programs
Real directory — saved to the database
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
All staff, all branches
Staff Directory
Add, edit and manage staff across branches
| Name | Role | Branch | Status |
|---|
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 |
|---|
Training
Staff training materials — PDFs and images
New Campaign
Choose a destination to add its flag automatically. Select Half width on two consecutive sections for side-by-side boxes. Each headline and flag has its own animation, style and colour. Some email apps show animations as static.
Multiple images add kar sakte hain. Har image ki jagah, size, alignment, crop fit aur animation choose karein. Company logo email ke top par hi rahega. Images up to 3 MB; MP4/WebM video up to 15 MB.
Social media links (optional)
Sent Campaigns
Tasks by Status
Tasks by Priority
Task Board
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)
My Leave
Request time off and see where each request stands
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
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.
Staff Activity Report
What a staff member did — attendance, lead activity, outcomes and tasks, over a date range
Pick a staff member and a date range, then click View.