Most agencies are working in TechUni within 7 days of their demo. We stay close for the first 30. Here's how an education agency goes from booking a demo to running their operation on TechUni.
Book a 30-minute demo — see the full platform live.
No commitment. We walk you through every module tailored to your agency size.
THE PRODUCT LIFECYCLE
Every agency runs the same fundamental loop. TechUni automates every step so you stop dropping balls and start scaling.
CONFIGURE
White-label your brand. Add branches, currencies, payment accounts. Configure commission rates per institute — slab, study level, onshore/offshore, multi-year. Set up your pipelines.
A 30-minute demo, then we stay close
CAPTURE
Leads flow in from your website forms, Google/Meta ads, social media DMs, walk-ins, and sub-agents. Auto-assigned to counsellors based on your workflow rules.
From day one
CONVERT
Counsellors qualify, convert leads to students, create applications, upload documents, advance through visa milestones — all on web and mobile, with automated reminders firing along the way.
Tracked at every stage
CALCULATE
The moment a student reaches the Winning Stage, your commission is calculated to the dollar — using the right slab, study level, fee basis, and multi-year terms. Draft invoice generated automatically.
Instant, every time
CASH IN
Send branded invoices to universities and super agents. Record payments with per-student difference handling. Track disputes, clawbacks, and reconciliation — all in one ledger.
Every commission tracked
YOUR FIRST 30 DAYS
A typical agency goes through this exact rollout — guided by our onboarding team, not left to figure it out alone.
DAY 1 — DEMO + KICKOFF
We show you TechUni against your actual destinations and commission structures. You decide if it fits. If yes, we schedule onboarding for the same week.
DAY 2 — SETUP + WHITE-LABEL
Our team handles the white-labeling. You provide logo + brand colours; we set up your CRM, your custom domain (crm.youragency.com), your invoice templates, your mobile app icons.
DAY 3 — DATA + TEAM
We migrate your existing leads from spreadsheets, HubSpot, another CRM, or wherever they live. Your counsellors and accounting team get a 2-hour training session.
DAY 4 & 5 — GO LIVE
Start with your strongest counsellor or smallest branch. New leads flow in. First applications go through the pipeline. We're on WhatsApp + chat for any question.
FULL ROLLOUT
Every branch and counsellor can work in TechUni. Students see their invoices in the app, and marketing sits next to the student record.
END OF MONTH 1
Every lead, every application, every commission — visible in one place
Owner sees the full pipeline. Accounting sees every invoice. Counsellors see their own leads.
Your students are using your branded mobile app
Document uploads, visa updates, invoices and payment history — all from their phone, under your brand.
Marketing campaigns automated
Email + WhatsApp drip sequences running. Lead score climbing. Cost-per-lead dropping.
Old subscriptions cancelled
HubSpot, Mailchimp, Zapier, Hootsuite — gone. Your stack is one platform.
What you stop paying for
We'll map it on the demo.
The subscriptions your agency can retire once the work lives in TechUni.
A DAY ON TECHUNI
Each role gets exactly the tools they need — and only the data they should see.
Counsellor
Works mostly on mobile
9:00 AM · Morning check-in
Opens the Staff App. Sees 12 new leads assigned overnight by workflow rules.
11:00 AM · Lead qualification
Calls 5 leads. Logs notes inline. Sends WhatsApp follow-ups to the rest with a saved template.
2:00 PM · Application work
Advances 3 applications (Conditional Offer → CAS Issued). Auto-emails to students and universities go out.
4:30 PM · Convert + commission
Marks one student as Enrolled. Commission auto-calculates behind the scenes — counsellor never sees the amount.
5:30 PM · Day end
Reviews tomorrow's reminders. Closes the app.
What they see
What they don't
Accounting Team
Lives in the CRM web view
9:30 AM · Commission Dashboard
Sees 3 new commissions calculated overnight. 2 ready to invoice, 1 needs fee details.
10:30 AM · Review draft invoices
Opens 2 draft invoices auto-generated by the commission engine. Confirms students, totals, intake. Clicks Finalise + Send.
2:00 PM · Record payments
Bank statement shows a transfer from Murdoch University. Records per-student amounts. Handles a small bank-charge difference with one click.
3:30 PM · Dispute resolution
A university disputes commission on one student (Non-Enrolment). Logs the dispute, resolves with "Commission Waived" outcome.
5:00 PM · Reconciliation
All payments reconciled. Outstanding = 0. Reports exported. Done.
What they see
Agency Owner
Mobile + desktop, anywhere
8:00 AM · Morning dashboard
Opens the dashboard. This month: ₹14.2L revenue tracked. 47 new students. Murdoch slab moved from 12% to 14%.
11:00 AM · Branch performance
Filters dashboard to Pakistan branch only. Sees conversion is below target. Schedules a call with the branch manager.
2:30 PM · Marketing review
Reviews active campaigns. Spring Intake email series has 28% reply rate. Pauses a Google Ads campaign that's underperforming.
5:00 PM · Workflow tweak
Notices stuck applications. Edits a workflow: "If an application has been stuck, escalate to the branch manager." Saves and activates.
9:00 PM · Closes the loop
Glances at the dashboard from the staff app on the train home. All green. Closes the app.
What they see
SWITCHING FROM SOMETHING ELSE?
Tell us where your data lives today. Our team migrates everything — leads, applications, students, payment history — into TechUni for you. No CSV templates to wrestle with.
Excel, Google Sheets — we'll map your columns to TechUni fields and import in one pass. Most common starting point for new agencies.
↓ Most agencies start here
HubSpot, Salesforce, Zoho, Pipedrive. We export from your current CRM and remap to TechUni's education-agency-specific structure.
Adapter handles field mismatches
AgentApp, Edvise, and similar tools. Direct mapping — most fields translate 1:1. Commission history and partner relationships preserved.
Cleanest migration path
Export
You give us read-only access OR send us your export file. Takes 5 minutes.
Map + Validate
Our team maps every field to TechUni's structure and validates with you in a 30-min call.
Import + Verify
We import everything, run a verification report, and walk you through it. Any issues — we fix.
We import your leads and students from spreadsheets or your old CRM as part of onboarding.
SUPPORT MODEL
Help centre, email and chat support. Growth gets 4-hour responses. We stay close for the first 30.
Help centre, email and chat support on every plan.
Growth and Enterprise get a 4-hour response. We stay close for the first 30 days after your demo.
A help centre you can search when you need a reminder. Updated as we ship.
Guided tours inside the CRM walk every new user through the screens they need on day 1, day 7, day 30.
Objections, answered
We handle it. Your onboarding manager exports from your current system, maps every field to TechUni's schema, and does two reconciliation passes before we sign off. In-progress applications keep their stage — nothing goes back to square one. If your data can be exported, we can import it.
They come across with their exact stage intact. If you had 47 students at "Offer Received" and 12 at "Visa Applied", that's how they arrive in TechUni — including timeline, documents, and counsellor assignment.
No. TechUni runs in parallel with whatever you're using today. Your team keeps working; new leads flow into TechUni from day 1 while historical data catches up in the background. Cutover is a single moment, not a downtime window.
Full data export in your format of choice (CSV, JSON, or PDF). Your account stays read-only for 30 days so you can pull anything else you need. No exit fees, no data hostage. We'd rather you leave clean than leave angry.
Month-to-month, no lock-in. Annual pricing is available if you want a discount, but there's no obligation to commit long-term to try it.
On Amazon Web Services in the EU (Stockholm region), encrypted at rest and in transit. Each agency has its own separate database. If you need data hosted in a specific country, talk to us about Enterprise.
Included. Every plan comes with role-specific training sessions (owners, accounting, counsellors) plus a private WhatsApp support channel during your first 30 days. Your team is trained before go-live, not after.
Yes. Add branches at any time. Invoicing is multi-currency, and owners see a consolidated view across branches. Extra branches are $25 a month on Starter and Growth.
The TechUni CRM is available in English only.
We'll show you every module against your actual agency setup. No slides. Live product, your data.