Workflows and marketing do the heavy lifting. The CRM, email inbox, student fees, commissions and your branded student app keep everything in one place, under your brand.
Your processes, running themselves.
Every operations event fires a workflow. Application reaches Winning Stage, commission auto-calculates and invoice drafts. Missing IELTS, student gets nudged. Overdue invoice, the 30/60/90 ladder starts.
• Assign to Team with round-robin: equal, or weighted so your strongest closers get more
crm.youragency.com/workflows
Marketing and lead management, in your CRM.
Marketing and lead management in your CRM: ads, lead capture, fair assignment, email campaigns and drip sequences. Social publishing, the social inbox, WhatsApp and analytics are all included in your plan.
• Google, Meta and TikTok Ads campaigns from the CRM
• Bulk email campaigns, paced so you stay out of spam
• Drip sequences built in the workflow builder
• Dynamic lists that feed campaigns and workflows
• Facebook, Instagram and TikTok posting from one calendar
• Social Inbox and WhatsApp next to every lead
• Marketing analytics across your channels
crm.youragency.com/marketing?tab=calendar
Every lead, student and application in one place.
Every lead, student, application, document and conversation in one place. Pipelines per destination and visa type, role-based access, and a full history of who did what.
• Round-robin lead assignment, equal or weighted
• Duplicate detection and merge
• Activity log on every lead and student
• Agency-wide audit trail
• Discount and refund approval by role
• Internal knowledge base for visa rules and SOPs
• Partner and sub-agent logins through a custom role (each login counts as a user)
Give partner agencies their own login through a custom role. Choose exactly what they can see and do. You keep ownership of the data.
crm.youragency.com/pipeline
crm.youragency.com/workflows
Every student's email, inside their file.
Turn on the email inbox and every student gets their own address on your domain. When a university or the student replies, the email is filed on the right lead or student automatically, not lost in a counsellor's Gmail. Each counsellor has a personal address and a My Inbox to work from.
• A dedicated address for every student, on your own domain
• Replies filed on the lead or student, and on the application when they relate to one
• A personal address and My Inbox for each counsellor
• Reply, reply all, forward and compose, with Cc and Bcc
Set up your service catalogue once (counselling, visa support, IELTS prep, SOP writing) with a price per destination. Split each fee into instalments tied to application stages. When an application reaches that stage, the invoice is raised and sent to the student for you.
• Service catalogue with flat or destination-based pricing
• Instalment plans tied to application stage, e.g. half at application, half at visa grant
• Automatic invoices, sent to the student or held as drafts for accounts to review
• Discounts and waivers within each role's limit, with anything bigger sent for approval
• Refunds with a refund note, kept separate from the payout
• Zero-fee destinations handled cleanly
Students see their invoices and payment history in the app. Payments are recorded by your team.
crm.youragency.com/fees
crm.youragency.com/approvals
Automated Commission Engine
Set slab rates, retroactive bonuses, and split commissions per university. Invoices auto-generate, payments are tracked, disputes are logged — zero spreadsheets.
crm.youragency.com/commissions
Student Portal App (Your Brand)
Fewer "what's happening with my application?" messages. Students track applications, upload documents and see their invoices in an app that looks like it's yours.
Staff Web App (Mobile-First)
Your counsellors manage leads, log calls, send WhatsApp follow-ups, advance applications and check their tasks — all from a branded mobile web app they open in any phone browser. No app store, no install, no spreadsheet.
Early access
Works with Claude and ChatGPT.
Ask questions and set up your agency in plain English.
Each app shows the right data to the right person — nothing more, nothing less.
Staff App
Your counsellors, supercharged.
Handle a bigger caseload without the chaos. Every lead, task, and conversation in one mobile web app — branded to you, works in any phone browser.
Lead & pipeline management
Email, WhatsApp and social messages in one inbox inside the CRM
Application stage advancement
Task reminders & daily briefing
Student App
YOUR BRAND
Students in the loop — always.
Fewer "what's happening with my application?" messages. Students track applications, upload documents and see their invoices in an app that looks like it's yours.
Give partner agencies their own login through a custom role. Choose exactly what they can see and do. You keep ownership of the data.
Custom role, not a separate portal
You choose exactly what they can see and do
Each login counts as a user
You keep ownership of the data
Commission Engine
Commissions that calculate themselves.
Set your rates once — per university, per slab, per intake period. When a student enrols, the commission calculates automatically. Invoices are drafted. Payments tracked. Disputes logged. No spreadsheets. No surprises.
Slab & retroactive rate structures
Volume bonuses trigger automatically as enrolment targets are hit.
Auto-generated draft invoices
Review and send with one click. University, students, amounts — pre-filled.
Dispute & reconciliation workflow
Log disputes, track outcomes, reconcile payments with bank differences handled cleanly.
Every operations event fires a workflow. An application flips to Unconditional Offer → the student gets the offer letter, a congratulations WhatsApp, and the tuition-fee payment details. A visa specialist is assigned and a 7-day tuition-fee payment window starts — all the moment the sub-status changes. Same pattern for every trigger: Winning Stage, CAS issued, Visa Granted, Fee Overdue. Drag-and-drop trigger → condition → action pipelines, education-specific, no Zapier subscription.
Unconditional Offer received → notify all + collect fees
Email the offer letter, WhatsApp the student, send tuition-fee details, assign a visa specialist — the moment the sub-status flips.
Assign to Team with round-robin
Equal, or weighted so your strongest closers get more.
Winning Stage → draft commission invoice
Slab-aware, multi-year aware. Retroactive breach recalculates prior invoices in the intake automatically.
Overdue commission → escalation ladder
Polite nudge at 30 days, firmer at 60, owner-alert at 90. Never chase manually again.
Ads, lead capture, fair assignment, email campaigns and drip sequences. Social publishing, the social inbox, WhatsApp and analytics are included in your plan.
01 · Publish
Post to Instagram, Facebook, TikTok from one content calendar. Schedule ahead, colour-coded by platform.
02 · Advertise
Google, Meta, TikTok Ads from one 6-step wizard. Leads land in your CRM tagged with campaign and creative.
03 · Capture
Lead forms across Embedded, Meta, TikTok, Google — field-mapped straight into your CRM.
Set up your service catalogue once (counselling, visa support, IELTS prep, SOP writing) with a price per destination. Split each fee into instalments tied to application stages. When an application reaches that stage, the invoice is raised and sent to the student for you.
✓Service catalogue with flat or destination-based pricing
✓Instalment plans tied to application stage, e.g. half at application, half at visa grant
✓Automatic invoices, sent to the student or held as drafts for accounts to review
✓Discounts and waivers within each role's limit, with anything bigger sent for approval
✓Refunds with a refund note, kept separate from the payout
✓Zero-fee destinations handled cleanly
Students see their invoices and payment history in the app. Payments are recorded by your team.
crm.youragency.com/fees
crm.youragency.com/approvals
See the full platform in 30 minutes.
We'll show you every module against your actual agency setup. No slides. Live product, your data.
