Case study Education · CRM platform

Study Abroad CRM for consultancies

One CRM platform, tailored for study-abroad consultancies in Pakistan, the UK and Europe — leads, applications, offers, CAS and visas in a single student file, with partner networks, HR and accounts built in.

6 agenciesone core platform
Lead → visain one student file
HR & accountsbuilt in
Consultancy CRM dashboards — Pathways and Dunya
Clients
Pathways, NSED, Edu Surferz, Osmosis, Dunya, Paragon
Industry
Study-abroad consultancy
We built
CRM, HR & accounts, partner and student portals
Core technology
Laravel 12 · Livewire 3 · MySQL · Reverb
  • 6consultancies served
  • 38branches on Paragon’s system
  • 13stages in one student file
  • 12staff roles in a single build
The brief

The problem to solve

A study-abroad file moves through a dozen steps — enquiry, documents, applications, offers, CAS, fees and visa — across counsellors, branches, partners and countries. Run on spreadsheets and chat groups, files stall and nobody sees the whole pipeline.

Built forCounsellorsProcessing teamsLeadershipPartners & branches

Objectives

  1. Track every student from enquiry to visa
  2. Live pipelines for leadership, by country and counsellor
  3. Branches, B2B partners and channel partners in one system
  4. HR, attendance and accounts beside the CRM
  5. Each deployment shaped to its countries and rules
What we built

One platform, six agencies

Each consultancy runs its own instance — shaped to its destinations, teams and partners.

Pathways dashboard — leads, universities, branches and cases overview
  • One student fileLead, application, documents, admission status, COL, UOL, credibility interview, fee, bank statement, CAS and visa.
  • Document checklistCV, passport, school and degree certificates and English test — approved or rejected.
  • Country DeskApplications, active leads and visa success rate for each country.
  • B2B partnersPartners create their own counsellors, who only see their own leads.
  • Back officeAttendance from ZKTeco devices, leave, payroll with PDF payslips, and a balance sheet.
  • Leads reportFilter by partner, counsellor, intake, status, source, country and university.
Sweden, Finland & UK

Edu Surferz

A Sweden-based consultancy with offices in Sweden, Saudi Arabia and Pakistan — so every destination country gets its own pipeline.

5 core features
  • Country pipelinesFinland: application → interview → offer → fee → appointment → visa. Sweden and the UK have their own steps.
  • Move a file backRevert to an earlier stage, with that stage’s data cleaned up.
  • Regions & teamsTeam leads see leads for their assigned countries and regions.
  • Six currenciesFees in GBP, EUR, SEK, PKR, USD and CAD.
  • Visa appointmentsAppointments, biometrics and deferral to a later intake.
Osmosis agent portal — partner with Osmosis, with accreditation levels
  • Partner accreditationBronze, Silver, Gold and Platinum partner tiers, with a consultant network map.
  • Course FinderSearch, compare and export courses as PDF.
  • SOPs & interviewsDedicated SOP writers and interview preparers on each file.
  • CommissionsUniversity, partner and marketing commission screens.
  • Osmosis AcademyA language-school marketplace — book and pay tutors, with Stripe and a platform share.
  • Auto-scored testsEnglish, German, Arabic, French, IELTS and spoken English.
Dunya Consultants CRM — leads, applications, offers and CAS
  • Pipeline at a glanceLeads, fee status, application processing and unconditional offers.
  • Applied → Offer → CASEvery lead counted at each stage.
  • Counsellor targetsTargets and university-wise reports.
  • Student chatChat with students, plus a shared documents library.
  • AccountsAnnual work book, balance sheet and expenses.
Paragon CMS — cases, notices and university deadlines
  • 38 branchesEvery branch’s student cases in one system.
  • Case intakePreferred countries and universities, documents and fees per student.
  • Fees & invoicesConsultancy and university fees, with instalments and invoices.
  • Admission-team alertsEach branch’s admission team is notified of new cases.
  • Deadlines & noticesUniversity deadlines, notices and a knowledge hub.
How it works

From enquiry to visa

The student journey every deployment is built around.

STEP 01

Enquiry

A public form creates the lead and emails the student.

STEP 02

Counselling

The lead is assigned; documents are collected and checked.

STEP 03

Applications

Universities, offers and fees — tracked per application.

STEP 04

CAS & interview

Credibility-interview prep and CAS for UK files.

STEP 05

Visa

Appointment, biometrics and the decision — or a deferral.

Architecture

How the system fits together

Each agency runs its own Laravel instance from a shared core — server-rendered Livewire screens, role and team permissions, and a queue for reminders.

Apps
Staff portalLaravel Livewire
Partner & student portalsB2B partners, agents, students
Public enquiry formApply-now page + email
Server
Shared Laravel coreLeads, student files, roles & permissions, HR and accounts
Data & services
DatabaseMySQL
Real-timeLaravel Reverb chat
AttendanceZKTeco biometric devices
FilesS3 storage · PDF & Excel
Challenges

One core, many agencies

01

Every country is different

ChallengeFinland, Sweden and the UK each have their own admission and visa steps.

How we solved itCountry-specific pipelines: the student file shows the stages for the destination country.

02

Partners and branches

ChallengeB2B partners need their own counsellors — and only their own leads.

How we solved itTeam-scoped roles: partners create counsellor accounts locked to their own leads.

03

Back office in the same place

ChallengeHR and accounts lived in separate tools.

How we solved itAttendance from biometric devices, payroll with PDF payslips and a balance sheet — in the same system.

04

Mistakes happen

ChallengeA file moved too far has to come back cleanly.

How we solved itRevert a file to an earlier stage, with that stage’s data cleaned up.

Technology

The stack

Proven, well-supported tools — chosen so the platform is easy to run and to extend.

  • LaravelCore
  • LivewireScreens
  • PHPBackend
  • MySQLDatabase
  • Tailwind CSSStyling
  • ViteBuild
  • StripeAcademy payments
  • Laravel ReverbReal-time chat
  • ZKTeco devicesAttendance
The latest

If we built it today

Platforms like Study Abroad CRM can now do far more for the people who use them. These are the upgrades we’d add today, using the AI and automation we build for clients.

Standard now

What’s changed — and how we use it

  • AI document checks

    Read passports, transcripts and test results; flag what’s missing.

  • Course matching

    Suggest universities and courses from a student’s profile.

  • SOP drafting help

    Draft statements of purpose for counsellors to refine.

  • WhatsApp updates

    Students get status updates where they already chat.

  • Interview-risk signals

    Flag files likely to struggle at the credibility interview.

  • Ask your pipeline

    “How many UK CAS are pending this intake?”

Already in production: we build AI assistants, WhatsApp agents and workflow automations for clients today. See AI automation

Let’s talk

Running a consultancy, agency or multi-branch business?

Tell us who will use it and what it must do. We’ll map the first release, the stack and the right team — in a free 30-minute strategy call.