Transform Your Education Consultancy With One Unified Platform
Manage leads, students, agents, applications, finance, reporting, automation and AI operations from a single cloud platform.
Average increase in application conversion rate
Reduction in manual visa processing tasks
AI-driven student course matches monthly
Consultancy partner satisfaction score
Three Integrated Portals. One Platform.
Bring your team, agents, and prospective students together. OBCRM serves three distinct application portals under your single consultancy namespace.
Staff CRM Workspace
High-performance control center for student counsellors, visa officers, accountants, and branch managers. Manage leads, track commissions, and log client cases.
Partner Agent Portal
Empower downstream recruitment partners and sub-agents to submit student files independently, upload transcripts, and track active commissions cleanly.
Student Self-Service Portal
Enable prospective students to check application statuses, upload document checklist files, review invoices, and receive direct team chats.
Engineered to Run Educational Agencies
Stop stitching fragmented platforms together. OBCRM provides a standardized operation engine built for global scaling.
Lead & Pipeline Management
Centralize leads from TikTok, Meta, WhatsApp, and websites with automatic assignment rules.
Student Lifecycle tracking
Monitor the entire enrollment journey from course intake match to pre-departure briefing.
Partner Agent Portal
Empower sub-agents to submit student files directly and monitor commission calculations.
Compliance Document Vault
Audit documents against checklist templates for different visa destinations securely.
Invoicing & Collections
Generate manual invoice records, log service fee payments, and issue receipts in multi-currency.
OBCRM AI Operations
Leverage AI chatbots, automated document extraction (OCR), and SOP editing helpers.
Security and Operations Hardened for Agency Networks
Running multi-branch education consultancies requires rock-solid tenant security. OBCRM encrypts data in-transit and at-rest, supports localized database backups, and lets you manage branches, agent hierarchies, and roles with fine-grained access control policies.
Security Control Plane
Compliance & Audit readiness
// Security policy validation active [CORS] Request Origin: Approved [MFA] Status: Required in Production [DB] Isolation Layer: Enabled (companyId scope) [Status] Backup verification: PASS (AES-256 encrypted)
Audit logs tracking all login activities, lead conversions, and commission releases are maintained automatically.
Trusted by Premier Agency Teams
"OBCRM transformed our study abroad agency. We used to manage agent portfolios on Excel sheets and lost track of visa checklists. The platform unified our CRM and sub-agent network under one domain."
"The AI operations module has cut down application drafting times significantly. Our counselors match student profiles to over 15,000 global courses with absolute accuracy now."
Frequently Asked Questions
Ready to upgrade your consultancy workspace?
Configure a fully functional demo workspace. Test document compliance features, sub-agent logins, and student application pipelines first-hand.