Everything You Need to Run Your Agency
OBCRM replaces single-purpose tools with an integrated workspace that keeps counselors, sub-agents, and prospective students perfectly aligned.
Lead Management & Auto-Assignment
Centralize prospective student leads from website landing pages, Meta ads, TikTok lead forms, and incoming WhatsApp chats instantly. Configure multi-branch assignment rules to distribute leads based on language, course interest, or counselor workload.
- Real-time TikTok & Meta webhook integration
- Workload-balanced counselor assignment
- Duplicate prevention & lead scoring metrics
- Instant WhatsApp notifications for new inquiries
Lead Management & Auto-Assignment Preview
Active WorkflowAll dashboards are responsive and optimized for screen visibility.
Student Lifecycle & Intake Tracker
Follow the entire academic journey of your applicants. Assign tasks, track visa compliance, log counsellor notes, and map progress across customized pipeline stages specific to study destinations (e.g. Australia, UK, USA, Canada).
- Dynamic Kanban pipeline view
- Country-specific visa tracking stages
- Task reminders & daily agenda logs
- Student profile history audit trail
Student Lifecycle & Intake Tracker Preview
Active WorkflowAll dashboards are responsive and optimized for screen visibility.
Partner Sub-Agent Portal
Collaborate securely with sub-agents and external referral partners. Provide them a branded workspace to submit student folders, upload academic credentials, and monitor active application statuses without access to your main database.
- Branded agent self-service console
- Secure upload checks for transcripts & passports
- Real-time application status visibility
- Automated commission tier calculations
Partner Sub-Agent Portal Preview
Active WorkflowAll dashboards are responsive and optimized for screen visibility.
Compliance Document Checklists
Create destination-specific document checklist templates (e.g., SOP, IELTS results, Bank statements, academic transcripts) to enforce strict compliance guidelines before submitting applications to partner universities.
- Checklist template rules per country/intake
- Direct student portal upload integration
- Officer approval & reject verification flows
- Expiry alerts for language tests & passports
Compliance Document Checklists Preview
Active WorkflowAll dashboards are responsive and optimized for screen visibility.
Finance & Commission Management
Log student payments, generate multi-currency invoices, track service charges, and audit commissions received from global university partners. Distribute sub-agent commission shares automatically.
- Multi-currency manual invoices & receipts
- University commission tracking logs
- Sub-agent commission share splits
- Financial reporting & ledger logs
Finance & Commission Management Preview
Active WorkflowAll dashboards are responsive and optimized for screen visibility.
OBCRM AI Operations
Save hundreds of staff hours. Let our integrated AI operations analyze student transcripts (OCR) to check university eligibility, suggest visa SOP improvements, and handle initial chatbot queries.
- Smart transcript grade parser (OCR)
- AI visa SOP draft refinement helper
- 24/7 client onboarding chatbot routing
- AI lead conversion scoring alerts
OBCRM AI Operations Preview
Active WorkflowAll dashboards are responsive and optimized for screen visibility.
See the Platform in Action
Schedule a personalized demo. We will show you how to set up lead assignment rules, document checklists, and agent commission targets for your consultancies.