Flexible Plans Tailored for Every Agency
Scale your education consultancy with plans that fit your size. Save up to 20% with annual billing.
Growth
Perfect for boutique agencies and single-office consultancies.
- Up to 5 team members
- Single branch management
- Lead capture & auto-assignment
- Kanban pipeline tracking
- Standard document checklists
- Basic reporting & analytics
- Email & chat support
Professional
Ideal for expanding agencies with sub-agents and multiple branches.
- Up to 20 team members
- Up to 3 branch locations
- Sub-agent referral portal
- Custom document checklists
- Automated commission splitting
- WhatsApp API integration logs
- AI SOP draft assistant (50/mo)
- Priority email & phone support
Enterprise
Engineered for franchise networks and multi-national study agencies.
- Unlimited team members
- Unlimited branches & franchises
- White-label portal options
- Custom integrations & API access
- Dedicated success manager
- SLA guaranteed support
- Unlimited AI Operations queries
- Custom security & audit trails
Compare All Plan Features
Take a closer look at the advanced functionalities of each tier.
| Platform Feature | Growth | Professional | Enterprise |
|---|---|---|---|
| Core CRM Capabilities | |||
| Lead capture & automatic distribution | |||
| Customizable pipeline stages | 3 pipelines | Unlimited | Unlimited |
| Task checklists & reminders | |||
| Activity audit logs | 14 days | 90 days | Unlimited |
| Recruitment & Partners | |||
| Sub-agent portal logins | - | Up to 25 | Unlimited |
| Agent self-service file upload | - | ||
| Commission split configurations | - | ||
| Multi-branch workspace routing | - | ||
| Automation & AI | |||
| WhatsApp & Email auto-responders | Basic | Advanced | Custom |
| AI SOP text enhancer | - | 50 credits/mo | Unlimited |
| Smart document OCR verification | - | 10 files/mo | Unlimited |
| Custom workflow recipes | - | Up to 10 | Unlimited |
| Financials & Compliance | |||
| Multi-currency invoicing & receipts | |||
| Commission receivable ledgers | |||
| Destination compliance checklist templates | 3 destinations | All destinations | All destinations |
| Custom contract storage & signatures | - | ||
Pricing FAQ
Have questions about billing, setup, or plan levels? Here are quick answers.
Can we change or cancel plans at any time?
Yes, you can upgrade, downgrade, or cancel your subscription at any time from your billing settings. If you upgrade, the change is applied instantly and pro-rated. If you cancel, your account remains active until the end of the current billing cycle.
What counts as a branch location?
A branch location represents a separate office profile within your main agency. Each branch can have its own counselors, sub-agents, and pipelines, while administrators can view roll-up analytics across all branches.
How does the sub-agent portal work?
Sub-agents are given access to a branded portal where they can submit student applications, check status updates, and download marketing materials. They cannot view other clients or your internal consultancy operations.
Is there a limit on file uploads or storage?
Growth plans include 20GB of compliant cloud storage. Professional plans include 100GB, and Enterprise plans include custom quotas. Additional storage is available at nominal pricing.
Is our student data secure on OBCRM?
Absolutely. OBCRM encrypts data in transit and at rest using AES-256 standard. We host on enterprise cloud facilities that are ISO 27001 and SOC 2 certified, with continuous backups and RBAC controls.
Ready to streamline your agency?
Get started with a 14-day free trial on our Growth or Professional plan. Setup takes less than 10 minutes.