For study abroad consultants

CRM for study abroad consulting: from first question to visa approval every student in one panel

Study abroad consulting software, program and CRM on one platform: Study abroad consulting appointment software, customer management software and sales automation with WhatsApp.

People asking about language school prices, people waiting for admission, people completing visa documents... Every student is at a different stage, all in one dashboard. Track applications in a country-based pipeline, collect documents with a checklist, track deposits and balances in foreign currencies, and correspond in 8 languages. AI-powered CRM for study abroad consultants.

PipelineTracking by country & stage
ChecklistVisa & admission documents
8 languagesTranslation and template support
Quick answer

Which CRM software should be used for Study abroad consulting? ÖzgürKod is a CRM for Study abroad consulting businesses: Pipeline by preferred country, visa document checklist, correspondence in 8 languages, USD/EUR payment tracking; the entire consulting process on a single dashboard. Setup takes minutes; try it free for 7 days.

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Sound familiar?

Every student in a different country, at a different stage

Applications in email, documents in folders, payments in three different currencies; the consultant never sees the full picture on any screen.

No clear view of who is at which stage

One person is choosing a school, one is waiting for admission, one has a visa appointment; their status sits in a single Excel column and is always out of date. When a student asks “where is my application,” someone has to go through file after file for the answer.

A missing document blows up on visa appointment day

Passport, transcript, language test result, bank statement, insurance; every country's list is different. When a missing document is discovered on appointment day, the appointment is lost, the term is missed, and the consultant takes the blame.

Correspondence in three languages, one consultant

You write to the school in English, the agency in Italian, the student in Turkish; you shuttle between tabs to translate. One misunderstood date can cost you a delayed acceptance letter.

Deposit in TL, balance in EUR, accounts all mixed up

The consulting fee can be in TL, the school deposit in EUR, accommodation in GBP. Which student paid what on which item goes into a notebook; when exchange rates differ, month-end reconciliation takes hours.

A flood of messages during fair and ad season

After an education fair or an Instagram ad, dozens of questions arrive at once; people who fill out the form get called days later. A candidate whose dream of studying abroad is still fresh signs with the first consulting firm that gets back to them.

Candidates who miss the term disappear

A student who cannot make the September term is told “let's talk for the January intake”; nobody writes it down. When January comes, no one remembers the list; a ready candidate walks away with a competitor's announcement.

For Study abroad consulting

What does ÖzgürKod do for study abroad consultants?

Scenarios that fit your application processes, from the first question to flight day.

Student journey: from first question to flight day

  • Gather requests from WhatsApp, Instagram, web forms and Meta Lead Forms in one inbox; a 24/7 chatbot answers questions about countries, programs and language requirements instantly
  • Track students in a Preference → Application → Admission → Visa → Flight pipeline, tagged by country and term; pending applications surface in overdue items
  • Open a task card with a visa and admission document checklist for each student: passport, transcript, language certificate, bank statement — upload documents to the card as file attachments
  • Use automatic translation in correspondence with schools and agencies; write to international students and institutions in their own language with ready-made templates in 8 languages
  • Track the consulting fee, deposit and balance in TL/USD/EUR/GBP with a payment plan; AI detects the receipt a student sends and adds it to the record
  • Before the September and January terms, send campaigns to candidates tagged “missed the term” with approved WhatsApp templates; the Meta Ads ROI Center shows the return on your fair season
Application & visa flow — ÖzgürKod CRM
1
First question

A request from a fair, ad or DM becomes a card with a source tag; the chatbot gives the first answer to questions about program and country.

2
Goal setting

In the call, country, program and budget are clarified; the student is moved to the Preference stage of the pipeline with country and term tags.

3
School application

Application documents are collected with a checklist; correspondence with the school runs from the same panel with automatic translation support.

4
Acceptance & deposit

The acceptance letter is added to the card; the deposit is recorded in the EUR/USD plan, and the receipt is processed with AI detection.

5
Visa file

A visa document checklist is opened; missing items appear on the task board, and deadline notifications warn the team as the appointment date approaches.

6
Visa approval & flight

After approval, flight and accommodation details are shared with a template; the balance payment is closed in due-date tracking.

7
Study & referrals

Communication with the student abroad continues; new leads who come through a satisfied student's recommendation are tracked with a source tag.

WhatsApp and Instagram

Not from a personal phone, but from the business line

Don't let Student messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.

In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).

The chatbot answers common questions and collects student information; a member of your team takes over the conversation whenever you want.

Send an announcement or reminder to the student group you choose with a Meta-approved template; see how many people it reached and how many read it.

Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

Don't track everything yourself; let it tell you what matters

It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.

Know who to get back to first

  • Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
  • Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
  • Today's tasks: a short morning summary showing who you need to follow up with that day.
  • Ask a question: type questions like “How many new student came in this month?” and get answers from your data.

AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.

No separate tools to set up

Messages, appointment, payment collection and your team — in one account

When a student writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.

Try free for 7 days

Student cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.

Team and permissionsAssign records to team members; if you want, each person sees only their own students.

Track it from ad to customerLeads from Meta ad forms land in the record together with their source.

Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.

Channels and connections

Wherever your Student write from

Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the student card.

  • WhatsAppCloud API or QR
  • InstagramDMs and comments
  • MessengerYour Facebook page
  • TelegramYour Telegram bot
  • TikTokDM
  • Web chatThe widget on your site
  • Meta ad formsWith the ad source

Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Study abroad consulting?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Study abroad consulting choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. WhatsApp and Instagram integration. In Turkey student most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
  5. Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.

Study abroad consulting program, software or CRM?

Most business owners search for the solution they need as “Study abroad consulting program,” “Study abroad consulting software,” “Study abroad consulting appointment software” or “Study abroad consulting customer management software.” “CRM” is the international name for this solution, and the need is the same: keep student information in one place, never miss a request, and bring order to your work.

As a Study abroad consulting automation, ÖzgürKod gathers student messages from WhatsApp, Instagram and the web in one panel and handles appointment and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.

Study abroad consulting softwareStudy abroad consulting softwarecustomer management softwareappointment softwareStudy abroad consulting otomasyonu
Comparison

Method comparison for Study abroad consulting

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
Mesajlar Scattered across phones Mostly an extra module or extra fee WhatsApp, Instagram and web in one inbox
Reminders and follow-up Left to memory Needs setup and integration Follow-up date, notification and appointment reminders ready
Student history Between notebook, phone and email Yes, with generic fields On one card: messages, appointment, payments, notes
Teamwork It’s unclear who is handling what Extra cost per user Assignment, tasks and record-based permissions
Language and pricing — Usually $ pricing, English support TL pricing, local support in Turkish
Starter Invisible cost in time Long setup, exchange rate risk 7-day free trial
Study abroad consulting for

Starts at 2.500 ₺ / month

7-day free trial · No setup fee · Upgrade your plan any time

A no-show appointment isn’t an empty hour — it’s an hour you’ve already paid for.

If you charge ₺1,000 per service: the monthly cost of your subscription equals 3 appointments.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What does a CRM do for study abroad consulting?

It becomes the memory of a consultancy running dozens of students across different countries and stages at once: who is waiting for acceptance, whose visa appointment is coming up, whose documents are incomplete — all visible in pipelines and checklists. Correspondence, documents and foreign-currency payments are collected on the student card. Let's be clear: ÖzgürKod does not submit applications to consulate or school application portals; you submit the applications, and the system tracks the process, communication and payment collection.

How do I track visa and acceptance documents?

You open a task card with a checklist for each student; you adjust the items by country: passport, transcript, language certificate, bank statement, insurance, acceptance letter. Documents the student sends via WhatsApp are uploaded to the card as file attachments; completed items are checked off. Anyone looking at the “Documents Pending” column on the task board sees which student is missing what; deadline notifications bring files with upcoming appointments to the front. No more surprises on appointment day.

Can I correspond with foreign schools and students in different languages?

Yes. Incoming messages are read in Turkish with automatic translation, and your reply goes out in the other party's language; no more switching tabs and opening a translation site during agency and school correspondence. There is also ready-made template support in 8 languages for frequently used messages; you set up your welcome, document request and information templates once, and send them to each student in their own language with one click. The same setup works for offices working with foreign students who want to study in Turkey.

Can I track deposit and balance payments in foreign currency?

Yes. You set up the payment plan in TL, USD, EUR or GBP: mixed plans such as a TL consulting fee, a EUR school deposit and a GBP balance stay on a single card. Due and overdue items are listed on the payment tracking screen; AI detects the receipt the student sends, and you apply it to the relevant line with one click. The system does not process online payments or generate payment links; the money reaches your account the way you already use, and the panel clarifies which line remains open.

Does the system automatically remind students of application dates?

No; there is no automation that sends messages to students on its own — let's say that honestly. There are two things: deadline notifications on tasks for your team — a file with an approaching deadline moves to the front of the panel and the consultant is alerted. To reach students, you use one-click template messages or bulk campaigns by segment; for example, as the January term approaches, you send an announcement in one go to all leads tagged “missed the term” using a Meta-approved template. You always decide whether the message goes out.

Are passports and financial documents safe under KVKK?

Yes. Student files containing sensitive documents such as passports, bank statements and transcripts are stored in line with KVKK (Turkey's personal data protection law) requirements. With role-based permissions, each consultant can access only their own students' cards; all access is logged. Because correspondence and documents live in the office panel rather than on the consultant's personal phone, files stay with the office when staff leave. Deletion and correction requests are managed from the panel.

Study abroad consulting software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Study abroad consulting software", "Study abroad consulting software", "Study abroad consulting appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: student communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.

Manage application season from one panel

7-day free trial, no credit card required. Connect WhatsApp and Instagram on day one; line up your students in the pipeline and put missing documents into checklists.