Home > Solutions for Businesses > Counsellor Management
What is icounsel?
i-counsel is a unique system designed specifically to address the needs of counselors. It helps counselors to automate their business process and add efficiency to their operations.
Who it is useful for?
I-counsel is useful for companies that have single or ‘Multi-Locational’ set up and need to centralized control of the business.
How does it work?
I-counsel is a web-based system that allows you to create unique user ID for each of your counselors.
The counselors can use the system as a single source of operation to
- Create sales and marketing efforts.
- Create and store student profile.
- Save important documents
- Create application folders
- Send emails and SMS based communication
- Manage the visa process for students
It automates the daily routine work which saves at least 30-40% time for a counselor
It tracks every piece of information generated on the system creating useful MIS
It allows multiple offices to work on single location making better control of business process for the management.
FEATURES
BENEFITS
Lead Management
- Upload Multiple leads
- Assign leads to Various Counselors
- Manage status of each lead
- Filtering of Leads based on :
Counselor
Branches
Destination University
Year of enrollment
- Task & activity Management
- Check action history of all Leads
Application Management
- Create multiple applications
- Send auto-email alerts to students
- Upload relevant documents
- Track Payment Details
- Send applications to the respective University directly from the system
- Track Status of application
- Save offer letters & offered fees
Visa Processing
- Visa Briefing
- Visa date reminder through auto-email
- Status of Visa
-Upload documents related to visa-application
Lead Management