๐Ÿš€ Purpose-built CRM
โœจ Used by 3 industries

One clear system for every lead, student, and team action.

Abroad Road CRM is the all-in-one workspace that helps education consultancies, schools, and coaching institutes manage leads, follow-ups, applications, payments, and reporting โ€” without spreadsheets, WhatsApp chaos, or scattered tools.

๐ŸŽ“ Education Consultancies ๐Ÿซ Schools & Colleges ๐Ÿ“š Coaching Institutes
6 Stages Lead โ†’ Finalization workflow
Role-Based Admin, Manager, Counsellor, Telecaller
1-Click Export By source, owner, stage, date
Trusted by teams that handle
๐Ÿ“ˆ 10,000+ leads / month
๐ŸŒ Multi-country pipelines
โšก 100+ daily follow-ups
๐Ÿ”’ Role-secured data
๐Ÿ‘ฅ Built for you

One CRM. Three workflows. Zero compromise.

We've tailored the experience for the three businesses that live and die by their pipelines. Pick yours below to see exactly how it fits.

๐ŸŽ“ Built for study-abroad consultancies

From walk-in enquiry to visa-ready applicant โ€” manage every student, every meeting, every payment in one workspace tuned to how consultancies actually operate.

  • โœ“ Capture leads from Facebook ads, walk-ins, website, and affiliates
  • โœ“ Assign counsellors with full source & affiliate attribution
  • โœ“ Track English-class enrollment as an optional pipeline branch
  • โœ“ Move students from meeting โ†’ applicant โ†’ payment โ†’ finalization
  • โœ“ Export every report by source, affiliate, owner, and date
Typical consultancy flow
๐Ÿ“ž
Enquiry received Facebook lead form โ†’ CRM in 5 seconds
๐Ÿ—“๏ธ
Counsellor meeting Auto-assigned, follow-up scheduled
๐Ÿ“
Application submitted Documents tracked, status visible
โœˆ๏ธ
Finalized & flown Closed out with full history

๐Ÿซ Built for schools & colleges

Stop losing admissions to follow-up chaos. Manage enquiries, tours, application forms, fee collection, and parent communication from one focused workspace.

  • โœ“ Capture admission enquiries from website, hoardings, and referrals
  • โœ“ Schedule school tours and assign admission counsellors
  • โœ“ Track form submission, document collection, and interview outcomes
  • โœ“ Manage fee payment stages and final enrollment confirmation
  • โœ“ Pull reports by grade, source, counsellor, and admission cycle
Typical school admission flow
๐Ÿ“จ
Parent enquiry Website form, referral, or walk-in
๐Ÿšถ
School tour Counsellor walkthrough, follow-up scheduled
๐Ÿ“‹
Form & interview Documents + assessment tracked
๐ŸŽ’
Admission confirmed Fee paid, student enrolled

๐Ÿ“š Built for coaching institutes

Whether you run test prep, language classes, or competitive coaching โ€” turn every demo class into a paying student with structured lead handling and zero leakage.

  • โœ“ Capture leads from demo class signups, Instagram, and referrals
  • โœ“ Move students from enquiry โ†’ demo class โ†’ batch enrollment
  • โœ“ Track installment payments and batch assignment cleanly
  • โœ“ Monitor counsellor performance across batches and courses
  • โœ“ Filter and export by course, batch, fee status, and source
Typical coaching flow
๐Ÿ“ฒ
Demo signup Instagram, Google ads, walk-in
๐ŸŽค
Demo class attended Faculty feedback recorded
๐Ÿ’ณ
Fee & batch assigned Installment tracking enabled
๐Ÿ†
Enrolled & active Class attendance + progress tracked
๐Ÿ”„ The pipeline

Every lead moves through a clear, visible journey.

No more "where is this student now?" questions. Six visual stages โ€” with an optional class branch โ€” keep every record exactly where it should be.

1
๐Ÿ“ฅ
Lead

Capture from website, ads, walk-in, or import. Source and affiliate locked instantly.

Capture Assign
โ†’
2
๐Ÿ—“๏ธ
Meeting

Counsellor takes ownership. Schedule, follow-up, and notes stay in one place.

Follow-up Schedule
โ†’
3
๐ŸŽ’
Class / Demo

Optional branch โ€” English classes for consultancies, demo classes for coaching.

Optional Bridge
โ†’
4
๐Ÿ“
Applicant

Documents collected, application status tracked, deadlines visible to all.

Apply Docs
โ†’
5
๐Ÿ’ณ
Payment

Installments and full payments tracked with clear ownership and receipts.

Finance Confirm
โ†’
6
๐ŸŽ‰
Finalized

Student closed out with full history, ready for reporting and case archive.

Complete History
๐Ÿ’ก
Smart branching, not rigid stages Students can skip Class entirely and go straight from Meeting โ†’ Applicant. Or they can join classes first and then continue. The pipeline adapts to your workflow, not the other way around.
๐Ÿ” Role-based ownership
๐Ÿ“… Stage dates locked
โฐ Follow-up tracking
๐Ÿ“Š Filtered reporting
๐Ÿ“ค Bulk export
๐Ÿ˜ฉ The old way isn't working

Stop juggling spreadsheets, sticky notes, and WhatsApp groups.

Most education teams are running a critical business on tools they were never meant to use. Here's what changes when you switch to Abroad Road CRM.

๐Ÿ˜ต Before โ€” The chaos

What teams struggle with today

  • โœ• Leads sit in 4 spreadsheets, 3 WhatsApp groups, and 2 inboxes
  • โœ• No one knows which counsellor owns which student this week
  • โœ• Follow-ups get missed because reminders live in someone's head
  • โœ• Managers chase status updates instead of reading reports
  • โœ• Source ROI is impossible to measure โ€” was it Facebook or referrals?
  • โœ• Exporting a clean report takes half a day and feels broken
โ†’
๐ŸŽ‰ After โ€” One clear system

What changes with Abroad Road CRM

  • โœ“ Every lead lives in one searchable workspace with full history
  • โœ“ Ownership is locked at every stage โ€” no ambiguity
  • โœ“ Daily follow-up queue surfaces pressure before leads go cold
  • โœ“ Managers see live pipeline data, not week-old screenshots
  • โœ“ Source & affiliate attribution makes ROI visible in one click
  • โœ“ Filtered exports work in 3 seconds, not 3 hours
โš™๏ธ Core features

Everything your team needs. Nothing they don't.

Six tightly-built modules designed around the daily moments that matter โ€” not a 90-feature checklist nobody uses.

๐Ÿ“ฅ

Lead Management

Create, assign, update, and search leads from one workspace. Source, affiliate, ownership, notes, and follow-up โ€” all attached to the same record.

๐Ÿ’ก Bulk import lead files in 2 clicks
๐Ÿ”

Smart Queue Filters

Filter your working queue by lead type, manager, telecaller, source, affiliate, and date range. Your team works the exact slice that matters today.

โšก Filters save across sessions
๐Ÿ””

Follow-up Pressure

"Call later" records and due follow-ups stay visible so nothing slips. Daily reminder pressure ranks what to do next.

โฐ Never lose a hot lead again
๐Ÿšฆ

Stage Journey Updates

Move records stage by stage with full history. Stage dates, notes, and ownership stay intact across the entire student lifecycle.

๐Ÿ“œ Full audit trail per student
๐Ÿ“Š

Live Reports

Measure pipeline by owner, sub-manager, source, affiliate, and selected date periods. Stop guessing what's working.

๐Ÿ“ˆ Real-time, no refresh needed
๐Ÿ“ค

Bulk Import / Export

Pull every matching record out by active filters โ€” not just one visible page. Move data cleanly in and out, anytime.

๐Ÿ—‚๏ธ CSV-ready for accounting, ads, ops
๐Ÿ“บ Live dashboard

A control room view โ€” not a 200-row spreadsheet.

The dashboard shows what's happening across the team right now. Owners see workload, sources, conversions, and bottlenecks without asking a single person for a status update.

๐Ÿ“Š
KPIs you actually use Records, meetings, applicants, exports โ€” the numbers managers chase weekly
๐ŸŽฏ
Pipeline pressure bars See where leads are piling up before they leak. Lead โ†’ Meeting โ†’ Apply โ†’ Pay โ†’ Final
๐Ÿ‘ฅ
Owner & source visibility Who's converting, which source brings ROI, which counsellor needs help
๐Ÿ“… Book a Live Walkthrough
Workspace ยท Today
Live
Records 8,249 โ–ฒ 124
Meetings 112 โ–ฒ 8
Applicants 67 โ–ฒ 5
Payments 23 โ–ฒ 3
๐Ÿ“Š Pipeline breakdown This week
Lead
86
Meeting
52
Class
34
Applicant
28
๐ŸŽฏ Top sources today By volume
Facebook
32
Website
24
Affiliate
18
๐Ÿ‘ฅ Built for your team

Every role gets a view designed for their work.

Role-based access means owners, managers, telecallers, and counsellors each see exactly what they need โ€” and nothing they don't.

๐Ÿ‘‘
Owner / Director

See the whole funnel

Get visibility over team output, source quality, workload, and stage movement at a glance.

๐ŸŽฏ
Sub Manager

Control team operations

Track telecaller and counsellor activity, reassign leads, and keep daily ops humming.

๐Ÿ“ž
Telecaller

Work a cleaner queue

Handle new leads, daily reminders, and early-stage movement โ€” all from one focused screen.

๐ŸŽ“
Counsellor

Track student progress

Manage meetings, class enrolment, applicant readiness, payments, and finalisation in one record.

๐Ÿ’ฐ ROI Calculator

See how much your team could save โ€” in time and money.

Move the sliders below to match your business. We'll calculate the hours and dollars saved when leads stop slipping through the cracks.

How many people work the pipeline daily?
Across all sources โ€” ads, walk-ins, website, referrals
Commission, course fee, or admission fee per win
โฑ๏ธ
Time saved per week 22 hours
No more spreadsheet wrangling or status chasing
๐Ÿ“ˆ
Extra conversions / month (est.) +15 students
From follow-ups that no longer slip through
๐Ÿ’ฐ
Estimated extra revenue / month $12,000
Conservative โ€” based on a 3% recovery rate

โš ๏ธ Estimates based on industry averages. Real savings depend on team workflow and current lead leakage rate.

๐ŸŒ… Daily rhythm

How a real team uses Abroad Road CRM all day long.

Not a feature pitch โ€” the actual moments your team will live in once it's set up.

โ˜€๏ธ MORNING

Queue review & assignment

Open the queue, scan overnight leads, check follow-up pressure, balance workload across telecallers and counsellors.

๐Ÿง  Tip: Filter by "yesterday's leads" + "no owner" to triage in under 5 minutes.
๐ŸŒž AFTERNOON

Active counselling movement

Counsellors move students from meeting โ†’ applicant, log decisions, schedule next steps, and mark class enrollments.

๐ŸŽฏ Result: Daily conversion movement is visible on the dashboard by 4pm.
๐ŸŒ™ EVENING

Manager reporting & export

Sub-managers filter by source, affiliate, owner, and date โ€” export the working set, send it to ownership, and plan tomorrow.

๐Ÿ“ค One-click export means the day-end report ships in 30 seconds, not 30 minutes.
โ“ Common questions

What buyers usually want to know first.

Is this just a generic CRM with education branding?
No. The entire workflow โ€” Lead, Meeting, Class, Applicant, Payment, Finalization โ€” is purpose-built for how education businesses actually operate. Owner / source / affiliate attribution is baked into the data model, not bolted on.
Does it work for both consultancies and schools?
Yes. The same pipeline adapts to all three industries โ€” study-abroad consultancies, schools/colleges, and coaching institutes. Stage names and field labels can be configured to match how your team talks.
Can different team members have different access levels?
Yes. Admins, sub-managers, telecallers, and counsellors each get a tailored view. Counsellors see their own students; managers see their team; owners see everything.
Can we export filtered data anytime?
Absolutely. Full filtered exports work by source, affiliate, ownership, stage, and date โ€” pulling every matching record, not just the visible page. CSV format ready for accounting or ads platforms.
How long does setup and onboarding take?
Most teams are live within 5โ€“7 working days. We migrate your existing leads (Excel, Google Sheets, other CRM), train your team in 2 sessions, and stay available for the first month.
Is our student data secure?
Yes. Data is stored encrypted at rest, with role-based access controls and audit logs. We never share or sell your data, and you can export and delete anytime.
Can we import our existing leads?
Yes โ€” bulk import via CSV / Excel is supported. Map your columns to ours during setup, and you're live with your historical leads in one go.
How do I get started?
Book a 30-minute demo using the form below โ€” we'll walk you through the workflow with your real use case in mind, then send a tailored quote. Or email zoltrix002@gmail.com directly.
๐Ÿš€ Ready to see it in action?

Book a free, no-pressure demo.

30 minutes. Your real pipeline. Our team walks you through the exact workflow your business needs.

๐Ÿ“ฉ Request a demo

Tell us about your team

We'll reach out within one working day with a tailored walkthrough.

Or email directly: zoltrix002@gmail.com