Purpose-built for Study Abroad Consultancies
The Operating System
for Modern
Consultancies
Unify your leads, students, cases, documents, and team workflows into one intelligent platform — so your consultancy runs faster, smarter, and more profitably.
ASNKRBMLDP
500+ consultancies already onboarded
Students
247
Cases
84
Tasks
12
Docs
0
Pipeline Growth
Visa Approved ✓
Ravi M. — Canada PR
AI Insight
3 docs need review
View Plan →
0
Active Students Managed
0
Documents Processed
0%
Average Approval Rate
0h
Avg. Lead Response Time
Platform Features
Everything your consultancy
needs in one place
Each module is purpose-built to reduce admin friction and give every student, counselor, and visa officer full visibility at every step.
Core
Student Workspace
A single unified profile that brings together cases, documents, internal notes, AI insights, and staff assignments. Nothing falls through the cracks — ever.
- Full case history & document trail
- Counselor & visa officer assignment
- Real-time progress visibility
Student Portal
Passport CopyVerified
IELTS Score ReportPending
Academic TranscriptReview
Bank StatementMissing
4 of 7 documents complete
Security
Roles & Permissions
Fine-grained RBAC with Super Admin, Counselor, Visa Officer, and fully custom roles. Control who sees what at every level.
Email + SMS
Marketing Campaigns
Send targeted email and SMS campaigns to leads and students. Track opens, clicks, and conversions from inside the CRM.
Automation
Workflow Templates
Create reusable step-by-step checklists by country and intake. Student-visible steps sync to the portal automatically, keeping everyone aligned.
CRM
Lead Capture & Pipeline
Record enquiries from any source, track pipeline stages, use AI-powered follow-up drafts, and convert leads to active students without losing context.
Files
Document Management
Request, upload, version, verify, and approve documents with AI quality checks. Students upload through their secure portal, counselors review in seconds.
The Process
From first enquiry to visa approved
Every milestone is intentionally designed to keep your team aligned and every student moving forward — no silos, no dropped balls.
01
Capture Leads
Record enquiries from any source — walk-ins, website, WhatsApp, referrals. Track stage, source, contact details, and notes in one unified pipeline.
02
Convert to Students
Accept qualified leads into active student records. Assign counselors, visa officers, and documentation checklists in one click.
03
Open a Case
Create application cases with target country, intake year, and linked workflow templates. Track deadlines and milestones from a central timeline.
04
Manage Documents
Request files, run AI quality checks, verify or reject with notes. Students upload securely through their portal — your team reviews instantly.
05
Track Workflows
Move cases through step-by-step checklists. Student-visible steps sync to the portal automatically — no more “where are we?” calls.
06
Deliver Outcomes
Monitor team tasks, coordinate final submissions, and deliver confident outcomes. Complete analytics show exactly what's working.
AI-Powered
Meet your
Case Copilot
Ask focused questions about any live case and get instant priorities, document readiness scores, risk flags, and suggested next actions — all powered by AI.
Document Readiness Score
Instantly know if a case is ready for submission with AI-calculated completeness scores.
Risk Flag Detection
Proactively spot gaps in applications before they become rejections. AI reviews every case daily.
Next-Step Recommendations
Get suggested actions, timelines, and communication drafts for every case — personalized to the student.
AI Case Copilot
Active
Ask about any student or case...
Platform Deep Dive
Built for every
role in your team
Student Portal
Your students always know
exactly where they stand
exactly where they stand
Students log in to their dedicated portal to upload documents, view case progress, see upcoming deadlines, and communicate with their counselor — reducing your support load by up to 60%.
Document uploadsCase timelineDeadline remindersSecure messagingProfile management
Case #2847
Sarah K. — Canada PR
72% Complete
Application fee paid
IELTS score awaited
Analytics
Insights that drive better decisions
Track approval rates, counselor performance, pipeline velocity, and conversion rates across every country and intake.
Approval Rate
94%
Conversion
68%
Audit Log
Complete accountability trail
Every action is logged — who did what and when. GDPR-ready, exportable, and always available for compliance reviews.
Client Reviews
Real results from
real consultancies
"Consultease replaced three separate tools for us. Leads, documents, and case tracking now live in one place and our response speed doubled. The ROI was clear within weeks."
"The student portal alone cut our support tickets by half. Students can see exactly where their application stands without needing to call us three times a day. Game changer."
"Workflow templates saved us weeks of setup time. We imported our Canada process once and every new case follows the same proven path. Approval rates went up 18% in 3 months."
Ready to transform
how your consultancy works?
Join consultancies across Nepal, India, Bangladesh, and beyond who trust Consultease to manage every lead, student, case, and document — in one intelligent workspace.