Products / Study CRM
Flagship · Student visa consultancies

Study CRM

An enterprise-grade CRM built exclusively for study abroad consultancies.

Modelled on the real workflow — Lead → Application → Offer Letter → Visa → Enrollment — then extended outward to cover the whole organisation: HR, payroll, finance, attendance and multi-branch control in one platform. Start fast with SaaS. Scale with Custom CRM.

Single-Office Consultancies Multi-Branch Agencies University Representatives Sub-Agent Networks Visa & Immigration Consultancies
Book a demo See pricing
At a glance
Running in 6 countries
Modules 20 integrated
SaaS activation 3 working days
Custom build 25–70 days
Interface Bangla & English
The operating problem

Demand keeps growing. Most consultancies still run it on spreadsheets.

Demand for overseas study from Bangladesh has stayed resilient even through tightening intake policies across major Western destinations. But as destinations diversify and compliance requirements grow, the operational load on consultancies has increased far faster than their systems have.

52,799
Bangladeshi students studying abroad
UNESCO Institute for Statistics, 2023
20
Integrated modules in one platform
MHS Study CRM
3 days
To full SaaS activation
Working days from confirmation
Where consultancies lose students, money and time
Leads die in the inbox
Facebook, website, phone and walk-in enquiries arrive in four different places, and nobody can say which counsellor owns which lead.
No follow-up discipline
A student who was "thinking about it" in March is forgotten by May — and enrolls through a competitor who called back.
Document chaos
Passports, transcripts, IELTS scores and financial documents scattered across drives, emails and phones, with no expiry tracking.
Intake deadlines missed
January, May and September intakes each carry their own cut-offs across different universities and countries.
No branch visibility
Management cannot see how each branch and counsellor is actually performing this month, or which source produced enrollments.
Data walks out the door
Commission structures live in spreadsheets. When a counsellor leaves, their contacts and pipeline often leave with them.

Consultancies rarely lose students because of weak counselling. They lose them in the gaps between systems — the enquiry nobody assigned, the follow-up nobody logged, the document nobody chased, the deadline nobody flagged. A purpose-built CRM closes those gaps by making the process itself the system.

The problem

What consultancies tell us before they switch.

Enquiries arrive on Facebook, WhatsApp and at the front desk, and some are never followed up at all.
Nobody can say how many applications are waiting on a document without opening each file.
Visa deadlines are tracked in one counsellor's notebook, and that counsellor takes leave.
Commission from partner universities is reconciled months late, from memory and email threads.
After deployment

What changes in the first month.

One queue for every enquiry, with an owner and a next action on each.
Application status visible to the whole office, at a glance.
Deadline alerts that fire before the deadline, not after.
Commission tracked per university, per intake, reconcilable on demand.
The compliance shift

Institutions are now accountable for how their agents behave.

This is the most important change in international student recruitment in a decade — and the reason record-keeping software has become business-critical rather than optional.

United Kingdom
Agent Quality Framework written into sponsor guidance
From April 2026, UK Home Office Student Sponsor Guidance requires all student sponsors using recruitment agents to commit to the key principles of the Agent Quality Framework — student choice, good governance, ethical practice and transparency.
Australia
ESOS commission rules tightened
Effective 1 April 2026, changes to the ESOS Act and National Code introduced broader definitions of "education agent" and "commission", and banned providers from paying commission for recruiting students who transfer from another provider.
Sector-wide
Document verification became a differentiator
Universities increasingly prioritise recruitment partners who consistently submit complete, verified and compliant applications — application quality now directly affects which agents institutions keep.
Compliance capability built in
Full activity logs — every action attributable to a named user with a timestamp
Document verification status tracked per file, not assumed
Country-wise checklists so incomplete applications cannot progress silently
Role-based permissions and 2FA controlling who sees and changes student data
Exportable reporting when a partner institution or auditor requests evidence
What it protects
Your standing with university and institutional partners
Your commission income, by making entitlement provable
Your business continuity when counsellors leave
Student data — sensitive personal and financial information
Management's ability to answer "what actually happened on this case?"
Purpose-built vs generic

Every consultancy eventually tries one of three things.

Run the business on spreadsheets, bolt custom fields onto a generic CRM, or adopt a system built for the workflow. The differences only become visible at volume — usually when switching is most painful.

Capability Spreadsheets & WhatsApp Generic CRM MHS Study CRM
Intake-based tracking (Jan / May / Sep)Manual columns, easily outdatedCustom fields and workaroundsNative to the student record
Offer Letter / CAS / COE trackingNot modelledUsually a text noteDedicated tracking stages
Country-wise document checklistsSeparate documentNot supported nativelyEnforced per country & course
Visa processing workflowTracked in memory and chatsAbsentFull status pipeline with reminders
University & sub-agent commissionSeparate sheet, manual reconciliationRequires third-party add-onsStructure, tracking & performance
Facebook lead captureManual copy-pastePaid add-on or integration projectNative lead sync with CAPI
Counsellor performance measurementNot reliably possibleGeneric sales metrics onlyConversion by counsellor & source
HR, payroll, attendance, financeSeparate systems entirelySeparate products & subscriptionsIncluded in the same platform
Compliance audit trailEffectively nonePartial activity loggingFull logs, verification & exports
Pricing modelHidden cost in lost studentsPer user — scales with headcountPer branch, or one-time owned
Modules — Part A

Student operations.

A fully customized, enterprise-grade CRM built for study abroad consultancies to streamline operations, manage applications efficiently, and maximize lead-to-enrollment conversion.

Lead & Sales Management
Every enquiry owned, tracked and followed up — nothing left to memory.
Multi-source lead capture (Facebook, Web, Manual) · Lead distribution & assignment · Pipeline / funnel tracking · Follow-up & reminders · Activity timeline
Application & Visa Management
The core of the consultancy business, modelled end to end.
University-wise application processing · Country-wise checklist system · Document submission & verification · Offer Letter / CAS / COE tracking · Visa processing & status
Student Lifecycle Management
One student record from first enquiry to final enrollment.
Student profile management · Intake-wise tracking (Jan / May / Sep) · Enrollment tracking · Dropout / deferred tracking · Student history timeline
Document Management
No more chasing passports and transcripts across WhatsApp.
Document upload & storage · Verification status tracking · File organization system · Secure access control · Document expiry alerts
Appointment & Visitor Management
Walk-ins and bookings converted into tracked opportunities.
Online appointment booking · Walk-in visitor entry · Counselor scheduling · Automated reminders · Visitor conversion tracking
University & Partner Management
Commission structures out of spreadsheets and into the system.
University database · Course & intake setup · Agent / partner management · Commission structure · Partner performance tracking
Marketing Automation
Facebook leads flow straight in; campaigns go straight out.
Facebook Lead Sync + CAPI · Email / SMS / WhatsApp campaigns · Bulk campaign manager · Template builder · Campaign tracking
Analytics & Reporting
Which source, which counsellor, which branch — answered with data.
Real-time dashboard · Conversion reports · Counselor performance · Source-wise analysis · Data export
Support System
Student queries handled as tickets, not forgotten messages.
Ticket management · Student query handling · Internal task assignment · Resolution tracking · Knowledge base
Communication System
Every message to a student logged against their record.
SMS integration · Email integration · WhatsApp integration · Notification alerts · Communication logs
Modules — Part B

Business operations.

Beyond student operations, the platform runs the organisation itself — so HR, finance, payroll, attendance and administration sit in the same system as the admissions pipeline.

HRM System
Staff records, roles and permissions managed centrally.
Employee management · Role-based access control · Leave & holiday management · Performance tracking · Department & designation setup
Finance Management
Invoicing and expenses tied to the same student records.
Invoice generation · Payment tracking · Expense management · Bank management · Financial reports
Payroll System
Salary, incentives and payslips generated from live attendance data.
Salary management · Overtime calculation · Bonus & incentives · Payslip generation · Payroll reports
Workflow Automation
The system does the chasing so your team does the counselling.
Auto lead assignment · Trigger-based actions · Task automation · Notification system · SLA tracking
Attendance & Time Management
Biometric and location-based attendance, integrated with payroll.
Biometric device integration (ZKTeco / ADMS) · IP & location-based attendance · Manual + auto logging · Shift-wise tracking · Attendance reports
Multi-Branch Management
Every branch visible from one dashboard, with controlled access.
Branch setup · Branch-wise reporting · Employee allocation · Central dashboard · Access control
Recruitment Module
Hiring managed with the same pipeline discipline as admissions.
Job posting · Candidate database · Interview scheduling · Hiring pipeline · Offer letter
Asset Management
Company devices and inventory tracked to the person holding them.
Asset tracking · Device management · Inventory records · Assignment tracking · Maintenance logs
Security & System Control
Student data protected with proper controls, not trust alone.
Role-based permissions · Activity logs · Data backup · Login security (2FA) · IP restriction
Integration & API
Connected to the tools your business already runs on.
Website lead integration · Payment gateway · SMS gateway · WhatsApp API · External API access
The core workflow

Lead → Application → Offer Letter → Visa → Enrollment.

Every module is arranged around this single sequence. Nothing sits outside the journey, and nothing in the journey sits outside the system.

01
Lead
Captured automatically from Facebook, the website and manual entry, then distributed to counsellors by rule. Every lead carries an owner and a follow-up schedule.
02
Application
University-wise processing with country-specific checklists, so no file moves forward incomplete. Documents uploaded, verified and tracked with expiry alerts.
03
Offer Letter
Offer, CAS and COE tracking against each application and intake — January, May or September — so deadlines are visible before they become emergencies.
04
Visa
Processing and status tracking through every stage, with automated reminders, verification checkpoints and a full audit trail of what was submitted and when.
05
Enrollment
Confirmed, with dropouts and deferrals recorded, commissions calculated, and full student history retained as permanent institutional data.
Integrations

What it connects to.

Integrations already built and running with clients. Anything not listed is scoped as its own piece of work.

Email WhatsApp Facebook lead forms Partner university portals Document storage SMS gateways Payment gateways ZKTeco / ADMS biometric Meta, Google & TikTok CAPI
Who runs it today

Deployed for a student visa consultancy operating across six countries, with counsellors in multiple offices working the same pipeline. Rolled out internationally in 2026.

Two solution models

Start with SaaS and upgrade anytime to Custom CRM with full data migration support.

Ready-Made SaaS CRM
Hosted and managed by MHS Planet. No server required, activation within 3 working days, subscription per branch.
Custom CRM Development
Company-owned software on your own domain and server. Fully customized to your workflow, 25–70 day build.
See pricing for both →
Pricing & investment

Start with SaaS. Scale with Custom CRM.

SaaS pricing is structured per branch rather than per user, so growing your counselling team does not multiply your software cost. Upgrade anytime to Custom CRM with full data migration support.

SaaS CRM
Quick-start solution
Standard
BDT 5,000 / branch / month
Up to 10 users · 5 GB storage
Professional
BDT 7,000 / branch / month
Up to 15 users · 10 GB storage
Business
BDT 9,000 / branch / month
Up to 20 users · 20 GB storage
Upgradable on demand — extra users from BDT 600/user/month; extra storage BDT 600 per 5 GB/month. Teams above 20 users are usually better served by Custom CRM.
Setup / onboarding: BDT 5,000 – 30,000 one-time · activation within 3 working days
  • Core CRM modules — Lead, Application, Student, Dashboard
  • Marketing — SMS, Email, WhatsApp
  • Document & reporting system
  • Hosted and managed on MHS servers
  • Upgrade path with full data migration
FULL PLATFORM
Custom CRM
Enterprise solution
Development
BDT 1,50,000 – 4,99,000 one-time
Scoped to modules & customization depth
Annual maintenance
From BDT 15,000 / year
First 6 months completely free
Managed service
From BDT 10,000 / month
Begins month 4 — first 3 months free
Managed Service includes up to 12 hours of dedicated development & support per month, plus priority 24/7 crisis response for downtime, data or security incidents.
Development timeline: 25 – 70 days · hosted on your own server & domain
  • Fully customized CRM — all modules included
  • Advanced automation & workflow
  • HRM + Finance + Attendance + Payroll
  • API integration & full scalability
  • Full ownership of the software
Why a setup / onboarding fee applies for SaaS

The subscription covers the platform. The one-time fee covers the human work required to make it yours: configuration, integrations that cannot be auto-provisioned, and getting your team operational.

▪ System configuration to your workflow
▪ Branch, role & permission structure
▪ Country-wise checklists & pipeline stages
▪ Existing student & lead data migration
▪ SMS gateway API configuration
▪ Meta, Google & TikTok CAPI setup
▪ Facebook & website lead auto-sync
▪ WhatsApp Business API provisioning
▪ ZKTeco / ADMS biometric integration
▪ Payment gateway connection & testing
▪ Team training — all roles
▪ Go-live support & verification

Final amount within the range depends on integrations, configuration depth and team size — confirmed after requirement mapping, at no charge.

Which model fits your stage?
Choose SaaS if
  • Your team is up to 20 users per branch
  • You want the system running this week, not next quarter
  • You want predictable monthly cost with no upfront capital
  • You do not want to manage servers, backups or updates
Choose Custom if
  • Your team is above 20 users, or you run several branches
  • You want to own the software outright as a company asset
  • Your workflow, approvals or commission logic are non-standard
  • You plan to integrate deeply with other systems via API

Final pricing depends on branch count, user volume, module selection and customization depth. Contact crm@mhsplanet.com or call +880 1518 396308 for a personalized quotation and a live demo.

Implementation

How it gets built.

Two timelines, one process discipline. Both begin with understanding how your consultancy actually operates today.

Step 01
Consultation & requirement mapping
We review your workflow, branch structure, intake calendar and reporting needs, and recommend SaaS or Custom based on your actual stage.
Output: requirement document & recommended model
Step 02
Planning & design
Module selection, user roles, permission structure, pipeline stages and branch hierarchy defined and approved before configuration begins.
Output: approved structure & access matrix
Step 03
Development & configuration
SaaS: configured and activated within 3 working days. Custom: 25–70 days on your own domain and server, built to specification.
Output: working system, your data structure
Step 04
Deployment, training & support
Data migration, integration setup, team training, and ongoing technical support with regular updates and maintenance.
Output: live system, trained team, support
Proof

Study abroad consultancies running on this platform.

iae Global Kampus Group GlobEx Education WIN Education SMi Consultant Career Paths EDGE Education Education Drive Study Universe Study Abroad Solutions ZS Study Advisors Sunshine Global OZIHA Consultancy & 20+ more — Bangladesh & international
Other platforms

They share one core, so they work together.

After go-live

What you get once it's running.

Maintenance & updates
  • SaaS includes regular updates within the subscription
  • Custom CRM: free maintenance for the first year
  • Security patches, backups & monitoring included
Training & onboarding
  • Team training for counsellor, admin & management roles
  • Role-based walkthroughs — each user learns what they need
  • Refresher support when new staff join
Data migration
  • Existing student, lead & document data migrated at deployment
  • Full migration support when upgrading SaaS → Custom
  • Verification pass after migration to confirm completeness
Ownership & security
  • Custom CRM: software and data belong fully to your company
  • SaaS: hosted by MHS Planet, data exportable on request
  • Role-based permissions, activity logs and 2FA throughout

See Study CRM on your own data.

A demo with a sample of your records, not a canned walkthrough. Forty-five minutes, no charge.

Book a demo Back to all products