Lead → enquiry → counsellor visit → application → admission, with a cohort or intake field so reports show the right batch.
Counsellor calls in a Google Sheet.
Cohort start dates spread across cohorts.
Fee collection in a separate tool.
Multi-product cross-sell (course → masterclass → mentorship) is opaque.
Lead, enquiry, counsellor, application, admission: stages you configure.
A cohort or intake custom field, so reports can group by batch.
Web enquiry forms that route to a counsellor the moment someone submits.
Rep performance and win rate by rep, for every counsellor.
Fee invoices, five reminder stages and a customer portal, with the Billing module.
Configure the pipeline as lead, enquiry, counsellor, application, admission, and add a cohort or intake custom field. The custom report builder can group and filter on your own custom fields, so reports show the right batch.
The standard rep performance and win-rate-by-rep reports cover each counsellor, and sales targets show attainment and pace.
With the Billing module: invoices with a payment link, recurring invoices, five escalating reminder stages in your own wording, and a customer portal where students pay and download invoices.
Every deal for a student sits on one account with one timeline, so a counsellor sees the course, the masterclass and the mentorship already bought.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
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