For administrators

Invite, deactivate, and assign roles to team members.

• Go to Settings → Users & Roles to see all workspace members.
• Invite new members by email and assign a role.
• Deactivate accounts to revoke access — their data is preserved.
• Role changes require re-authentication for security.

Create branches for multi-office consultancies.

• Add branches under Settings → Branches.
• Assign staff and students to branches.
• Branch-scoped data ensures each office sees only their own records.

Customise lead and application stage names and order.

• Edit stages under Settings → Pipeline.
• Drag stages to reorder, rename them, or mark as Won/Lost.
• Changes take effect immediately across the workspace.

Track where your enquiries come from.

• Define sources like Website, Referral, Walk-in, or Facebook under Settings → Lead Sources.
• Assign a source when creating or importing leads.
• Analytics → Economics shows conversion rates by source.

Set your logo, colours, and portal appearance.

• Upload your logo and set brand colours under Settings → Branding.
• Your branding appears on the student portal, invoices, and marketing pages.

Edit your landing page, testimonials, FAQ, and SEO.

• Edit hero text, feature descriptions, and call-to-action under Settings → CMS.
• Add testimonials and team members.
• Configure SEO title, description, and social sharing images.

Build reusable checklists and assign them to cases.

• Create workflow templates with steps and form fields under Settings → Service Workflows.
• Publish a workflow to make it available for assignment.
• Bind workflows to students, applications, or leads.

Configure triggers for messages and task creation.

• Set up rules that fire when leads are created, stages change, or documents are uploaded.
• Actions include sending messages, creating tasks, and updating fields.

Outcomes, economics, trends, and counsellor performance.

• Analytics → Outcomes: application success, visa approval, and counsellor metrics.
• Analytics → Economics: stage dwell time, source ROI, proposal conversion, and commission ageing.
• Trends (BI): daily snapshots with lead, student, and revenue metrics.
• Reports → Dashboard: at-a-glance workspace summary.

Export leads, students, applications, and financial data.

• Export any list view as CSV from the export button.
• Outcomes reports can be exported for external analysis.