Step-by-Step User Flow

From first Facebook click to boarding pass — 9 steps · 14 MVP features

Pricing
New Leads · Jul
84
▲ 18% vs Jun
In Counseling
37
▲ 6 today
Applications Sent
29
▲ 9% vs Jun
Fees Collected
৳18.4L
▲ 24% vs Jun
Conversion Rate
31%
▼ 2% vs Jun

How a student moves through StudyCRM BD

Nine steps take a lead from a Facebook ad to a granted visa — and every step below maps to the MVP features built into this demo. Click Open in demo to jump straight to that module.

MVP feature coverage

All 14 MVP features are live in this demo

Why consultancies buy this

The problem StudyCRM BD removes

Leads arrive from Facebook ads, phone calls, WhatsApp, website forms and walk-ins — then travel through counseling, documents, applications, offers, payments and visa filing. Without one system, leads are lost between spreadsheets and inboxes. StudyCRM BD keeps every student file, taka and deadline in one place.

Lead Pipeline

Click any lead to open the student file · drag-simulated stages

Student Directory

148 students · 3 counselors
StudentDestinationProgrammeCounselor StageFeesSource

Document Collection

Checklist auto-adapts to destination country

Nusrat Jahan — 🇬🇧 UK, MSc

Checklist 6 / 9 complete · 2 items overdue

Tanvir Hasan — 🇨🇦 Canada, Diploma

Checklist 3 / 9 complete · waiting on IELTS

Payment Tracking

Service fee, application fee, visa fee — by installment
StudentPackageTotalPaidBalance ProgressNext DueStatus

Follow-ups & Reminders

Today, Sun 6 Jul 2026

Due today & overdue

WhatsApp & call reminders assigned to you

Task Calendar

July 2026

Management Reports

1 Jun – 6 Jul 2026

Lead Source Report

Where 84 new leads came from

Conversion Funnel

Lead → enrolled → visa granted

Counselor Performance

CounselorLeadsIn ProcessEnrolled Conv.Fees CollectedThis Month
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