Run your entire consultancy from one operating system.
Spreadsheets and disconnected software are holding your business back. OBCRM Enterprise unifies lead routing, document vaults, admissions engine, finance ledgers, and multi-branch operations into a secure enterprise workspace.
Education consultancies run on legacy silos. Spreadsheets lose leads.
Traditional CRMs focus on customer records; consultancies need to coordinate complex processes between teams.
Application Leakage
Counselors accept deposit wire slips via personal WhatsApp or emails. Records slip through, causing lost admissions and missed intake deadlines.
Unaccountable Counselor Workloads
Without active SLA thresholds, hot leads wait days for a response. Managers have zero visibility into daily task capacity or response time.
Disconnected Departments
Counselors, Accountants, Application Officers, and Branch Managers work on disparate spreadsheets. Hand-offs are manual, causing processing delays.
Engineered for Operations, not just Record Tracking
Lead Ingestion
Counselors manually write down phone numbers from Facebook page messages. Leaked leads occur regularly.
Document Collection
Students email transcripts, bank slips, and passports as scatter attachments. Files are lost in overloaded inboxes.
Finance & Accounting
Tuition installment slips and partner commission sheets are tracked on messy Excel tabs. Unverified wire transfers slip through.
Executive Visibility
Owners must call individual branch managers or request week-end email summaries to check conversion numbers and team workload.
Lead Ingestion
Document Collection
Finance & Accounting
Executive Visibility
Track every student milestone from lead to arrival
See how client folders advance automatically through pre-defined department checkpoints.
Marketing / Ingestion Team
Automatic capture from social channels & web forms. Segregated by entry source.
Every team gets the workspace built for their job
OBCRM isn't one generic screen for everyone — find the module built around the person who actually owns that part of the student journey.
Admissions
Track every student file from intake through conditional offer, with country-specific compliance checklists.
Application & Visa OfficersVisa Processing
SOP verification, subclass-specific checklists, and a full audit trail from application to approval.
Finance Managers & AccountantsFinance
Double-entry ledgers, commission automation, and audit-ready records for every branch and partner.
Marketing TeamsMarketing
Real-time lead ingestion and attribution, so you can prove which channels actually produce enrollments.
Proven operational results across global offices
Full Lifecycle in One Platform
Leads, students, applications, visa cases, and finance stay in a single system of record.
Multi-Branch & Multi-Currency
Branch-scoped access controls with cross-branch reporting for regional operations.
Lead Scoring & Assignment
Deterministic scoring and routing rules assign hot leads to available branch counselors.
Workspace Audit Logs
Every record update, document download, and configuration change is written to an append-only audit log.
Real capabilities, not a feature list
Lead & Ingestion Operations
WhatsApp, web forms, QR codes, and API integrations feed one pipeline, with automatic routing to available branch counsellors.
Course Matching Engine
A real, versioned course-matching engine, not a keyword filter — every recommendation is scored and stamped with a version tag your team can audit.
Automation Engine
Real triggers across 20+ lifecycle events — lead, student, application, visa, invoice, and accommodation — with a built-in cascade-loop guard.
Multi-Branch Isolation
True multi-branch data isolation enforced at the request layer, not bolted-on row filters — each branch operates in its own workspace.
Finance & Commissions
Idempotent payment references and deduplicated commission postings — no duplicate entries, enforced by the system, not a policy.
Security & Access Control
Role-based access control down to the branch level, with every administrative action written to an append-only audit log.
Security is built into the architecture
Recruiting student candidates involves sensitive documents, transcripts, and financial verification. OBCRM is architected from the database layer up to protect this information.
Security Architecture
We implement role-based access control (RBAC) to ensure counselors only access leads in their scoped branches, preventing unauthorized data export.
Review Security ControlsFrequently Asked Questions
Adopt the operating system that runs your business
Eliminate operational blind spots, secure student documents, and coordinate branch counselors in one unified platform.