A horizontal CRM (built for sales teams selling one product to one buyer) can technically be configured to track students — but every education-specific step becomes a custom field, a workaround, or a separate tool. Here's what ships built-in instead.
| Dimension | OBCRM Enterprise | Generic CRM |
|---|---|---|
| Visa & subclass stage tracking | Native pipeline stages | Custom fields you build & maintain |
| Document checklists by destination | Built-in, country-specific | Not modeled — needs a separate tool |
| Sub-agent commission splits | Automated, tied to partner tiers | Manual calculation outside the CRM |
| Multi-branch data isolation | Enforced tenant-level isolation | Permission workarounds |
| WhatsApp inbox tied to student profile | Native integration | Third-party connector required |
| General sales pipeline flexibility | Purpose-built for the student journey | Highly configurable for any industry |
You can — but every education-specific step (visa stages, document checklists, commission splits) becomes a custom build you own and maintain, instead of a feature that already exists and is supported.
Start a free trial and import your existing records, or book a demo to walk through a migration plan with our team.