Can counsellors only see their own branch's students?

Yes — branch-level scope settings restrict view access, so counsellors see only the students assigned to their branch.

What happens to a document once a counsellor uploads it?

It goes into the compliance document vault with an audit trail — every view, download, and status change is logged.

Admissions Module

Admissions & Intake

Coordinate every academic application from first document upload through conditional offer, with country-specific checklists and a full history of every change.

app.obcrm.net/tenant/dashboard

OBCRM tenant dashboard showing the live Student Pipeline Preview with Inquiry, Qualified, Counselling, Documents, Applied, Offer, Visa, and Completed stages, alongside overdue follow-up and unverified payment KPI cards

Built for

Counsellors & Admission Officers

The pain point

Manual follow-up, scattered documents across email and WhatsApp, and no way to see where a student's file actually stands.

The goal

Convert more leads into enrolled students without losing track of a single file.

What this module covers

Country-specific visual intake boards Compliance document vaults & checklists WhatsApp inbox tied to student profiles Task reminders tied to intake deadlines

Frequently asked questions

Yes — every candidate gets a visual intake board with country-specific stages, so counsellors always know exactly where a file stands without a separate tracking sheet.

See Admissions & Intake in your own workspace

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