Scale your education consultancy with predictable licensing. Choose an annual commitment to secure a 20% flat discount on all plans.
Boutique agencies & solo consultancies establishing core CRM operations.
Scaling consultancies requiring sub-agent portals, workflow automation, and multi-branch management.
Engineered for regional study consultancies needing document extraction, Obie Copilot, and full white-labeling.
Tailored infrastructure, negotiated quotas, and dedicated compliance for international franchise networks.
Each plan above has a fixed staff-seat limit. If your team size falls between tiers or you need more than 70 seats, talk to us for a Custom Enterprise quote.
Review governance boundaries, messaging endpoints, and admission checklist allocations across tiers.
| Platform Capacity | Growth | Enterprise | |
|---|---|---|---|
| Governance & Routing | |||
| Lead capture & automatic branch assignment | |||
| Branch workspace isolation settings | Up to 5 branches | Up to 20 branches | |
| Isolated audit logging history | 90 days | 365-day immutable | |
| Granular user privilege scopes (RBAC) | Custom roles | Advanced policies | |
| Messaging & Integrations | |||
| WhatsApp Business inbox (Twilio endpoint) | Full Inbox | Multi-number routing | |
| Auto-create profiles from inbound chats | |||
| Dynamic automated templates with merge variables | |||
| External webhook triggers & automation paths | |||
| Admissions & Compliance | |||
| Customized country document checklists | Up to 20 destinations | Up to 40 destinations | |
| Accountant verification locks for wiring slips | |||
| Student self-service file uploads | |||
| Sub-agent portal referral dashboard | Up to 25 sub-agents | Up to 100 sub-agents | |
Everything you need to know about seats, licensing, and implementation timelines.
You enter your own Twilio SID and tokens. We do not charge transaction markups or message fees; you pay Twilio directly for your outbound/inbound traffic. This keeps costs transparent and guarantees you own your numbers.
Growth and Professional workspaces are provisioned instantly upon verifying your organization details. Data migrations (counselors lists, branch definitions, historical client profiles) usually complete within 3–5 working days with help from our support desk.
Yes. For consultancies running 10+ branch networks or national franchise programs, contact our sales engineering desk. We offer custom licensing with dedicated cloud node allocation and white-labeled sub-agent configurations.
You can terminate your subscription at any time. Accounts remain fully accessible until the end of the current billing cycle. We do not offer pro-rated refunds for early termination of annual commitments.