Whether you run a single-office consultancy, an enterprise multi-branch network, or coordinate independent referral sub-agents, OBCRM configures to your workload.
Counselor pipelines, document checklists, and destination-specific visa tracking for boutique and growing consultancies.
Explore solutionCentral governance, role-based access, and consolidated reporting across every regional office.
Explore solutionScoped referral portals for partner agents, with commission automation and zero database access.
Explore solutionFull compliance under GDPR, regional privacy guidelines, and student documentation residency laws. Role-based controls (RBAC) isolate counselor scopes.
Automatically verify admissions credentials against target catalog requirements. Review counselor availability to distribute WhatsApp and web-form leads in real time.
Every consultancy organization runs on a logically segregated tenant instance with its own encryption vault, document buckets, and configuration.
Schedule a session with our B2B sales engineers to define your branch routing policies, upload checklists, and sub-agent commission splits.