Does it integrate with WhatsApp for counselor communication?

Yes — every counselor gets a direct WhatsApp Business inbox connected to their pipeline, so conversations stay attached to the right student record.

Can it handle destination-specific visa tracking, like COE or CAS?

Yes — pipeline templates are tailored to destination-country requirements, including COE, CAS, and subclass tracking checkpoints.

Study Abroad Agencies

Optimize counselor pipelines & application checks

For boutique and expanding consultancies, OBCRM provides a centralized workspace to ingest prospective candidates, track document checklists, run automated follow-ups, and log visa statuses.

app.obcrm.net/tenant/leads

OBCRM leads list showing counselor pipeline with lead source, academic details, and interested course/country per lead

Study Abroad Pipeline

Secure student transcript storage with strict multi-tenant isolation rules.

Kanban pipeline templates tailored for destination countries (COE, CAS, subclass tracking).

Direct WhatsApp inbox connectivity for counselors.

Automatic calendar reminder notifications for university intake cutoffs.

Study Abroad PipelineConsole View

Ingestion Checkpoint

Oct 10

Completed

Visa Solvency Check

Oct 12

In Review

Confirmation of Enrolment

Est. Oct 18

Pending

Segmented multi-tenant database records isolation protects this console.

Frequently asked questions

It's a purpose-built pipeline for boutique and growing consultancies — centralizing prospective candidates, document checklists, automated follow-ups, and visa status tracking in one workspace instead of spreadsheets and email threads.

Configure your operating dashboard

Schedule a session with our B2B sales engineers to define your branch routing policies, upload checklists, and commission splits.

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