Study Abroad CRM AI CRM for overseas education consultancies in India

Every student you counsel has a flight to catch. Don't let them miss the intake.

Erino is the AI CRM built for study abroad consultancies. Ad, fair and walk-in enquiries reach the right counsellor in seconds. Every counselling session ends with a next step, every document and deadline has an owner, and every call is recorded and scored. No student you counselled flies out with another consultancy.

Free student pipeline audit

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Free, 30 minutesNo obligationData hosted in India

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Counselling desk · Ludhiana branchLive
MON 11:26PM
The branch closed at 7. Erino didn't.
  1. 📥New enquiry · Meta Lead AdMasters in Canada · next September intake · IELTS 7.023:26:41
  2. 🎯Auto-assigned to Gurpreet · Canada deskRule: country + branch + Punjabi23:26:42
  3. 💬WhatsApp sent · call task setCourse list, counselling slot, document checklist23:26:44
  4. 📞Counselling call Tue 10:15 · 14mAI: high intent · parent worried about budget10:29
  5. 📄3 applications submittedDocuments complete · offer follow-up tasks setDay 18
  6. ✅Offer accepted · deposit paidVisa file tasks created · pre-departure checklist nextDay 41
Enquiries waiting for a first call tonight0
Course list on WhatsApp in3 sec
Applications at risk of deadline0 this week

Illustration of an Erino workflow

100%team adoption
32%more conversions in 2 months
1:1dedicated account manager
24×7instant lead assignment

Every lead source, one queue

Meta Lead AdsGoogle AdsEducation fairsSeminars & webinarsBranch walk-insIELTS & PTE batchesSub-agentsWebsite formsStudent referrals

What is a study abroad CRM?

A study abroad CRM is software that manages every student from first enquiry to enrolment overseas. It captures leads from ads, education fairs, seminars, walk-ins and sub-agents, assigns each one to a counsellor, enforces counselling follow-ups, tracks documents, applications, offers, fees and visa steps against intake deadlines, and shows managers every branch's pipeline live. Application portals submit applications to universities; a CRM keeps the student and the counsellor moving through the whole journey. Erino is an AI study abroad CRM built for Indian consultancies, with automatic tasks at every stage, a 48-hour stuck-student flag and AI call scoring.

  • Lead capture
  • Country-wise routing
  • Counselling follow-up
  • Document & deadline tracking
  • Call recording + AI scoring
  • Branch dashboards
Built for the people who own admissions

We know the question you ask two months before every intake.

Directors, counselling heads and branch managers lose students in different places. Pick your seat and see what changes on day one.

We spent lakhs on ads and two education fairs this season. How many of those students actually applied?

  • !Spend you can't trace to enrolments. Marketing reports enquiries, counsellors report files, and commissions arrive months later with no link back to the source.
  • !Your business lives in your counsellors' phones. When a senior counsellor leaves, their students and parents often follow.
  • !You find out about a weak intake after the deadline. By then the students who slipped have flown with someone else.

With Erino: one live view of enquiries, counselling, applications, offers and visas by source, country and branch. Every conversation belongs to the consultancy, not to a phone.

Trace my spend to enrolments →

Where consultancies lose students

The 8 leaks between an enquiry and a visa that never show up in the MIS.

Your counsellors aren't careless. The system around them leaks. Hover or tap a card to see how Erino plugs it.

01

The 11pm lead called the next afternoon

Students fill forms for several consultancies in one night. The first to call usually books the counselling session.

Counselling booked elsewhere
Erino fixRouted in seconds, course list in secondsAssigned by country, branch and language the moment it lands, with course options and a counselling slot on WhatsApp.
02

Fair leads typed in a week later

Hundreds of forms from an education fair sit in a box or a sheet while the stall team recovers.

Fair spend wasted
Erino fixCaptured on the spot, assigned instantlyFair and seminar leads go in through a form or QR on the day, and land in counsellors' queues with call tasks.
03

"I'll discuss with my parents"

The counselling went well. Then no follow-up date was set, and the family decided with another agent.

Warm student, gone cold
Erino fixEvery session ends with a dated next stepMoving a student forward creates the next call or parent meeting with an owner and a due date.
04

Documents chased forever

SOP draft, LORs, transcripts, passport copy. One missing item holds the whole application for weeks.

Applications held up
Erino fixDocument checklists with due datesEach pending document is a task with an owner and a date, and files idle for 48 hours are flagged.
05

The intake deadline that slipped by

The student was ready. The application window closed while the file waited in someone's queue.

Intake lost, student deferred
Erino fixDeadline-driven tasksTasks are dated back from each intake, so managers see every file at risk well before the window closes.
06

Offer letter, then silence

The offer arrived. Deposit, funds proof and visa filing stall, and the student defers or switches agent.

Offers that never enrol
Erino fixFollow-ups from offer to visaDeposit, funds and visa steps become tasks, with WhatsApp updates keeping student and parents moving.
07

IELTS students never counselled

Your test-prep batch is full of future applicants. Nobody hands them to the admissions desk.

Your warmest leads, unused
Erino fixTest prep and admissions in one pipelineTest-prep students sit in the same CRM, so counsellors see who is ready and a counselling task is set at the right time.
08

The counsellor who left with her students

Months of chats with students and parents sit on one personal phone. They walk out with her.

Pipeline walks out
Erino fixEvery conversation on the consultancy's recordWhatsApp, calls and notes sit on the student's timeline, so a colleague picks up exactly where she left off.

Recognise three or more? See which gate each one happens at ↓

The student's journey, gate by gate

Nine gates from first enquiry to first day on campus.

A study abroad journey runs for months and changes with every destination. Pick a country, then tap a gate to see where students drop and what Erino does about it.

IND Enquiry YYZ Canada
Student journey passGate 01 / 09
FromIND
TorontoYYZ
StudentSimran K.
IntakeSeptember
WatchFirst response
Erino keepsAn owner on this student, at every gate
Where students dropAd leads land at night and wait until the afternoon. By then the student has booked counselling with another consultancy.
What Erino doesAssigns the enquiry in seconds by country, branch and language, and sends course options and a counselling slot on WhatsApp straight away.

Seen where students drop off? Let's find yours.

Free 30-minute student pipeline audit. We map where your students slip, stage by stage.

Map my leaks →
Free, 30 minutesNo obligationData hosted in India
A day in intake season

Same counsellors. Same students. A very different day.

The weeks before an intake are when most files are won or lost. Flip the switch to see one day without and with Erino.

  1. 140 fair leads in a shoeboxSunday's education fair forms still need typing. Nobody has called a single student.
    All 140 already assignedCaptured by QR at the stall, routed by country overnight, each with a WhatsApp sent and a call-by time.
  2. A parent calls for an updateThe counsellor handling the file is on leave. Nobody else knows where the application stands.
    Anyone can answerThe student's timeline shows every call, document and application status. The parent gets an answer in two minutes.
  3. An SOP pending for nine daysThe student thinks the counsellor is working on it. The counsellor is waiting on the student.
    Flagged at 48 hoursThe stuck document went to the counselling head on day two. The SOP was finalised on day four.
  4. Three files due tomorrowDiscovered by accident. Two will miss the intake.
    Due tomorrow, ready todayDeadline tasks surfaced them last week. All three are submitted.
  5. "Send me today's numbers"The branch manager spends ninety minutes building the report for the director.
    The numbers are already thereEnquiries, counselling, applications, offers and visas by counsellor and branch, live.
  6. A student fills the formNobody sees it until tomorrow afternoon. Another consultancy calls at 10 AM.
    A student fills the formAssigned instantly, course list on WhatsApp in seconds, first in Gurpreet's queue in the morning.
Leads waiting over 1 hour140
Files at risk of missing intake3
Hours spent on reports1.5
How Erino stops leakage

Five mechanisms. No student left to memory.

Each one closes a specific leak. Together they make follow-up discipline the default on your counselling desk, not a daily reminder from the manager.

Instant, rule-based lead routing

Every enquiry is assigned the second it lands, by the rules your consultancy runs on: country, course level, branch, language or round-robin. Late-night and fair-day leads included.

Incoming · 23:26Meta Lead AdMasters · Canada · Punjabi
Country: Canada deskBranch: LudhianaNext in rotation
Assigned in 1 secGurpreet K.WhatsApp sent · call by 10:00

Documents and deadlines, tracked

Moving a student to the application stage creates their document checklist as tasks, each dated back from the intake deadline. Nothing waits on someone remembering.

Shortlist final
Simran K. · MSc Data Science3 universities · Canada
→
Applications
Simran K. · MSc Data ScienceDeadline in 26 days
✅ Tasks created: SOP draft · 2 LORs · transcripts · due before day 12 · owner Gurpreet

Stuck-file flag at 48 hours

If a student sits in one stage with no activity for 48 hours, waiting on a document, a deposit or a visa file, Erino flags it to the counsellor and the counselling head.

Arjun S. · UKAwaiting university reply12h idle
Mehak T. · AustraliaOffer received19h idle
Harjot B. · CanadaLOR pending from college⚑ 58h · flagged
Riya P. · GermanyFunds proof in process15h idle

Student and parents on one timeline

Every call, WhatsApp and email with the student and their family lands on one record, so any counsellor can pick up the conversation and nothing leaves when someone does.

📝Form · "Masters in Canada, is my 2-year gap a problem?"Mon 23:26
WhatsApp · Course list + counselling slotMon 23:26
📞Call · 14m · recorded · intent highTue 10:15
✉️Email · Shortlist + cost of study sheetTue 13:40
WhatsApp (father) · "Can we meet at the branch on Saturday?"Tue 20:12

AI call intelligence

Every counselling call is recorded, transcribed and analysed for sentiment, intent and objections, so you coach on real moments and see which fears are costing you students.

Parent: The course is good, but the total cost is more than we planned.

Counsellor: Let me share two universities with lower tuition and the education loan options on WhatsApp today.

Student: Okay. And my friend's visa was refused last year, does that happen often?

IntentHigh
Objection: budgetConcern: visa refusalSentiment: positiveNext step: parent meeting
Student leakage calculator

How many students fly out with another consultancy every month?

Move the sliders to match your consultancy. Count everything you earn per student: service fee, university commission and add-on services.

600
Ads, fairs, seminars, walk-ins, sub-agents and referrals
15%
Called late, no next step after counselling, or stuck on documents
5%
Your usual conversion on students who are worked properly
₹1.2 L
Service fee + university commission + add-on services
Estimated revenue slipping
₹5.4 L
every month · ₹64.8 L a year
Enquiries slipping / month90
Students lost / month4.5

Each orange seat is a student who flew with another consultancy.

Show me where my students slip →

Free audit call · we map your leakage stage by stage

Formula: enquiries × slip rate × conversion × revenue per student. Example: 600 enquiries, 15% slipping, 5% conversion and ₹1,20,000 per student = 4.5 students and ₹5.4 lakh a month. Map your full funnel with the free admissions funnel calculator.

60-second consultancy check

How leak-proof is your counselling desk?

Switch on everything that's true for your consultancy today. Be honest; the dial only moves for what actually happens.

Leak-proof score
0/7Leaking heavily

Most consultancies we audit start here. Each switch you can't turn on is a place students slip away.

Fix the leaks I can't switch on →
Every kind of overseas education business

Your student journey, not a generic sales template.

An MBBS-abroad family decides differently from a Masters applicant, and a sub-agent network differently from a single branch. Erino is set up around how your students actually decide.

🌍

Multi-branch consultancies

Country desks, branch targets, counsellor workloads and several intakes running at once.

Enquiry→Counselling→Applications→Offer→Visa
See this pipeline in Erino →
📝

IELTS, PTE & test-prep institutes

Coaching batches that feed an admissions desk, so students move from score to application.

Test enquiry→Batch→Score→Counselling→Applied
See this pipeline in Erino →
🩺

MBBS abroad consultants

NEET-linked eligibility, parent-led decisions, university visits and long counselling cycles.

Enquiry→Eligibility→University→Admission letter→Visa
See this pipeline in Erino →
🤝

Sub-agent & partner networks

Students referred by partner agents across cities, with source and partner kept on every file.

Partner lead→Profile check→Applied→Offer→Enrolled
See this pipeline in Erino →
🇨🇦

Country specialists

Canada, UK, Australia, USA or Europe desks, each with its own documents, deposits and visa steps.

Enquiry→Shortlist→Offer→Funds→Visa
See this pipeline in Erino →
🏛

University India offices

Recruitment teams working enquiries, webinars and agent partners for one institution.

Enquiry→Webinar→Application→Deposit→Enrolled
See this pipeline in Erino →
Built around how you counsel

Your countries. Your stages. Your branches. Set up for you.

Every consultancy counsels differently. Erino is customised to your process, not the other way round, and your account manager sets it up with you. If your counsellors can use WhatsApp, they can use Erino.

Countries & intakesCourse levelsLead formsPipelinesStagesDocument checklistsLost reasonsAutomationsSLAsBranches & rolesDashboards

See it set up for my consultancy →

Erino vs what you use today

Application portals file the paperwork. Erino keeps the student moving.

Most consultancies run on application platforms, a generic CRM, or spreadsheets and WhatsApp groups. Here's where the difference shows up on the counselling desk.

What counselling teams needErinoApplication platformsGeneric CRMs
(e.g. Zoho, HubSpot)
Spreadsheets +
WhatsApp groups
Built for✓Turning enquiries into enrolled students~Submitting applications to universities~B2B deal pipelines~Keeping a list
Instant routing by country and branch✓In seconds, 24×7~Starts after a student is ready to apply~Needs workflow configuration✕Manual, next day
Counselling follow-up enforced✓Auto-task at every stage + 48-hour flag~Not the focus~Possible with configuration✕Depends on memory
Documents dated to intake deadlines✓Checklist tasks with owners and due dates~Per application~Needs custom setup✕Chased message by message
Student + parent conversations on one timeline✓WhatsApp, calls and email together~Rarely~Via marketplace add-ons✕On personal phones
AI call intelligence✓Transcription, sentiment, intent, objections~Rarely~Usually higher tiers or add-ons✕None
Counsellor adoption✓WhatsApp-simple; 100% team adoption~Used for filing only~Feature-heavy for counsellors~Familiar, but invisible to managers
Setup & support✓Live in as little as 2 weeks, with a dedicated account manager~Platform onboarding~Often weeks with a partner~None needed, none given
See Erino on my process →
Keeps doing its jobYour application platformsUniversity applications, offers and commission claims stay where they are.
Runs everything around themErinoEnquiries, counselling, documents, deadlines, parent conversations and the calls that win the student.

Comparison reflects typical setups as of 2026; features vary by product, plan and edition. More: Best CRM for admissions teams in India · LeadSquared alternatives · Zoho CRM alternatives

Plugs into your stack

Every lead source in. Every conversation tracked.

Connect the ad platforms, forms, event tools, WhatsApp providers, telephony and payment tools your consultancy already uses.

Lead sources

Meta Lead Ads Facebook · Instagram
Google Ads Lead forms
Website forms Contact Form 7 · Forminator
Fairs & webinars TownScript · AllEvents
Automation Zapier · Pabbly

Conversations & payments

WhatsApp AiSensy · Gupshup
Cloud telephony Exotel · Knowlarity
IVR & dialers Ozonetel · Smartflo
Service fees Razorpay · PayU
Counselling slots Calendly

Using something else? Ask us on the audit call. Integrations are set up during onboarding.

From education teams using Erino

"That clarity alone paid for the system."

Founders and sales heads on what changed once follow-ups stopped depending on memory.

★★★★★

“We were getting 250+ leads a day. I had no idea which ones were actually followed up. Within 2 weeks of using Erino, I could see ownership, next steps, and overdue follow-ups in seconds. That clarity alone paid for the system.”

Swapnil M.Founder, CodeFobe

★★★★★

“Our previous CRM recorded everything but enforced nothing. Tasks were there, but discipline wasn't. Erino changed that.”

ShekharSales Head, Technical GuftguRead the case study →

★★★★★

“Earlier, two SDRs would call the same lead or worse, no one would call it. Now ownership is visible and fixed. That chaos stopped completely.”

Gaurav S.Founder, AG Solutions

★★★★★

“We were losing hot leads in the first 12 hours. It wasn't effort, it was coordination. The structure fixed it.”

Sagar S.Founder, Dhee Coding LabRead the case study →

★★★★★

“We assign leads daily, but I had zero visibility after that. I used to keep asking for reports. With Erino, I can see follow-ups in seconds.”

Sandeep Y.Head of Sales, ArivihanRead the case study →
Erino Genuine Care

We don't sell you a CRM and leave. We stay.

Every Erino account comes with a dedicated team that builds your CRM, changes it as your consultancy grows and trains every new joiner. A partner after the sale, not a ticket number.

✓ Included with every Erino account
  • A named account manager

    One person who knows your consultancy, on WhatsApp and calls.

    Most CRMs: A ticket queue
  • Setup changes, included

    New stage, field, automation or report? Ask, and we build it.

    Most CRMs: Paid change requests
  • Every new joiner trained

    New counsellors trained as often as needed, not only at launch.

    Most CRMs: Trained once
  • Adoption reviews

    We review usage with you and fix whatever isn't sticking.

    Most CRMs: Usage nobody checks
  • Ready before every intake

    Routing, reports and automations tuned before your busiest weeks.

    Most CRMs: You're on your own
  • Your requests on our roadmap

    Feature requests assessed for impact on your business and prioritised.

    Most CRMs: Lost in a backlog

Meet your account manager on a free call →

AN
Ananya · Your Erino account managerOnline · replies same business day
UK January deadlines are close. Can we add a CAS stage and a deadline report by counsellor?
On it. I'll add the CAS stage, deadline tasks and a counsellor-wise report.
✓ Stage added · Deadline tasks live · Report shared
Also, 3 new counsellors join on Monday.
Training booked for Monday 4 PM. I'll review their first week's calls with you on Friday.

Illustration of a typical Genuine Care conversation

Live in as little as 2 weeksCare doesn't end at go-live
How we protect your data →
Day 1Map your processCountries, intakes, branches and where students slip today.
Weeks 1–2Configure, connect, go livePipelines, document checklists, lead sources, WhatsApp and telephony. Team trained hands-on.
Month 1Adoption reviewUsage checked, gaps fixed together.
Every monthChanges & trainingNew stages, reports and joiners, handled.
Before every intakeReadiness checkTuned for your busiest weeks.
Study abroad CRM FAQs

Questions consultancy leaders ask us

Didn't find yours? Ask it on a free audit call, or WhatsApp us.

What is the best CRM for study abroad consultancies in India?

The best CRM for a study abroad consultancy is one built around the student journey rather than generic sales: instant lead routing by country and branch, counselling follow-ups that are enforced, document checklists and tasks dated to intake deadlines, student and parent conversations on one timeline, call recording with AI analysis, and branch-wise dashboards.

Erino is built for exactly this: an AI CRM for overseas education consultancies with automatic tasks at every stage, a 48-hour stuck-student flag and AI call intelligence. Education teams using Erino report 100% team adoption and 32% more conversions within 2 months.

How does a study abroad CRM manage student leads?

A study abroad CRM brings enquiries from every source (Meta and Google lead ads, education fairs, seminars and webinars, branch walk-ins, IELTS and PTE batches, sub-agents and referrals) into one queue, removes duplicates and assigns each student to a counsellor by rules such as destination country, course level, branch or language. From there, every stage has a defined next step until the student enrols.

Can Erino track documents and intake deadlines?

Yes. When a student moves to the application stage, their document checklist (such as SOP, LORs, transcripts and passport copy) can be created as tasks with owners and due dates, dated back from the intake deadline. Files with no activity for 48 hours are flagged, so managers see at-risk applications well before the window closes.

How do I stop losing students after counselling?

Most students are lost after a good counselling session that ends without a dated next step. In Erino, every stage change creates the next call or parent meeting automatically, the conversation sits on one timeline with the parents included, and stuck students are flagged at 48 hours.

Can Erino handle different countries such as Canada, the UK, Australia, the USA and Germany?

Yes. Pipelines, stages, document checklists and fields can be configured per destination, so each country desk tracks its own steps, such as GIC for Canada, CAS for the UK, CoE for Australia, I-20 for the USA or a blocked account for Germany.

Does Erino replace application platforms?

No. Application platforms are used to submit applications to universities. Erino manages everything around them: enquiries, counselling, documents, deadlines, offers, funds and visa follow-ups, and the conversations with students and parents that decide whether a student enrols with you.

Can IELTS and PTE institutes use Erino for admissions too?

Yes. Test-prep enquiries and admissions counselling can run in the same CRM, so counsellors can see which coaching students are ready for applications and follow up at the right time instead of running two separate businesses.

Can I manage multiple branches and sub-agents?

Yes. Erino gives branch-wise, counsellor-wise and source-wise views of enquiries, counselling, applications, offers and visas. Leads from sub-agents and partners keep their source on the record, so you can see which partners bring students who actually enrol.

Will our counsellors actually use the CRM?

Adoption is the most common reason CRMs fail in counselling teams. Erino is designed for frontline counsellors: if they can use WhatsApp, they can use Erino. Tasks come to them automatically instead of needing manual updates, and education teams using Erino report 100% team adoption.

Does Erino work with WhatsApp and our calling system?

Yes. Erino connects with WhatsApp providers such as AiSensy and Gupshup and with cloud telephony such as Exotel, Knowlarity, Ozonetel and Smartflo, so WhatsApp messages, calls and emails with students and parents sit on one timeline. Calls can be recorded and analysed by AI for sentiment, intent and objections such as budget or visa concerns.

How does Erino help before a major intake?

In the months before an intake, enquiries and deadlines peak together. Erino spreads new leads across counsellors by rules and capacity, surfaces files at risk of missing a deadline, and flags stuck students at 48 hours, so the rush gets worked instead of piling up.

How long does it take to implement a study abroad CRM?

With Erino, consultancies can go live in as little as 2 weeks. A dedicated account manager maps your process, configures your pipelines and document checklists, connects your lead sources and trains your counsellors.

Is student and parent data safe in Erino?

Erino's data is hosted in India and the platform is aligned with India's DPDP Act. Access is role-based, data is encrypted in transit and at rest, and access is scoped to your organisation. Read more on the Erino Security & Trust page.

How much does a study abroad CRM cost?

Erino's pricing depends on your team size and the setup you need, and is shared after a free demo. See the Erino pricing page or book a free student pipeline audit to get a quote for your consultancy.

Free student pipeline audit

Find out how many students flew with another consultancy last intake. In 30 minutes.

An Erino study abroad specialist reviews how students move through your counselling desk today and shows you, stage by stage, where they slip. You keep the findings, whether or not you choose Erino.

  • Your response-time and counselling follow-up gaps, mapped
  • An estimate of revenue slipping each month
  • A pipeline built for your countries, intakes and branches
  • A live walkthrough of Erino with your process
Book my free audit
Free, 30 minutesNo obligationDPDP Act aligned