Educational consultancies and training institutes in Nepal compete intensely during intake windows: hundreds of inquiries, multiple counselors, installment plans, and constant document chasing. CRM for education consultancies is how you protect reputation—by ensuring student leads become clear proposals, tracked payments, and support tickets that never disappear when a counselor is on leave.
Counselor workflows: ownership without overlap
Duplicate counselor replies annoy families. Leads with assignment rules, tasks for next steps, and notes on the client record reduce collisions and make manager QA possible.
Proposals, installments, and refunds
- Proposals with package clarity (services included/excluded).
- Invoices for registration, installments, and exam fees.
- Tickets for document delays, visa questions, or class complaints.
- Reports for conversion by source, counselor, and program.
Sajilo CRM for institutes and consultancies
Sajilo CRM includes leads, clients, proposals, invoices, tasks, tickets, events, and messages—ideal for Kathmandu consultancies and nationwide training brands scaling intake.
22+
Businesses
Sajilo CRM
5M+
Transactions
Payments tracked
Faster answers
Intake KPI
Higher trust
“Parents choose the consultancy that feels organized. CRM is how we look organized even when we are busy.”
Frequently asked questions
- Can we track IELTS/PTE class batches separately?
- Use projects or tagging patterns per batch while keeping the student as the core client record.
- How do we manage installments?
- Use invoices + tasks for due reminders; keep payment notes on the timeline for audits.
- What about branch offices?
- Shared CRM with permissions keeps Biratnagar and Kathmandu aligned without leaking sensitive counselor notes.