Navigating the EduCtrl CRM Interface

Prerequisites

• You must be logged into EduCtrl CRM.
• Access to some features may depend on your user role (Admin, Staff, Agent, etc.).

1. Dashboard

The Dashboard is the first screen you see after login.
Here, you can:

• View statistics for the entire organization or a specific branch
• Monitor follow-ups to be done and application reminders
• Analyze charts and activity reports for leads, conversions, and tasks

2. Lead Management

Lead Management allows you to manage your sales and inquiry process from start to finish.

• View leads with full contact details and status
• Change lead status to Hot, Working, Counseling, Long Term, Rejected, etc.
• Filter leads by status or assigned staff
• Send communications via Email, SMS, or WhatsApp
• Add leads manually or generate them via:
  • Lead Forms
  • CSV Import

Staff Actions:

• Edit Lead
• Add Follow-Up Notes
• Set Next Follow-Up Date
• View Follow-Up History
• Receive email reminders for scheduled follow-ups

3. Student Management

Manage students who have registered or been converted from leads.

Key Features:

• View student details like Name, Email, Phone, Photo, Status etc.
• View or respond to Support Tickets
• Send Email, Send SMS, Send WhatsApp
• Edit Profile, Reset Password, or Login as Student (impersonation)

Tabs:

• Profile: Academic background, certifications, test scores (GRE/GMAT), internships, work experience
• Documents: View or download uploaded educational and professional documents. Download all as a ZIP file
• Course Preferences: View selected courses, countries, and levels
• Course Suggestions: Send or review previous course recommendations made to the student

4. Applications & University Applications

Applications section manages study abroad applications for each student.

• View all applications with details like university name, course, status
• Filter by country, university, course, or student
• Update process steps, add notes, and notify students about changes
• Students can reply to messages, upload documents, or take further action

5. Agents / Partners

Manage education agents and referral partners.

• View students referred by agents
• Set commission percentages per agent
• View commission reports
• Record and track agent payouts

6. Course Finder

Helps staff search for university courses and suggest them to students.

• Filter by country, intake, education level, or field of study
• Add courses to student preferences
• Send selected courses as suggestions

7. Settings

The Settings area allows Admins to configure system-wide features:

• Customize App Name, Logo, Contact Details, Home Page, Banners
• Enable or disable modules
• Define values for:
  • Lead Status
  • Student Status
  • Application Status
  • Services
  • Student Documents
  • Custom Attributes
• Manage integrations for:
  • Email SMTP
  • WhatsApp
  • SMS
  • Outbound Calling
• Configure:
  • Notifications
  • Web-to-Lead Forms
  • Landing Pages
  • Custom Labels
  • Stats Tracking
  • Holiday Calendar
  • Advanced Setup
  • Role Permissions

8. Student Invoices / Fees

Student Invoices module allows you to manage financial transactions with students.

• Create new invoices
• Record full or partial payments
• Send invoice via email
• Download PDF of invoice

9. University Invoices

Manage invoices sent to partner universities for placed students.

• Configure commission structure
• Generate invoices for enrolled students
• Share invoices with universities
• Track and record payments

10. Student Referrals

Allow students to refer others and earn rewards.

• Each student gets a unique referral link or code
• Track referral activity
• Record and process referral payouts

11. Automation

Automate tasks such as:

• Sending messages based on lead age, status, or other conditions
• Target leads, students, agents, or staff
• Schedule message campaigns via Email, SMS, or WhatsApp

12. Form Builder

Build custom forms to capture leads from websites or events.

• Select the fields you want to include
• Generate a shareable link, embed code, or QR code
• Submissions are added as leads in the system