Everything it does, in plain terms.
What arrives, where it goes, who can see it and what it tells you — written for the people who run admissions rather than the people who build software.
Nine parts that behave as one record.
Not a generic CRM with the labels swapped. Each part was shaped around how an admissions team actually works — the team structure, the follow-up rhythm, and the fact that a student stalls for a reason worth writing down.
The student record
One record per enquiry, carrying where the student came from, the campaign that produced them, who owns them, what stage they are at, and every change anyone has made.
Pipeline board
Drag a student between stages and every card, counter and chart on the screen updates with them. Nothing goes stale in a corner.
Tasks and follow-ups
Due dates and priorities sorted into Overdue, Today and Upcoming, and shown on the student row itself so nothing rots quietly in a list nobody opens.
Assignment rules
Send each new enquiry to the right counsellor by source, course, region or simple rotation — and tell them the moment it arrives.
Live alerts
Assignment, stage changes and conversions appear the instant they happen, with a chime. Alerts follow the role, so managers are not pinged about their own actions.
Search and saved views
Search across students, tasks and people from anywhere, and save the filter sets you return to. The list, the counts and the export always agree.
Import and export
Bring a spreadsheet in with duplicate checking against what you already hold and against the file itself. Send any filtered view out to Excel exactly as you see it.
Full history
Every stage move, reassignment, edit and deletion is recorded with who did it and when, so "who changed this" is always answerable.
Trash and restore
Deleting is reversible by default — the record moves to Trash and can be brought back intact. Permanent removal is a separate, admin-only action.
Six ways in. One record out.
An enquiry that arrives twice is one student, not two. Every route below lands in the same place, carries the same credit, and is checked against what you already hold.
Website forms
Build an enquiry form, publish it at its own link, and put it anywhere you like.
Meta Lead Ads
Facebook and Instagram lead forms arrive in real time, already attributed to the ad.
An enquiry that starts as a message is matched to the existing student or opened as a new one.
Partner referrals
A tracked link per form, per agency — credit recorded without anyone typing it in.
Spreadsheet import
Map your columns, check the data, and catch duplicates before a single row is saved.
Your own site or app
Send enquiries straight in from a landing page or system you already run.
Where a student sits, and why they sit there.
A flat list of statuses can tell you a student has gone cold. It cannot tell you the phone rings unanswered, the marksheet is still pending, or that they are waiting on a scholarship decision. Three connected levels can.
- ID proof pending
- Marksheet pending
- Photograph pending
Hot Lead→Documents Requested→ID proof pending
Four channels, one timeline.
A student who was messaged on WhatsApp, called twice and emailed a fee structure should not take three tabs to reconstruct. Every message out and every reply back attaches to the student it belongs to.
Templates and replies, kept on the student timeline with delivery and read status beside them.
Calls and recordings
Dial from the record, and keep the outcome, the duration and the recording attached to it.
SMS
Compliant transactional messages, with delivery confirmed back against the message that was sent.
Approvals, password resets and confirmations, with delivery and bounces recorded.
You are not locked to one supplier. Each channel connects to whichever provider you already use, so changing vendor does not mean changing the CRM.
Numbers you can act on before the intake closes.
A report that arrives after admissions close is history, not management. Every figure here comes from the same live data as the screen you were just looking at, so the two can never disagree.
Where the funnel leaks
The stage students stop moving at, with the numbers behind each step.
Which source pays
The channel that produced admissions, not merely the one that produced volume.
Counsellor performance
Conversion and response behaviour, per person and per team.
Reachability
Contacted, reachable or gone quiet — tracked separately from the sales stage.
Partner contribution
Referrals, progress and admissions per agency and per link.
Export to Excel
Any view, exactly as filtered on screen, stage and reason included.
Let agencies send you students. Without handing them your database.
Consultants and education agents get their own portal, their own login and a tracked link for every form you publish. What they never get is your student list.
They apply, you approve
An agency applies through a form of yours. Nothing is visible to them until you approve it.
Approval sends the invitation
Approve from the Partners screen and the account is activated and notified for you.
A tracked link per form
Every form you publish gives each agency its own link, with its own running count.
Credit recorded automatically
A student arriving through that link is credited to the agency the moment they submit.
Read only, masked, separate
No edits, no stage changes, no exports, no staff screens, and no phone numbers they did not collect.
You can see their activity
Last sign-in, time actually worked, referrals per month and recent actions — per agency.
Partner organisation
Horizon Education Consultants
ORG-8841 · Kochi, Kerala · joined Mar 2026
Referral links
MBA Online — Enquiry
/forms/enquiry?ref=HRZN-4A2
B.Tech Lateral Entry
/forms/enquiry?ref=HRZN-9K1
109
Referred
38
In progress
17
Admitted
Referrals by month
Read-only. No exports, no stage changes, no internal notes — and nothing outside this organisation.
The boundary is built in, not painted on.
Hiding a button is not security. Who can see what is settled underneath the whole system, which means a screen nobody has built yet is already bounded correctly.
Each organisation sees only itself
The boundary between your staff and an outside agency is enforced underneath the whole system, not screen by screen — so it holds everywhere, including on screens built later.
Partners see their own students, read only
An agency sees what it referred and nothing else — no staff screens, no exports, no stage changes. Internal notes never reach them, and contact details are hidden on anything they did not refer themselves.
Seven roles, checked continuously
Deactivate an account and its very next action is refused. You do not wait for a session to expire.
Accountable by default
Reversible deletes, a history that cannot be edited, and a record of who signed in and what they did.
Who sees what, stated plainly.
Seven roles, and no ambiguity about any of them. Scoped means the role sees the same screen as everyone else, bounded — a team lead to their own team, an agency to its own students.
| Capability | Super Admin | Admin | Team Lead | Sales | Viewer | Partner |
|---|---|---|---|---|---|---|
| Lead visibility | ● Super Admin: full access | ● Admin: full access | ◐ Team Lead: scoped access | ◐ Sales: scoped access | ◐ Viewer: scoped access | ◐ Partner: scoped access |
| Create & edit leads | ● Super Admin: full access | ● Admin: full access | ● Team Lead: full access | ● Sales: full access | ○ Viewer: no access | ○ Partner: no access |
| Change stage & status | ● Super Admin: full access | ● Admin: full access | ● Team Lead: full access | ● Sales: full access | ○ Viewer: no access | ○ Partner: no access |
| Full contact details | ● Super Admin: full access | ● Admin: full access | ● Team Lead: full access | ● Sales: full access | ● Viewer: full access | ◐ Partner: scoped access |
| Bulk CSV import | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
| Export to Excel | ● Super Admin: full access | ● Admin: full access | ◐ Team Lead: scoped access | ◐ Sales: scoped access | ◐ Viewer: scoped access | ○ Partner: no access |
| Assignment rules | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
| Stage & status configuration | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
| User management | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
| Partner approvals | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
| Referral links | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ● Partner: full access |
| Reports & analytics | ● Super Admin: full access | ● Admin: full access | ◐ Team Lead: scoped access | ◐ Sales: scoped access | ● Viewer: full access | ◐ Partner: scoped access |
| Audit trail | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
| Trash & restore | ● Super Admin: full access | ● Admin: full access | ○ Team Lead: no access | ○ Sales: no access | ○ Viewer: no access | ○ Partner: no access |
Answered, in full.
How do enquiries get in?
Six ways out of the box — your website forms, Meta Lead Ads, WhatsApp, partner referral links, spreadsheet import, and direct from a site or app you already run. Every route records where the student came from, so nothing arrives unattributed.
Can we define our own stages and statuses?
Yes. Your stages and the two-level status behind them are configurable from Settings — add, rename, recolour or retire without anyone touching code. Values already in use are protected from deletion, so last year’s reporting never breaks retroactively.
What exactly can an agency see?
Only the students it referred — name, course interest and current stage. It cannot edit a student, move them, export them, or reach any staff screen, and internal notes are never shown. Contact details are hidden on anything the agency did not refer itself; on its own referrals it sees the phone number, because it collected it.
How does partner credit work?
Each approved agency gets its own tracked link for every form you publish. A student arriving through that link is credited to the agency at the moment they submit, so it is recorded automatically rather than claimed later.
Does it handle duplicates?
Yes. An import is checked against what you already hold and against the rest of the file before anything is written. Partner referrals are checked too — and the warning deliberately never reveals which other agency already holds that student.
Does it work on a phone?
Throughout, including the partner portal. The student list has a card view built for small screens, and a counsellor can work a full follow-up queue from a handset.
Can we get our data out?
Any view exports to Excel in one click, carrying the exact filters you are looking at. The data is yours and there is no gate on taking it.
What if someone deletes a student by mistake?
Nothing irreversible happens. The record moves to Trash and can be restored intact with its history. Permanent removal is a separate action, limited to admins.
Where is our data kept?
On infrastructure you choose. It can be deployed to your own cloud account or a region you nominate — nothing forces it onto shared infrastructure alongside other institutions.
Can it carry our branding?
Yes. The system is sold and set up per institution, so the name and labelling throughout are yours.
See it against your own process.
The fastest way to judge this is to watch it run with your courses, your stages and your team on screen.