We are an Education and Visa Service Providers based in Sydney Australia, with offices in Nepal and India. We recruit International Students to Universities in Australia and US. Web-based or Desktop software is what we are looking to build. Some of the feature that the software shoud be able to do
- Enter Client Information with their vsia and course finish date . Should be able to click profile Photos from webcam, uplaod from Facebook or PC
- The Software should be able pick up their birthdate and send Birthday wishes .
- Should be able to send out multiple E-mail at once to all the Students/Clients
- We should be able to enter University/College Details( Name, Course, Fee, Duration of the course).
- Each University or college, pays us(Agents) some commission for recruiting students for recruiting Students. We should also be able to enter commission Percentage and duration of the commission in this software so we can invoice them on a regular basis
- The software should Inform or send out Alert to us and the Students that fee is due. So they pay on time
- - The Software shoudl alert(3 months before) when their visa is expiring
- The software shoudl inform 3 months prior to their course finish date
- The software should be able to generate Invoices on the basis of Fee of the University and the commission paid. We should be able to add GST and not add gst
- The software shoudl also be able to add all Staff details and their responsibilites.
We do different Visas for Australia for our clients. So we should also be enter info similar explained for students as above
We work with Sub Agents/Super Agents. Sub agents are who gives us students. Super agents are who we give students to( for college and university that we dont have ) . We should be able to add them as Sub Agents and Super Agents. Once the students start their course, we invoice to our Super Agents for our Commission and Similarly Sub Agents invoice us for their Students. We should be able to do all this in the software including Students features mentioned above.
Software shoudl be able to send bulk e-mails for any promotions and scholarships.
Software should be able assign each clients to different staff .
- Students makes a call/Visit our office
- The Receptionist will upload the details in the CRM.
- If the client is happy with the information provided by the receptionist ,students comes to our office,The receptionist will look for her in the CRM entered few days back. She will fill other missing information and uplaod her photos. Student will also submit all her documents.
- The Clients is then assigned to one of the Counselot( The receptionist will assign this client yo one of the Counselor in the CRM FOR COUNSELING)
- The counselor then start her process for application to the College/University. This particulr student wil be the Case for that particular clinet. Once studnt pays the fee to the college and get the Confirmation of Enrolment(COE). This Counselor will then assign her to another Counselor who only does Visa Applications. Counselor A job finishes when we get the COE. Counsleor 2 will take the job from there
- Once the student gets visa. The case is then assigned to Account Person for Invoicing the University in the due course of time
ONLY EXPERIENCED or Who have understanding of this business Model should BID
29 freelancer đang chào giá trung bình $935 cho công việc này
Hi, I would like to create a CRM for Education Conultant with Students and Universites modules. can show you the mock up before award. please get in touch to discuss more. Regards, Manish
Hi, Have a Nice Day! I'm Interested to build a CRM webapp using you have given business [url removed, login to view] send me a [url removed, login to view] can discuss more about design and features Thank you