Built for education consultancy operations

Run your education consultancy from one connected system.

Manage leads, counselling, students, applications, documents, finance, branch access, staff permissions, communication and reporting from one secure CRM built specifically for education consultancies.

Multi-branch readyRole-aware accessStudent lifecycleAI-assisted operations
COUNSIVA · Management Pulse
Operational view

Management Pulse

Live
Active Leads128pipeline
Applications76in progress
Needs Attention12priority
Operational momentumDemo-safe illustration
Smart Work Queue3 high-priority actionsToday · Due · Overdue
COUNSIVA AICase health updatedNext action surfaced
Built for Education ConsultanciesMulti-Branch ReadyRole-Based ControlsFinance & Student WorkflowsPrivate DocumentsAI-Assisted Operations
One connected student journey

From first enquiry to final outcome, context stays connected.

COUNSIVA keeps one operational history across teams, so handoffs do not break the student journey.

01Lead
02Student
03Counselling
04Application
05Documents
06University
07Visa
08Finance
09Portal / Outcome

One connected student identity. One operational history. Fewer disconnected handoffs.

Major product capabilities

Everything important stays connected.

Explore the major workflows already built into COUNSIVA.

Student 360

One student record across the journey.

Profile, photo, counselling, applications, documents, finance, communication and activity stay visible in one operational view.

Profile & photoApplicationsPrivate documentsFinance historyCommunicationActivity timeline
KS
Demo student

Kritika Sharma

Student 360 · synthetic data
Active
Counselling completedCountry and course preference recorded
Application in progressDocument readiness tracked
Finance updatedCharge and receipt history connected
Next action surfacedFollow-up remains assigned to the team
Applications & Visa

Case readiness board

Structured stages
ApplicationUniversity shortlistOffer workflow
DocumentsPassport ✓Academic ✓Financial review
VisaReadiness reviewAssigned owner
Applications · Visa · Documents

Move cases through structured stages with accountability.

Track case progress, document readiness, assigned ownership and next actions without losing context between admissions and visa workflows.

✓Structured case stagesClear progression and ownership.
✓Document readinessPrivate files connected to the record.
✓Operational visibilityTeams know what is moving and what needs attention.
Finance & Charges

Finance visibility tied to the verified student record.

Create charges, record receipts and view outstanding balances without spreadsheet ambiguity.

Student searchFind the correct record before posting.ChargesKeep fee-related activity structured.ReceiptsMaintain payment visibility.OutstandingSee what still needs action.
Finance

Student account

Verified record
ChargesNPR 180,000
ReceivedNPR 120,000
OutstandingNPR 60,000
Consultancy service chargeNPR 150,000
Application supportNPR 30,000
Illustrative demo values only.
Smart work queue

Know what needs action today.

Bring Today, Due, Overdue and Carry Forward work into one ownership-aware operational queue.

Today14

Priority follow-ups and assigned actions.

Due9

Work approaching expected completion.

Overdue3

Items that need immediate attention.

Carry Forward6

Continuity across operational days.

Organization
BranchTeamUser
Scoped access
CountryModuleRoleWorkflow
Multi-branch governance

Scale branches without losing control.

Access can follow organization, branch, country, role and workflow responsibility so staff see what they need to do their work.

Branch scopeCountry scopeRole permissionsModule accessTenant boundariesControlled visibility
COUNSIVA AI

Operational intelligence grounded in real CRM context.

AI-assisted decision support helps teams surface document gaps, visa readiness signals, next best actions, case health and operational priorities while staff remain responsible for decisions.

Document IntelligenceVisa ReadinessNext Best ActionCase Health
COUNSIVA AIOperational brief
Decision support
01

Document readinessFinancial evidence still needs review before the case advances.

02

Next best actionAssign a follow-up to the case owner and confirm the outstanding item.

03

Case healthApplication progress is on track; one dependency remains open.

Security & trust

Access follows responsibility.

COUNSIVA is designed with controlled boundaries across tenant, branch, country, role and workflow scopes.

01

Tenant separation

Consultancy environments remain isolated by tenant context and access rules.

02

Role & scope controls

Access can follow role, branch, country and operational responsibility.

03

Private documents

Student and operational files are kept private and served through authorized application paths.

04

Audit & recovery

Security events, administrative changes, backups, PITR and recovery controls support accountable operations.

Commercial plans

Plans that scale with your consultancy.

Configuration can align to team size, branches, workflows, portals, automation, AI and onboarding.

Tailored commercial setup

Talk to our team

We first understand your operation, then show the parts of COUNSIVA that matter most to your rollout.

Request Pricing
Why COUNSIVA

Built for the way education consultancies actually operate.

Consultancies often grow faster than the tools supporting them. Student information becomes divided across spreadsheets, chats, folders and disconnected systems.

COUNSIVA brings those workflows into one controlled operating environment with clarity, accountability, privacy-aware access and room to scale.

Book a demo

See how COUNSIVA fits your consultancy.

We understand your current workflow, show the most relevant parts of COUNSIVA and discuss a practical onboarding path.

1Understand your operation2Show relevant workflows3Discuss rollout

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Ready to bring your consultancy into one operating environment?

Move from fragmented tools to connected operations with role-aware access, real workflow visibility and a platform built for education consultancies.

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