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Agentcis

The best CRM software for education and migration consultants worldwide to manage their business efficiency.·agentcis.com

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Agentcis is a cloud-based CRM software built for education and migration agents to manage leads, applications, clients, and partner relationships. It includes tools for lead capture via webforms and Facebook Lead Ads, application and document tracking, a client portal, email/SMS/WhatsApp campaigns, task management, reporting, and sales forecasting. It also integrates with StudyLink Connect for application data exchange and with 2000+ apps via Zapier.

What it's for

Capturing leads through shareable webformsCapturing leads from Facebook Lead AdsSending price quotations based on interested servicesTracking client application journeys (CRM)Managing partner/college relationships (PRM)Task management for staffCentralized email inbox managementSending SMS updates to clientsTracking document checklists for applicationsManaging application stagesProviding clients a portal to check application statusAvoiding duplicate applications via StudyLink integrationManaging classroom services and sessionsRunning email, SMS, and WhatsApp marketing campaignsAutomating repetitive agency workflowsViewing reporting and business insightsForecasting sales/revenueCustom dashboards for agency metrics

Features 29

Agent Portal
Application Management
Automation (workflow)
Business Summary automated reports
Classroom Management
Client Portal
CRM client journey tracking
Custom Dashboard (Beta)
Document Checklist
Document Management
Email Campaigns
Facebook Lead Ads integration
Integrated Email System
Interested Services tracking
Invoicing
Lead capture webforms
Mobile app access
Office Check-In
Payment Schedule
PRM (Partner Relationship Management)
Quotations
Reporting
Roles Management
Sales Forecast
SMS Campaigns
SMS System
StudyLink Integration
Task Management
WhatsApp Campaigns

At a glance

free trial

TypeWeb app

DeploymentCloud

PlatformsWeb

Foreducation agents, migration consultants, study abroad agencies, immigration consultancies

CompanyIntroCept Pty Ltd · 2016

Integrations

Facebook Lead AdsZapierStudyLink Connect

Pricing

No specific plan prices are publicly listed. The site offers a free trial; trial length varies between stated sources, with 14 days noted in structured data.