A lead CRM for immigration and study-abroad consultants
Students and families thinking about studying or settling abroad ask a lot of questions before they trust a consultant: IELTS scores, countries, costs, intakes. Many enquire with several agencies. OakDeal replies on WhatsApp in seconds, collects the profile your counsellors need (education, scores, budget, preferred country and intake) and books a counselling session, then follows up for months without anyone having to remember.
Where immigration and study-abroad consultants leads come from
OakDeal keeps every lead in one place, tagged with its source, so you can see which channel brings buyers.
- Instagram and Facebook ads
- Google search
- Click-to-WhatsApp ads
- Seminars and education fairs
- Website forms
- Student referrals
What goes wrong without a system
Long, detailed first conversations
Counsellors spend 20 minutes collecting basics before knowing if the lead is a fit.
Months-long decisions
A student enquires in March for the September intake, and needs steady follow-up.
Leads spread across counsellors
Each counsellor has their own WhatsApp, so managers have no overview.
Seasonal intake rush
Deadlines bunch up, and leads slip when everyone is busy with files.
How OakDeal works for immigration and study-abroad consultants
- 1
Every lead lands in one inbox
WhatsApp chats, website enquiries and direct leads such as calls and walk-ins, each tagged with its source.
- 2
AI replies in seconds
From your own facts only, in the languages you choose, at any hour.
- 3
Leads are scored with a reason
Hot, Warm or Cold from what actually happened, so your team calls the right people first.
- 4
A person takes over at the right time
When the lead asks for a human, wants to book, or the AI is not sure. One tap to take over.
Facts to give the AI
Write these once. The AI answers only from them and hands anything else to your team.
- Countries and services offered
- Eligibility basics and test score ranges
- Upcoming intakes and deadlines
- Your fees and what they cover
- Office addresses and counselling timings
- Never promise a visa or admission
A follow-up plan that runs itself
Follow-ups go out within business hours and stop when the lead replies, buys or opts out.
- Same dayCounselling slot if not booked
- After counsellingShortlist and document checklist
- WeeklyDeadline and intake reminders
- Before intake closesFinal check-in
Questions from immigration and study-abroad consultants
Can OakDeal check a student’s eligibility?
It collects the details and gives general guidance from the rules you provide, such as score ranges per country. Final eligibility always comes from your counsellor, and the AI is told never to promise a visa.
Can we see which counsellor converts best?
Yes. Team numbers show calls, sessions booked and wins per person, and leads and wins by source.
Does it work for visa and PR consultants too?
Yes. Give the AI your PR, work visa or tourist visa services and the basic criteria, and it qualifies leads the same way.
Also built for
Coaching institutes
OakDeal answers student and parent enquiries on WhatsApp in seconds, shares batch timings and fees, books demo classes and follows up until admission.
EducationSchools, colleges and universities
OakDeal replies to parent and student admission enquiries on WhatsApp in seconds, schedules campus visits and follows up through the admission season.
Property and homeReal estate
Answer property enquiries from portals, ads and WhatsApp in seconds. OakDeal qualifies buyers by budget and location, books site visits and follows up.
See all industries · Read our guides on WhatsApp sales and lead follow-up