Education consultancies don't run on a single task — they run on dozens of them happening at once. Partner universities need managing, student applications need tracking, invoices need generating, commissions need reconciling, and staff need the right access to the right tools. Trying to hold all of that together with spreadsheets and disconnected apps is where consultancies lose time, money, and accuracy.
That's why we built the Inoodex Education Consultancy CRM — a complete, purpose-built system with a central Dashboard hub connecting 16 main modules and 35 sub-modules, covering every operational, financial, and administrative workflow a consultancy needs.
A Central Dashboard That Ties Everything Together
Everything in the CRM flows through one unified Dashboard — a single command center giving your team a real-time overview across every module, instead of switching between disconnected tools.
Every Module, Built for Real Consultancy Work
Editor — Manage the core building blocks of your catalog: Country, University, and Course records, kept clean and consistent across the system.
Data Collection — Submit and maintain your primary list of partner institutions, so your university database stays accurate and current.
Digital Marketing — Plan campaigns, manage promotional videos, and create posters directly from the platform, keeping your marketing output aligned with your live data.
Documents — A dedicated space to store and organize the paperwork every application and partnership depends on.
Consulting — Add and manage your student list from first contact through ongoing consultation.
Application — Create and track applications from submission to decision, with a full application list always available.
Invoice — Generate invoices and maintain a complete invoice list, keeping billing organized and easy to audit.
VFS Checklist — Get a full VFS overview, manage checklists, and track requirements so nothing gets missed during the visa process.
My Commissions — Consultants can claim commissions directly through the platform, with no manual back-and-forth.
Accounting — A full financial suite covering accounting periods, chart of accounts, journal vouchers, and balance sheets — built for consultancies that need real bookkeeping, not just basic tracking.
Payments — Add payments and review a complete payment list at any time.
Operations — Manage salaries, expenses, banks, currency, and reporting — the operational backbone that keeps the business running smoothly.
Commissions — Review pending commissions and see the full commission history in one list.
Administration — Control users, roles, and privileges, so every team member has exactly the access they need — no more, no less.
Settings — Configure your company settings once and keep the platform aligned with how your consultancy actually operates.
Why This Architecture Matters
Most CRMs force consultancies to adapt their workflow to the software. Inoodex's CRM was built the other way around — starting from how education consultancies actually operate day to day, then structuring 16 modules and 35 sub-modules around that reality. The result is a system where:
- Nothing lives in isolation — university data, applications, invoices, and commissions all connect back to the same Dashboard
- Financial control is built in — full accounting, payments, and operations modules mean you're not exporting data to a separate finance tool
- Access is controlled precisely — role and privilege management keeps sensitive data secure as your team grows
- The system scales with you — whether you manage 10 partner universities or 500, the same structure holds
See It in Action
The platform is live and ready to explore at crm.inoodex.com.
Want a guided walkthrough or a demo login? Reach out to our team and we'll get you set up.
