Study Abroad Agent CRM
CRM tailored to a study-abroad agency — customers, partner schools, and student applications in one pipeline.
- Entities
- Customers · Schools · Applications
- Stack depth
- Spring Boot + AWS
- Status
- Delivered (2021)
Context
A study-abroad agency was running its whole pipeline (leads, partner schools, student applications, document flow) on spreadsheets and email. As volume grew, things started falling through the cracks — missed deadlines, duplicate outreach, lost application documents.
Challenge
- Three different workflows (lead CRM, school relations, application tracking) that actually needed to share data
- Off-the-shelf CRMs (HubSpot, Salesforce) didn't model school relationships or application stages
- Document storage was a mix of Drive, email attachments, and local folders
Solution
Purpose-built CRM on Spring Boot + AWS + MySQL:
- Unified pipeline: lead → consultation → school shortlist → application → decision
- Partner school directory with contact history
- Application tracking with per-stage deadlines and document checklists
- JavaScript front-end optimised for consultant workflow (keyboard-first)
Results
Delivered in 2021. Agency moved off spreadsheets entirely; consultants could see every active application at a glance.
What this proves for SJSoftware
Industry-specific CRMs beat generic ones when the workflow doesn't match — and can be built fresh instead of force-fitted.
Adaptable to agencies, consultancies, and professional services with multi-stage client journeys:
- Immigration agencies — applicant intake → eligibility check → document collection → submission → approval tracking, with per-country case-type variations.
- Recruitment firms — candidate sourcing → interview pipeline → client placements → onboarding follow-up, with both candidate and client relationship tracking.
- Real-estate sales — lead → viewing → offer → settlement, with property and developer relationship tracking alongside buyer pipeline.
- Legal case management — intake → discovery → milestones → resolution, with document checklists and per-jurisdiction workflow.
If your business is "we have a multi-step client journey, off-the-shelf CRMs don't fit our entities, and our consultants live in spreadsheets," the same purpose-built pattern collapses that into a workflow-fit pipeline.