See How Each Feature Actually Works
No marketing fluff—just the functionality your team will use every day.
Unified Inbox
Every conversation, one place
Students message on WhatsApp. Parents email. Partners call. Without a shared system, messages get buried—and leads go cold. When counselors leave, their conversations leave with them.
How ravingCRM Solves It
Connect WhatsApp Business API, email, and SMS into a single inbox tied to each student record. Every message is assigned, searchable, and never lost—even when staff change.
- Official WhatsApp Business API — no personal phones, fully compliant
- One thread per student — WhatsApp, email, and SMS in one view
- Pre-approved templates — respond to common questions in two clicks
- Assignment rules & response tracking — managers see the full picture
Application Pipeline
Visual kanban with automated workflows
Student visa, PR, and work permit applications all need different stages—but they're crammed into the same spreadsheet. No one knows which applications are stuck or where the bottlenecks are.
How ravingCRM Solves It
Each application type gets its own kanban pipeline with custom stages and automated triggers. Drag cards between stages, get alerts when applications stall, and track conversion rates in real time.
- Custom pipelines per application type — student visa, PR, work permit, each with unique stages
- Automated workflow triggers — reminders, status updates, and team notifications on stage changes
- Stale application alerts — auto-flag apps stuck longer than 7 days
- Conversion analytics — see exactly where applicants drop off, stage by stage
360° Contact View
Complete student and agent profiles
A parent calls about their child's applications to four universities. The counselor checks a spreadsheet, scrolls through WhatsApp, opens email—and still can't give a clear answer. Agent relationships are invisible.
How ravingCRM Solves It
Every student and agent gets a single profile showing all conversations, all applications to multiple universities, documents, notes, and a complete activity timeline.
- Multi-application tracking — 5 universities, each with individual status and timeline
- Unified conversation thread — WhatsApp, email, SMS, and internal notes in one place
- Agent partner profiles — all referred students, their progress, and relationship history
- Activity timeline — every touchpoint chronologically, across months
Student & Agent Portal
Self-service documents with version control
Students email documents back and forth—wrong versions get submitted. Agents send outdated transcripts. Staff spend hours chasing missing files and answering "where's my application?" calls.
How ravingCRM Solves It
A branded portal where students upload documents, agents manage files in bulk, and everyone checks application status—without calling your office. Every upload is versioned and timestamped.
- Document version control — every upload tracked with timestamp and change notes
- Real-time status visibility — students see pending, approved, or rejected for each document
- Agent bulk upload — submit documents for 10 students in one session
- Revision workflow — mark "needs revision" with comments, student gets notified instantly
