Up and running in under a day

Before you touch a single setting, you'll spend 15 minutes with a ravingCRM specialist. We'll map your current workflow, understand how you manage students and leads today, and configure the platform specifically for your agency — not a generic template.

No new passwords to remember. Use the accounts your team already logs into every day — Microsoft 365 or Google Business Workspace. Single sign-on means one less login for your counsellors and IT overhead you don't need.

Give ravingCRM your agency's identity. Add your name, logo, timezone, and WhatsApp Business number. This is what students and agents will see when they interact with your portal and automated messages.

Bring your existing contacts into ravingCRM. Import students, clients, and partner agents from a CSV, Excel file, or directly from Google Contacts. Our import wizard maps your existing column headers automatically — no manual reformatting needed.

Before any contacts are committed to your database, ravingCRM surfaces anything that needs a second look — duplicate phone numbers, missing email addresses, or contacts that already exist. You approve the final list with one click.

Start with a pre-built template for your agency type — then customise it or build your own. Workflows define the automated follow-ups, document reminders, and status triggers that run in the background so your team doesn't have to.

Map your existing lead stages and bring active engagements across. Whether you're running everything in a spreadsheet or from memory, ravingCRM lets you define your funnel stages and import every open deal so nothing falls through the gap during the switch.

Do a final check on your pipeline before it goes live. Spot any leads that landed in the wrong stage, confirm that contacts are linked correctly, and make sure your stage mapping looks right. Once confirmed, your pipeline is live.

Invite your counsellors, team leads, and admin staff in one batch. Each person receives an email invitation with a direct SSO login link — no passwords to distribute, no setup headaches. They're in and working from the first click.

Define who has oversight. Managers get full visibility across their team's pipeline, can reassign leads, approve document submissions, and access team-level reporting. Counsellors only see what's assigned to them — keeping your data clean and your team focused.

Distribute your imported leads and active engagements to the right counsellors. Assign manually for nuanced cases, or set routing rules to automatically send new leads to specific team members based on source, country of destination, or workload. Your team can start working immediately.