| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Invoicing (account) • Website (website) • Calendar (calendar) • Discuss (mail) |
| Lines of code | 2061 |
| Technical Name |
rcs_student_visa_consultancy |
| License | AGPL-3 |
| Website | https://www.reliution.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Invoicing (account) • Website (website) • Calendar (calendar) • Discuss (mail) |
| Lines of code | 2061 |
| Technical Name |
rcs_student_visa_consultancy |
| License | AGPL-3 |
| Website | https://www.reliution.com |
Student Visa & Overseas Education Consultancy
The Student Visa & Overseas Education Consultancy app is a specialized, all-in-one Odoo solution crafted to help educational and visa consulting agencies manage their entire operations seamlessly. It provides a structured, integrated platform that centralizes the complete student lifecycle, from initial inquiry to final visa application. By automating key processes and providing a single source of truth for all student data, the app allows consultancies to handle a higher volume of cases with greater accuracy and efficiency.
The application's core strength lies in its ability to guide consultants through complex workflows. It starts with a dedicated pipeline for managing new inquiries, whether they are walk-ins, website inquiries, or generated through data calling campaigns. Once a lead is qualified, the system automatically creates a central Student Profile a single, comprehensive record for managing all student documents, and application history.
This app empowers consultants to manage tasks that are typically time-consuming and prone to error, such as generating document checklists and creating University applications. It features a robust, automated email automation system that keeps students informed of their student admission status at every stage, providing a professional and transparent client experience. With configurable master data for University list, courses, and document types, the app can be perfectly tailored to your business, allowing you to focus on providing high-quality career counseling and advisory services.
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Hot Features
Dedicated Inquiry Pipeline:
A centralized pipeline to manage all incoming leads, whether from a website inquiry, a walk in, or a data calling campaign.
Automated Student Profile Creation:
Convert a lead into an enrolled student with a single click, which automatically creates a dedicated profile to manage all their information.
Smart Document Management:
Generate a complete and tailored document checklist for any application using pre-configured templates, saving time and ensuring accuracy.
Automated Email Notifications:
Keep students informed with professional, automated emails that are triggered by changes in their application status.
Integrated Application & Visa Processing:
A structured workflow for managing university and visa application forms, complete with status tracking and progress updates.
Intelligent Invoicing:
A "Create Invoice" button appears only when there are billable items, preventing duplicate invoices and streamlining the payment process.
Configurable Master Data:
Easily set up your data for users, roles, universities, and document types to perfectly match your business needs.
Detailed Features
Set Up
To get started with the app and ensure it's tailored to your consultancy's needs, follow these initial
configuration steps:
- Users & Roles: Navigate to the user settings to assign your
team members to the "Consultant" or
"Manager" roles. This controls access rights and automates the assignment of new
inquiries.
-
Universities & Courses: Populate your database with the
universities you work with and the
specific courses they offer. This master data is used for creating applications later
on.
-
Document Masters: Create a master list of all required
student documents (e.g., Passport,
Transcripts). Then, group these into "Checklist Templates" (e.g., "UK Bachelor's Visa" or
"Canadian PG Admission") that can be reused for different applications.
Work Flow
Lead Capture:A new lead arrives via a website inquiry or walk-in and is automatically entered into the "Visa Inquiries" pipeline. The system automatically assigns this lead to a consultant.
Conversion:The consultant engages with the lead, conducting a follow-up via call or email. When the lead is qualified and ready to proceed, they are moved to the "Enrolled" stage, which auto-creates a new Student profile.
Document Management:The consultant accesses the student's profile, clicks "Generate Checklist," and selects a template to instantly create the required document checklist.
Application: Using the student's profile, the consultant initiates a new university admission or visa application. They use workflow buttons to change the status, which triggers automated emails to the student.
Invoicing & Follow-up: The system tracks all billable services and makes it easy to create invoices when needed. The centralized profile ensures all follow-up tasks and communications are logged, creating a single source of truth for each student's journey.
Industry-Specific Use Cases
Manage the full student admission lifecycle, from the initial lead to the final visa application and acceptance. This is ideal for agencies handling a high volume of student cases.
Use the streamlined workflow to track complex visa applications, ensuring all documents are submitted on time and all communications are logged and automated.
The app can manage student profiles for those taking IELTS courses or other language courses, with built-in invoicing for tuition fees.
The comprehensive Student profile and robust follow-up tools make this perfect for long-term career counseling relationships, ensuring every student's journey is tracked from start to finish.
Frequently Asked Questions (FAQs)
The app's dedicated "Visa Inquiries" pipeline is designed to capture leads from various sources, including website inquiry, walk-ins, and data calling. All new leads are funneled into this single pipeline for easy management and assignment.
Yes, the app includes powerful email automation. When you update a student's application status for example, from "Applied" to "Accepted" the system can automatically send a professional email notification to the student, keeping them informed of their progress.
The app's Document Masters feature allows you to create reusable "Checklist Templates." You can define a template for any type of application, and when you're working on a student's profile, you can generate the full checklist with a single click.
The app's Document Masters feature allows you to create reusable "Checklist Templates." You can define a template for any type of application, and when you're working on a student's profile, you can generate the full checklist with a single click.
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