$ 150.00
| 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 | 2289 |
| Technical Name |
sim_student_visa_consultancy |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
| 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 | 2289 |
| Technical Name |
sim_student_visa_consultancy |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
Student Visa & Education Consultancy
The Odoo Student Visa & Education Consultancy application is designed
to streamline and organize the end-to-end operations of student visa consulting firms. It provides a
centralized system to manage student profiles, visa applications, documentation status, and consultation
workflows efficiently. By digitizing critical processes, the app helps consultants track each student's
journey from initial inquiry to final visa approval with greater accuracy and transparency.
With structured records, status tracking, and clear visibility into application progress, consultancy
teams can reduce manual follow-ups and avoid errors or delays. The application enhances internal
coordination, improves communication with students, and ensures that all required documents, deadlines,
and activities are managed in a systematic and professional manner, ultimately delivering a smoother and
more reliable visa consulting experience.
Key Features
Centralized Student Profile Management
Maintain complete student records including personal details, academic background, preferred countries, and visa history in a single, well-organized system.
Visa Application Tracking
Track each visa application stage with clear statuses, ensuring consultants always know the current progress and pending actions for every student.
Document Management & Verification
Upload, store, and verify required documents such as passports, offer letters, financial proofs, and visa forms, reducing the risk of missing or incorrect documentation.
Consultancy Workflow & Follow-ups
Manage consultations, reminders, and follow-up activities to ensure timely communication with students and smooth coordination across the consultancy team.
Set Up & Configuration
Download & Install: Install the Student Visa & Education Consultancy from the Odoo App Store.
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.
Frequently Asked Questions (FAQs)
Yes, the app supports managing multiple students and visa applications simultaneously, each with its own status, documents, and workflow.
Yes, each application can be tracked through defined stages, giving consultants clear visibility into pending tasks and overall progress.
Absolutely. The app provides a structured document management system to upload, store, and verify all required visa-related documents securely.
Yes, the app is designed to scale easily, making it suitable for individual consultants as well as large student visa consultancy organizations.
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