Service businesses
Consultancy Management Software Built for Nepali Education Consultancies
Capture every enquiry, assign it to a counsellor, track documents and application stages, collect fee instalments and never miss a follow-up.
An education consultancy in Nepal lives on enquiries. They arrive from Facebook messages, walk-ins in Putalisadak or Baneshwor, phone calls, school visits and referrals from past students. Most of them end up in a notebook, a personal phone or an Excel sheet that only one counsellor understands.
Consultancy Management Software puts every student into one pipeline. Each lead gets a counsellor, a destination country, a document checklist, a stage and a follow-up date. The owner can open one screen and see who is stuck, who has paid, and which branch is performing.
WebsNP sets the system up around your own way of working: your countries, your stages, your fee plan and your branches. You can read how we handle related work on the Study Abroad CRM page, and our general CRM page covers sales-style pipelines for other businesses.
Who Consultancy Management Software is for
Student recruitment consultancies
Offices handling counselling, application and documentation for students heading to study abroad, with several counsellors sharing one lead list.
Multi-branch consultancies
Head offices in Kathmandu with branches in Pokhara, Biratnagar, Chitwan or Butwal that want one view of leads, fees and conversions.
Owner-led small offices
One or two counsellors plus an office assistant who are tired of losing leads in Messenger inboxes and WhatsApp chats.
Test preparation plus consultancy
Centres that run IELTS, PTE or language classes next to counselling and want both streams of students in one record.
Document processing desks
Teams whose main job is collecting, checking and tracking student paperwork against a country-wise checklist.
Problems it solves
| The problem today | How the software fixes it |
|---|---|
| Facebook and walk-in enquiries get lost between staff phones and notebooks. | Every lead is entered once with its source, then assigned to a counsellor. Nothing lives only on someone's personal phone. |
| Nobody knows which documents a student is still missing. | A checklist per destination country shows received, pending and rejected items for each student file. |
| Follow-ups depend on memory, so warm leads go cold. | Each lead carries a next follow-up date. Counsellors see a daily list and the owner sees overdue ones by counsellor. |
| Fee instalments are chased from a register and disputes appear later. | A fee plan per student records instalments, receipts, dues and reminders, so staff and student see the same numbers. |
| The owner cannot tell which counsellor or campaign actually brings students. | Reports show leads, conversions and fees by source, counsellor, country and branch for any date range. |
| When a counsellor leaves, their students and notes leave too. | All notes, calls and documents sit in the company system and a file can be reassigned in a click. |
Features and modules
Lead capture
Quick entry for walk-ins and calls, plus a form for your website or Facebook campaigns. Source is recorded for every lead.
Counsellor assignment
Assign leads manually or by rule, reassign when staff change, and balance workload across the team.
Country-wise document checklist
Define the paperwork your office collects for each destination and tick it off per student with upload and remarks.
Application stages
Your own pipeline from enquiry to counselling, application, offer, documentation and departure, shown as a board or list.
University and course shortlist
Record which institutions and courses were proposed and applied to for each student.
Fee instalments
Service fee plans, instalment dates, receipts, dues and partial payments tied to the student file.
Follow-up reminders
Daily task lists, overdue alerts and optional SMS or WhatsApp message templates for common follow-ups.
Counselling appointments
Book office visits and online counselling slots so two counsellors do not clash.
Branch management
Each branch sees its own students while the head office sees the combined picture.
Reports
Conversion by source, counsellor performance, stage-wise counts, fee collection and dues.
Roles and permissions
Control who can see fees, who can export data and who can edit a stage.
Built for how Nepal works
Bikram Sambat dates alongside AD
Intake dates, instalment dates and follow-ups can be shown in BS and AD so staff and students read the same date.
Facebook and WhatsApp first
Most Nepali enquiries start on Facebook or WhatsApp. The system is designed around quick lead entry from those channels and message templates for follow-up.
Fees in NPR with VAT where applicable
Receipts and invoices can be set up in NPR with 13% VAT lines if your registration requires them. Confirm your own obligations with your accountant or the Inland Revenue Department.
Branches across provinces
Designed for offices in Kathmandu with branches elsewhere, with internet interruptions in mind so staff can keep entering data when connections drop and sync later.
How we get you started
- Discovery call We learn your countries, stages, fee plan, branches and who does what in the office.
- Demo and quote You see a working demo with your stage names and checklists, then receive a written quote. Prices come from the demo, not a public rate card.
- Setup and data import We configure checklists, users and roles, and import your existing Excel student list.
- Staff training Counsellors and office staff are trained on daily entry, follow-ups and fee recording.
- Go live and support You start with live students, and we stay available on WhatsApp for questions and adjustments.
Get a demo and quote for Consultancy Management Software
Tell us about your business and we will reply the same working day with a demo and a clear quote. No obligation.
Chat on WhatsAppOr call / WhatsApp +977 9846280400
Guides: Consultancy Management Software
How to Choose Education Consultancy Software in Nepal
Before you pay for any consultancy system, check these features, ask these questions and avoid these common buying mistakes.
Read guide ›Student Document Checklist System for a Consultancy
Missing documents are the quiet reason files stall. Here is how to set up a checklist process that works for every destination.
Read guide ›Student Records, Receipts and VAT for a Nepal Consultancy
A practical guide to record keeping for consultancies in Nepal, covering student files, fee receipts and the tax questions to confirm with professionals.
Read guide ›Consultancy Software vs Excel: Cost and Return Compared
Excel is free but not costless. Here is how to compare it fairly with consultancy software, using your own numbers instead of promises.
Read guide ›How to Follow Up Facebook and Walk-in Student Leads
A step-by-step lead follow-up routine for Nepali consultancies, from the first Messenger reply to the final enrolment decision.
Read guide ›Frequently asked questions
Can the software promise admission or visa outcomes?
No. It is a record keeping and workflow tool. It helps you track students, documents and payments, but outcomes depend on institutions and embassies, and nothing in the software guarantees them.
Can it handle multiple destination countries?
Yes. You define a document checklist and stage flow per country, so a student applying to one country sees a different list from a student applying to another.
Can I move my existing Excel student list in?
Usually yes. We review your sheet, map the columns and import it during setup. Messy sheets may need cleaning first and we will tell you what is needed.
Can counsellors only see their own students?
Yes. Roles let you restrict a counsellor to assigned students, while managers and owners see everything or a chosen branch.
Does it send SMS or WhatsApp messages?
It can be configured for message templates and sending through a gateway or service you choose. Availability and message costs depend on the provider, which we discuss during the demo.
Can parents or students log in?
A simple student status view can be set up on request. We recommend deciding what you are comfortable sharing with students before enabling it.
What happens to student documents and privacy?
Documents are stored in your own account with role-based access. We recommend you only collect what you need and agree retention rules with your students.
How is it priced?
Price depends on the number of users, branches and custom work. We quote after a demo so you only pay for what your office needs.