Agentcis
CRM software for education and migration agencies
About Agentcis
Agentcis is a cloud CRM built for education and migration consultancies. It tracks leads, clients, partner institutions, and sub-agents, and follows each student or visa application through its stages. Paid plans add invoicing, payment scheduling, automation, and sales forecasting for agencies that earn commission from partner colleges.
Pros & Cons
Pros
- Built specifically for education and migration agencies, with partner, course, and sub-agent records that general CRMs lack
- Low per-user pricing starting at $7/user/month
- StudyLink Connect integration removes duplicate data entry for student applications
- Free plan available for agencies under one year old and not-for-profits
- Customer testimonials repeatedly cite fast, round-the-clock support
- Commission invoicing and payment scheduling suit agencies paid by partner institutions
Cons
- Listed prices exclude a one-time setup charge; the optional dedicated setup service costs $400
- Lead forms, quotations, invoicing, and the client portal require the Premium plan
- Email volume is capped at 24,000 inbound and outbound messages per year, shared across the company
- Narrow niche: not suited to businesses outside education and immigration consulting
- Few independent reviews on major software review sites
Key Features
Lead forms and quotations
Shareable, customizable web forms capture leads, record their interested services, and generate price quotations tailored to those services.
Client relationship management
Tracks each contact's journey from enquiry to enrolment or visa outcome, with notes, tasks, and documents on one record.
Partner relationship management (PRM)
Stores partner colleges, universities, and their products in one database so counsellors can match clients to courses.
Application management
Configurable application workflows track each client's study or visa application through every stage.
Agent and sub-agent management
Manages super-agent and sub-agent relationships, and the Agent Portal centralizes updates for partner agents.
Integrated email and SMS
Built-in inbox, SMS messaging, templates, and bulk email and SMS campaigns for client communication.
StudyLink Connect integration
Exchanges applicant and application data with StudyLink Connect so staff don't rekey applications.
Invoicing and payment scheduling
Creates commission and client invoices and schedules payments on the Premium plan.
Automation, reporting, and sales forecast
Automates repetitive tasks, reports on agency performance, forecasts revenue, and includes a beta BI dashboard builder.
Client portal and classroom management
Gives clients a portal for their applications and lets agencies schedule and organize classroom sessions such as test preparation.
Pricing
- Available on application to agencies less than one year old
- Available to not-for-profit organisations
- CRM and partner relationship management
- Application workflow and management
- Agent management
- Email and SMS system with templates
- Email campaigns and appointments
- Document, task, and note management
- 50GB storage, 24,000 inbound and 24,000 outbound emails per year
- Everything in Professional
- Customizable lead forms, quotations, office check-in
- Client portal, Agent Portal, classroom management
- Advanced automation and reporting
- Sales forecast, invoicing, payment scheduling
- Business summary report and audit logs
- BI Dashboard Builder (up to 10 custom dashboards)
- Discounted bulk user pricing
- Contact sales for a quote
Best For
Study-abroad consultancies
Counsellors capture leads, match students to partner college courses, and track each admission application to enrolment.
Migration and visa agents
Agents track visa applications by stage, store client documents, and get reminders for visa expiries and follow-ups.
Multi-office agency networks
Agencies with branches in several countries share one database and monitor what each office and sub-agent is doing.
Commission tracking
Agencies invoice partner institutions for commissions and schedule client payments on the Premium plan.
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