Everything your consultancy needs, in one place
From the first WhatsApp message to the final visa stamp, Relently keeps your team, your students, and your documents perfectly in sync.
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Everything your consultancy needs, in one place
From the first WhatsApp message to the final visa stamp, Relently keeps your team, your students, and your documents perfectly in sync.
Drag-and-Drop Application Pipeline
Every student on one board, from first inquiry to enrolled. Drag a card to the next stage and the follow-up automations for that stage fire on their own.
Course Finder & Program Catalog
Add a partner university and Relently reads its programs, fees, IELTS requirements and intakes from its website. Then match every student to courses they actually qualify for.
Document Vault
Collect, verify and store passports, transcripts and visa documents against every student, with expiry tracking.
Deadlines & Tasks
Offer conditions, document expiries and agent tasks in one deadline view, with automatic reminders before anything slips.
Visa Readiness Score
A live score for every file, from documents, English test and offer conditions, so you know who is ready to apply.
Student & Parent Portals
Students track their own application and upload documents; parents follow progress in real time. Portal logins are unlimited.
WhatsApp Inbox + AI Bot (BYOC)
A shared WhatsApp inbox for your team. The bot captures new inquiries straight into your pipeline and answers students’ status questions from their file; any agent can take over a chat. Bring your own WhatsApp number and AI key.
Email & SMS Notifications
Reminders and updates by email and SMS from your own Gmail and Twilio accounts — fully BYOC.
Reports & Agent Performance
Conversion, pipeline and per-agent dashboards for owners and managers.
Multi-Branch Management
Run several offices from one account: students and staff belong to a branch, branch managers see only their own, and owners switch between branches or see everything. 2 branches on Enterprise, more on a custom plan.
B2B Sub-Agent Network
Invite partner agents to refer students through their own portal, with referral and commission tracking.
Your Brand, Not Ours
Your logo across the portals and a branded login page for your team and students.
Relently is an all-in-one CRM built specifically for study abroad consultancies and education agents. Instead of stitching together spreadsheets, WhatsApp, and email, your whole agency works from one system - from a student’s first inquiry to their final visa stamp.
What’s included in Relently?
- Drag-and-drop application pipeline - a board tailored to study-abroad stages (Lead → Counselling → Documents → Application → Offer → Visa → Enrolled); drag a student to the next stage and that stage’s automations fire.
- Course Finder & program catalog - add a partner university and Relently reads its programs, tuition, IELTS requirements and intakes from its website, then matches each student to courses they qualify for (Professional & Enterprise).
- Visa readiness score - a live score for every file based on documents, English test and offer conditions.
- Student & parent portals - students track their application and upload documents; parents follow progress (parent portal on Professional & Enterprise). Portal logins are unlimited.
- Document vault - collect, verify, and store passports, transcripts, and visa documents against every student.
- Deadlines & task automation - automatic reminders for visa interviews, offer conditions, and document expiries.
- WhatsApp inbox + AI bot - a shared team inbox; the bot captures new inquiries into your pipeline and answers students’ status questions from their file, and any agent can take over a chat (BYOC).
- Email & SMS notifications - reach students on every channel using your own SMTP and Twilio (BYOC).
- Role-based portals - dedicated views for Admins, Managers, Agents, Sub-Agents, Parents, and Students.
- Reports & analytics - real-time dashboards on conversions, agent performance, and pipeline health.
- Multi-branch management - run up to 2 offices on Enterprise (more on a custom plan), with branch managers who see only their own students and staff.
- B2B sub-agent network - partner agents refer students through their own portal, with referral and commission tracking (Enterprise).
- Your branding - your logo across the portals and a branded login page (Professional & Enterprise).
Who is Relently for?
Relently fits solo counsellors, growing agencies, and multi-branch consultancies alike. Smaller teams start on the visual pipeline and WhatsApp automation; growing agencies add the Course Finder, parent portal and analytics; multi-office networks add branches and a B2B sub-agent portal.
Frequently asked questions
What features does Relently include?
Relently includes a drag-and-drop application pipeline, a Course Finder with a university program catalog, a document vault, deadline and task automation, a visa readiness score, a WhatsApp inbox with an AI bot, email and SMS notifications, student and parent portals, reports, multi-branch management and a B2B sub-agent portal.
Is Relently built specifically for study abroad agencies?
Yes. Unlike a generic sales CRM, every stage, field, and workflow in Relently maps to the study-abroad journey - counselling, multi-university applications, conditional offers, visa stages, and intake calendars.
Can I use my own WhatsApp, email, and SMS?
Yes. Relently is BYOC (Bring Your Own Channel). Connect your own WhatsApp Business number, your SMTP/Gmail for email, and your Twilio account for SMS, so all communication is sent from your own identity.
Does each team member see only what they need?
Yes. Role-based portals and permissions mean Admins, Managers, Agents, Sub-Agents, Parents, and Students each see exactly the data relevant to their role - nothing more.
Can I manage multiple branches from one account?
Yes. Enterprise includes 2 branches under one account: students and staff belong to a branch, branch managers see only their own, and owners can switch between branches or view everything together. Larger networks get a custom plan sized to the number of branches.
Ready to run your consultancy on Relently?
Start your free 14-day trial today, or talk to us about your agency.
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