Lead & Visitor Management
Capture enquiries from every source, assign leads, set follow-up reminders, and keep a full activity timeline with notes and communication history.
SopanNow onboarding early partners
Run every student journey from one calm workspace.
SOPAN brings enquiries, applications, documents, follow-ups, and team performance together—built specifically for education and migration consultancies.
✓ Secure multi-tenant platform✓ Customisable workflows✓ Mobile-friendly
console.sopan365.com
Tuesday, 14 July
Good morning, Maya
New enquiries
38+12%
Active students
246+8%
Applications
9418 due
Application pipeline
This monthEnquirySubmittedOfferEnrolled
Today's follow-ups
A10:30
Aarav Sharma
Document review
S11:30
Sophie Nguyen
Application call
D12:30
Daniel Kim
Visa update
One operating system for
Education ConsultanciesUniversitiesCollegesStudentsMigration AgenciesStudy Abroad ConsultantsTest Preparation CentersMulti-branch Education Businesses
Our mission
One system for every step toward success.
SOPAN means “steps toward success” in Sanskrit—the guided journey every student takes. We empower consultancies to replace spreadsheets, WhatsApp chats, paper files, and disconnected software with one centralized platform.
Features
Everything your consultancy needs in one place.
From the reception desk to counselling rooms—tools designed around real education agency workflows.
Student CRM
Convert visitors into students with complete profiles, document management, communication history, and task tracking in one record.
Application Management
Study abroad, student visas, visitor visas, test preparation, and migration—each with its own workflow, forms, documents, and progress tracking.
University Management
Maintain your university database, courses, intakes, application statuses, and offer tracking without leaving the platform.
Document Management
Secure storage for passports, transcripts, English tests, financial and visa files—plus custom categories for your process.
Workflow Automation
Task reminders, application checklists, status updates, due dates, and notifications so nothing falls through the cracks.
Team Collaboration
Multi-user access, role-based permissions, branch management, staff performance tracking, and internal notes.
Communication
Email integration, SMS notifications, activity history, and communication logs tied to every student journey.
Reporting & Analytics
Lead conversion, revenue, application pipeline, staff productivity, branch performance, and a business insights dashboard.
Student journey
Visitor → Lead → Student → Application → Visa → Success
One platform to manage every step of the student journey—helping consultancies increase efficiency, improve collaboration, and deliver a seamless experience from first enquiry to placement.
- Step 1
Visitor
First enquiry
- Step 2
Lead
Qualified interest
- Step 3
Student
Active profile
- Step 4
Application
University & visas
- Step 5
Visa
Approval tracking
- Step 6
Success
Placement achieved
Why SOPAN
Unlike generic CRMs, built for education consultancies.
Save time, reduce manual work, improve collaboration, and deliver a better experience for students—with features designed around real consultancy workflows.
Built for consultancies
Every feature maps to real agency workflows—not generic sales funnels retrofitted for education.
Replace the chaos
One system instead of spreadsheets, WhatsApp threads, paper files, and disconnected tools.
Ship a better student experience
Faster follow-ups, clearer progress, and fewer dropped handoffs from enquiry to enrolment.
Scale with confidence
Multi-tenant SaaS designed for growing teams and multi-branch education businesses.
Cloud-based SaaSSecure multi-tenant architectureMobile-friendlyFast, intuitive interfaceCustomizable workflowsScalable for any sizeData privacy focused
Product preview
A calm workspace for busy agency floors.
See what needs attention, follow every application, and keep your whole team aligned without jumping between tools.
console.sopan365.com
Tuesday, 14 July
Good morning, Maya
New enquiries
38+12%
Active students
246+8%
Applications
9418 due
Application pipeline
This monthEnquirySubmittedOfferEnrolled
Today's follow-ups
A10:30
Aarav Sharma
Document review
S11:30
Sophie Nguyen
Application call
D12:30
Daniel Kim
Visa update
Pricing
Plans for every stage of your agency.
Pricing opens with early access. Email us at support@sopan365.com to talk about the right plan for your consultancy.
Starter
Coming soon
Solo counsellors and small agencies getting started with SOPAN.
- ✓ Visitor & lead management
- ✓ Student CRM essentials
- ✓ Document storage
- ✓ Core reporting
Growth
Coming soon
Growing consultancies that need applications, universities, and teamwork.
- ✓ Everything in Starter
- ✓ Application workflows
- ✓ University & course directory
- ✓ Team roles & branches
- ✓ Automation & reminders
Enterprise
Let's talk
Multi-branch networks that need scale, control, and tailored onboarding.
- ✓ Everything in Growth
- ✓ Advanced analytics
- ✓ Custom workflows
- ✓ Priority support
- ✓ Dedicated success
FAQ
Questions, answered.
SOPAN is a cloud CRM built specifically for education consultancies and migration agencies. It covers the full student journey—from first enquiry to visa approval and placement. The name comes from Sanskrit, meaning “steps toward success.”
Education consultancies, migration agencies, study abroad consultants, test preparation centers, and multi-branch education businesses that need one system instead of scattered tools.
Study abroad applications, student visas, visitor visas, test preparation enrolments, and migration services—each with customizable workflows, forms, documents, and progress tracking.
Yes. SOPAN is built as secure multi-tenant SaaS with privacy and security at the centre—so your consultancy’s data stays isolated and protected.
We’re inviting early partners as we open access. Email support@sopan365.com and we’ll let you know when your consultancy can onboard.
That’s the mission—centralize visitors, students, applications, universities, documents, team collaboration, and reporting so you can leave spreadsheets and disconnected software behind.
Ready when your consultancy is.
Reach out when you're ready—and take every student journey from enquiry to success on one platform.