Dashboard
Live CRM overview
Branch Performance
Live Report| Branch | Leads | Visitors | Follow-up | Classes | Handoffs |
|---|
Quick Actions
Country Pipeline
Applications & Visa| Country | Interested Leads | Applications | Pending Docs | Visa / Review | Granted | Rejected | Active |
|---|
Students
Search the central registry; edit through the origin branch.
Leads
Entry, duplicate control and Lead → Student conversion.
Visitors
Register direct walk-ins or record visits against an existing Lead/Student ID.
Follow-ups
Log every call, WhatsApp, visit or email against one Lead/Student ID.
Tasks & Alerts
Manage overdue, today due, upcoming and recently completed work. The top bell stays active for quick alerts.
Counselling
Record eligibility, academic assessment, route, decision and next action.
IELTS Classes
45 class days, NPR 5,000, two-day trial, Day-3 payment reminder and 10 mock tests.
| Student | Class / Instructor | Progress | Dates / Seats | Fee / Payment | Attendance | Mock | Exam / Result | Next Step | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Open Classes to load enrollments. | |||||||||
Class & Batch Report
Live from Class Enrollments| Branch | Mode | Batch / Slot | Instructor | Active / Total | Capacity | Available | Payment | Exam Pipeline | Status |
|---|---|---|---|---|---|---|---|---|---|
| Load Classes to generate batch report. | |||||||||
Applications
Assigned country applications and branch-to-country handoffs.
| Country | Student | Application | University / Course | Intake | Stage | Status | Next Task | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| Open Applications to load assigned country cases. | |||||||||
Creates the COUNSIVA APP-BRANCH-YY-###### record from the origin branch and routes it to the selected country workspace.
Visa & Success
Track assigned visa cases from COUNSIVA operational records. Update visa outcome from the exact application/visa record.
| Country | Student | Application ID | Visa Category | Lodged | Decision | Status | Reference | Actions |
|---|---|---|---|---|---|---|---|---|
| Open Visa & Success to load assigned visa cases. | ||||||||
Reports
Filter central registry data, print or export CSV.
| Generate a report. |
Settings
Organization preferences, workflow defaults, notifications, governance, subscription and security.
Access & Roles
Super Admin access overview for the current COUNSIVA workspace.
Loading branch governance…
| Staff | Role | Branch | Country | App / Visa Scope | Approval | Portal | Password | Status | Frontend Access | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Open Access & Roles to load the matrix. | |||||||||||
Organizations
COUNSIVA Platform Console • organizations, annual subscriptions, licensing, provisioning and onboarding.
| Organization | Status | Plan | License | Onboarding | Student Prefix | Branches | Countries | Data Mode | Workspace | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Open Platform Admin to load organizations. | ||||||||||