U P C O D E

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UpCode Nepal delivers cutting-edge software solutions, from custom web development to enterprise mobile apps, helping businesses grow in the digital age.

Consultancy System Dashboard

Consultancy Management System

A comprehensive CRM and ERP solution designed specifically for Education Consultancies in Nepal. This system streamlines the entire student lifecycle—from initial inquiry and counseling to university application processing, visa documentation, and departure.

It eliminates the need for scattered spreadsheets by centralizing student data, financial records, and university partnerships into one secure, cloud-based platform.

Core Modules:

  • Lead CRM Inquiry & follow-up tracking.
  • Application University & visa tracking.
  • Document Vault Secure student file storage.
  • Accounts Billing & commission logs.
  • Partner Portal Branch & agent management.

The Challenge

Consultancies often struggle with tracking hundreds of student applications across different universities and countries. The manual process leads to data redundancy, missed follow-ups, and financial leakage. Our goal was to build a system that automates lead tracking, simplifies visa checklists, and provides real-time financial transparency for business owners.

  • Lead Management: Auto-capture leads from Facebook/Website.
  • Counseling Logs: Track student interaction history.
  • Document Vault: Secure cloud storage for student documents.
  • Application Tracking: Real-time status of University offers.
  • Accounts & Billing: Invoice generation & receipt tracking.
  • Agent Portal: Manage sub-agents and commissions.

The Result

The system has successfully digitized operations for our clients, resulting in a 40% increase in counselor productivity and zero data loss. Business owners can now view daily reports on inquiries, visa successes, and cash flow from a single dashboard.

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