Lead vault
Name, phone, WhatsApp, passport, and finance notes are stored encrypted and shown only to authorized roles.
Office operating system for study-abroad consultancies
Study Abroad CRM turns counseling, documents, university research, applications, and visa work into one confidential case. Staff see only what their task requires. Nobody can download your full student phone book.
No public registration. Access is invitation-only from Super Admin or Developer.
Most Bangladeshi education consultancies still run students on Excel, WhatsApp, and shared Drive. That leaks leads: one staff member can copy a phone list and leave with the pipeline.
This product is the office system for Best Solution BD and the consultancies we serve. Each student is one case. Each team works inside a workspace. Confidential fields never reach the browser if a role is denied.
Name, phone, WhatsApp, passport, and finance notes are stored encrypted and shown only to authorized roles.
Counseling, file check, university shortlist, application, offer, finance, visa, and enrolled — with tasks on every stage.
Required-doc checklist, verify or missing, browser preview, watermark, and download control with an access log.
Pie charts show case mix and document completion by count and percent, without exposing student contacts.
A student never becomes a shared spreadsheet row. They become a case ID, assigned work, and a stage-wise checklist from first counseling to campus enrollment.
Developer invites Super Admin by email. Super Admin invites Admin, Counselor, File, University, Application, and Visa teams. There is no signup link.
A counselor creates the student vault. The system issues a case number such as STU-2026-00012 and assigns the right officers.
File team verifies documents without phone numbers. University team sees GPA and IELTS, not passport. Visa team sees the visa file only.
Applications, offers, finance papers, visa appointment, and tasks stay on the same case. Admin watches bottlenecks on the dashboard.
A pretty CRM that still shows every phone number is a lead-theft tool. This build uses five protection layers plus an employee access lifecycle.
| Data | Counselor | File | University | Visa |
|---|---|---|---|---|
| Student name | Yes | Limited | Case ID | Limited |
| Phone / WhatsApp | Yes | No | No | No |
| Academics | Yes | Limited | Yes | Limited |
| Passport / NID | Limited | As needed | No | Yes |
| Financial papers | Limited | No | No | Yes |
Security is enforced in the application, not only hidden on screen. If a field is denied, it is not sent to the browser.
Roles match a real consultancy floor. Developer is a Best Solution BD system account and is never listed on the office dashboard.
Full technical control. Invites Super Admin. Hidden from staff widgets and other users’ directories.
Consultancy owner. Full office power. Invites teams and assigns extra permissions. Cannot see Developer.
Pipeline, reports, logged export, and audit. Sees the whole office without handing contacts to every desk.
Leads, counseling notes, academics, and student contacts for assigned cases only.
Document checklist and verification. Contacts stay hidden.
GPA, English score, budget, and shortlist. No phone or passport.
Program, application ID, offer / LOA / CAS status.
Passport, finance docs, appointment, submission, and decision.
For Best Solution BD, this CRM is not a brochure website. It is the product we deliver to education consultancies: a lead-protected operating system priced as one office launch, then kept healthy with monthly service.
The real company asset is the student database. When a counselor resigns, access dies and the case stays. Files keep moving. Competitors cannot walk out with a WhatsApp dump.
Phone and WhatsApp are counselor/admin only. File, university, and visa desks work from case ID.
Counseling notes, documents, offers, and visa decisions sit on STU-YYYY-##### instead of scattered chats.
Missing documents, slow research, and pending visas appear on the dashboard as counts and percentages.
Invite-only staff, audit trail, and session revoke on resignation keep the consultancy in control.
Clients and students do not register here. Authorized officers receive an email invitation, set a password, and work inside their assigned cases.
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