How to effectively manage your leads as an Education & Migration agent?

If you are an education & migration agent, your journey will all start with an enquiry. To simply put it out, leads or enquiries are those contacts who have filled your online lead forms or contacted you once inquiring about your service. If you can manage leads efficiently, you can convert them into prospects and ultimately, your clients.

Why lead management is so important for an education & migration agent?

It is no surprise that getting leads is a tough job. Even tougher is to manage and convert those leads. As much as leads are important, managing leads is much crucial and plays an important role in the agency business efficiency, credibility, and success. Unorganized clients’ data and unanswered customer inquiries can make you lose your clients. For any education or migration agent, it is not affordable to lose even a single lead just because of inefficiency in lead management and tracking them.

How can Agentcis help you manage and track leads?

Agentcis is a CRM system specially built for education and migration businesses. It is a powerful tool that helps you communicate with prospective students more efficiently starting right from a lead form to converting it into your client.

Creating Lead forms

Agentcis CRM lets you create shareable and customizable lead forms. You can incorporate system generated code which you can show on your business website to reach more leads easily. The system also lets you know the source of your lead. This could be from your website, social media or seminars. Through Agentcis CRM, all the leads that complete the Lead Forms will be listed in the Enquiries list.

Sharing the form in multiple ways

A unique QR code for each form generated from Agentcis allows you to share it on different social platforms. Likewise, you can also download it to use in your marketing materials such as business cards and brochures. You can then grab your leads into your system or import them in bulk from other platforms with excel. Also, you can know the time when your lead form was filled. Consequently, this helps you to prioritise your leads that have been in a queue for a longer time.

Assigning to the counsellors

To convert an enquiry into a prospect, you need to assign the enquiry to one of your team members. With Agentcis, you can easily assign a team member to every prospect through the system. This is mandatory in our system so that no one is left out. So, using Agentcis’ task categories and priority system, your counsellors can view which leads require urgent attention and even set reminders and deadlines for follow-ups.


Business growth is all about handling leads effectively. For that, you need an integrated system like Agentcis that allows you to store and manage them.

Sign up for a 14-day free trial and find out how our CRM software can be an undeniable management asset for fostering your education & migration agency.

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