Feature in depth
The CRM for agencies that send students abroad
An education agency lives on two relationships at once: the student who wants a place, and the institution that has one. Fidelo Agency keeps both in the same system, from the first enquiry through the quotation to the confirmed placement and the commission you are owed, in whatever currency it arrives.
See it in a demoWhat it covers
What Fidelo does in this area, point by point.
- Every enquiry in one pipeline, with follow-up reminders and quotation status
- Enquiries and confirmed placements kept apart, so your numbers stay honest
- Partner-institution catalogue: contacts, start dates and several price structures per institution
- Quotations that combine institution, course and accommodation in a single document
- Email and SMS from inside the system, with the whole history on the booking
- Commission and multi-currency accounting, exchange rates loaded every day
Recruitment is a pipeline, not an inbox
An enquiry that sits in someone’s mailbox is a placement your competitor makes. Fidelo puts every enquiry in one list with its follow-ups and its quotation status, so you can see at a glance who is waiting on you and who is waiting on an institution. Enquiries stay separate from confirmed placements, which means your forecast is a forecast and your revenue is revenue.
One catalogue, one truth, on your website too
Every partner institution carries its own contacts, start dates and price structures, and you control exactly what a student sees. Your website reads from that same catalogue: change a price or a start date once and the site follows, with quotation and registration forms embedded as a widget on any site, or through the WordPress or TYPO3 plugin.
The commission is the business
For an agency the invoice is only half the story; the other half is what the institution owes you. The accounting analyses incoming and outgoing payments, revenue and commission in detailed lists, across several VAT rates and currencies, with exchange rates loaded automatically every day.
Related topics
FAQ
Frequently asked questions
Is this a CRM or an agency management system?
Both, and that is the point. A CRM alone stops at the enquiry. An agency’s work continues into the quotation, the booking, the invoice and the commission, and every one of those steps needs the same student and the same institution. Fidelo Agency covers the whole chain in eight connected modules, so nothing is re-typed at the handover.
What is Fidelo Agency not built for?
Fidelo Agency is built for agencies that place students into courses and stays: language schools, junior programmes, seminars, and the accommodation and transfers around them. If your business is university admission dossiers, entrance requirements and application deadlines for degree programmes, that is a different kind of product and we will tell you so in the demo rather than after the contract.
We work with many institutions in different currencies. Does that work?
Yes. Each partner institution carries several price structures, and the accounting works with multiple VAT rates and currencies, with exchange rates loaded automatically every day. Commission is tracked per booking, not reconstructed at the end of the year.
Still have questions? Talk to us
See it in your workflow
A 30-minute demo built around exactly this workflow, plus free demo access to try it yourself.
- 30 minutes, no obligation: a walkthrough built around your workflow
- Reply within one business day
Fidelo Software GmbH
Schanzenstraße 27
51063 Köln, Germany