- Home
- Case Studies
- Study abroad and healthcare recruitment consultancy (name withheld)
Study abroad consultancy runs leads, counselling and payments on Zoho CRM and Creator
A study abroad and healthcare recruitment consultancy with offices in Kerala and the UK uses two Zoho CRM setups and Zoho Creator for leads, counselling, documents and payments.
The consultancy, founded in 2020, offers visa guidance, test preparation and support before and after departure.
The problem
Leads not centralised
Tele-calling, social media and manual entries sat in different places, creating duplicates.
Counselling hard to track
Interactions, course suggestions and submissions were not in one view.
Payments and documents
Status and milestones were hard to follow, causing delays.
What we built
Zoho CRM: leads
- Central database with segments
- Automatic lead scoring
Zoho CRM: counselling
- Interactions, milestones and tasks
- Reminders and student notifications
Zoho Creator
- Document collection and payment workflows with overdue reminders
- A milestone tracker for visas and offer letters
- Real-time sync with Zoho CRM
Before and after
| Area | Before | After |
|---|---|---|
| Lead data | Spread out | One lead CRM |
| Lead priority | Unclear | Automatic scoring |
| Payments | Limited visibility | Overdue reminders |
| Documents | Hard to follow | Milestone tracker |
How the project ran
- Requirements: gaps documented and the two-CRM split agreed
- Configuration: both CRMs and Creator workflows built
- Training: sessions and guides for counsellors
- Testing and deployment: phased rollout
- Support: workflows refined as the team grew
Results
Follow-ups are faster, fewer students are missed, and payments and documents are tracked in real time.
Questions about this project
Why two Zoho CRM setups?
One handles leads and scoring, the other counselling, so each team stays focused.
What does Zoho Creator add?
Workflows for documents, payments and follow-ups, synced with Zoho CRM.
Have a similar business challenge?
If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.