Everything your consultancy needs, in one place
From the first WhatsApp message to the final visa stamp, Relently keeps your team, your students, and your documents perfectly in sync.
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Everything your consultancy needs, in one place
From the first WhatsApp message to the final visa stamp, Relently keeps your team, your students, and your documents perfectly in sync.
Student Pipeline & Lead Management
Track every lead from first inquiry to enrollment with a visual, drag-and-drop pipeline tailored to study-abroad workflows.
Document Vault
Securely collect, verify, and store passports, transcripts, and visa documents for every student.
Deadlines & Task Automation
Automatic reminders for visa interviews, offer conditions, and document expiries - nothing slips through the cracks.
WhatsApp Inbox + AI Bot (BYOC)
A unified WhatsApp inbox for your whole team, backed by an AI assistant that answers FAQs and hands off to agents automatically. Bring your own WhatsApp number and AI API key - Relently is the software, not the bot.
Email & SMS Notifications
Every alert can also be delivered by email and SMS using your own SMTP and Twilio accounts - fully BYOC.
Reports & Performance Analytics
Real-time dashboards on conversions, agent performance, and pipeline health for data-driven decisions.
Role-Based Portals for Every Team Member
Dedicated portals for Admins, Managers, Agents, Sub-Agents, and Parents - everyone sees exactly what they need, nothing more.
Multi-Organization Super Admin
Run multiple branches or franchises from one super admin console, each with isolated data and billing.
Relently is an all-in-one CRM built specifically for study abroad consultancies and education agents. Instead of stitching together spreadsheets, WhatsApp, and email, your whole agency works from one system - from a student’s first inquiry to their final visa stamp.
What’s included in Relently?
- Student pipeline & lead management - a visual pipeline tailored to study-abroad stages (Lead → Counselling → Documents → Application → Offer → Visa → Enrolled).
- Document vault - collect, verify, and store passports, transcripts, and visa documents against every student.
- Deadlines & task automation - automatic reminders for visa interviews, offer conditions, and document expiries.
- WhatsApp inbox + AI bot - a unified team inbox with an AI assistant that answers FAQs and hands off to agents.
- Email & SMS notifications - reach students on every channel using your own SMTP and Twilio (BYOC).
- Role-based portals - dedicated views for Admins, Managers, Agents, Sub-Agents, Parents, and Students.
- Reports & analytics - real-time dashboards on conversions, agent performance, and pipeline health.
- Multi-organization super admin - run multiple branches or a franchise from one console, each with isolated data.
Who is Relently for?
Relently fits solo counsellors, growing agencies, and multi-branch consultancies alike. Smaller teams start on the visual pipeline and WhatsApp automation; larger networks add role-based access, B2B sub-agent portals, and a super-admin console. For a deeper look at choosing a tool, see our guide on the best study abroad CRM software.
Frequently asked questions
What features does Relently include?
Relently includes a visual student pipeline, a secure document vault, deadline and task automation, a WhatsApp inbox with an AI bot, email and SMS notifications, role-based portals for every team member, reports and analytics, and a multi-organization super admin console.
Is Relently built specifically for study abroad agencies?
Yes. Unlike a generic sales CRM, every stage, field, and workflow in Relently maps to the study-abroad journey - counselling, multi-university applications, conditional offers, visa stages, and intake calendars.
Can I use my own WhatsApp, email, and SMS?
Yes. Relently is BYOC (Bring Your Own Channel). Connect your own WhatsApp Business number, your SMTP/Gmail for email, and your Twilio account for SMS, so all communication is sent from your own identity.
Does each team member see only what they need?
Yes. Role-based portals and permissions mean Admins, Managers, Agents, Sub-Agents, Parents, and Students each see exactly the data relevant to their role - nothing more.
Can I manage multiple branches from one account?
Yes. The multi-organization super admin console lets you run multiple branches or franchises, each with fully isolated student data and its own billing.
Ready to run your consultancy on Relently?
Start your free 14-day trial today, or talk to us about your agency.
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