From first message to enrollment, in four steps
Relently is designed around how study-abroad consultancies actually work - so your team can adopt it in days, not months.
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From first message to enrollment, in four steps
Relently is designed around how study-abroad consultancies actually work - so your team can adopt it in days, not months.
Capture every lead
Inquiries from WhatsApp, web forms, or walk-ins land directly in your student pipeline - no spreadsheets needed.
Automate follow-ups
Status-based automations send WhatsApp, email, and SMS reminders for documents, deadlines, and next steps.
Track documents & deadlines
Every passport, transcript, and offer letter lives in the student's vault, with automatic deadline tracking.
Convert & report
Move students from inquiry to enrollment, then measure agent performance and pipeline health in real time.
Relently is designed around how study-abroad consultancies actually work - so your team can adopt it in days, not months. The journey is the same one your agency already follows; Relently just makes sure nothing falls through the cracks along the way.
The four steps in detail
- 1. Capture - every inquiry becomes a tracked student in a visual pipeline, with an owner and a next step.
- 2. Automate - the moment a student enters a stage, the right task and reminders are created automatically.
- 3. Track - documents and deadlines are attached to each student, so visa dates and offer conditions are never missed.
- 4. Convert & report - as students progress to enrollment, dashboards show conversions, agent performance, and pipeline health.
New to the platform? Start with our Help docs for step-by-step setup guides, or read how to convert more inquiries into enrolled students.
Frequently asked questions
How do I get started with Relently?
Register your consultancy to create your organization workspace, invite your team as agents or sub-agents, connect your WhatsApp/SMS/email channels, and start adding students to your pipeline. Most agencies are running within a day.
How long does it take to set up?
Typically minutes to a day. Create your account, import or add students, and connect your channels - the pre-built automations begin working immediately with no configuration.
Where do leads come from?
Inquiries can be added from WhatsApp conversations, your own web forms, or walk-ins. Every lead becomes a tracked student in your pipeline with an assigned owner.
Do I need to train my team for long?
No. Relently mirrors the workflow agencies already use, and each role has a focused portal showing only what they need, so onboarding is fast.
Can I see reports on how my agency is doing?
Yes. Real-time dashboards track conversions, agent performance, intake-wise progress, and pipeline health so you can make data-driven decisions.
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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