Receive applications
Applications submitted by consultancies on Sopan365 arrive in one queue, ready for your admissions team.
SopanNow onboarding early partners
Run every student journey from one calm workspace.
SOPAN brings visitors, customers, applications, documents, appointments, daily follow-ups, and counsellor notes together—built for education and migration consultancies.
✓ Secure multi-tenant platform✓ Role-based caseloads✓ Mobile-friendly
console.sopan365.com
Tuesday, 14 July
Good morning, Maya
Visitors
38+12%
Customers
24618% conv.
Applications
9412 in offer
Application pipeline
This monthCounsellingSubmittedOfferEnrolled
Follow-ups today
A
Aarav Sharma
No follow-up yet
S
Sophie Nguyen
No answer 3 days ago
D
Daniel Kim
Study abroad · visa
One operating system for
Education ConsultanciesUniversitiesCollegesStudentsMigration AgenciesStudy Abroad ConsultantsTest Preparation CentersMulti-branch Education Businesses
Coming next
Sopan Connect
A new platform for colleges and universities. Receive applications from consultancies on Sopan365, process them, request the documents you still need, and send the outcome back to the consultancy and the student.
Process the case
Review the student, move the application forward, and keep a record of every step inside the institution.
Request documents
Ask the consultancy or the student for anything still missing, without chasing files over email.
Share the outcome
Send offers, conditions, or a decision back, and keep the conversation with the consultancy and the student in one place.
Our mission
One system for every step toward success.
SOPAN means “steps toward success” in Sanskrit—the guided journey every student takes. We empower consultancies to replace spreadsheets, WhatsApp chats, paper files, and disconnected software with one centralized platform.
Features
Everything your consultancy needs in one place.
From the front desk to counselling rooms—visitors, customers, applications, and the daily workload in one place.
Visitor management
Register walk-ins and enquiries with source, services of interest, and counsellor assignment. Search, filter, and open a full profile in seconds.
Public enquiry forms
On Growth and Enterprise, create a form for a branch and share a link or QR code. Visitors enter their own details on the student portal, and submissions stay in Form signups until a teammate assigns them.
Customer CRM
Convert a visitor to a customer and keep academic history, test scores, sponsors, visa background, notes, and the counselling record in one place.
Application pipeline
Study abroad, student visa, visitor visa, test prep, and migration—each case moves through one shared pipeline from counselling to enrolment, with withdrawn and rejected as closed outcomes.
Stage history & documents
Every stage change is logged with who moved it, when, and why. Attach passports, transcripts, offers, and CoEs against the application.
Institutions & courses
A directory of universities, colleges, and schools with courses, intakes, representatives, and price ranges—linked straight to student applications.
Appointments
Book a counselling session from a visitor profile or directly from the application it belongs to, and keep the front desk and counsellors on the same calendar.
Daily follow-ups
Each morning, SOPAN lines up visitors who still need a call—name, services of interest, and last visit. Record the outcome, hide someone for a week, mark them not interested, or pull in more contacts when the first six are done.
Counsellor notes
After every meeting, counsellors and admins can note what was discussed and the outcome. The whole team can read that history as a timeline on the profile, and from the visitor and customer lists.
Tasks & reminders
Assign document requests and deadlines, open a task to read the brief and update its status, see overdue and due-today work on the dashboard, and send email reminders so nothing stalls a case.
Roles, branches & caseloads
Admins see the organisation. Counsellors and front desk only see the visitors, applications, appointments, and tasks they created or are assigned—scoped by branch.
Live operations dashboard
Visitor traffic, conversion to customers, top sources and services, application stage mix, upcoming appointments, and task load—without a separate reporting tool.
Student journey
Visitor → Customer → Application → Enrolment
Register the walk-in, convert to a customer, then move the application through counselling, documents, offer, CoE, and visa until the student is enrolled.
- Step 1
Visitor
Walk-in or enquiry
- Step 2
Customer
Converted profile
- Step 3
Counselling
Advice & documents
- Step 4
Application
Submitted to institution
- Step 5
Offer & visa
Offer, CoE, visa lodged
- Step 6
Enrolled
Placement complete
Why SOPAN
Unlike generic CRMs, built for education consultancies.
Save time, reduce manual work, improve collaboration, and deliver a better experience for students—with features designed around real consultancy workflows.
Built for consultancies
Visitor conversion, a real application pipeline, and institution catalogues—not a generic sales CRM with education labels added later.
Replace the chaos
One system instead of spreadsheets, WhatsApp threads, paper files, and disconnected tools.
Clearer student progress
One stage at a time, with an audit trail, so students and managers can see exactly where a case stands.
Scale with confidence
Multi-branch access, role-based caseloads, and a workspace designed for growing teams.
Cloud-based SaaSSecure multi-tenant architectureBranch-aware teamsRole-based caseloadsApplication stage audit trailMobile-friendlyData privacy focused
Product preview
A calm workspace for busy agency floors.
See visitor traffic, who still needs a call, and the application pipeline—without jumping between tools.
console.sopan365.com
Tuesday, 14 July
Good morning, Maya
Visitors
38+12%
Customers
24618% conv.
Applications
9412 in offer
Application pipeline
This monthCounsellingSubmittedOfferEnrolled
Follow-ups today
A
Aarav Sharma
No follow-up yet
S
Sophie Nguyen
No answer 3 days ago
D
Daniel Kim
Study abroad · visa
Pricing
Plans for every stage of your agency.
Fixed prices in NPR. Each plan includes a set number of admins, and each admin beyond that is a flat add-on. Pay annually and save 10%.
Starter
NPR 10,000per month
For small agencies. Includes 5 admins, then NPR 1,000 for each extra admin.
- ✓ Visitor & customer CRM
- ✓ Daily follow-up board
- ✓ Counsellor meeting notes
- ✓ Appointments & tasks
- ✓ Operations dashboard
Growth
NPR 18,000per month
For growing teams. Includes 10 admins, then NPR 800 for each extra admin.
- ✓ Everything in Starter
- ✓ Public enquiry forms
- ✓ Full application pipeline
- ✓ Documents on each case
- ✓ University & course directory
- ✓ Roles, branches & caseloads
Enterprise
Let's talk
Multi-branch networks that need scale, control, and tailored onboarding.
- ✓ Everything in Growth
- ✓ Organisation-wide reporting
- ✓ Priority support
- ✓ Dedicated success
FAQ
Questions, answered.
Sopan Connect is a new product we are building for colleges and universities. Institutions will receive applications sent from Sopan365, process them, request additional documents, share outcomes, and communicate with the consultancy and the student in one place. It is not available yet. Email support@sopan365.com if your institution wants to be involved.
SOPAN is a cloud workspace for education consultancies and migration agencies. It covers the student journey from first visit to enrolment. The name comes from Sanskrit, meaning “steps toward success.”
Education consultancies, migration agencies, study abroad consultants, test preparation centres, and multi-branch education businesses that need one system instead of scattered tools.
A walk-in is registered as a visitor, then converted to a customer. Applications follow one pipeline: counselling, documentation, submitted, offer, CoE, visa lodged, and enrolled—with withdrawn or rejected when a case closes without placement.
Study abroad, student visa, visitor visa, test preparation, and migration. Each case shares the same stage pipeline, documents, tasks, and history.
Yes. Admins see the organisation. Counsellors and front-desk staff only see visitors, customers, applications, appointments, and tasks they created or are assigned to—within the branches they can access.
SOPAN recommends visitors who still need a call—not customers. The board shows name, services of interest, and last visit. Staff record the outcome, hide someone for seven days, or mark them not interested. Not interested stays off the board until they are restored from their profile. When the first six are done, you can request more contacts.
Counsellors and admins can add a note after a meeting: what was discussed and the outcome. Everyone who can open that visitor or customer can read the timeline, including from the people lists.
Yes. SOPAN is built as secure multi-tenant SaaS with privacy at the centre—so your consultancy’s data stays isolated and protected.
We’re inviting early partners as we open access. Email support@sopan365.com and we’ll let you know when your consultancy can onboard.
That’s the mission—centralise visitors, customers, applications, institutions, documents, appointments, daily follow-ups, counsellor notes, tasks, and the operations dashboard so you can leave spreadsheets and disconnected software behind.
Ready when your consultancy is.
Reach out when you're ready—and take every student journey from enquiry to success on one platform.