CRM case studies: how real teams run on Xale

Study Abroad · A multi-branch study abroad consultancy

How a multi-branch study abroad consultancy runs counselling, applications and visas on Xale

One Xale workspace for an Indian study abroad consultancy with several branches: a deal per application, branch-scoped roles and role-based follow-ups.

Setup at a glance

• Per application · Every university application tracked as its own deal, with its own stage and owners
• Per branch · Lead visibility scoped to each branch team, with country heads covering their destinations
• Per role · Each role on a lead or deal keeps its own follow-up

Study Abroad · A multi-destination study abroad consultancy

How a multi-destination study abroad consultancy runs country-specific applications on Xale

How a consultancy sending students to the UK, mainland Europe and Australia runs country-specific application steps, intakes and deadlines on Xale.

Setup at a glance

• Per-country · Application statuses shown only for the destination they belong to
• Per-deal · Destination and intake captured on every application
• Step-by-step · Interview preparation tracked from first assessment to final result

Education · A design school admissions team

How a design school admissions team runs WhatsApp and Meta enquiries on Xale

A design school's admissions team connected WhatsApp to Meta's Cloud API and synced its Meta lead forms into Xale: chats, templates and broadcasts, one inbox.

Setup at a glance

• Cloud API · WhatsApp connected directly through Meta's Embedded Signup
• 6 · Stages in Xale's ready-made Education pipeline
• Role-scoped · Shared WhatsApp inbox, filtered to each counsellor's leads

Education · A university campus admissions team in India

How a university campus admissions team runs enquiries and admissions on Xale

How a university admissions team in India runs on Xale: website, spreadsheet and Meta enquiries arrive on their own, and each role keeps its follow-ups.

Setup at a glance

• 6 · Stages in the ready Education pipeline, from Inquiry to Enrollment
• Per programme · Each programme a student is seriously considering tracked as its own deal, with its own stage and owner
• Per role · Each role on a lead or deal keeps its own follow-up

Education · An education counselling team

How an education counselling team runs WhatsApp enquiries on Xale

An education counselling team already on Gallabox connected it to Xale, so WhatsApp enquiries become leads and managers see every follow-up by person.

Setup at a glance

• Gallabox · Their existing WhatsApp account, connected to Xale rather than replaced
• Per-stage · Counsellor rights: edit on most stages, manage on one
• By person · Follow-ups and performance on the dashboard, counsellor by counsellor

Academy · A multi-programme training academy

How a multi-programme training academy runs enrolments and fee collection on Xale

How a training academy in India runs enquiries, programme enrolments and EMI fee collection on Xale, with Meta Lead Ads, role-based follow-ups and call logs.

Setup at a glance

• 1:1 · Each enrolment deal linked to one programme variant
• EMI · Instalment plans with pre-due, due-day and overdue reminders
• Per role · Each role on an enquiry or deal keeps its own follow-up

Travel · A holiday and travel agency in India

How a holiday and travel agency runs enquiries and bookings on Xale

How a holiday and travel agency runs on Xale's Travel template: one deal per booking, WhatsApp on the Cloud API, Meta Lead Ads and role-based follow-ups.

Setup at a glance

• 4 · Stages in the ready Travel pipeline, from first enquiry to trip completion
• 1 per booking · Deal, each with its own stage, status and owner
• Per role · Follow-up on every lead and booking, so the telecaller's callback and the agent's package discussion stay separate