Customers
The study abroad and education teams that run on Xale CRM
Each story below is what the team that builds Xale did for one customer: the pipeline and roles we set up, the data we moved across, the integrations we connected and the automations and dashboards the team runs on every day.
Multi-branch study abroad consultancy
Skymark Education
A study abroad consultancy with branches across Kerala. We moved their whole history across from their previous CRM and now run their branches, destinations, applications and automations in one workspace.
Read the Skymark Education story →- Students, applications, notes, follow-ups, documents, call logs and chats migrated from their previous CRM
- Full history movedStudents, applications, notes, follow-ups, documents, call logs and chats migrated from their previous CRM
- Every university application tracked on its own, from Enquiry to Enrolled
- A deal per applicationEvery university application tracked on its own, from Enquiry to Enrolled
- Each counsellor sees, and is given, the countries they handle
- By destinationEach counsellor sees, and is given, the countries they handle
Study abroad consultancy
Sterling Abroad
A study abroad consultancy recruiting for the UK, Ireland, Europe, Australia and beyond. We migrated them from LeadSquared with their full history and built team routing, mock-interview tracks and role dashboards.
Read the Sterling Abroad story →- Leads, history, notes and follow-ups moved stage by stage, with the team working live throughout
- LeadSquared to XaleLeads, history, notes and follow-ups moved stage by stage, with the team working live throughout
- UK and Europe teams, each with its own verification route for applications
- Two teams, two routesUK and Europe teams, each with its own verification route for applications
- A preparation track from assessment through nine mock rounds to the final mock
- Mock interviewsA preparation track from assessment through nine mock rounds to the final mock
Multi-centre academy
Adi Institute
A multi-centre academy across Kerala, Bangalore and online. We connected every Meta Page, set up fair counsellor routing and built a dashboard pack for sources, courses, centres and conversions.
Read the Adi Institute story →- Fresh Leads to Enquiry to Registered, with admission statuses and a lost reason for every enquiry that stops
- Academy templateFresh Leads to Enquiry to Registered, with admission statuses and a lost reason for every enquiry that stops
- Lead forms across all their Facebook Pages, including Pages owned by their Business Portfolio
- Every Meta PageLead forms across all their Facebook Pages, including Pages owned by their Business Portfolio
- Sources, stages, lost reasons, courses, centres, campaigns and counsellor activity
- 13 dashboard cardsSources, stages, lost reasons, courses, centres, campaigns and counsellor activity
University admissions team
Jain University
The admissions team at Jain University's Kochi campus. We connected the campus website, spreadsheet forms and Meta Lead Ads so every enquiry lands in one pipeline, tracked programme by programme.
Read the Jain University story →- Campus website, spreadsheet form responses and Meta Lead Ads, with nobody copying enquiries by hand
- Three channels, one pipelineCampus website, spreadsheet form responses and Meta Lead Ads, with nobody copying enquiries by hand
- Each programme a student is weighing tracked as its own deal, with its own stage and owner
- Per programmeEach programme a student is weighing tracked as its own deal, with its own stage and owner
- Current qualification, programme of interest and the student's WhatsApp number, straight from each form
- Every answer on the leadCurrent qualification, programme of interest and the student's WhatsApp number, straight from each form
Education counselling team
GrowLearn
An education counselling team that lives on WhatsApp. We connected the Gallabox account they already used, set up counsellor lanes and gave managers each counsellor's follow-ups and performance.
Read the GrowLearn story →- Their WhatsApp number, provider and approved templates stayed exactly as they were
- Gallabox keptTheir WhatsApp number, provider and approved templates stayed exactly as they were
- Every new WhatsApp enquiry becomes a lead, with a catch-up sync for anything missed
- Leads from WhatsAppEvery new WhatsApp enquiry becomes a lead, with a catch-up sync for anything missed
- Counsellors work their own students on most stages and see the whole branch at one
- Per stageCounsellors work their own students on most stages and see the whole branch at one
Looking for more setups like yours? The case studies walk through more teams on Xale, and the industry templates show the ready-made workspace for each kind of team.