05ERP · Education consulting · Client project

MentörDE-Plattform

ERP for an education consultancy: seven portals from students and advisers to sales partners, with roles, permissions and a partner programme.

Starting point

Education consultancies that guide students to Germany often juggle five Excel sheets, WhatsApp and calendars at once. Applicants get lost, deadlines are missed and nobody measures what works.

Seven portals in one system

  • Applicants: application, documents, appointments, AI assistant
  • Students: steps after signing, through to accommodation
  • Advisors: assigned applicants, pipeline, calendar, KPIs
  • Sales partners: referrals, tiered commission, UTM links
  • Marketing: campaigns, lead pipeline, attribution
  • Management: analytics, finance, HR, GDPR
  • Partner firms: their own panel in their own branding

Core modules

  • CRM and lead pipeline
  • Contracts and document pipeline
  • Appointments and calendar
  • Programme finder (UniMatch)
  • Payments and invoicing
  • AI assistant based on the firm's own content
  • Analytics dashboards

Operations

Multi-tenant for partner firms, data in Frankfurt, daily backups, roles and permissions with two-factor sign-in.

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