AppsZone CRM

One workspace forenquiries, conversions,and client follow-through.

Replace scattered spreadsheets and chat threads with a single CRM built for intake, assignment, document handling, payment tracking, and team visibility.

Explore the platform
  • No separate tools for pipeline vs finance
  • Multi-branch & multi-country ready
  • Configured roles & menu access

Enquiry → conversion pipeline

Track every lead from first contact to closed deal.

Payment plans & reminders

Due dates, commission fields, and finance-ready reports.

Role-based workspaces

Admin, staff, company, and student portals in one system.

Documents & communications

Files, emails, and comments tied to each record.

Platform

Everything your team runs day to day

Purpose-built modules for education and migration consultancies — not a generic sales CRM with features you'll never use.

Enquiry management

  • Capture leads with status, source, and assignee
  • Filter lists, bulk assign, and track ownership
  • Comments, emails, and documents on each enquiry

Conversion pipeline

  • Move records through conversion stages
  • Events, edits, and payment-plan tabs per case
  • Documents uploaded and requested from one view

Payments & commission

  • Payment plans with due dates and statuses
  • Reminder reports for overdue collections
  • Commission fields aligned with finance workflows

Multi-branch operations

  • Countries, courses, campaigns, and services
  • Separate menu paths for regions or brands
  • AppszoneBD worksapce

Communication hub

  • Send and track emails from enquiry records
  • Mail messages visible in admin and student areas
  • Rich comment threads for internal coordination

Administration

  • Users, roles, menus, and API route permissions
  • Conversion & enquiry status configuration
  • Lead sources, providers, and lookup tables

Scheduling & leave

  • Calendar for team events and follow-ups
  • Leave requests with approval workflow
  • Global search across CRM records

Student self-service

  • Student portal for profile and documents
  • Application progress without back-and-forth email
  • Company-user onboarding when profile is incomplete

Workflow

How teams use it every day

A simple flow from first enquiry to payment follow-up — without switching between spreadsheets, inboxes, and chat.

  1. 01

    Capture & assign enquiries

    Intake leads with source, status, and assignee. Filter lists and hand off without losing context.

  2. 02

    Convert with full record history

    Move to conversion stages, attach documents, log events, and coordinate through comments and email.

  3. 03

    Track payments & client progress

    Payment plans, reminders, student portal updates, and reports — all linked to the same record.

Why switch

Less admin work. More visibility.

Teams move to AppsZone CRM when scattered tools slow down intake, handoffs, and payment collection.

Without a unified CRM

  • Enquiries live in spreadsheets; conversions in another file
  • Assignees and status updates shared in chat groups
  • Documents scattered across email and drive folders
  • Payment follow-ups tracked manually each week

With AppsZone CRM

  • Single record from enquiry through conversion and payment
  • Ownership, filters, and history visible in the CRM
  • Files, comments, and emails attached to each case
  • Due dates, reminders, and commission in one report

Ready to sign in?

Open your assigned portal — admin, staff, company, or student — and continue where your team left off.

FAQ

Common questions

Quick answers about how the CRM fits enquiry, conversion, and client workflows.

Education and migration consultancies that manage enquiries, conversions, documents, assignees, and payment plans across multiple services or branches.