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๐ŸŽ“Agency CRM

Southernflow

CRM for education and migration agencies: every student from first enquiry to graduation, with a student portal in English, Spanish and Portuguese.

Screenshot of Southernflow
9Pipeline stages
EN ยท ES ยท PTLanguages
4Visa countries monitored
SydneyDedicated hosting

The Challenge

Education and migration agencies rarely lose students to competitors. They lose them in the gaps: a spreadsheet per intake, a visa or CoE expiry noticed too late, a commission from a provider that nobody chases. Documents live in inboxes and WhatsApp threads, and students ask the same status questions over and over because they cannot see where their application stands.

The Solution

Southernflow brings students, documents, quotes, CoEs, visas and commissions into one system. A nine-stage pipeline follows each student from enquiry to graduation, document checklists adapt to destination and visa type, and expiry alerts fire at 90, 60, 30, 14, 7 and 1 days. Students get their own portal in their language. Claude drafts a first version of the Genuine Student letter from the student's questionnaire, which the agency's registered migration agents review and approve, and official student visa pages for Australia, Canada, New Zealand and the UK are checked daily, flagging which students each rule change affects.

Key Features

  • Nine-stage pipeline from enquiry to graduation
  • Student portal in English, Spanish and Portuguese
  • Document checklists by destination and visa type
  • Expiry alerts for visas, CoEs, passports and OSHC
  • AI-drafted Genuine Student letters, reviewed by your team
  • Daily visa rule monitoring for AU, CA, NZ and UK
  • Commissions and collections tracking
  • Quotes as PDFs, WhatsApp templates, email campaigns and reports

Tech Stack

Next.jsTypeScriptSupabaseClaude AIResendVercel

Results

Each agency gets its own installation: a dedicated database and deployment hosted in Sydney, not a shared platform, carrying its own logo, colours, domain and sender email. Admins are protected by two-factor authentication enforced by the database itself, plus row-level access rules and per-role permissions. It is live and available now for new agencies, from demo to go-live in three steps.

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