Enquiry to visa, one file
Enquiries, university and visa applications, documents and invoices on one student file your whole team can see.
Campassed · Education agency management
Every student journey, from first enquiry to visa.
One connected workspace for education agencies: enquiries, university and visa applications, documents, billing and a student portal — with an AI assistant, WhatsApp and full accounting built in.
- Student CRM
- Applications
- AI assistant
Why Campassed
Built for the way you work.
An AI assistant that respects access
Ask in plain English for leads, students, tasks or charts. It follows each user’s access rights and never deletes data.
WhatsApp built in
Message students from their records on the official WhatsApp Business API, with replies right inside Odoo.
Students serve themselves
Students track their applications, upload documents and payment proofs, and chat with their counselor in the portal.
Modules
Everything Campassed covers, module by module.
Enquiry & Lead Management
University & Program Catalog
Instant Price Estimator
University Application Tracking
Visa Application Tracking
Document Checklists
Billing & Invoicing
Student Self-Service Portal
Management Dashboard
Team & Access Control
AI Assistant
WhatsApp Business Integration
Smart Document Management
Modern Backend Theme
Full Accounting
Enquiry & Lead Management
Capture every enquiry and turn it into a student file.
6 features
- Complete enquiry capture: personal details, education history and work experience
- Preferred countries, universities, programs, course level and intake
- English test tracking (IELTS, TOEFL, TOPIK, TEPS, CEFR) with test dates and validity
- Lead source tracking (Facebook, referral, etc.)
- Pipeline stages: New > In Progress > Won / Cancelled
- Convert an enquiry to a student file in one click
University & Program Catalog
Universities, programs, fees and scholarships in one place.
4 features
- Full fee structure: file opening, application, admission, tuition, insurance, e-visa and other fees
- Entry requirements and scholarship tiers per program
- Language waiver support
- Bulk Excel import of universities, programs, fees and scholarships, with a downloadable template
Instant Price Estimator
Show students what each option really costs.
3 features
- Compare costs across countries, universities and programs side by side
- Scholarship matching applied automatically
- Branded PDF price estimate for the student
University Application Tracking
Every application, from submission to admission.
5 features
- Kanban pipeline with configurable stages
- Cost breakdown with scholarship calculation
- Payment mode, due dates and admission deadlines
- Rejection workflow with reasons
- Printable application summary PDF
Visa Application Tracking
A separate pipeline for every visa file.
3 features
- Visa pipeline with configurable stages
- Visa category, mode, issue and expiry dates, and fees
- Offer letters and payment proofs stored on the file
Document Checklists
The right documents, verified once and reused.
3 features
- Mandatory and optional checklists by course level and application type
- Upload > Verify / Reject workflow, recording who verified each document
- Verified documents reused across a student’s other applications automatically
Billing & Invoicing
Invoice services straight from the application.
4 features
- Service packages for university and visa services
- Invoice directly from applications, including final invoices
- Ad-hoc extra charges tracked until invoiced
- Analytic accounting by university and course level
Student Self-Service Portal
Students follow their own progress online.
9 features
- Personal student dashboard
- Profile view and editing
- Live tracking of enquiries, university and visa applications
- Apply to universities from the portal
- Upload and download documents
- View and download invoices; upload payment proofs
- Download offer letters and visa files
- Upcoming meetings
- Built-in chat with their counselor
Management Dashboard
See the whole agency at a glance.
6 features
- KPIs with trends compared to the previous period
- Conversion funnel: Enquiries > Students > University Applied > Visa Applied > Visa Issued
- Monthly revenue chart (invoiced vs. paid)
- Counselor performance leaderboard
- Top universities and country distribution
- Stage breakdowns, upcoming meetings and recent activity feed
Team & Access Control
Everyone sees exactly what they should.
4 features
- Roles: Counselor, Branch Manager, Manager and Admin, each seeing only their own data
- Guided user creation from employee records
- Two-factor authentication (2FA)
- Built-in task and project management for counselors
AI Assistant
Ask in plain English, get answers and charts.
7 features
- Chat assistant available from any screen, plus a full-page mode
- Search and summarize leads, students and applications in plain English
- Create, view and complete tasks through chat
- Charts on request: pipeline, revenue, counselor performance and more
- Works with OpenAI or Google Gemini, using your own API key
- Secure by design: follows each user’s access rights and can never delete data
- Conversation history saved per user
WhatsApp Business Integration
Official WhatsApp messaging, inside Odoo.
10 features
- Official WhatsApp Business Cloud API (Meta)
- Template manager: Marketing, Utility and Authentication templates
- Template headers: text, image, video, document or location, with buttons and variables
- Template approval status and quality rating synced from Meta
- Send WhatsApp messages straight from enquiries and student records
- Two-way chat inbox that mirrors replies into Odoo Discuss
- Systray notifications
- Delivery tracking: sent, delivered, read, failed (with reason)
- Opt-out handling and phone number validation
- Secure webhook setup and multi-account support
Smart Document Management
A Google Drive-style file manager for every student.
10 features
- Google Drive-style file manager with nested folders
- Drag-and-drop upload
- In-browser preview for images, PDFs and videos
- Download files individually, as a ZIP of a selection, or as a whole folder
- Share with internal users at set access levels
- Public share links with expiry dates
- PIN lock for sensitive folders and files
- Colour tags and bulk tagging
- Recycle bin with restore; items permanently deleted after 30 days
- An organized document folder for every student, automatically
Modern Backend Theme
A cleaner, faster Odoo to work in every day.
10 features
- Collapsible sidebar, resizable by dragging, replacing the top menu bar
- App tabs, desktop-style home screen and "Recent Records" menu
- Per-user appearance: navigation style, icon shape, density, corners, sidebar and accent colour
- Dark mode
- Excel-style column filters in every list view
- Sticky list headers
- Highlighted required fields
- Modern chatter with adjustable position
- Custom branded login page
- Keep Notes: Google Keep-style notes with checklists, labels, pins, reminders, cover images and collaborators
Full Accounting
Complete accounting with live financial reports.
9 features
- Dynamic reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Partner Ledger, Cash Flow, Tax Report
- Aged Receivables and Payables; Day, Bank and Cash Books
- All reports exportable to PDF and Excel
- Bank reconciliation and bank statement import (OFX, QIF, Excel)
- Asset management with automatic depreciation
- Budget management
- Post-dated cheques (PDC)
- Customer credit limits and payment follow-ups
- Recurring journal entries, multiple invoice layouts and lock dates
See Campassed with your own data.
A 30-minute walkthrough, tailored to your team. No commitment — just a clear look at how it would work for you.