Today’s calls, visits and follow-ups, the applicant’s full history, the programme script and the next step, in one workspace built for the person who actually talks to families. No spreadsheet, no six open tabs, no “let me find your file”.
The screen a counsellor starts and ends the day on. Calls due, visits booked and overdue follow-ups, sorted by score and deadline. Every item opens the record, and closing it sets the next step.
Replaces the Friday spreadsheet, the sticky notes and the “call these” WhatsApp to yourself.Start of day
Applicant 360
Every call, message, visit, document and score on one record, in time order.
ReplacesExcel and email search
Click-to-call & recordings
Dial from the record. The recording and duration log themselves.
ReplacesDesk phone and call log
WhatsApp & email from the record
Approved templates with the fee sheet and brochure attached, logged against the applicant.
ReplacesWhatsApp Web and Gmail
Scripts & fee sheets
Programme-wise talking points, eligibility and fee structure beside the dialler.
ReplacesPrinted sheets and PDFs
Notes with AI summary
Type or dictate. Campus AI writes the summary, the objections and the next step.
ReplacesNotebook and typing after calls
Calendar & visit booking
Counselling slots, campus tours and test dates without clashing rooms or people.
ReplacesGoogle Calendar and room register
Targets & leaderboard
Calls, visits and applications against the weekly target, live for the counsellor and the lead.
ReplacesFriday’s spreadsheet
Leave cover & reassignment
On leave? The queue moves to a colleague with the history intact, and back again after.
ReplacesForwarded lists on WhatsApp
By role
One Workspace, Three Seats, One Tuesday
The front desk, the counsellor and the team lead work the same record from their own seat. Follow Priya’s day from the first walk-in to the end-of-day load check.
PMPriya MenonB.Tech team · Tue 30 Sep · 21 due · 8 done · on a call nowLive · one workspace
Front desk sees09.02
Hand a Walk-In to the Right Counsellor in Twenty Seconds
Walk-inMeera Joshi
ProgrammeB.Com
Hand toPriya Menon
Priya is on a call · queued, 6 min wait
Walk-in logged and queued to the right counsellorWait time shown to the family, not guessedHistory travels with the handoff
Counsellor sees10.30
Take the Call with the Record, Script and Next Step on One Screen
Call · Aarav Sharma10.30
Campus visit · Ishita NairSat 11.00
Follow-up · Kabir RaoOverdue
Today list sorted by score and deadlineDialler, history and fee sheet side by sideClosing an item books the next step
Team lead sees16.00
Rebalance the Team Before Anyone Burns Out
Load todayCap 25
Priya22 / 25
Rohit14 / 25
Nidhi9 / 25
SanaOn leave
Load per counsellor against a daily capSana’s leave cover applied automaticallyRecordings and coaching notes on the record
Results
What a Counsellor’s Week Looks Like After the Switch
Four counselling teams, measured one season before and one season after moving their day into the workspace. Team size shown on each.
Our prices are final and non-negotiable to ensure fairness for all our clients.
Campus Flow · Counsellor Workspace Demo
A Counsellor’s Day, Start to Finish, on One Screen
Watch a counsellor open the Today list, take a call with the record and script beside the dialler, log notes that Campus AI summarises, and book the campus visit before hanging up.
Join institutions across India whose counsellors open the day with a list, talk to more families and never lose a follow-up to leave or a lost spreadsheet.