Counsellor Workspace for Admissions Teams | Campus Flow
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Product · Counsellor Workspace

The Counsellor’s Whole Day, on One Screen

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”.

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PM Workspace · Priya Menon · Tue 30 Sep {{ liveCountEl }}due
TodayApplicantsCalendarTargets8 / 21 done
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Next step scheduled{{ toastSub }}

The problem

Six Tabs, One Counsellor, and a Family on Hold

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a day finding the right file, thread or number before a call

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of follow-ups missed on leave days and fair days

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switches a day between phone, WhatsApp, Excel, email, calendar and the portal

A counsellor’s 8-hour day

Before the workspace · six tools, no record

3.2 hrstalking to families
3.1 hrsswitching between six tools
1.7 hrsupdating Friday’s sheet
4.8 hrsa day not spent with a family
Where the 3.1 hrs goOpen tabs, per day
WhatsApp52 min
Excel48 min
Email31 min
Calendar22 min
Portal20 min
Phone log13 min

How it works

A Counsellor’s Day, in Five Screens

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Inside the workspace

Everything a Counsellor Had in Six Tabs, in One Workspace.

All products →
Today list

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.

Call · Aarav SharmaB.Tech CSE · score 82 · 10.30
Due
Campus visit · Ishita NairB.Com · Sat 11.00 · room 2
Booked
WhatsApp · fee structureDiya Patel · read 11.04
Sent
Follow-up · Kabir RaoMBA · overdue by 1 day
Overdue
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.

Northfield UniversityAhmedabad · 2,400 seats12 counsellors
11 hrssaved per counsellor per week, mostly searching and re-typing3.1 hrs/day→0.9 hrs/daySeason on season
Read the case study →
Meridian Group of CollegesPune · 5 campuses31 counsellors
2.1xmore families spoken to per counsellor per day9 calls→19 callsSeason on season
Read the case study →
Grantham Business SchoolBengaluru · MBA, PGDM6 counsellors
0follow-ups missed during leave or fair days19%→0%Season on season
Read the case study →
Compass International SchoolSurat · K–124 counsellors
+14%visit-to-application, with the next step booked on the call52%→66%Season on season
Read the case study →

Pricing

Simple, Transparent Counsellor Workspace Pricing

Every plan includes the full applicant record, secure cloud hosting and data migration. Add counsellor logins as your team grows.

Save ₹200/mo annually

Starter

5–25 licences

For institutes with one counselling team

{{p1}} /month

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Get Started

Core features

  • Today list of calls, visits, follow-ups
  • Applicant 360 record
  • Notes & next-step scheduling
  • Calendar & visit booking
  • Programme scripts & fee sheets
  • 6 counsellor logins
  • 24 hrs/year on-call support
  • 3 hrs onboarding & training
MOST POPULAR

Growth

25–100 licences

For colleges with counsellors across programmes

{{p2}} /month

{{billNote}}

Get Started

Everything in Starter, plus

  • WhatsApp & email from the record
  • Click-to-call with recordings
  • Targets & leaderboard
  • Leave cover & queue reassignment
  • Call outcome & visit reports
  • 10 counsellor logins
  • 48 hrs/year on-call support
  • 5 hrs onboarding & training

Advanced

100–200 licences

For universities with large counselling teams

{{p3}} /month

{{billNote}}

Get Started

Everything in Growth, plus

  • AI call summaries & reply drafts
  • Cloud telephony & IVR included
  • 30 counsellor logins
  • Team-lead load dashboards
  • Daily caps & SLA alerts
  • Mobile app for field counsellors
  • Coaching notes on recorded calls
  • 48 hrs/year on-call support

Enterprise

200+ licences

For education groups with shared counselling pools

Custom pricing

Tailored for your network

Get Started

Everything in Advanced, plus

  • Unlimited counsellor logins
  • Cross-campus counsellor pools
  • Custom scripts & QA scorecards
  • Unlimited onboarding sessions
  • Dedicated account manager
  • Priority feature requests

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.

Book Your Live Demo www.campusflow.io
Campus Flow counsellor workspace: today list, applicant record, dialler and calendar

Security & Compliance

Power Your Institution with Campus Flow
India’s Secure, Compliant Education CRM

Student records, applications and fee data, protected by enterprise-grade security and Indian data-protection standards.

DPDP Act Ready

Student data handled under India’s Digital Personal Data Protection Act, 2023.

ISO 27001 Certified

Information security management audited and certified to ISO/IEC 27001.

UGC & AICTE Aligned

Admission and record formats aligned to UGC, AICTE and state board requirements.

SOC 2 Type II

Controls for security, availability and confidentiality independently audited.

GDPR Compliant

International student data handled to GDPR standards for global admissions.

In the News

Counsellor Workspace in the News

How India’s media is covering the way admissions counsellors work, and what a better day looks like.

Front-desk team working through the enquiry inbox
Counsellor Productivity

Eleven Hours Back, What Happens When Counsellors Stop Searching for Files…

A study of 40 institutions found counsellors spent nearly half the day locating records across six tools. A single workspace…

Anurag Tiwari

EdTech Bulletin

31 Jan 2025

Read ›
Counsellor following up an enquiry with a family
AI Notes

The Call Ends, the Notes Are Done, as Campus AI Is Changing Counselling…

Counsellors used to type notes after every call, or not at all. Now the summary, the objections and the next step are…

EBR Online Bureau

Education Business Review

Jan 29, 2025

Read ›
Admissions head reviewing enquiry funnel analytics
Leave Cover

Campus Flow Adds Automatic Leave Cover for Counsellor Queues

The update moves a counsellor’s due calls and visits to a colleague when they are away, with the full history, and…

By EduWire India

EduWire India

May 20, 2023

Read ›

Rated by Admissions Teams

India’s Top-Rated Counsellor Workspace

Rated by counsellors, team leads and front-desk staff for the daily workspace, calling and follow-up on every major software review platform.

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5.0/5

SoftwareSuggest

Most Likely to Recommend, Counselling, Winter 2023

Slashdot badge

5.0/5

Slashdot

Verified reviews from admissions teams

Capterra badge

4.6/5

Capterra

Rated for counsellor productivity

Software Advice badge

4.8/5

Software Advice

Rated for calling & follow-up

SourceForge badge

5.0/5

SourceForge

5-star reviews from counsellors

FAQs

Counsellor Workspace Frequently Asked Questions

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