E
EduBoardCRM

The AI Agent for Agencies that
turns Leads into Enrolled Students

4.2x +
Average Lead
Conversion Rate
Instant Setup
EduBoard AI
Can I submit my IELTS transcript for UCL MSc Data Science?

IELTS 8.0 verified! Academic & financial compliance cleared for UCL intake.

View Application File
99.8%
Visa & Compliance
Approval Rate
(1.4) COGNITIVE LOAD & ORCHESTRATION

Running an agency on
spreadsheets is a hazard.

The study-abroad pipeline has too many moving parts. When you scale, generic spreadsheets crack under the pressure. EduBoard builds a visual, error-free fortress around your operations.

Tactile Simulator

Drag to heal your operations from spreadsheets to CRM

Legacy ChaosEduBoard CRM
01 // CHANNELS & PIPELINE

Communication Flow

Student updates are scattered across private WhatsApp messages, emails, and phone calls.

LACK OF PIPELINE STATE INTEGRITY
Legacy Chaos WhatsApp & Chat Loops
lead_tracker.xlsxUNSAFE
A: Student
B: Channel
C: Status
1
Amit Patel
WhatsApp (Unread)
#REF!
2
Sarah A.
Email (lost thread)
Stalled 12d
3
Karim B.
Manual call list
#VALUE!
WHATSAPP CHAT INBOX14:32

"Hey, did you submit my UCL transcripts? Deadline is tonight, I haven't heard back!"

!
EduBoard Solution Structured State Machines
CASE: AMIT PATEL
ADMISSIONS GATE
INQUIRY [✓]ADMISSIONS [ACTIVE]VISA [PENDING]
Checklist Validation Status3/3 REQUIRED COMPLETED

AI Case Summary: Munich MSc candidate. Academic requirements matches checklist.

POSTGRES RLS GATE SYSTEMSTATE INTEGRITY: LOCKED
02 // COMPLIANCE & VALIDATION

Document Vault

Manually chasing transcripts, checking file formats, detecting expired passports, and handling document rejections.

ZERO COMPLIANCE GATEWAY
Legacy Chaos Manual File Tracking
compliance_records.csvMANUAL
REQUIRED FILESTATUS
passport_scan.jpgEXPIRED
transcript_final.docxINVALID FORMAT
ielts_grades.pdfNOT VERIFIED
/Desktop/Sarah_Docs_OLD_Backup_Final/
EduBoard Solution Automated Compliance Gateways
DOCUMENT VAULT SECURITYACTIVE GATEWAY
Passport Scan (PDF)
1.4 MB • VALID FORMAT
IELTS Score Sheet
2.1 MB • VERIFIED CHECKSUM
University Transcript
OCR PASSED
POSTGRES RLS GATE SYSTEMDOCUMENT COMPLIANCE: 100% VALID
03 // PARTNER ACCOUNTING

Subagent Tracking

Calculating complex payouts and commission splits manually on opaque spreadsheets without audit logs.

AUTO-CALCULATED REVENUE SPLITS
Legacy Chaos Opaque Calculations
partner_commissions.xlsxERRORS
Partner
Students
Payout (30%)
1
Partner_TR
12
#VALUE!
2
Partner_AZ
4
$12,450
CALCULATION DISPUTE

Subagent claims $4,200 commission difference for Q1 payout. Manual sheet lacks logs.

EduBoard Solution Orchestrated Partner Network
COMMISSION DISTRIBUTION HUBAUDITED
Gross Partner volume (Q2)$320,400.00
AGENCY SPLIT (70%)$224,280.00
PARTNER SPLIT (30%)$96,120.00
POSTGRES RLS GATE SYSTEMLEDGER STATUS: AUDITED & SYNCD
(1.6) THE CLEVER INBOX ENGINE • PART I

Inbound streams
unified instantly.

Don't keep candidates waiting. As inquiries flow from WhatsApp or Instagram, EduBoard ingests transcripts and attachments, validating them instantly against eligibility pipelines.

WA
Amit Patel • Inbound (10:14 AM)

"Hi, I graduated with a 3.8 GPA in Ankara. Can I apply for the MSc in CS at Munich next intake? Here is my IELTS transcript."

IELTS_Academic_AP.pdf
✦ AI CASE EXTRACTION
GPA:3.8 / 4.0
IELTS:7.5

AI validated documents, updated candidate profile, and drafted response in 120ms.

EduBoard Workspace container
CHANNELS
Leyla DemirWA • Active
Amit PatelIG • 2h ago
ACTIVE THREAD
"What are the tuition fees for Munich postgraduate CS programs next intake?"
WA • 10:14 AM
Waiting for message stream...
✦ CASE INSPECTOR
MATCH RATING0%Excellent Candidacy
GPA3.8 (Min: 3.0)
IELTS7.5 (Min: 6.5)
(1.6) THE CLEVER INBOX ENGINE • PART II

The command center
for visual operations.

A single multi-pane inbox workspace. Switch between channels, review automatically compiled AI summaries and candidate matches, and dispatch drafts with one click.

(1.6) THE CLEVER INBOX ENGINE • PART III

Agony vs. Clarity
side-by-side.

Spreadsheets crumble under the pressure of scaling partner networks. Transition your operations into an orchestrated CRM workflow that maintains 100% visibility.

Legacy Chaos
🔴 Chasing transcripts across messy, disorganized chat streams.
🔴 Leads lying unassigned and ignored in Instagram DMs.
LOST INBOX LEADS, NO VISIBILITY
EduBoard CRM
🟢 All messaging feeds consolidated in one timeline.
🟢 Automatic document checklists validate file expiration.
100% CONTROL, ACCESSIBLE PIPELINES
(2.0) CRM CORE FEATURES

The system
of record.

eduboard.app/dashboard
Enginexstate machine v2
Securitypostgres rls gates
Rolesowner / agent / subagent
Integritystrict state transitions
Filtered programs search view
University partner catalog list
(3.0) UNIVERSITY ENGINE

Search globally.
Match locally.

Ditch the 100 open tabs of university brochures. EduBoard unifies program details, requirements, tuition fees, and intakes into a single, lightning-fast global search index. Match your students perfectly in minutes.

Faceted Filters

Filter by country, degree level, tuition range, and language test requirements instantly.

Direct Submissions

Map courses directly to student drafts, carrying all metadata into their application wizard automatically.

(4.0) OPERATIONAL RISK

Never wonder
who did what.

In a network of subagents and partners, mistakes cost fortunes. EduBoard logs every single status transition, document approval, commission change, and login event in an immutable, readable audit log. Perfect accountability, zero disputes.

10:42 AMagent-dhakaPending Verification

Uploaded Passport scan

11:15 AMowner-headVerified

Approved Passport details

02:30 PMsubagent-sylhetIn Progress

Submitted VISA Draft

eduboard.app/audit-log
Audit log activity detail panel