Xale is the CRM for study abroad consultancies and education teams. Meta ad leads sync into a counsellor's pipeline every 15 minutes, WhatsApp chats sit on the lead, and calls from counsellors' Android phones are logged automatically. Route leads across branches and see what every counsellor is doing, from first enquiry to visa.
Start free · Pipeline, roles & templates pre-built · Android app for counsellors
Leads route themselves. Your counsellors just close.
Round-robin, least-loaded or fair-per-country assignment by branch and role. Built in.
The problem
Spreadsheets, WhatsApp on someone's phone, Meta Lead Ads in an inbox no one checks. Every channel, a different system. Every system, a leak.
In an audit of 2,241 U.S. companies, the average first reply to a web lead took 42 hours. Firms that tried to reach a lead within an hour were nearly seven times as likely to qualify it as firms that waited even an hour longer.
Source: Oldroyd, McElheran & Elkington, “The Short Life of Online Sales Leads”, Harvard Business Review, March 2011. The 42-hour average covers firms that replied within 30 days.
The answer
Inboxes, ad platforms, call logs — drawn out of the scatter into one layered view. Scroll to assemble.
Everything you need
Admissions, counselling, sales and operations: any team where one student can have several applications, many people touch a lead, and routing rules change by stage.
Meta Lead Ads, WhatsApp, website forms, TeleCMI calls and Excel imports land in one pipeline, tagged by source. Duplicate phones are caught at entry, and repeat enquiries stay on the original lead with an instant alert to its assigned team.
Cloud API with Coexistence, or the Wati, Gallabox or UrbanChat account you already use. Cloud API templates and broadcasts, and one inbox for Cloud API, Wati and UrbanChat chats, all next to the lead.
Each university application is its own deal with its own stage, owner, payments and team chat. Link deals to courses, programmes, services or packages, with custom fields gated per role.
Per stage, per source, per branch and per custom-field value, with a five-level lead-access dial at every stage. Start from 4 role templates and build roles in a four-step wizard.
Round-robin or least-loaded assignment by role, branch or country, plus 25 automation actions with business-hours windows and retries. The database allows one active owner per role per lead.
11 report tabs and 18 dashboard widgets, with every number opening the leads behind it, and an activity timeline of every assignment, edit and stage change.
Why teams switch
Most CRMs assume one salesperson and one deal. A consultancy has one student with several applications, several people on every file, and documents that decide when a file can move. Here is what Xale does differently. Each link goes to a page that explains how it works and what it doesn’t do yet.
Applications
A student applying to three universities is one lead with three deals, each with its own stage, owner and payments. Conversion reports still count the student once.
See the study abroad pipelineFollow-ups
The telecaller’s callback and the counsellor’s document chase sit side by side on the same student. One role’s date never overwrites another’s, and Overdue, Today and Later follow India calendar days.
How role-based follow-ups workTeam chat
Every lead and every application has its own internal thread, with files and voice notes. The discussion stays with the record instead of a staff WhatsApp group, and whoever picks up the file sees the history.
Internal team chat in the CRMDocuments
Keep the passport, marksheets, SOP and LORs on the student’s record, shared by every application. Make a document a requirement and a move to that status is blocked until it is uploaded.
Student document managementCalls
The Android app syncs each call from the phone’s call log to the right lead with its outcome, and attaches the phone’s own recording. TeleCMI cloud telephony records calls from a business number on any phone, iPhone included.
How Xale tracks every counsellor callReports
Click a figure in a report to open the exact list of leads it counts, scoped to the viewer’s role. Anchor points count every student who reached a milestone, so the number holds as they move on.
How Xale’s reports countLead lists
Turn a set of lead filters into its own sidebar entry, private or shared with chosen roles. Relative dates such as “this month” stay relative, and a view never picks up filters from another page.
Lead management and favourite viewsBranches
Counsellors work their own leads, branch managers see their branches and admins see everything, with a five-level lead-access dial on every pipeline stage and country territories inside each branch.
Multi-branch access and rolesWant the whole list? Every part of Xale on one page.
counsellor calls synced to leads in a single month
WhatsApp messages handled in a single month
new leads captured every month
user seats in our largest single workspace
Every lead moves through four phases. You write the rules once and Xale runs them: capture, route, reply, report. Your team shows up for the conversation.
A Meta lead form, a WhatsApp enquiry, a website form, a call to your TeleCMI number. Xale picks each one up (Meta leads sync every 15 minutes), tags the source and checks the phone number for duplicates.
Your rules decide where it goes: round-robin, least-loaded by role or branch, or fair shares per country. No manual triage, no lead sitting in someone's inbox.
When the lead is created, an automation can send an approved WhatsApp template through Wati, Gallabox or UrbanChat, filled with the student's name and course, and set a follow-up for the counsellor.
Every number in the reports opens the leads behind it: which campaign, which counsellor, which stage. Change the rules, and the next lead benefits.
Role-based follow-ups
In a consultancy, several people work the same student: a telecaller, a counsellor, an application or visa team. With one shared follow-up date, whoever touched it last decides everyone's day. Xale gives each role its own.
The telecaller's callback and the counsellor's document check sit side by side on the same student, and each university application carries its own. One role's date never overwrites another role's.
Stage permissions decide, stage by stage, which roles carry a follow-up, which can move the date and which can only see it.
Overdue, Today and Later split at IST midnight. When a follow-up comes due, its owner gets a web popup, a mobile push and an inbox alert.
Each role's follow-up stays with that role's owner on the lead or deal. Managers see the total for the roles in their team.
Chapter II — WhatsApp
Chapter III — Meta Ads
Connect your Meta Pages once. Leads from their lead forms sync into your pipeline automatically every 15 minutes, tagged with the campaign and form they came from. No CSV exports, no leads forgotten in a Page inbox, and daily ad-spend sync puts cost per lead next to each campaign.
42 hours: average first reply among firms that replied within 30 days, from an audit of 2,241 U.S. companies. Harvard Business Review, March 2011.
Chapter IV — Automation & Security
From "assign every new lead" to "keep this stage off-limits to interns", Xale puts automation and access control in one place. No code.
Workflow Automations
No more leads sitting in someone's inbox
An idle lead gets a new owner and a fresh follow-up
Students hear from you when their file moves
Granular Permissions
Decide who sees, edits, moves or deletes, down to the stage, source, branch and custom field. Start from 4 role templates and build your own in a four-step wizard.
Per branch, per source, per counsellor, updated in near real time. Click any number and open the exact leads behind it, scoped to what the viewer is allowed to see.
Views, reports and dashboards
Three things that give a manager their morning back: lead lists that stay the way you saved them, reports that arrive without anyone logging in, and a dashboard that shows each role only what it needs.
Lead lists
Turn any set of lead filters, say “Canada, September intake, deposit pending”, into its own entry in the sidebar.
Reports
Save any report tab’s filters as a view, share it with the team, and put it on a schedule.
Dashboards
In the role editor, allow or deny each dashboard widget for a role, or a whole section at once.
Industry templates
Xale ships six industry templates: Study Abroad, Education, Manpower, Video Production, Academy and Travel. Pick one at signup and your workspace arrives with its roles, lead sources and a pipeline to start from. Rename or extend any of it.
Running a school, institute or academy?
Compare education CRMs by use case→How it works
No consultants needed to get started. The workspace arrives pre-built for your industry.
Pick your industry and Xale builds the workspace: roles, a pipeline with statuses, lead sources, a main branch and email templates.
Connect your Meta Pages, then WhatsApp through Meta's Embedded Signup or your Wati, Gallabox or UrbanChat account. Meta leads sync every 15 minutes.
Bring leads from Excel or CSV with a duplicate-phone preview, invite your team and decide who sees what.
Branch managers see their branches, counsellors see the leads assigned to them, and admins see the whole organisation. Reports, exports and scheduled emails follow the same rules.
Counsellors call from their own Android phones. Xale logs each call with its outcome and attaches the phone's own recording to the lead's call history.
Each university application is its own deal with its own stage, owner and payments. Deadlines close themselves when the student reaches the target status.
Comparison
| Feature | Xale | Generic CRM | Spreadsheets |
|---|---|---|---|
| WhatsApp (Cloud API, Wati, Gallabox or UrbanChat) | ✓ | Varies by vendor | ✕ |
| Meta Lead Ads sync with campaign & form | Every 15 min | Varies by vendor | Manual CSV |
| Industry templates | 6 templates | Varies by vendor | ✕ |
| Role-based access per pipeline stage | ✓ | Varies by vendor | ✕ |
| Internal team chat on every lead and application | ✓ | Varies by vendor | ✕ |
| Documents required before a stage move | ✓ | Varies by vendor | ✕ |
| Each role keeps its own follow-up | ✓ | Varies by vendor | ✕ |
| Android call-log sync & native recording | Android + TeleCMI | Varies by vendor | ✕ |
| Report numbers that open the exact leads | ✓ | Varies by vendor | Manual |
| Counsellor mobile app | Android | Varies by vendor | ✕ |
| Custom domain with your logo | ✓ | Varies by vendor | ✕ |
“Generic CRM” describes a typical off-the-shelf setup, not a specific vendor. For named tools compared with sources, read our best study abroad CRM comparison.
Integrations
Solutions
Pick the problem you are solving first. Each page explains how that part of Xale works, what it does not do yet, and how to try it with your own leads.
A ready study-abroad pipeline, one deal per university application, and deadlines and follow-ups built in.
Read moreOne file vault per student, and stage requirements that stop a move until the right documents are uploaded.
Read moreFavourite views with no leftover filters, anchor-point counts that stay put and call filters on every lead list.
Read moreEach role on a lead or deal keeps its own follow-up, with calendar-day Overdue, Today and Later and due reminders.
Read moreA team thread on every lead and every application, with files and voice notes, instead of staff WhatsApp groups.
Read moreWhatsApp Cloud API with Coexistence, or your existing Wati, Gallabox or UrbanChat account, in one CRM.
Read moreEvery call logged and recorded: Android call-log sync with native recording, or TeleCMI cloud telephony on any phone.
Read moreClick any number to open the exact leads behind it, with every figure scoped to the viewer's role.
Read moreAsk plain-English questions of your own CRM data (read-only), and transcribe recorded calls on demand, including Malayalam–English.
Read moreBranch-aware visibility, stage-level permissions, fair lead distribution and your own domain.
Read moreHow Xale keeps workspaces apart, backs up data every hour and onboards your team.
Read moreEight study abroad CRMs compared with a published method, including when each one is the better fit.
Read moreFAQ
Xale is a CRM for study abroad consultancies and education teams, built by Xale Private Limited (founded 2024) in Kozhikode, Kerala, India. It runs the whole student journey in one pipeline, from enquiry and counselling to university applications (one deal per application), offers, deposit, visa and enrolment, with WhatsApp, Meta Lead Ads and Android call capture built in. It ships six industry templates: Study Abroad, Education, Manpower, Video Production, Academy and Travel. Along the way it keeps stage requirements for documents, status-to-status deadlines, a follow-up for each role on a lead or deal, internal team chat on every lead and application, payments with EMI plans and Razorpay links in Study Abroad workspaces, and reports where you can click a number to open the leads behind it.
The basics are done for you. When you sign up and pick your industry, Xale builds the workspace with default roles, a pipeline with stages, statuses and sub-statuses, lead sources, a main branch, dashboard widgets and email templates. Connecting Meta Lead Ads or WhatsApp is a guided flow. Existing leads come in from Excel or CSV through the import wizard: map your columns, set up deals, preview duplicate phone numbers before anything is saved, and download any rows that failed so you can fix them and try again. Universities and courses have their own bulk import.
You have three ways in. Connect a WhatsApp Cloud API number through Meta's Embedded Signup, use WhatsApp Coexistence to keep the WhatsApp Business app on the same number, or connect the Wati, Gallabox or UrbanChat account you already use. Cloud API, Wati and UrbanChat conversations share one inbox, scoped by role. With Gallabox, new enquiries become leads and automations can send templates.
Yes, two ways. The Xale Android app syncs every call from the phone's call log to the right lead with direction, duration and outcome, with no per-minute charges, and attaches the phone's own recording. TeleCMI cloud telephony records calls from a business number on any phone, iPhone included. Capture stays off until an admin allows it for a role.
Yes. Every lead in Xale has an internal team thread, and in the web app every university application has its own channel too. Counsellors, telecallers and managers share files and record voice notes there, from the browser or the Android app, which shows each lead's thread. Anyone who can open the lead can read and post, so a new counsellor sees the whole history, and blocking a user closes every chat to them on their next request.
Yes. Each role on a lead or on a deal keeps its own follow-up, so one person's date never overwrites another's. Overdue, Today and Later follow India calendar days, and managers see their team's follow-ups by user and by branch.
Yes, two. A workspace admin can switch on the Xale AI assistant, which only reads your data and answers plain-English questions about your own leads, follow-ups, pipeline, deals and calls, using Anthropic, Google Gemini or OpenRouter models that Xale manages. Any recorded call can also be transcribed on demand, tuned for calls that mix Malayalam and English; the transcript is saved on the call. There is no AI scoring, and the AI never edits leads or sends messages.
No. Xale is a subscription for your workspace, not priced per WhatsApp message. WhatsApp's own message charges are set by Meta: on the Cloud API, Meta bills your WhatsApp Business account directly, and if you use Wati, Gallabox or UrbanChat, that provider bills you under its own plan, which may add fees or a markup. You can start free without talking to sales, and current Xale plans are on the pricing page.
Yes. Workspace isolation is built into Xale's data-access layer: every standard read and write is automatically stamped and filtered with your workspace ID, and refused if the ID is missing, and our automated test suites include tenant-isolation tests. Hourly full-database backups stream to off-site object storage, each verified before older copies rotate out, and a failed backup alerts our ops team. Documents uploaded from the web app reach storage through upload links that expire after five minutes; stored files open from a direct link, so share file links with care. Admins can download scheduled snapshots of their workspace data.
Yes. Add your domain, follow the guided DNS verification and Xale sets up the SSL certificate automatically. Your team then signs in on a login page that shows your company name and logo.
No. Xale does not hold SOC 2 or ISO certification, and we do not claim GDPR or DPDP certification. Here is what we can describe: integration secrets are encrypted with AES-256-GCM, passwords are hashed with bcrypt, sign-ins and destructive actions are recorded in an admin system log with user, IP and device, and every change to a lead or deal is on its activity timeline. Send security questions to hello@xale.in.
Start free with a workspace built for your industry, then bring your leads, your team and your WhatsApp.
Questions before you start? hello@xale.in
