FAQ
Questions owners ask first.
Can't find yours? Ask us on WhatsApp.
Price and setup
Is it expensive?
It is one price for the whole consultancy, not a fee per user, so it grows cheaply as your team grows. The Basic plan covers one branch and up to 12 staff. If it saves two or three leads a month, it pays for itself. The 14-day pilot lets you see that on your own data first.
Do we pay per user?
No. The price is for the whole consultancy. Basic covers one branch and up to 12 staff. Premium covers up to 5 branches, with up to 15 staff per branch and up to 75 in all.
Can we use it across several branches?
Yes. The owner and a company-wide accountant switch between branches with one picker, and a branch manager sees only their own branch. Each branch keeps its own accounts and figures, and gets its own reception QR code.
How long does setup take?
Usually one to three days for your branches, staff, stages and document lists.
What support do we get?
Setup help, training, and phone or WhatsApp support, Sunday to Friday, 9:00 to 18:00.
Can we bring our old student data?
Yes. Upload an Excel or CSV file, check the row-by-row preview, and import up to 2,000 students at a time. Students who already exist are skipped. For bigger or messier files, we can help.
Can we change it to match how we work?
Yes. You edit your pipeline stages, your document checklists for each country, your branches, your logo and your finance settings.
Staff and data
Can another consultancy see our data?
No. Every consultancy has its own separate workspace. Inside yours, staff see only what their role allows, phone numbers are masked, and only the owner can export student lists.
Can a counselor take our students and leave?
A counselor sees only the students assigned to them, can't see commissions or company profit, sees masked phone numbers, and can't export. Everything they did stays on the student's record for the next counselor.
Will my counselors actually use it?
They don't have to open a laptop to start. New leads and follow-up reminders arrive in Telegram, and they tap Done and type one line. Every pilot includes training.
What if we leave?
Your data belongs to you, and you can export it.
Money
Does it give IRD-approved bills?
Not at this stage. Invoices and receipts carry PAN, VAT and gap-free numbers for your own accounting. Your accountant remains responsible for statutory accounting.
Which payment methods can we record?
Cash, Fonepay, eSewa, Khalti, bank transfer and cheque. Every receipt has a gap-free number, and a mistake is voided with a reason, not deleted.
Does it replace Tally or my accountant?
No. It handles the daily money work of a consultancy: invoices, receipts, expenses, the day book, commissions, payouts, incentives and profit by branch. Full ledgers and a balance sheet are not included.
Channels and messages
Does it work with Facebook and Instagram?
Messenger and Instagram Direct messages land in the shared inbox. Ask us in the demo how to connect your own pages.
Can students book a counselling session from our website?
Yes. Anyone with the link or the button on your website picks a day and a time, with no account needed, and the booking creates the lead. ConsultMarg assigns the counselor with the fewest sessions that day. When SMS is set up, they get a confirmation and a reminder the day before, and your team gets a Telegram alert.
Can our sub-agents see what we owe them?
Yes. Send a sub-agent a view-only link, with no login. They see only their own students, with stage, destination, intake and applications, plus their payouts, due and paid. They don't see documents, phone numbers, fees, notes or staff names. The link expires after 48 hours, and you can stop it early.
How do Google review requests work?
By default, when a student reaches visa granted, ConsultMarg texts them a link to your Google review page 4 hours later. You can choose another stage, the wait and the message. Requests go by SMS only, and you can see who was asked and who opened the link.
What does Hot, Warm or Cold mean on a lead?
It's worked out automatically from the pipeline stage and the last activity. Hot is past the first conversation with activity in the last 3 days, Warm is activity within 2 weeks, and Cold is nothing for longer. Closed files show nothing.
Does it work with WhatsApp?
Yes, WhatsApp can be connected on request. You'll need your own WhatsApp Business number and a verified Meta business account.
Can we send SMS to students?
Yes, through Sparrow SMS, with templates, bulk sending and automatic messages when a student reaches a stage you choose, within a monthly allowance.
Can we send email from ConsultMarg?
Not yet. Today you reach students by SMS through Sparrow SMS and through their private student link, and your team gets alerts and reminders on Telegram.
Is there a mobile app?
There is no store app. It works in your phone's browser, students use a simple link, and Telegram brings alerts to your phone.
What if the internet is down?
ConsultMarg is an online system, so it needs internet, like any web system. It works on a phone, and Telegram alerts keep working on mobile data.
Students
Can we run IELTS or PTE classes in it?
No. Class management is not part of ConsultMarg. If you use IELTS Test Nepal for practice tests, you can give students practice seats from their profile and see their mock-test results there.
Do students need to log in?
No. A student gets a private link on their phone to upload documents, see their stage, applications and payments, and send feedback. The link expires after 15 days.
See your next lead claimed, live.
In 30 minutes we'll show you the inbox, Telegram, a student file and the money side, using a sample consultancy. Then you decide whether to start a 14-day pilot.
Or call 9820268756 / 9843669284. Sunday to Friday, 9:00 to 18:00.
