CY Consultancy Centre
Visa & Education Consultancy
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CY CRM
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Dashboard
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Profile
Student
✕
Student Information
Full Name *
Phone *
Email
Destination
— Select —
Counselor
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How Found
—
Facebook
Referral
Walk-in
Google
Intake
— Select Intake —
Referral Person
College / University
— Select College —
Course / Programme
Subject
Agent
— Select Agent —
Branch / Office
— Select Branch —
Status
Active
Inactive
Visa Completed
Cancelled
Admin Note
App Login Account
(optional)
Create login
Username *
Password *
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✓ Save Student
Stage Update
✕
−
1
Stage
+
Note for Student (optional)
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✓ Update
Documents
✕
Payments
✕
Payment
✕
Student *
— Select —
Type
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⚙️
Amount (BDT) *
Status
Paid
Pending
Note
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✓ Save
Staff / Admin User
✕
Full Name *
Role
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⚙️
Username *
Password
Phone
Email
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✓ Save
Intake
✕
Intake Name *
Intake Date
🎓 Class Start Date
Notes
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✓ Save
College / University
✕
Name *
Country
— Select —
Malta
Cyprus
UK
Malaysia
Greece
Poland
Turkey
Ukraine
City
Available Courses (one per line)
Notes
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✓ Save
Add Counselor
✕
Name *
Phone
Email
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✓ Save
Add Agent
✕
Agent Name *
Phone
Area
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✓ Save
Add Branch
✕
Branch Name *
Address
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✓ Save
Add Task
✕
Task Title *
Description
Student (optional)
— None —
Assigned To
— Select —
Due Date
Due Time
Priority
Low
Medium
High
Urgent
Category
Follow-up Call
Document Collect
Payment Reminder
VFS Preparation
Meeting
General
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✓ Save Task
Add Document Item
✕
Destination *
— Select —
Phase
Phase 1 — Agreement
Phase 2 — Pre-Visa
Phase 3 — VFS
Document Name *
Required?
Yes — Required
No — Optional
Notes
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✓ Save
👑 Boss Cash Deposit
✕
Amount (BDT) *
Date
Note / Reason
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✓ Add Deposit
Add Expense
✕
Category *
⚙️
Amount (BDT) *
Date
Description
Source
Boss (Petty Cash)
Staff (Advance)
Other
Name (who paid)
Receipt / Bill (optional)
📎
No receipt selected
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✓ Save
Agreement
✕
VFS Appointment
✕
Interview Prep Log
✕
Upload Student Photo
✕
📸
Click to select photo (JPG/PNG)
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✓ Upload
Change Password
✕
New Password *
Confirm Password *
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✓ Change
Permissions
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Detail
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