Front desk · Leads & Conversion

Every enquiry. Every agent. Every target — one funnel.

Walk-ins, consultant referrals, agent leads, online enquiries — TACHY pulls them all into a single sales funnel with counsellor targets, payout tracking and conversion-rate analytics.

The honest gap

Schools run admissions like 1995 sales teams

Agents send WhatsApp lists. Consultants call about commissions. Counsellors track follow-ups in notebooks. Owners can't tell which channel actually delivers and who deserves payout.

TACHY's Lead Conversion module brings agents, consultants, counsellors, leads and targets into one tracked workflow — with proper commission rules, conversion attribution and monthly performance reports.

What's included

  • ✓ Agent master with commission rules
  • ✓ Education consultant onboarding
  • ✓ Counsellor accounts with monthly targets
  • ✓ Lead capture (website, walk-in, agent, ads)
  • ✓ Auto-assignment based on workload
  • ✓ Stage-wise funnel (new → hot → admission)
  • ✓ Follow-up reminders & WhatsApp scripts
  • ✓ Conversion attribution per source
  • ✓ Commission payouts & TDS tracking
  • ✓ Counsellor leaderboard & KRA dashboard
Four roles · One workflow

Built around how Indian admissions actually work

👥

Agents

Track external agents who bring leads. Commission rules, payouts, performance, KYC and GST documents in one place.

💼

Consultants

Education consultants and study-abroad firms — track which schools they refer, conversion rates and shared fee splits.

🎯

Targets

Monthly admission targets per counsellor, with WhatsApp nudges when they fall behind and incentives when they hit.

📈

Conversion

Lead → enquiry → application → fee paid → enrolled. Each stage timestamped, each drop-off explained.

Know exactly which channel pays back

Demo includes a sample funnel + commission report.

Book a demo