ApplyUnis Cost-Reduction & Efficiency Tool for Study Abroad AgenciesCost-Reduction & Efficiency Tool
Providing a one-stop intelligent study abroad solution, empowering agencies with technology
Deep expertise in international education systems, providing end-to-end solutions
Lead & Conversion CRM
Background Enhancement & School Selection
Application & Tracking
Results & Analysis
End-to-End Management from Lead to Payment
CRM helps enterprises streamline marketing, sales, and service processes, automate management, and maximize customer value and revenue
Free Trial
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Lead Management
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Customer Management
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Opportunity Management
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Contract Management
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Payment Management
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Auto Reporting
Lead Management
More Opportunities
From lead acquisition, screening to conversion into potential customers, every step can be guided by follow-up data to make the right next decision and capture more high-quality leads
From Lead to Customer
User preliminary information obtained through events, phone consultations, referrals, etc. is called leads in ApplyUnis. Leads are the front end of customer acquisition. Only by managing every lead well can you fully tap potential customers and drive deals
Real-time Follow-up, Full Control
Record, update, and follow up leads anytime, anywhere. Capture first-hand lead feedback, prevent forgetting, respond promptly, and improve customer conversion rates
Unified Management
Unified management of multi-source leads to prevent lead loss. Grade different sources to help sales prioritize leads, focus on the best customer sources, and improve acquisition efficiency
Lead Cleansing
ApplyUnis supports lead deduplication and grading. By checking for duplicates on customer names and phone numbers, and marking leads, it helps sales manage follow-up pace
Lead Conversion
During lead conversion, sales often focus on results. The system supports lead follow-up with one-click conversion to customer at the right time
Lead Activation
Unified management of multi-source leads to prevent lead loss. Grade different sources to help sales prioritize leads, focus on the best customer sources, and improve acquisition efficiency
Resource Allocation Alerts
In ApplyUnis, when new resources are assigned, consultants are automatically reminded via WeChat, Enterprise WeChat, or email for sales follow-up
Auto Follow-up Reminders & Public Pool
Admins can set follow-up rules after new resource allocation, daily follow-up and revisit rules for different lead statuses, and create lead pools where unattended resources are automatically recycled
Third-party Lead Auto Import
ApplyUnis supports integration with Douyin, Toutiao, and Baidu PPC platforms, enabling automatic lead import, saving data entry time, and allowing immediate sales follow-up to improve signing rates
Customer Management
Grasp the Big Picture
ApplyUnis supports the full sales process through comprehensive management of customer information, follow-ups, opportunities, and contracts, building close customer relationships and helping sales plan every step for competitive advantage
360° Customer Profile Overview
Customer basic information, source, industry, region, and other data are permanently saved in ApplyUnis, helping you quickly understand the full customer profile
Easy Customer Data Import
Supports one-click Excel import of millions of customer records. Existing CRM data can also be exported with one click, enhancing systematic and flexible customer data management without losing any data
Add Customer Follow-up Plans Anytime
Customer details can record activity data in real-time. Visit communications, contract information, and opportunity data are displayed in timeline format with next-step contact plans
Auto Lead-to-Customer Conversion
ApplyUnis supports automatic customer creation upon contract signing and payment approval, with automatic sync of specified field information
Contact Management
Each customer can have multiple contacts. The system classifies contacts to quickly identify key decision-makers. Visit records, follow-up records, and call records can be logged in real-time
Custom Customer Fields
You can customize customer information fields based on business needs, building exclusive customer databases for different enterprises
Opportunity Management
Increase Deals
Classify and follow up different opportunity stages. Quickly understand opportunity dynamics while managing opportunities efficiently across multiple dimensions and sales structures
Opportunity Stages at a Glance
From customer verification, needs analysis, proposal/quotation to opportunity closure, users can check opportunity status and advance stages at any time
Configure Stage Tasks
Managers can configure tasks for each product stage, guiding sales personnel and systematically managing sales work
Custom Opportunity Workflow
You can configure different opportunity workflows for different products, enabling more personalized opportunity management
Sales Funnel
Sales funnels more directly identify bottlenecks in the sales process and find potential growth opportunities
Multi-view Opportunity Progress
Advanced filtering and sorting features allow you to quickly find qualifying opportunities from any perspective, with batch operations for improved efficiency
Data Reports
Through BI report analysis, you can fully control opportunity growth and conversion rates, identify issues in opportunity tracking, and improve overall opportunity management
Contract Management
Standardize Contract Execution
Track order completion status, control actual execution, and report exceptions in real-time. Record, track, and control the order execution process anytime, anywhere
Contract Entry
Enter number, name, type, signing entity, amount, quantity, payment method, related products, and other business-related fields for detailed contract records
Configure Contract Approval Workflow
After adding approval to a contract, the contract detail page displays the approval workflow and records, configurable in the backend
Reminder Management
You can set contract expiration reminders. Expiring contracts are flagged in the system calendar or to-do page to remind sales for timely follow-up
Custom Contract Fields
Customize contract fields based on different industry contract management requirements
Standardize Full Contract Process
Help enterprises establish standardized contract management systems, regulate all sales personnel's contract management behavior, ensuring compliance and accountability
Contract Templates
Like using Word, conveniently select contract templates in the system, generate with one click, and support printing
Payment Management
Accelerate Business Revenue
Set payment plans with full-process tracking of payment records, standardizing payment workflows while accelerating collection
Custom Payment Plans
Flexibly create payment plan content as needed, support installment payment plans, and clearly view payment details and settlement progress in lists
Real-time Payment Tracking
Clearly view payment details in list format, linked to WeChat messages. After payment approval, automatic push notifications are sent
Payment Approval
After adding approval to a payment, the payment detail page displays the approval workflow and records, configurable in the backend
Batch Create Payment Plans
Batch set payment plans, support monthly, yearly, or custom time recurring reminders, automatically generating payment plans
Payment Receipt Printing
Like using Word, conveniently set up payment receipt templates in the system with one-click printing support
Refund Details
Refunds can be recorded with details in the system, approval workflows set up, and finance can process refunds and upload payment screenshots
System Automation
Signing Announcements
The system supports automatic notification of signed contracts and payment information to internal work groups (DingTalk, Feishu), boosting team morale
Auto Contract Signing Report
Dynamically configure different report message templates as needed. After contract signing reports pass approval workflows, they are automatically broadcast to designated internal work groups
Auto Payment Report
Dynamically configure different report message templates as needed. After payment reports pass approval workflows, they are automatically broadcast to designated internal work groups
Full Coverage of 3 Major Platforms
ApplyUnis now supports DingTalk, Enterprise WeChat, and Feishu. After creating a bot in enterprise groups and configuring it in ApplyUnis, automatic announcements can be set up in minutes
