Dashboard
Team performance — filtered by period
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⭐ Highlights — what needs your attention
AI analysis runs only when you click — nothing is generated in the background, so your quota is never spent silently.
🏆 Counsellor leaderboard
Tasks due today
Follow-ups due this week
Opportunities closing soon
Universities
Onboard the universities you work with — intakes, courses and commission plans first; connect their CRM API last (optional). Push leads from any lead profile; mark the opportunity Won when the university confirms admission.
🎓 Admissions & Commission Payments — per student, per university: what's credited, what's received, what's still to come
📖 Order Book — intake-wise admissions & booked revenue; expand a university for its breakup
📒 Ledger
Template Manager
One place for every message template — reusable across campaigns, automations and one-off sends. Merge tags: {{name}}, {{first_name}}, {{course}}, {{counsellor}}, {{campaign}}. Indian SMS needs the DLT template ID.
Workflows & Assignment
Rules run automatically on every new lead (manual, import or webhook) and on stage changes — matching on source/campaign/course etc., then assigning by equal, ratio or day-wise distribution, always skipping people on leave.
⚡ Workflows
📅 Roster — leave & week-offs — people on leave are skipped by assignment
✓ Added
Lead Capture
Everything that brings students in: hosted landing pages, form widgets for your own website, and trackable affiliate links with QR codes. Submissions flow through validation, dedupe, attribution and auto-assignment; Google Ads & Meta conversion events fire on every submit when configured.
🖥 Landing pages & widgets
🔗 Affiliate links — every click, lead, admission and rupee attributed back to the link
Campaigns
Bulk and scheduled communication to your leads over SMS, WhatsApp, RCS and email.
Walk-ins
Scheduled visits, attendance, direct walk-ins and no-shows — with communication pinned to each visit.
LeadScheduled forStatusCenterCounsellorPurposeActions
Pipeline
Open opportunities — expected Admission & Partner Referral closures
Opportunities are created by pushing leads to universities (from any lead profile)
Leads
Prospects for calling, demo and sales closure
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NamePhoneEmailInstitutionSourceAssigned toStatusFollow-upActions
Activity Log
All team activities — fields change based on activity type
DateTypeLeadLogged byValueNotesFollow-upActions
Tasks
Scheduled tasks and to-dos — calls, meetings, walk-ins, demos, document collection, payment reminders. Complete a task to log it as an activity.

Bulk History

Every import and bulk update, per module and per person
User management
Manage team accounts and roles
NameEmailRoleReports toPhoneStatusActions
Settings
Configure stages, activity types, dropdowns, permissions and platform preferences
Form field visibility
Activity form: Fields per activity type configured above (value, duration, outcome, next steps).
Lead form: Core fields are fixed; set the lead unique-field rule above to prevent duplicates.
Reports & Analytics
Revenue trends, team performance, source analysis and pipeline health
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🎯 Admission funnel
📈 Revenue trend (ledger credits by month)
🏛 University performance
📣 Source performance — leads → admissions → revenue
👥 Counsellor performance
Lead status mix
Expected closures (next 6 months)
Add lead
Up to 4 phone numbers and 4 email ids per lead (the main phone/email above are the Primary). Labels are managed in Settings → Dropdowns.
✓ Saved
Log activity
Follow-up
✓ Logged
My profile
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Change password
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New opportunity
✓ Saved
Mark opportunity WON 🎉
This logs the matching Activity (Admission / Partner Referral) with the actual amount, so your dashboards & KRAs update.
✓ Done
Mark opportunity Lost
✓ Done
Change history
Bulk action & upload history
🔗 New affiliate link
Name it after where you'll use it — "YouTube Jan MBA video", "Shop counter QR" — so the numbers stay readable as you grow.
💵 Record a payment received from a university
Enter what you received, then spread it across the students it covers. Oldest dues are filled first with Auto-allocate — adjust any amount for partial payments.
🧪 University's live response
Pick the field that tells us if we're first
These are the fields from their reply. Click the one that indicates whether the student was new or already existed — Selliora will use it for ⭐ primary / ↩ secondary on every future push to this university.
Full raw response 





  
✨ AI settings

  

    One-time setup — your own free AI account powers every ✦ button in Selliora.
    
    
      
  1. Open aistudio.google.com/apikey (sign in with any Google account)
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  2. Click Create API key → copy the key that appears
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  3. Keep provider as Google (Gemini) below, paste the key, hit Save
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    Free tier is generous — plenty for message writing, page generation and insights. Costs & limits stay on your own Google account; no other workspace can ever use your key.
  

  

    

    

  

  

  





  
🎨 Email designer

  

  

    
    
  





  
🏛 Push lead to universities

  
Select each university with the course & intake the student is interested in — all receive the lead in one go. Each university's API response tells us whether we are the primary (first) source for this student there; that status appears on the push automatically.

  

  
  

  





  
⚙ Customize my lead profile view

  

  

    
    
  







  
Change Lead Stage

  
  

  

  

  

  

  
  
  

    

  

  
  

    Previous stage changes
    

  







  
Merge duplicate leads

  
Pick the lead to keep. All activities, tasks, opportunities, walk-ins, messages and source touches move to it; its empty fields fill from the other lead; the other lead's phone is kept as an Alternate contact point; then the duplicate is deleted. This cannot be undone.

  

  

  






  
New landing page

  
  

    

    

    

    

    

    

    

    

    

    

    

      

        
        
      
      

    

    

      
      
On every successful submission, this form fires your platform's own conversion event — no more "portal shows 40 leads but Google shows 12". (Note: repeat enquiries merge into one lead here but count as separate conversions there — the Re-enquiries tab explains any small gap.)

    

    

    

    

    

  

  
  

  






  
Add provider

  
  

    

    

    

      

  

  

  
  

  






  
New template

  
  

    

    

    
    

      
      

        
        
      

      


    

    
    

      

        
        
          
          
          
          
        
        
      

      
      

    

    

    

      
    

    

      

    
  

  

  






  
New campaign

  

    

    

    

    

  

  

    

      

      

      

      

    

    

      
      
    

  

  

    

      
      
      
    

  

  

  






  
New assignment rule

  
  

    

    

    

  

  

    

  

  

    
  

  

    

  

  
  
  

    
    
  

  

    
    
  

  
  

  






  
New inbound webhook

  
  

    

    

      

    

    

    

    

  

  
  
  
  

  






  
Add WhatsApp number

  
  

    

      

        
        
      

    

    

    

    

    

    
    
    
  

  
  

  






  
Add partner

  
  

    

    

  

  

  
🔌 CRM API connection — optional; leave empty to run in manual mode

  

    

    

      
      
Universities usually pay commission only to the first consultant who registers a student. When we push a lead, their system replies — and that reply can tell us if we were first ("primary") or if the student was already in their database ("secondary").

      
      
      
Don't worry about getting this perfect — you can always mark any pushed lead ⭐ primary or secondary yourself from the university's lead list.

    

    

      

    

    
    
    
    
  

  

    
Left: the field name their API expects. Right: which Selliora value to send (or a fixed static value like an agent code).

    

    

      
      
    

  

  
  

  
  

  






  
Schedule walk-in

  

    
    
    
  

  

    

    

    

    

  

  

  







  
Communicate — walk-in

  
To: —

  

  

  

    
    
  







  
🚀 Go live in an hour — setup checklist

  
Steps auto-tick when Selliora detects they're done. Click a box to toggle manually, or Open to jump to the screen.

  







  
New task

  
  

    

    

  

  

    
    
    
  

  

    

      

        
        
      

      

        Day:
        
        
        
        
      

      

        Time:
        
        
        
        
      

    

  

  

  

  

    
    
    ✓ Saved
    
  









  
Complete task

  

  

  

  
  

    
    
    ✓ Done
    
  








  
Bulk update

  
Select a field and new value. It will be applied to all records matching the current filter/search, or only the rows you select below.

  

    
  

  

  
  
  
Apply to

  

    
    
  

  

  

    
    
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Import CSV

  

  

    
    
  

  
  

    
    
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Click to select or drag & drop CSV file

    
Supports .csv files only

  

  
  

    
    
  









  
Create team member

  

    

    

    

    

    
    

    
    

  

  
✓ Created








Account