Quote
Generate personalized quotes from schools around the world.
Payment Plans
Automations
Product Management
Full autonomy in managing your product portfolio.
CRM
A complete CRM to handle every operation of your Exchange Agency.
Student Profile
Pipelines
Schedule & Tasks
Student Files
Student Area
Flight Control
Visa Control
Post-sale Control
Manage Enrollment/Admission and student welcome processes.
AI Tools
Ally CRM's AI module was built to simplify, automate and consolidate the filling of all relevant information across every stage of the cycle. The module fills in the information from files uploaded by the consultant or by the student through the student area.
Omnichannel Platform
Multiple consultants, multiple channels, one single place.
Service Channels
Tools
Financial
Complete control of income, expenses and commissions, with multi-currency support and long-term projections.
Payables & Receivables
Multi-currency
Commission Control
Native Integrations
Financial Reports
Automations
Create and manage automations to bring more fluidity to your processes and improve the quality of your service.
Process Automation
Custom Automations
Marketing
Promote exclusive products, attract more leads and convert more clients with integrated marketing tools.
Landing Pages
Campaigns
Public Quotes
Reports
Get deeper insights into your agency to build more assertive strategies.
Sales Performance
Track your team's and your business' performance in real time.
- User behavior report;
- Sales performance report;
- Comparison between consultants and periods.
Export with Filters
Export lists with advanced filters for external analysis.
- Lead or client lists;
- Lost lead lists;
- Payables and receivables lists.
Frequently Asked Questions
How does the process of updating school prices work?
All schools are updated by our team of Product specialists. It is important to note that in the case of Partner Schools, the school itself will send the update material to us, while in the case of Non-Partner Schools, it is necessary for the interested agency to create a registration request for that item. Once we have this material in hand, our team will begin analyzing the pricelist and updating the values.
What should I do if a school is not listed on the platform?
In this case, you can create the school's profile yourself, including the campus, description, photos, videos, programs, accommodations, and any other fees charged by the school to send quotes and generate reports later. Remember that you need to be a legitimate representative of that institution.
Can I add my insurance and accommodation partners?
Yes. You can add your own fees, partner accommodations, documents to the student's profile, and other information that can assist in managing the sale of your product portfolio.
Can I include the payment methods I use in my agency?
Yes! We have a tool for you to configure the payment methods you use in a fully customized way, whether they are methods with or without interest. Once configured, you can use them in the payment plans of your quotes and correctly control the amounts to be received in your financial system.
Are my data secure? Where are my data stored?
Yes. Very secure. We have a partnership with Google Cloud. We use industry-standard SSL to keep your account and data secure and perform daily backups in two different locations. We use the fintech Zoop to process payments and, therefore, do not store sensitive credit card information on our servers. No one has access to your account and data except you.
Are my clients' data secure?
All your clients' data are also secure. We do not sell information to third parties, do not receive information from blogs, and cannot even see your clients' data, as they are encrypted.
Are there different levels of access to the platform?
Yes! You can have 6 permission levels. Each role will have different access to the tool and your account data.
What are the payment methods for the subscription?
Credit card or boleto for companies located in Brazil. PayPal or bank deposit for companies located abroad. Remember that you can choose between monthly, semi-annual, or annual payment recurrence, with discounts offered for semi-annual and annual recurrence.
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