Key takeaways
- The pipeline education consultants and training providers actually run: Enquiry, Counselling session, Application, Offer received, Enrolled.
- Where the revenue leaks: Students who attended one counselling session and were never followed up before the intake deadline closed.
- Tallium AI CRM is a flat $99 USD per month for the whole workspace with unlimited users included.
- Every deal carries a next step with an owner and a date, which is the habit that fixes the leak above.
- Enquiries arriving over Facebook, Viber and email, which is how most education consultants and training providers in the Philippines get found, are captured as leads with the source recorded.
The pipeline education consultants and training providers actually run
Most CRMs ship with a generic lead-to-won funnel. For education consultants and training providers the stages that carry information are 1. Enquiry, 2. Counselling session, 3. Application, 4. Offer received, 5. Enrolled. Rename the default stages to these once and the board immediately tells you something useful, because a deal sitting too long in "Application" is a different problem from one sitting in "Counselling session".
Where the deals actually leak
Students who attended one counselling session and were never followed up before the intake deadline closed. Ageing on the board is what surfaces it: the deals you need to see are the quiet ones, and quiet deals are invisible in an inbox and in a spreadsheet.
Intake deadlines drive the follow-up
Application windows are fixed. Working backwards from a deadline into dated tasks turns a seasonal scramble into a schedule.
Parents and students on one record
The person paying and the person applying are usually different. Linking them keeps the conversation coherent rather than split across two half-records.
How this works for businesses in the Philippines
What works in the Philippines is not always what the software assumes. Philippine SMEs sell heavily through Facebook and Messenger, and BPO-style teams run shifts, so a CRM has to make handovers between agents obvious rather than assuming one owner per deal. Tallium AI CRM is set up for that: enquiries arriving over Facebook, Viber and email are captured as leads with the source recorded, deal values are entered in the numbers your team quotes in PHP, and the whole team, from a two-person SME to a forty-person operation across Manila, Cebu and Davao, works from the same records at one flat price. Common verticals here, including BPO and outsourcing, real estate and retail distribution, all run on the same default pipeline with the stage names changed once.
Everyone in the business, on one system
An education consultancy rarely has a clean split between sales and everyone else. The person who answers the phone, the person who prices the job and the person who chases payment all hold part of the relationship. Because every user is included at one flat price, all of them can be on the record instead of only the closers, which is what makes the history true rather than partial.
Tallium AI CRM vs notebooks, phone contacts and chat history
Plenty of profitable businesses run entirely on a notebook, a phone's contact list and WhatsApp history. It works because one person remembers everything. The risk is concentration: the relationships are owned by an individual rather than the company, and none of it is searchable by anyone else.
| Tallium AI CRM | notebooks, phone contacts and chat history | |
|---|---|---|
| Who owns the relationship | The business. Records live in the workspace | The individual, on their device |
| Finding past context | Search across contacts, notes and deals | Scrolling chat history |
| Handover to a colleague | Open the record, full history is there | A verbal briefing, and gaps |
| Follow-up discipline | Dated tasks that surface when due | Memory |
| Visibility for the owner | Live pipeline across the whole team | Ask each salesperson |
| Staff turnover | No data loss | The book and the contacts walk out |
Why teams choose Tallium AI CRM
One account with Tallium Accounting and Marketing
The pipeline, the books and the campaigns share one login and one set of customer records. There is no integration to maintain between the quote you sent and the invoice you raised, because they are in the same system.
Built for WhatsApp-led selling
Enquiries that arrive by WhatsApp are captured as leads with a source tag and an owner, and the contact record carries the click-to-chat link. The conversation stays where your customers are. The commitments live where your team can see them.
AI that removes admin, not judgement
Incoming leads are sorted by intent so the ready-to-buy ones surface first, and follow-up messages are drafted for you to edit and send. It is aimed at the twenty minutes a day lost to admin, not at replacing the salesperson's read of a deal.
Your data stays yours
Contacts, deals and history live in your workspace and export cleanly to CSV whenever you want them. There is no lock-in through an export fee or a proprietary format, which is the right test to apply to any CRM before you commit.
Fast on a phone, because that is where sales happens
The pipeline, contact search and task list are usable one-handed between meetings. A CRM that only works properly at a desk gets updated at the end of the week, which means it is wrong for most of it.
Flat $99 a month for the whole workspace
One price covers the business, not one seat. There is no per-user rate to multiply, no tier to be upgraded into and no contact-count step. Budgeting for a CRM stops being a forecast of how many people you might hire.
Getting started, step by step
- Rename the default pipeline stages to Enquiry, Counselling session, Application, Offer received, Enrolled.
- Import contacts and companies from a CSV export of your spreadsheet, mailbox or previous CRM. Map the columns once and merge duplicates as you go.
- Rename the default pipeline stages so the board matches how you actually sell, then move your open deals onto it with values and expected close dates.
- Publish a lead capture form and put it on your website, so new enquiries create contacts automatically with the source recorded.
- Set the follow-up rule the team will keep: every open deal carries a next step with a date and an owner. This is the habit that decides whether the CRM works.
Frequently asked questions
How do education consultants use a CRM?
As a deadline machine. Every student is a deal with an intake date, and the stages match the real process from counselling through application to enrolment. The reporting question that matters is how many enquiries from each source converted to enrolment, which needs source captured at the start.
Can we manage multiple intakes at once?
Yes. Run a pipeline per intake or tag deals by intake period, so the September and January cohorts are tracked separately while the contact records stay shared.
How much does Tallium AI CRM cost in the Philippines?
Tallium AI CRM is a flat $99 USD per month for the whole workspace, billed in USD, which teams in the Philippines usually compare against per-seat tools quoted in PHP equivalents. Unlimited users are included, so the price does not change when you hire. There are no per-seat fees, no feature tiers and no contact-count steps.
Does Tallium AI CRM charge per user?
No. Every plan includes unlimited users. That is the structural difference from most CRMs, and it changes behaviour as much as cost: when a login is free, support and finance go on the system too, and the customer record stops having holes in it.
Is Tallium AI CRM suitable for a small business in the Philippines?
Yes. It is built for teams of two to fifty who need a pipeline that stays current, contact records the whole team can see, and follow-ups that happen on a date rather than from memory. In the Philippines, where much of the selling happens over Facebook, Viber and email, the important part is that enquiries from those channels are captured as leads rather than lost in a phone.
How long does setup take?
Most teams are working in the CRM the same day. The account ships with a default pipeline, contact and company records and lead capture, so setup is importing your contacts and renaming stages rather than a configuration project. There is no implementation fee and no consultant required.
Can I import my existing contacts?
Yes. Export to CSV from a spreadsheet, mailbox, phone or your current CRM and import it, mapping columns to contact and company fields. Deals import with stage, value and owner, so an existing pipeline arrives intact rather than being rebuilt by hand.
Related guides
- HubSpot alternative in the Philippines
- CRM software in the Philippines
- Salesforce alternative in the Philippines
- Lead management software in the Philippines
- Pipedrive alternative in the Philippines
- Sales CRM for education consultants and training providers in the UAE
- Sales CRM for education consultants and training providers in Saudi Arabia
- Sales CRM for education consultants and training providers in India
- Sales CRM for travel agencies in the Philippines
- Sales CRM for construction and contracting companies in the Philippines
Browse every guide on the Tallium AI CRM solutions index, or see the full feature list and flat pricing.
Run your sales on Tallium AI CRM
Capture every lead, keep contacts clean and move deals through a pipeline you can see. Flat $99/mo for the whole workspace, unlimited users included.