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MatruOS for an admission and education counsellor

Set up the way an admission and education counsellor runs: counselling packages paid by families (NEET or JEE choice filling, college shortlists, abroad applications); commission from Indian private colleges and foreign universities per admitted student; visa, travel and forex referral income. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

EducationReady when you sign up

  • 8routines on a timetable
  • 2workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 3jobs for your AI team
  • 5licences tracked

7-day free trial, no card needed.

What this solves

What an admission and education counsellor deals with today, and what MatruOS sets up for it

01Today

A missed round deadline loses the student a seat and the counsellor a reputation. College commissions are paid late or never claimed.

02In MatruOS

MatruOS sets up 8 routines, 2 workflows, 3 registers and 5 licences for an admission and education counsellor, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. student and family
  2. counsellor
  3. college or university (and its counselling authority)

Your customers

  • Students after Class 10 and 12 and their parents
  • NEET and JEE candidates
  • Graduates seeking PG or abroad study
  • Schools (career seminars)

Your suppliers

  • Colleges and universities (commission partners)
  • Travel agents, forex and visa service firms
  • Printers and seminar venues

Credit and cash

Families pay 50% at registration and the rest at allotment or admission; colleges pay commission after the fee is paid and the student reports, often 30-120 days and sometimes after the refund period; foreign universities pay after the census date

Package fees in Mar-Jul; commissions arrive Aug-Jan; costs of seminars and ads come first

Your screens use your words

  • CustomerStudent
  • OrderCase
  • ItemAdmission
  • InvoiceFee receipt

How it works

How MatruOS is set up for an admission and education counsellor

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Admission and education counsellor", typed when you sign up.
  2. Recognised as an admission and education counsellorRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for an admission and education counsellor

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Operations head

Lists deadlines in the next three days per student with missing documents and drafts reminders to families

Reads deadlines and documents and student cases

Asks you before sending

Sales executive

Ranks open enquiries by exam date and interest and drafts follow-up messages with the next seminar or meeting slot

Reads student cases

Asks you before sending

Accountant

Lists admitted students with unpaid commission and unpaid package balances, and drafts claims to colleges and reminders to families

Reads college commissions and student cases

Asks you before sending

1 / 3

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day3

  • 9:30 amMorning deadline checkDocuments executive · 2 steps
    1. 1List every student deadline in the next 3 days
    2. 2Check documents are ready for each
  • 11:00 amEnquiry follow-up callsTele-caller · 2 steps
    1. 1Call new and pending enquiries
    2. 2Book counselling meetings
  • 7:00 pmEvening family updatesLead counsellor · 1 steps
    1. 1Message each active family on the day's round news and next step

Every week1

  • Mon 10:00 amWeekly case reviewLead counsellor · 2 steps
    1. 1Review open cases by stage
    2. 2Re-check abroad colleges against the NMC rules

Every month1

  • 12thMonthly commission follow-upLead counsellor · 2 steps
    1. 1List admitted students whose commission is unpaid
    2. 2Send each college the student list with fee proof

Every year1

  • DecRenew college tie-ups and ratesLead counsellor · 2 steps
    1. 1Renew commission agreements in writing
    2. 2Drop colleges with poor student feedback or NMC issues

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Admission case from enquiry to reporting

  1. 1Enquiry and first meetingTele-caller
  2. 2Package agreed and registeredLead counsellorNeeds approval
  3. 3Documents collected and checkedDocuments executive
  4. 4Choices filled or applications sentDocuments executive
  5. 5Seat allotted and fee paidLead counsellor
  6. 6Student reported to collegeDocuments executive

College commission claim

  1. 1Student admitted and fee paidDocuments executive
  2. 2Claim sent with proofLead counsellor
  3. 3Commission receivedLead counsellor

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Student cases

    Student name · Parent phone · Track · Exam rank or score · Category and domicile · Package fee · Paid so far · Status

  • Deadlines and documents

    Student name · Event · Due date · Documents needed · Done

  • College commissions

    College or university · Student name · Commission agreed · Fee paid by student on · Commission received · Received on

  • Choice filling and round discipline

    No missed round, no wrong lock

    4 steps with checks

  • College and abroad university check

    Recommend only colleges whose degree will count

    4 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
NEET counselling package (choice filling all rounds) · student99929518%
JEE and engineering counselling package · student99929518%
Career guidance session with test · session99929518%
MBBS abroad admission package · student99929518%
Application and document processing · application99929518%
Commission from Indian private college · student99859918%
Commission from foreign university · student99859918%
School career seminar · seminar99929518%
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • GST registrationGST department (GSTN)If it applies
  • Professional tax registrationState professional tax officeIf it applies
  • Trade licenceMunicipal corporation or panchayatIf it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

Lead counsellorMeets families, advises on colleges and rounds, keeps college tie-ups.
Documents executiveCollects and checks documents, fills forms and choices, tracks deadlines.
Tele-callerFollows up enquiries, runs seminar registrations.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for an admission and education counsellor?

Type one line about your business when you sign up, for example "Admission and education counsellor". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run an admission and education counsellor on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901