Casly
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Start 3 months free
Register by 31 Aug 2026 · 3 months free, then $20/mo for life

Every enquiry, every message, every payment — in one place

Casly pulls your leads out of WhatsApp, Instagram, Facebook and your website, answers them in seconds, and walks each client through to a visa and a paid invoice.

Start 3 months free
Watch how it works
3 months free if you register by 31 Aug 2026 · then $20/mo for life · no card needed
WhatsApp Facebook Instagram Email Website forms Lead ads
The whole product in one take — capture, reply, sign, get paid.

How Casly works

Three steps · plays by itself
1 Capture

Enquiries come to you

Messages and forms from every channel land in one inbox, with no copy-and-paste.

New lead
2 Convert

Nothing goes cold

The assistant replies at once, checklists move the case, and stalled leads get chased.

New Qualified Won
3 Get paid

Money that adds up

Invoices, receipts and commissions post straight into a proper set of books.

Invoice #1042
Paid
Lead capture

Six ways in. One inbox.

Every message becomes a lead with a name, a number and an instant reply.

Your channels
Casly inbox
Lead 4821 · UK · MSc
+44 ···· 8842 · captured from WhatsApp
Hi! Which course and city are you considering?
AI assistant replied in 4 seconds
Qualified · assigned to a counsellor
Pipeline
New
Qualified
Won
Lead 4821UK
Omnichannel inbox

One client file. Every conversation.

WhatsApp, Instagram, Facebook and email all land in the same timeline — shared with your team, and it stays with the company.

L1
Lead 4821 · client file
"Do you help with UK student visas?"
Replied to your intake story
Asked about fees on Messenger
transcript.pdf received by email
4 channels · 1 timeline

A receptionist at 3am

Someone messages at night. Casly answers in seconds and keeps the lead.

03:00 · everyone asleep
"Is it too late for September?"
Not at all — which country and course?
0 leads missed overnight

An AI sales manager on staff

Stalled leads get chased, nudged and escalated — without you asking.

Lead 48173 days quiet
Follow-up sent automatically
Counsellor Manager Owner
Back on track · invoice paid

Forms and lead ads

A website form or a Facebook lead ad becomes a lead with a follow-up task attached.

Send enquiry
Lead 4830 · website form
Task: call today before 6pm

Contracts signed on a phone

Send it, they sign it, a sealed PDF drops into their file.

SIGNED
contract.pdf → client file

Books that balance

A payment lands on the invoice and posts straight to the ledger.

Invoice #1042$1,200
+ $1,200 received
Ledger balance
$18,400
$19,600
Case can now be marked visa-won

Your English academy too

An enquiry becomes a student — batches, attendance and mock scores included.

IELTS enquiry
Student 218 · Batch B · Mon/Wed
attendance
Mock score7.0
Same client, one record

Leads create themselves

A message on any platform becomes a lead record — named, numbered and assigned, with no typing.

WhatsApp
Instagram DM
Facebook lead ad
Website form
Lead 4841 created08:41
Name Phone Source Counsellor
Same number recognised · no duplicate

Email sorts itself onto the client

Replies, university letters and receipts attach to the right file. Anything unknown becomes a new lead.

Shared inbox
CAS letter · University of Manchester→ Lead 4821
Re: fee receipt · Thi N.→ Lead 4780
"Do you handle Canada?" · unknown sendernew lead
Attachments filed to the checklist automatically
Nothing left sitting in a personal inbox

A Drive folder built for every client

Casly creates the folder and its subfolders the moment a lead is created, then files documents into the right one.

Lead 4841 created
Clients / Lead 4841 · Amara O.
Passport Academic Financial Visa
passport.jpg transcript.pdf bank.pdf
Your own Google Drive · shared with the case team
AI working inside your CRM
Casly AI

AI that does the work, not just the chatting

Six things your team no longer has to remember. Watch each one run.

AI

It qualifies and scores the lead

One message in, a filled-in lead out — with a score your counsellors can trust.

"MSc Data Science in Manchester, budget about £20k, hoping for September."
Country · UK Course · MSc Data Science Budget · £20k Intake · Sept
Lead score86 · strong
Marked qualified · counsellor notified
AI

It checks the documents

Files are read, matched to the country checklist, and anything missing gets asked for.

passport.jpg transcript.pdf ielts.pdf
Passport · valid to 2031
Transcript · degree matched
!Bank statement · missing
Requested on WhatsApp automatically
AI

It replies in their language

Your counsellor writes once. Casly answers in the language the client wrote in.

English हिन्दी العربية Español Tiếng Việt
"Visa ke liye kitna time lagta hai?"
Usually 3–4 weeks after CAS. Main aapko update karta rahunga.
Drafted and sent in 6 seconds
Logged on the client's file
AI

It briefs you every morning

One short digest at 8am: what moved, what stalled, what needs you today.

Monday · 08:00 7 need attention
12 new enquiries overnight · 9 already answered by AI
3 CAS deadlines this week · 1 at risk
$4,300 invoiced · $1,200 still unpaid
Sent to you on WhatsApp and email
AI

It coaches your counsellors

Response times and conversion, with a plain tip on the file — not a lecture in a meeting.

Reply time · Counsellor 3under 5 min
Enquiry to paid31%
Tip: leads from Instagram convert best when called within an hour — four are waiting.
Left on the lead's file, privately
AI

It suggests the right course

Budget, grades and intake in — three realistic options out, ranked.

£20k · 2:1 · Sept
MSc Data Science · Manchester 94% match
MSc Analytics · Leeds 88% match
MSc Computing · Dublin 81% match
Shortlist sent to the client's portal

All of it included in your plan

No AI add-on, no per-message fees, no separate module to buy. One plan, everything on from day one.

Start 3 months free
FOUNDING OFFER

Register by 31 August 2026 — your first 3 months are free

Then $20/month locked for life, instead of $39. Every module included, no card needed today.

Offer closing
31 Aug 2026
After that, standard pricing applies
Pricing

One plan. Everything included.

No module menu, no tiers, no sales call. USD only, cancel any time.

WhatsApp Instagram Facebook Email
The Casly plan
Everything included
$39
per company / month · 3 users
12 modules · 1 price
Pipeline Invoicing Academy e-Sign
Monthly
Annual · 2 months free
Your total
$39 /month

Billed monthly, cancel any time.

The Casly plan · 3 users$39
Every moduleIncluded ✓
Users · 3 included 3 + Included
3 users included$5 per extra user
Claim 3 months free

Register by 31 Aug 2026 · no card needed · then $20/month for life

A worked example

The Casly plan (3 users)$39
Every moduleIncluded ✓
2 extra seats$10
Team of five$49/month
Every module on from day one — nothing to switch on later
Free import of your spreadsheets in your first month
Your data isolated per company, exportable any time

Everything in the plan

CoreClients, documents, roles and audit trail
Leads & PipelineCapture and stages you define
Applications & ProcessingStudy and immigration cases
Tasks & CalendarShared deadlines and appointments
Communications + AIWhatsApp, email and the AI assistant
InvoicingBranded invoices and reminders
AccountingDouble-entry ledgers and commissions
HR & PayrollStaff, leave, attendance, payroll
Client Portal + e-SignUploads, progress and signatures
AcademyBatches, attendance, mock scores
ReportingConversion by source and counsellor
Google Drive documentsFiles inside every client file

Do I need a card to register?

No. Register before 31 August 2026 and your first three months are free — add payment details only when they end.

What happens when the free period ends?

Your account goes read-only until you subscribe. Nothing is deleted — your clients, files and messages stay exactly as they are.

Is $20 really for life?

Yes — register in the founding window and your company keeps $20/month for as long as you stay, while new customers pay $39.

Spreadsheets and WhatsApp groups vs Casly

Today
Client history spread across personal phones
Enquiries answered whenever someone is free
Two counsellors calling the same lead
Checklists rebuilt from memory each intake
Payments tracked in a separate sheet
Contracts printed, signed, scanned, lost
Nothing left behind when a counsellor leaves
With Casly
Every message and document on the client's file
The assistant replies and qualifies in seconds
Duplicates merged automatically by phone number
Country checklists maintained and re-verified yearly
Invoices and double-entry ledgers in one system
Signed on a branded portal, sealed PDF filed
The company keeps the relationship, always
Why Casly

Enterprise-grade CRM engineering, purpose-built for consultants

Casly is built by senior CRM and automation engineers who spent years studying how education and immigration consultancies really work — the WhatsApp threads, the intake crunch, the document chases, the money that has to reconcile.

From enquiry to visa

Pipelines made for study and immigration cases — CAS flow, interview stages, deferments — with country checklists re-verified every year.

Get paid, provably

Invoices, receipts, partner commissions and multi-currency on top of real double-entry books. A case can't be marked visa-won until the invoice is settled.

Your team, handled

HR records, attendance, leave and payroll, plus task boards, internal chat and a training hub with country and university guides.

Bank-grade privacy

Every company's data is isolated at the database level with row-level security. Your data is yours, exportable in full at any time.

Works where you work

Fully mobile-friendly and real-time across devices, so a counsellor at a fair sees the same file as the office. Dark mode included.

Try it on your own leads

Connect one WhatsApp number and watch a week of enquiries organise themselves.

Start 3 months free

Talk to us

Moving off spreadsheets, connecting WhatsApp, or checking a price — write to us and someone from the team replies, usually within a few hours.

Send message

Support

support@casly.app

Monday to Saturday, 08:00–20:00 GMT. WhatsApp support on any paid plan.

Your workspace

app.casly.app

Sign in from any device. Two-factor authentication included.

Service status

All systems operational

Privacy

We process client data only to run your workspace. No selling, no ad tracking, no training on your files. Read the full policy

Terms

Monthly or annual, cancel any time. Prices in USD. Your data stays exportable during and after your subscription. Read the full terms

Security

Row-level isolation per company, encryption in transit and at rest, daily backups, full audit trail on every record.

Casly

Enterprise-grade CRM engineering, purpose-built for education and immigration consultants.

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© 2026 Border and Bridges Ltd, trading as Casly · Registered in England and Wales, company no. 13922535 · All rights reserved · Prices in USD.
All systems operational