Lead-generation and CRM-lite platform for an overseas-education consultancy — two public enquiry funnels (education loans + USA admission/visa) feeding one admin back office, with automated email and WhatsApp notifications on every lead.
Study Bank & Visasset runs the lead pipeline of an overseas-education consultancy. It serves two public products from one codebase — an education loan/refinance enquiry flow (Study Bank) and a USA university admission & F1 visa enquiry flow (Visasset) — and routes every submission into an authenticated admin back office. Each lead triggers an admin notification email, a branded client thank-you email, and an automated WhatsApp message via Twilio.
Study BankEducation consultancies collect leads from ads and referral links, then lose track of them across spreadsheets, inboxes, and chat apps. This platform centralizes the entire funnel: clean, validated public forms with duplicate protection capture every enquiry; the team and the client are both contacted instantly over email and WhatsApp so no lead goes cold; and a single reactive dashboard handles search, date-range filtering, sortable columns, inline edit/delete, CSV export, and role-gated user management — no page reloads, no spreadsheets.
Independent Livewire enquiry funnels for education loans and USA visa/admission — separate models, forms, admin screens, mailables, and even separate SMTP identities — served from a single Laravel app.
Real-time validation with international dial-code handling, conditional logic (employment and salary fields appear only for salaried applicants), and duplicate-lead prevention with friendly messages.
Every lead fires an admin notification email, a branded client thank-you from the correct brand address, and a WhatsApp message via approved Twilio content templates.
Live multi-field search, date-range filtering, sortable columns, pagination, inline edit and delete, and at-a-glance stats — total leads, today's leads, and recent submissions — with no page reloads.
One-click export that streams exactly what the admin has searched or filtered, rather than dumping the whole table.
A role check and a separate edit-capability flag as independent middleware — "who you are" and "what you can do" stay decoupled — plus admin-only user management with self-deletion protection.
Client-facing emails were sending from a generic system address.
A second dedicated SMTP mailer so each brand sends from its own address and identity — a config-level change that solved a real deliverability and branding problem.
Third-party integrations must never slow down or block lead capture.
WhatsApp delivery is a queued job using Twilio content templates, and email and WhatsApp channels are decoupled — a failure in one doesn't block the submission.
Messy real-world phone and date input breaking uniqueness checks.
Accessor/mutator logic auto-prefixes dial codes and normalizes empty dates to null, with closure-based uniqueness validation against the stored composite phone value.
The forms had to live inside an existing marketing website.
An embeddable mode that hides the marketing chrome so each funnel can be iframed straight into the brand's site.
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