The customer gets an email with a private link to pay the search fee and upload their documents. Only their university is shown to them.
Invite links
Name
Email
University
Fee
Status
Created
Actions
Name
Email
Phone
University
Stage
support@factstranscript.com
📥 Inbox
📤 Sent Items
📝 Drafts
🧩 Templates
✍️ Signature
📊 Sent log
⚙️ Settings
Inbox
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Select a message to read it here.
✉️ New message
💰 Charges for this case — each line shows in the email; total is the sum
Total: ₹0
Templates
Name
Subject
Tag
Email signature
Automatically added to the bottom of emails you send from the CRM. HTML allowed.
Mailbox settings
The CRM sends all your communication from this mailbox (Gmail). Notifications for new enquiries still come from your enquiry address.
Gmail: SMTP smtp.gmail.com:465, IMAP imap.gmail.com:993, username = full Gmail address, password = a Google App Password.
Sent log
When
To
Subject
Status
Bulk email to your contacts. Send now or schedule.
Name
Subject
Audience
Status
Sent
Scheduled
Enquiries by status
Top services
By source
Monthly trend
Universities
The reply email is the same for every customer — only the university page link changes. Set each university's page on factstranscript.com (where its charges & details are shown); it drops into the email automatically when you reply. Fee is the amount used for the payment / invite link.
University
University page link (factstranscript.com)
Fee ₹ (invite)
Reviews URL
Team members
Name
Username
Role
Active
Enquiry
Team member
Charge lines
Default enquiry/search-fee lines for this university. They pre-fill when you reply and remain editable per customer. GST is not added in this section. Leave the amount blank for note-only lines.
Run document reminders
Checking which reminders are due…
Request documents from the customer
The customer's existing secure upload link is inserted by the server when the email is sent — it is never shown here and never reused for a new payment.