Education CRM Software
Our education CRM is Perfect CRM configured for schools, colleges, coaching institutes and education consultants, whose admission seasons bring more enquiries than counsellors can track in notebooks. It records enquiries from the website, calls, campaigns and walk-ins, assigns them to counsellors, schedules follow-ups and shows which sources bring enrolments.
What is CRM in education?
An education CRM is CRM software set up for admissions and counselling. It tracks each prospective student or parent from first enquiry through counselling and follow-ups to enrolment, and reports which channels and counsellors convert.
Who it is for
- Coaching institutes and training centres
- Schools and colleges with admission teams
- Study-abroad and education consultants
- Multi-branch institutes
Problems it solves
- Enquiries lost during admission peaks
- No reminder for counselling follow-ups
- Duplicate calls to the same parent from different counsellors
- No data on which campaigns bring enrolments
Key capabilities
Enquiry capture
Record enquiries from the website, calls, campaigns and walk-ins.
Counsellor assignment
Assign each enquiry to a counsellor by course or branch.
Follow-up reminders
Schedule follow-ups so every student or parent is contacted on time.
Calls, SMS, email and WhatsApp
Reach students and parents on the channel they use.
Branch-wise routing
Route enquiries to the right branch.
Reports
See enquiries and enrolments by source, counsellor and course.
How it works
- An admission enquiry arrives and is recorded.
- It is assigned to a counsellor.
- Counselling follow-ups are scheduled and logged.
- The enquiry is marked enrolled or closed.
- Managers review conversion by source and counsellor.
Admission seasons without lost enquiries
Most institutes receive the bulk of their enquiries in a few weeks. Without a system, counsellors call the most recent enquiries and older ones are forgotten. Assignment and reminders make sure each enquiry gets the follow-ups it needs.
Know which campaigns work
When every enquiry is recorded with its source, institutes can see which campaigns, websites and referral channels bring enrolments, not just enquiries, and plan the next season's spending accordingly.
Frequently asked questions
Can it handle several branches?
Yes. Enquiries can be assigned to the right branch, team or counsellor.
Can counsellors message parents on WhatsApp?
Yes. Perfect CRM connects with WhatsApp messaging, as well as SMS and email.
Does it manage fees or classes?
Perfect CRM manages enquiries, counselling and communication. Fees and academic records are handled by your institute management system.
Is a demo available?
Yes. Request a free demo using the form on this page or call +91-9999365655.
Related software
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Lead Management Software
Perfect ERP Software's lead management software, part of Perfect CRM, records every sales enquiry in one place, whether it arrives by phone, as a walk-in, through your website or from a campaign.
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WhatsApp CRM Integration
Perfect CRM connects with WhatsApp messaging, alongside IVR/toll-free calls, SMS and email, so sales and support teams follow up leads and customers from the CRM.
Learn moreSee how it fits your business
Book a free, no-obligation demo. Our team will show the software using your workflow and prepare a quote based on the modules and users you need.
or call +91-9999365655
