Technology has found its way into everything and education is no different. Educational institutions like Schools, Colleges, Universities and Edtech Companies like Byjus, PW and Khan Academy are on a mission to bring education to every nook and cranny.
But it’s no small feat. Handling interactions with thousands of students daily, keeping track of all the data for smooth operations and understanding what works and what does not to make informed decisions are significant challenges.
And you are being held back from achieving your vision because of these obstacles.
That’s why you’re here. This article is about how a CRM (Customer Relationship Management) system can solve these problems. But before we dive in, let’s first understand what exactly CRM for edtech is.
CRM (Customer Relationship Management) for education technology is a specialised software designed to assist educational institutions and businesses (online education platforms) in managing and optimising their interactions with students, parents and others.
It streamlines processes like student engagement, communication, data management and report generation, ultimately enhancing operational efficiency in the EdTech industry.
Further in this blog, you will gain valuable information that is going to help you take your business to the next level.
In recent times, more and more students are choosing to learn from the comfort of their homes instead of going to colleges or schools. This trend has seen a significant boost, especially since the COVID-19 pandemic hit.
EdTech has started to harness the power of technology to make education more engaging, accessible, efficient and effective to support both students and educators in various learning environments, including schools, colleges, coaching, universities and online platforms.
You’ll only be able to achieve this aim when you have smoother and more effective operations in your business and for that, you need CRM for edtech.
Let’s look at the key benefits that make a CRM truly useful for EdTech teams.
Keep all your student inquiries, web form submissions and ad leads in one place, no more switching between Excel sheets or scattered chats.
Set reminders and automate follow-ups via call, SMS or WhatsApp, so no lead goes cold and your team never misses a chance to convert.
Every EdTech business is different. A good CRM lets you create your own sales pipeline, lead statuses and processes that fit the way your team works.
Call leads directly from the CRM, record calls and send WhatsApp messages without saving numbers, all from one screen.
Track how many calls your team makes, follow-ups done, leads converted and get visibility into what’s working and what’s not.
Segment leads by course interest, city, source or stage in the funnel, so your team can target the right students at the right time.
No more guessing. See daily sales reports, campaign performance and team output in one dashboard to make better decisions, faster.
Running an EdTech business involves constant multitasking like chasing leads, answering student queries, tracking team performance and overseeing the entire student’s journey. Without the right system in place, it is easy to fall through the cracks.
Your leads must be coming from many sources, such as your website, Google ads, social media or partner platforms. But when this data sits in Excel sheets, WhatsApp chats and email threads, it becomes nearly impossible to track or follow up properly and it is easy to miss follow-ups.
A CRM brings all that lead data together in one place, automatically organised by source, course or region. You can see the entire journey of every student lead from first contact to final conversion and even after that, without having to open multiple tabs.
Pro tip: You can also check CRM for Higher Education if you own a college or University
When students or parents reach out for help and your team is slow to respond, it damages trust.
And in EdTech, that trust is everything. But if you have a CRM, queries are instantly assigned to the right rep, common questions can be auto-responded via WhatsApp and your team is always notified when it’s their turn to follow up.
This reduces delays and gives users the quick, personalised help they expect from you.
Pro tip: If you run a school, you should get a specific CRM for schools to manage communication and other processes smoothly.
It’s not enough to have a sales team; you need to know what they’re doing.
Are they making enough calls? Are those calls converting? And if not, then why are those student leads not converting?
Without reports, you won’t be able to gauge any of that. CRM software gives you real-time data on call volumes, durations, lead stages and conversions and even call recordings. So, you no longer have to guess and can make decisions based on facts.
telecrm is India’s most user-friendly mobile and WhatsApp-based CRM built for telecalling and lead management. It’s a perfect fit for EdTech teams handling high lead volumes, fast follow-ups and growing sales targets.
Here’s how Telecrm helps EdTech businesses streamline sales and scale admissions:
Telecrm pulls student data from your website, Shiksha, Razorpay and more, into one dashboard
You can access registrations, payment info and interaction history without switching tabs. Plus, it supports bulk imports and Google Sheets sync, ensuring clean and error-free data
No hidden costs or confusing pricing. Telecrm offers a complete plan with all features, billed quarterly or annually. Simple pricing, full access
With Telecrm, your team can call leads directly from web or mobile, auto-record every call and view full lead history before dialling. Everything’s accessible on the mobile app, so reps can follow up anytime, anywhere
You can send personalised messages without saving numbers, capture leads from chats and set follow-up reminders. Automate replies to stay active 24/7 and reach more leads with bulk messages via WhatsApp Cloud API
Set follow-ups for yourself or your team, prioritise by urgency (P1, P2, P3) and get notified via app or WhatsApp, so no hot lead slips through. Easily track pending or missed tasks
It is fully customisable to match your sales process. You can add custom lead fields and statuses, automate follow-ups, assign roles with controlled access and instantly reassign leads to senior reps when needed
Filter leads by source, assignee, stage or date, track which campaigns perform best, which reps are overloaded and how many leads are converting. Custom labels and filters make your funnel fully visible
Leadsquared is widely used in the education sector for managing lead capture, nurturing and tracking at scale. Its strength lies in automation, advanced workflows and deep reporting.
Zoho CRM offers a dedicated solution for education businesses that need strong contact management, automation and CRM basics at a lower cost.
Easily save information about prospective students and clients in one place, so your team never loses track
HubSpot’s strength is in content-driven lead nurturing. If your EdTech brand relies heavily on content marketing, blogs or webinars to attract students, HubSpot helps track and convert those leads.
Salesforce offers a highly customisable platform for universities and schools with large IT and operations teams. It’s ideal if you want to track every touchpoint, from enquiry to graduation.
NoPaperForms is focused purely on the admissions process, lead capture, counsellor assignment, fee collection and campaign performance. It simplifies enquiry-to-admission journeys.
Freshsales offers smart workflows, automation and an intuitive UI — all packed into a CRM that’s easy to use. Its AI-powered lead scoring helps prioritise the hottest prospects.
When choosing the best CRM for your EdTech company, don’t just settle for flashy dashboards. You need a cloud-based CRM that simplifies your sales processes, boosts your team’s performance and supports your long-term business strategies.
Here’s what really matters: if you pick the wrong CRM software, it could cost you more money than it’s worth. Plus, if it’s too complicated to use, your team will struggle with it. And if it doesn’t play well with your existing tools, you could end up with a bunch of disconnected systems.
Here are the key factors to prioritise:
Your CRM platform should give you full control over your sales process and student engagement without charging extra for basic tools.
Go for a solution that combines marketing automation, workflow automation and contact management in a single platform, so you don’t waste time juggling between tools. The right CRM helps you save costs and convert more prospective students in the long run.
A complex CRM tool is no good if your sales reps can’t figure it out. Look for something that’s easy to learn and doesn’t require hours of training.
Your sales team should be able to manage student inquiries, update customer information and send instant messages, all without switching tabs or dealing with messy data entry. Ease of use directly improves team performance and conversion rates.
Your CRM system should integrate with your current stack — from web forms to Google Sheets, email or even phone records. Whether you’re tracking leads, automating reminder emails or running marketing campaigns for upcoming courses, everything should sync smoothly to avoid duplication and manual tasks. A cloud-based CRM that connects to all tools gives your sales team one place to work from.
In the EdTech industry, every business has its own flow; some focus on lead generation, others on nurturing student engagement during the admissions process. That’s why your CRM tool must let you customise fields, stages, reports and workflow automation.
Assign the right sales reps, track progress and store every detail in one system. This flexibility is what makes a CRM a true one-stop solution for your entire admission process.
By now you know why CRM software is important for your Edtech business and how it will help you expand your business multifolds. You need a CRM for education consultancy, college, coaching, or whatever your Edtech business is, to make your processes smoother and more efficient, because running a business is no easy task and you should have all the help you can get.
CRM for edtech, especially Telecrm, offers a lifeline. It enhances student engagement, streamlines communication, simplifies data management and generates concrete reports.
It’s the tool that not only addresses problems but turns them into opportunities for growth.
With Telecrm, you can:
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