A CRM Platform to Simplify Admissions and
Boost Conversions

Helping education businesses in India reach more prospective students through Calls & WhatsApp with CRM for Education.

Bulk data import
1-click dialer
Call tracking & recording
Followup reminders
Lead management
Track team performance
WhatsApp integration

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What is a CRM for the
Education Sector?

An CRM For Education (Customer Relationship Management) is a tool that helps you effectively communicate with students over calls and messages, streamline the enrollment process, and organize all information in one central hub. It also provides insightful organization and team performance reports for you to make data-driven decisions.

A CRM for Education is a complete student management tool designed according to the needs and requirements of educational institutions like universities, schools, coaching institutes, consultancies, or any other organization in the education industry. 

What are the benefits of using a CRM for education?

It’s a common misconception that a CRM is strictly meant for sales-based businesses and not for education. If anything, education institutions need a tool to streamline their processes so they won’t have to rely on messy Excel sheets and physical records. With the help of a CRM, you can

Follow-Up Easily:

Never miss an important follow-up opportunity so no student enquiry or concern goes unaddressed.

Streamline enrollment process

Customize your CRM to perfectly align with your institution's requirements to streamline your enrollment process.

Automate repetitive tasks

Free up valuable time by automating routine tasks like setting reminders, sending messages, and assigning tasks, to focus on more critical activities.

Make data-driven decisions

Get actionable reports on institution and team performance to accurately formulate strategies for growth.

Centralize student data

Effectively manage data by integrating with third-party platforms to get access to comprehensive student information instantly in one place at the click of a finger.

Personalize communications

Send timely messages to parents and students about fee updates, curriculum, events, etc. for optimum engagement throughout the student lifecycle.

What are the main features of a CRM for education?

An CRM For Education is built with a dynamic set of features for all educational institutes.

All leads in one place

Integration Capabilities

All leads in one place

Why waste time organizing student leads scattered on Excel, Google Forms, Justdial, Shiksha, and more?

  • Automatically fetch all your student leads in a unified platform with telecrm.
  • Securely store crucial documents like enrollment certificates and fee receipts.
  • Track the entire lead journey from one place with lead history tracking.
Hassle-free migration

Centralized data Hub

Hassle-free migration

Because your operations cannot be halted even for a day.

  • Import all your existing leads from Excel to telecrm with unlimited imports.
  • Auto detection for duplicate leads so you don’t have to worry about data accuracy.
  • Customize your lead information as per your requirements with custom fields.
Manage leads with ease

Lead management

Manage leads with ease

So you can effortlessly target the opportunities that convert.

  • Categorize each student’s potential to convert by assigning statuses like “Interested” and “Requires Follow-up"
  • Track all the interactions associated with each student's interactions to never miss out on understanding their needs
  • Automatic lead distribution to counselors to save you from the hassle of distributing the workload.
Never miss follow-ups

Follow-up Call Reminders

Never miss follow-ups

Because missed follow-ups = lost opportunities

  • Schedule a call reminder so that no enrollment opportunity goes unnoticed.
  • Get notified when it's time for the call.
  • Always follow up on time and build trust
Track your team effortlessly

Automatic Call Recording

Track your team effortlessly

Because you need to know what your staff is doing in real time.

  • Automatically track and record every conversation.
  • Revisit conversations no matter where you are by accessing the call recordings.
  • Use the recordings as a learning resource to effectively train your counselors.
Make more accurate calls, faster

1-click dialer

Make more accurate calls, faster

Because manually typing and dialing numbers leads to confusion and time wastage. That’s the time that you are paying for

  • 1-click dialer increases speed, efficiency, and accuracy
  • So your counselors can make more calls and enroll more students.
Make Informed Decisions

Real-time Performance Insights

Make Informed Decisions

When you don’t know what’s working and what’s not, no strategy will help you grow.

  • Get real-time data on sales, call volume, and time spent by each counselor to pinpoint areas for development.
  • Customize reports based on your preferred time frame to compare the performance over time.
  • Make effective growth strategies and say goodbye to guesswork.
Interact more and Engage better

WhatsApp Automation

Interact more and Engage better

And ensure a read rate close to 100% on WhatsApp with all your prospects.

  • Easily track and send messages directly from telecrm for quick resolution of enquiries.
  • Send personalized promotional messages in bulk that don’t feel they are promotional messages at all.
  • Nurture leads and solve queries even when you sleep with Automated Chatbots.

Why choose telecrm for your educational institution?

Business happens on phones. With telecrm's mobile application, you can effectively communicate via calls and WhatsApp, manage data efficiently, and generate comprehensive reports about growth and team performance.

Customizability

Implement your own unique workflows and enrollment process; telecrm will adjust according to you, not the other way around.

Ease of Use:

Using telecrm is way easier than using MS Excel, even for non-tech-savvy team members.

Cost-Efficient:

A comprehensive list of features at an unmatchable price.

Intuitive Customer Support:

A dedicated WhatsApp group for all your team members to resolve queries for as long as you're subscribed, onboarding sessions via Zoom meetings and Calls, and live chat.

Mobile Application

Get all the CRM functionalities in your pocket to work on the go with telecrm's mobile application.

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Testimonials

What our users say

Testimonial
With it's intuitive interface & WhatsApp API integration telecrm has transformed our lead management. Their excellent service and precise reporting tools have made a huge impact on business growth.

Kavita Shah
Head of Admissions, Gresham Global

Testimonial image
With telecrm, after sales service has never been an issue for me. Response is quite good and I always get timely service

Dr. Prashant Belchandan
Co-Founder, Paper Planes Education

Testimonial
With it's intuitive interface & WhatsApp API integration telecrm has transformed our lead management. Their excellent service and precise reporting tools have made a huge impact on business growth.

Kavita Shah
Head of Admissions, Gresham Global

Testimonial image
With telecrm, after sales service has never been an issue for me. Response is quite good and I always get timely service

Dr. Prashant Belchandan
Co-Founder, Paper Planes Education

Frequently asked questions

Can’t find what you are looking for? Drop a message on our WhatsApp number.

An CRM For Education is a software that helps educational institutes like schools, colleges, consultancies, and coaching, to talk to students easily through calls and messages, streamlines the enrollment process, and provides a centralized hub to keep all student information in one place. It also generates useful reports on metrics like conversion rates, revenue growth, fees received and given, etc. to help make smart data-driven decisions. A CRM for Education acts like a personal assistant for higher education institutes- keeps everything organized, sends reminders to complete important tasks, takes care of repetitive manual workload, and provides insights on what's working and what's not- to make informed decisions.

The main difference between an SMS and a CRM is that an SMS is focused on managing student data and operations, while a CRM is focused on managing customer relationships before the enrollment process and managing student data after the enrollment process. CRM is more comprehensive when it comes to relationship management, both before and after enrollment process. Whereas an SMS typically has more features for managing academic data, such as grades and attendance.

The 5 Best CRM for Education are:
  1. telecrm: telecrm is a cloud-based CRM software solution that is specifically designed for educational institutions. It is known for its ease of use and affordability. telecrm also offers a variety of features that are specifically designed for educational institutions, such as the ability to track student enrollment, manage student records, and generate reports. It is one of the best CRM for admissions management.
  2. Salesforce: Salesforce is a popular CRM software solution that is used by businesses of all sizes. It is known for its powerful features and scalability. Salesforce also offers a variety of features that are specifically designed for educational institutions.
  3. Zoho CRM: Zoho CRM is an affordable and easy-to-use CRM. It is known for its intuitive interface and customizable features.
  4. Merritto CRM: Merritto CRM is a software solution that is specifically designed for educational institutions. It is known for its focus on student success and its integration with other educational software.
  5. EduAgent CRM: EduAgent CRM is a cloud-based CRM software that is known for its focus on international student recruitment and its ability to manage the entire student lifecycle, from inquiry to enrollment to graduation.

Selecting the best CRM (Customer Relationship Management) system involves considering several critical factors to ensure it aligns with your organization's needs and objectives. Here are the key factors to evaluate when choosing a CRM software:
  1. User-Friendly Interface: To ensure higher user adoption rates and productivity.
  2. Customization and Flexibility: So that the CRM can match the organization's specific processes and workflows and not the other way around.
  3. Integration Capabilities: Seamless integration with existing tools and systems (e.g., email, calendar, marketing platforms) for a unified view of data and processes.
  4. Mobile Accessibility: To work from anywhere and everywhere with on-the-go access to essential CRM functions.
  5. Analytics and Reporting: Powerful analytics tools and customizable reporting capabilities to gain insights and make data-driven decisions.
  6. Customer Support and Training: Access to reliable customer support, comprehensive training, and helpful resources to assist with implementation and ongoing usage.
  7. Cost-Effectiveness: Reasonable pricing plans that align with your budget and provide good value for the features and services offered.

A CRM for education industry can help your institution grow by streamlining all admission-related processes like admissions, enrollment, academic progress, communication, and engagement. CRM software like telecrm helps you effectively interact with students via calls, WhatsApp, and email, automates all repetitive administration tasks so that you can focus on more critical aspects of your business, and identifies loopholes for you to take corrective actions and formulate strategies for growth.

A student CRM, or Student Relationship Management system, is a CRM platform to handle various aspects of the student lifecycle, like admissions, enrollment, academic progress, communication, and engagement. A student management CRM helps in organizing student information, automating administrative tasks, facilitating effective communication with students, tracking their academic journey, and providing insights for informed decision-making. Ultimately, a student CRM aims to improve the overall student experience and optimize operational efficiency within educational institutions.

Yes, CRM in education industry is highly effective in educational marketing for higher education or any other educational institution. Here's how:
  1. Data Management and Analysis: CRM systems allow educational institutions to collect and organize data on prospective students, current students, and alumni. This data can be used to analyze trends, preferences, and behaviors, helping tailor marketing strategies to specific segments.
  2. Personalization: CRM systems like telecrm keep a centralized record of all interactions you have had with students via calls, emails, and WhatsApp messages. This enables personalized communication with students and other stakeholders which helps in crafting messages that resonate with the target audience and increases enrollments manifold.
  3. Automation: With a CRM, education institutions can send bulk messages to a selected group of students at once. So there is need to worry about sending separate messages to countless prospects. What's more, is that the messages are personalized- the CRM automatically fetches their name to make them feel valued.

CRM (Customer Relationship Management) in vocational education is a specialized system that focuses on managing relationships with various stakeholders involved in vocational or skills-based education. This includes prospective and current students, employers, industry partners, alumni, and other entities related to vocational training. With a cloud based CRM in vocational education, you can streamline processes, enhance communication, and effectively manage data specific to vocational training programs, job placements, skill assessments, industry collaborations, and career development.

A CRM system for Education used by universities is a specialized software or platform designed to manage students throughout their student lifecycle. The university CRM system can be customized to cater to the unique needs and workflows of a higher education institution. It helps in the management of admissions processes, student recruitment, enrollment, academic advising, alumni relations, fundraising efforts, and more. The CRM in education industry also centralizes critical data such as student records, academic performance, and communication history in one central hub, providing a holistic view of the university's relationships and interactions.

The purpose of a CRM application for schools and colleges or higher education is to streamline and enhance communication, engagement, and overall management of interactions with various stakeholders within the educational ecosystem. This includes students, parents, faculty, alumni, donors, and other entities associated with the institution.

CRM (Customer Relationship Management) systems in higher education hold significant importance for a variety of reasons that ultimately contribute to the institution's success and growth:
  1. Effective Communication: Improves interaction with students, faculty, alumni, and others to never let any inquiry go unnoticed.
  2. Smooth Admissions: Simplifies enrollment and admissions processes for a better applicant experience.
  3. Personalized Support: Personalizes guidance and services to individual students, making them feel valued and increasing the chances of enrollment.
  4. Process Optimization: Improves and automates various academic and administrative processes for better efficiency for higher education institutes to focus on more crucial activities.
  5. Informed Decisions: Provides data insights to guide strategic decisions in recruitment, academics, and more.

Steps to effectively implement Customer Relationship Management or CRM software for education industry are:
  1. Assessment of Needs and Objectives: Identify specific goals and requirements for implementing a CRM system, such as improving communication, enhancing enrollment processes, etc.
  2. CRM Selection and Customization: Research and choose a CRM software that aligns with the institution's needs and budget. Also, check if it's customizable so that it aligns with specific processes of the institution.
  3. Data Migration and Integration: Migrate existing data into the CRM system. Whether it's in Excel or other third-party platforms, data can be easily migrated without any hassle in CRM for Education.
  4. Training and Onboarding: Provide comprehensive training to users to ensure they understand the CRM system for education's features and functionalities.
  5. Testing and Launch: Conduct a pilot phase involving a small group of users to test the CRM system in a real-world setting. Finally, launch the entire team.