Built for teams that need more than a spreadsheet
Our CRM unifies lead capture, follow-up scheduling, offer-letter issuance, and class scheduling in one intuitive workspace, so your counsellors stay organised and your prospects stay engaged.
Trusted by industry leaders
Key Features
360° Lead Management
View, filter, and update every contact from a single screen. See source, stage, and executive ownership at a glance (see “Lead Management” screenshot).
Smart Follow-Up Calendar
Automatic colour-coded reminders for New Enquiry, Upcoming, No Follow-Up Made, and Pending statuses ensure no prospect slips through the cracks.
Guided Lead Creation
Dynamic form validates required fields and captures enquiry, activity, communication, education, and work details in one flow—cutting manual data entry time in half.
Offer-Letter Automation
Generate, submit, and track offer letters with built-in approval workflows. Counsellors see real-time counts for Submission Pending, Submitted, Approved, and Rejected.
Schedule Management
Create modules, assign faculty, set online/offline shifts, and publish timetables—directly linked to each student record.
Task & Workflow Automation
Trigger emails, WhatsApp templates, or SMS when a lead changes status or an offer letter is approved.
Role-Based Dashboards
Separate portals for Administrators, Sales Advisors, and Academic Teams deliver just-right access and actionable KPIs.
Reporting & BI
Conversion funnels, counsellor performance, campaign ROI, and pipeline ageing—all exportable to PDF or Excel.
Secure & Scalable
Enterprise-grade encryption, granular permissions, and an architecture ready for thousands of concurrent users.
Modules at a Glance
Features
Sales & Enquiry Portal
Real features, big impact
Lead inbox with drag-and-drop stage updates
One-click task creation and reminder snooze
Native email templates and call-log widgets
Features
Admissions & Document Centre
Real features, big impact
Auto-filled offer-letter templates
Bulk document requests & upload verification
Approval matrix with audit trails
Features
Academic Scheduler
Real features, big impact
Visual timetable builder (day, week, month, year views)
Faculty & assessor allocation
Automated student notifications
Why Teams Love Our CRM
Boost Conversion Rates
Timely follow-ups and personalised nurture journeys raise prospect confidence.
Shorten Admission Cycles
Automated document checks and e-signatures cut admin time from weeks to days.
Increase Team Productivity
Unified screens mean fewer tabs, fewer meetings, and fewer “who owns this lead?” moments.
Make Data-Driven Decisions
Real-time dashboards reveal exactly where leads stall and which campaigns truly work.
The Impact of Our CRM
85%
Of clients report ROI within 6 months
40%
Average reduction in administrative costs
65%
Faster sales cycle completion rate
200+
Team members can use our system effortlessly.
We have answered your questions
We understand the real concerns about a CRM solution and have addressed some of them.
Is it hard to migrate from my existing system?
No. We import CSV/Excel data, map custom fields, and replicate your pipeline in days—not weeks.
Can I integrate the CRM with my website, WhatsApp, or payment gateway?
Yes. We support REST APIs, webhooks, and off-the-shelf connectors for major marketing suites.
How secure is my data?
Data is encrypted at rest and in transit, with role-based permissions and optional two-factor authentication.
Do you offer custom reports?
A drag-and-drop report builder lets you visualise any field. Our team can also create bespoke BI dashboards.
What does onboarding look like?
Typical go-live happens in four steps: discovery workshop, data migration, user training, and success review—usually within 30 days.
100% Secure
Your data is always protected with enterprise-grade security measures and compliance.
24/7 Support
Our dedicated support team is available around the clock to assist you with any issues.
Ready to turn enquiries into enrolments?
Book your personalised demo and see how our CRM can transform the way your team sells, admits, and schedules.
