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EdTech CRM

Convert More EdTech Trials, Launch Courses That Fill, and Stop Student Churn Before It Starts

Manage the full learner lifecycle — from first free trial through paid subscription to re-engagement of lapsed students — with automated follow-up, campaign management, and pipeline visibility that works for any course type or delivery model.

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EdTech CRM

Live sample workspace for EdTech: Trial-to-paid conversion pipeline — every free trial user tracked through Day.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Trial-to-paid conversion pipeline —

1

EdTech Account

Trial-to-paid conversion pipeline — every free trial user tracked through

Rs. 2.4L

Course launch campaign manager

1

EdTech Opportunity

Course launch campaign manager — segment your user base by

Rs. 1.1L

Lead capture from website,

1

EdTech Renewal

Lead capture from website, paid ads, and content — every

Rs. 78K

Student engagement scoring —

1

EdTech Follow-up

Student engagement scoring — identify at-risk students based on inactivity

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for EdTech CRM?

Yes. HelloGrowthCRM gives EdTech CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like free trials expire by the thousands with no human contact, and conversion depends entirely on an automated drip everyone ignores — rather than generic sales busywork.
  • Trial-to-paid conversion pipeline — every free trial user tracked through Day 1, Day 3, Day 7, and Day 14 follow-up with automated WhatsApp and email sequences
  • Course launch campaign manager — segment your user base by interest area, enrolment history, and engagement level to send targeted launch campaigns
  • Lead capture from website, paid ads, and content — every enquiry attributed to source so you know which channel fills your courses most cost-effectively

See pricingBook a demo

01

The first 14 days of a trial determine whether a student pays — most EdTech platforms leave this to chance

The conversion window for an EdTech trial is not 30 days. It is 14. In the first two weeks, the student is curious, the product is novel, and the cost-benefit calculation is happening in the background. After 14 days of non-engagement, the trial effectively expires in the student's mind regardless of what the billing system says. HelloGrowthCRM runs a structured sequence in that window: an onboarding message on Day 1 with the single most important thing to do first, a check-in on Day 3 asking what the student has tried, a value highlight on Day 7 showing what students who complete the course achieve, and a decision prompt on Day 14 with the clearest path to upgrade. Every step is automated, personalised with the student's name and course, and runs for every trial user without any manual action.

02

Course launches succeed or fail based on who you contact, not how loudly you shout

The EdTech companies that fill courses consistently are not the ones with the biggest advertising budgets — they are the ones with the best segmented communication. A student who completed a basic Python course is a different prospect for an advanced data science cohort than a student who has only ever browsed the curriculum page. HelloGrowthCRM lets you build launch audiences from your existing database — by course history, engagement level, enquiry topic, and past purchases — and send a targeted launch campaign to each segment with a message relevant to where they are in the learning journey. The data science cohort message to the Python alumni converts at six times the rate of the generic announcement to the full list.

03

Student churn is predictable — most EdTech companies act on it too late

A student who will churn in 30 days usually shows the signals 21 days before it happens: login frequency drops, lesson completions stop, support tickets go unanswered. HelloGrowthCRM tracks these signals and surfaces students whose engagement pattern matches a churn risk. An automated re-engagement sequence fires before the official churn date — personalised, relevant, and calibrated to the specific stage of the course the student reached. The intervention happens while the student still identifies as a learner, not after they have mentally cancelled and moved on. Early intervention converts 40 to 60 percent of at-risk students back to active.

04

Referrals from current students are the highest-value acquisition channel EdTech has

A recommendation from a student who is mid-course, genuinely engaged, and enthusiastic about the results they are seeing converts at a significantly higher rate than any paid acquisition channel. The challenge is capturing those referrals systematically rather than waiting for them to happen organically. HelloGrowthCRM tracks referrals from initial mention through to the referred student starting a trial and converting to paid. The referring student receives an automated thank-you message and reward update when the referral converts. A well-run referral programme typically generates 15 to 25 percent of new trial volume at close to zero acquisition cost.

05

EdTech sales teams need pipeline visibility, not more tools

As an EdTech company grows past its founding team, the sales function becomes harder to manage. Who is following up with which trial user? Which demos are scheduled this week? Which prospects have been quiet for too long? When these answers require asking the salesperson, the manager's ability to coach is limited to the information the salesperson chooses to share. HelloGrowthCRM gives the sales manager a live view of every salesperson's pipeline: trials activated, demos delivered, follow-up overdue, and conversions by week. The manager can see where each person needs coaching — and can see which top performers' approaches should be replicated across the team — without a single status meeting.

AI & Intelligence

AI Features Built for EdTech Platforms

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

AI Trial Personalisation

Personalised onboarding messages and follow-up sequences generated from the course a user tried and their engagement pattern — not generic broadcasts.

Student Re-engagement Automation

Inactive students receive a personalised re-engagement sequence automatically — catching churn risk before the student has mentally quit.

Course Performance Analytics

Enrolment rate, trial-to-paid conversion, course completion, and churn by cohort — so you know which courses and channels are driving sustainable growth.

Sales Team Dashboard

Trials activated, demos delivered, and paid conversions per salesperson — real-time visibility so you coach the right person on the right skill.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • Free trials expire by the thousands with no human contact, and conversion depends entirely on an automated drip everyone ignores.

    Trial signups enter a conversion pipeline where high-intent leads get prioritised counsellor call tasks alongside the message sequence, so the limited sales team spends its calls where conversion probability is highest.Trial conversion prioritisation

  • Parents book demo classes for their kids and a third never show, wasting teacher slots that other families wanted.

    Demo bookings trigger confirmation, day-before, and hour-before reminders with an easy reschedule path, and no-shows drop into an automatic re-booking sequence, so demo capacity converts instead of evaporating.Demo-class show-rate automation

  • Each counsellor stares at a queue of four hundred leads with no signal about which fifty to call today.

    Leads are scored and sorted by source, engagement, and stage, with stale leads recycled into nurture automatically, so every counsellor's day starts with a ranked call list instead of an undifferentiated pile.Lead scoring and routing

  • Lapsed subscribers are written off, even though they once paid and need only a reason to return.

    Expired and cancelled learners flow into segmented re-engagement campaigns - new course launches, progress they left behind, comeback offers - with responders routed to counsellors, so the churned base becomes a recurring acquisition channel.Lapsed-learner re-engagement

  • New course launches go out as one email to the whole base and sell to almost none of it.

    Launch campaigns target segments whose past enrolments predict interest, sequenced across WhatsApp and email with conversion tracked per segment, so every launch lands on warm audiences instead of cold lists.Segmented launch campaigns

  • Refund requests inside the guarantee window get processed instantly when half could have been saved with one conversation.

    Refund requests create urgent save-call tasks with the learner's history attached, and outcomes are tracked by reason code, so the platform recovers savable revenue and learns exactly why students leave.Refund save workflows

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Trial-to-paid conversion pipeline — every free trial user tracked through Day 1, Day 3, Day 7, and Day 14 follow-up with automated WhatsApp and email sequences
  • Course launch campaign manager — segment your user base by interest area, enrolment history, and engagement level to send targeted launch campaigns
  • Lead capture from website, paid ads, and content — every enquiry attributed to source so you know which channel fills your courses most cost-effectively
  • Student engagement scoring — identify at-risk students based on inactivity before they churn, so intervention happens while they are still reachable
  • Referral programme tracking — log who referred whom, track referral conversions, and automate reward messages to your best advocates
  • WhatsApp drip campaigns for nurturing leads who have not started a trial — stay in front of prospects with value content until they are ready to convert
  • Revenue pipeline reporting — leads in trial, trials converting, active subscribers, churn rate, and course-level conversion in one dashboard
  • Sales team management — track each salesperson's trials activated, demos delivered, and conversions so you know where to coach and where to scale
  • Coming Phase 1: Subscription billing with automatic renewal, failed payment retry, and pause/resume management
  • Coming Phase 1: Batch and cohort management with enrollment caps, waitlist, and automated session reminders for live courses

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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