The CRM Built for Education & EdTech
Manage admissions inquiries, enrollment pipelines, student follow-ups, and campus operations — designed for schools, universities, coaching centers, and EdTech platforms.
Inquiry-to-enrollment counseling pipeline
Program-wise intake demand forecasting
Parent and student follow-up automation
Lead source to admission conversion reporting
Free Tools for Education
8 free tools handpicked for your industry — no sign-up required.
Popular Integrations for Education
8 integrations available for your industry — connect the tools you already use.
“Our admissions team was spending 40% of their time on admin tasks. With HelloGrowthCRM, counselors focus on students and conversion — not data entry.”
Priya Menon
Head of Admissions · EduEdge Institute
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.
Parents enquire at three institutes, and the one that calls back first wins the admission — while half your enquiries never get any follow-up at all.
Every enquiry gets an instant reply and an AI call within seconds, then a counsellor task with a due time, so no admission is lost to slow follow-up.Instant enquiry response
Enquiries arrive from Justdial, Facebook, WhatsApp, walk-ins and a paper register, and the register wins — until it goes missing in admission season.
All channels feed one admissions pipeline (Enquiry → Demo Class → Fee Discussion → Enrolled) with source tracked on every lead, so you also learn which channel actually fills batches.One admissions pipeline
Fee chasing eats most of the admin's day — calling the same parents about the same pending instalments every week.
WhatsApp fee reminders fire automatically at 7, 3 and 0 days before each due date, and the fees board shows exactly who is overdue without a single manual call.Automated fee reminders
Demo classes get booked and forgotten — the student no-shows, and the counsellor moves on to fresh enquiries instead of reviving them.
Demo bookings send automatic confirmations and reminders, and no-shows enter a revival sequence with a counsellor task, so a missed demo is a delay, not a lost admission.Demo no-show revival
You have no idea which counsellor followed up, who is sitting on cold enquiries, or how this admission season compares to last month.
The manager dashboard shows every counsellor's pending follow-ups, activity and admissions with per-source conversion, so coaching conversations run on data instead of memory.Counsellor performance dashboard
Every March you re-sell your own students, and the ones who quietly joined the coaching next door are discovered in June.
Academic year and course on each student record drive a re-admission cadence before the session ends, with a retention board showing who has not confirmed.Re-admission drive
Your best counsellor resigns and takes the WhatsApp history of three hundred parents with her.
Every parent conversation, call and note sits on the student record in a shared inbox, so reassigning the book is one action and the new counsellor starts informed.Counsellor handover
You have four thousand enquiries from three admission seasons sitting in the system and no way to work them.
Segment the dormant bank by course and year and run a re-engagement broadcast before each session opens, with responders dropping into the admissions pipeline.Dormant enquiry revival
Your toppers are the only advertisement that works, and nobody collects the testimonial while the parent is still proud.
Results day triggers a feedback and review request to the right parents, with replies tracked and the strongest ones routed for a public review.Results-season proof
You spend on Meta, Justdial and hoardings every season and judge them on a feeling.
Source attribution carries through to the Enrolled stage, so the dashboard shows admissions and cost per admission by channel before you renew the spend.Cost-per-admission by source
Your scholarship test brings four hundred students through the door once a year, and registrations, fee payments and result-day counselling are run off three separate lists.
The test is a booking event with the registration fee collected on a payment link at signup, and every registrant becomes a lead so result day is a counselling pipeline rather than a crowd.Entrance test as a pipeline
Board results come out on a Tuesday and every decision a parent makes for the year is made in the seventy-two hours that follow, while your two phones ring unanswered.
Results-week enquiries land in a shared inbox with an instant WhatsApp reply and an optional AI qualification call, and counsellor slots are booked from a link, so the surge converts instead of engaging your busy tone.Results-week surge handling
A student attends three weeks, withdraws, demands a refund, and nobody asked why, so the same reason takes four more students next term.
Withdrawal is a closing stage with a reason captured and an exit conversation as a task, so the pattern behind mid-term dropouts becomes a number on the dashboard rather than an anecdote.Withdrawal reason capture
Transport, hostel and uniform are decided in the same conversation as the admission, and half the time nobody brings them up.
Add-ons are fields on the admission record with a prompt at the fee-discussion stage, so the counsellor asks every family the same questions and the ancillary revenue stops depending on who is at the desk.Add-on prompts at admission
Fourteen parents defaulted on the second instalment and the school found out when the accountant closed the month.
A missed instalment moves the student into an Overdue stage worked as a board with an escalation ladder, so the defaulted account is a call on Monday rather than a line in the month-end report.Instalment default escalation
The parent called on Monday, was told a counsellor would call back, waited until Thursday, and enrolled her son at the institute that called her on Monday evening, and she is telling six other parents about the experience.
Every enquiry gets an instant acknowledgement and a counsellor task with a due time, and the manager dashboard shows exactly which parents are still waiting, so nobody is left to draw a conclusion from your silence.No-parent-waiting dashboard
AI Features Built for Education
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 Enrollment Scoring
Score every admission enquiry by programme interest, fee affordability signals, and engagement velocity.
Indic Call Transcription
Transcribe parent and student counselling calls in Hindi, Tamil, Marathi, and 7 more languages — auto-filed to the enquiry.
Voice Agent for Enquiry Follow-Up
AI calls enquiries within minutes of form submission, qualifies interest, and books counselling appointments automatically.
AI Call Coaching
Real-time hints for counsellors on live calls — suggested responses, objection handling, and post-call performance scores.
All AI features included on every paid plan. No add-ons.
Manage admissions cycles and course delivery projects without a separate tool
Running admissions is project work: inquiry, counsellor call, application, documents, interview, offer, fee payment, enrollment — each stage with an owner, a deadline, and a consequence if it slips. Running course delivery is project work too: curriculum milestones, faculty assignments, batch schedules, content uploads, and assessment cycles. Most education institutions and EdTech companies manage admissions in a CRM and academic delivery in a separate tool — Google Sheets, Notion, or a project board — and the two never sync. HelloGrowthCRM's built-in project management connects admissions tasks and academic delivery milestones to the student record in the CRM. Counsellors see their follow-up queue. Programme managers see batch delivery progress. AI text-to-task converts a planning meeting's notes into assigned milestones in seconds.
For Indian coaching centres, schools, and EdTech companies at Rs.899 per user per month, full CRM and project management are included in one subscription — no Asana or Monday.com addon required.
One enquiry, one enrolment: how a counsellor's day actually runs
Tuesday 7:40 PM: a parent fills the website form asking about the Class 11 science batch. The acknowledgement goes out on WhatsApp within a minute — hours before any counsellor is back at a desk — and the enquiry lands in the admissions pipeline tagged with course, batch preference, and source. Wednesday 10 AM: AI lead scoring has placed it near the top of the queue (specific course named, phone number verified, brochure downloaded), so it gets the first call of the morning through the built-in dialer. The parent wants a campus visit Saturday; the confirmation and a reminder on Friday evening go out automatically. Saturday: after the visit, the record moves to Application stage and a document checklist goes to the parent on WhatsApp. The following Tuesday the application is still incomplete, so the counsellor gets a nudge task — this is the exact moment most institutes lose an admission, when the family is comparing two other coaching centres and the quieter institute drops off the shortlist. Thursday: fee paid, enrolment confirmed, and the seat count for that batch updates on the dashboard the director checks each morning.
Where admissions funnels leak — and the feature that closes each gap
Evening and weekend enquiries answered on Monday — instant automated acknowledgement plus WhatsApp keeps the family engaged until a counsellor calls. Counsellors calling in form-submission order — AI lead scoring ranks by intent so serious admissions get attention before casual price checks. Applications abandoned midway— stage-based reminders chase missing documents automatically instead of relying on a counsellor's memory across 300 open enquiries. No idea which channel fills seats— source attribution shows whether Google, referrals, or the fair stall actually produced enrolments, before next year's marketing budget is set. Principal flying blind mid-intake — the pipeline dashboard and enrolment forecast show seats likely to fill per batch while there is still time to act.
Education CRM — frequently asked questions
What is an education CRM?
An education CRM manages student enquiries, admissions pipelines, counsellor follow-ups, and enrolment workflows for schools, colleges, universities, and EdTech companies. HelloGrowthCRM gives education teams a structured admissions pipeline with automated WhatsApp and email follow-up so no prospective student enquiry is lost.
Can HelloGrowthCRM manage a student admissions pipeline?
Yes. HelloGrowthCRM supports multi-stage admissions pipelines from initial enquiry through application, interview, offer, and enrolment. Automated follow-up sequences nudge applicants at each stage and counsellors see a live dashboard of where every prospective student stands.
Does HelloGrowthCRM support fee tracking for educational institutions?
HelloGrowthCRM tracks enrolment deal values and payment milestones against each student record. For full fee management and accounting, it integrates with Razorpay, Stripe, and accounting tools via Zapier. The CRM handles the student pipeline; payment tools handle the transactions.
How can schools use WhatsApp automation for admissions?
HelloGrowthCRM automates WhatsApp messages at every admissions stage: enquiry acknowledgement, application reminders, interview confirmations, offer letters, and enrolment deadlines. Sequences run automatically so counsellors focus on qualified applicants rather than manual follow-up.
Is HelloGrowthCRM affordable for small educational institutes?
Yes. The free plan covers 200 leads — enough for a small institute managing a single intake cycle at ₹0. Paid plans start from ₹899/user/month, making it accessible for coaching centres, independent schools, and small colleges.
Institutes comparing admissions platforms can see how HelloGrowthCRM compares with LeadSquared for education teams or review plans and pricing — AI lead scoring, the dialer, WhatsApp and SMS, and email sequences are included in every paid plan.