CRM for Training Institutes

Digitize the admissions process and augment conversion rates.

Set up custom fields, workflows, and filters to take care of admissions for training institutes to convert leads to enrollments.

Simplify the admission process to manage, nurture and convert the maximum number of leads

  Self-serve portal for students

Empower your candidates to keep track of their end-to-end journey in the portal to apply, track, communicate, and make payments.

  Data upload by centers

Training centers can upload inquiries directly in the central unified CRM. Ensure no inquiry is missed by automating distribution to counsellors/ call centers directly.

 Targeted communication

Send content relevant to students based on their courses, on the channels of their choice with centralized campaigns.

  Student journey mapping

Map end-to-end student journeys – inquiry, applications, counselling, enrollment, and beyond, across your centers.

  High progression rates

Reduce drop-offs and increase student retention along with progression rates with exceptional student experience at every step.

  Centralized analytics

Get detailed level-wise insights into the performance of each center, counsellor, source, course, and more.

CRM designed to help you scale your training institute business

Capture leads from all your lead channels

Bring all your leads from different channels- digital, social, and education marketplaces, into one single centralized system. Allow different centers to upload offline data directly to the centralised repository. This helps in increasing the productivity of the team, decreases the response time, and avoids lead leakages.

Centralized communication repository

Unify your communication across centers and further strengthen your brand positioning. Create centralised communication repositories and allow centers to personalise communication across multiple channels in a targeted manner.

360° student profile

Centralise your student data with controlled access to different centers. This ensures that the head offices have complete visibility into the data, activities, and progress of all the students, while the centers have access to the data of their own students only.

Personalise your communication across multiple channels in a targeted manner to maximise your enrollments.

Complete student journey tracking

Keep track of the student’s entire journey along with all his interactions. Phone calls, email/text interactions, or communication through any other channel – everything is recorded so that you always know the status and the progress of the enrolled students.

Lead segmentation

Segment leads/inquiries based on factors like applied courses, scores, demographics, location, grades, and numerous other parameters. Use this information to automate personalised communication on multiple channels like Email, SMS, or WhatsApp to increase your engagement.

Omni-channel communication campaigns

Run hyper targeted campaigns and send relevant content to students based on the courses they have shown their interest in, on the channels of their choice. Create course specific email templates for each segment and ensure uniform brand communication across your students.

Improve student experience and increase retention at every step

Cross-sell Opportunities

Identify cross-sell signals and create opportunities. Sell more courses by smartly identifying the student’s intent. Segment candidates based on their interests and nurture them for a related course after any given period. This serves as an opportunity to enroll candidates who have benefitted from a previous course into a new one relevant to their career.

Reports and Dashboard

Get complete visibility into the operations and performance of each center, counsellor, source, and course through dashboards like overall performance, source performance, and center performance.