Turn every enquiry into an admission
Collect leads from every source, hand them to the right counsellor, get reminded to call, run WhatsApp on autopilot and take the student all the way to admission and fees, on the web and on Android.
- lead sources
- 10
- call SLA
- 5 min
- web features on Android
- 100%
Call SLA left on this lead
Next: Riya calls Rahul. The manager is alerted if the call is missed.
Lead #4821Sample data
- 10:30:00Enquiry · Website form · Rahul Sharma, MBA
- 10:30:00Assigned to Riya · 0.4 s
- 10:30:40WhatsApp welcome sent
- 10:32:14Riya called · Interested
- 10:32:20Next follow-up set · Fri, 6 pm
Called inside SLA2 min 14 s
Leads arrive from wherever your students are
Website formsMeta & Google lead adsWhatsAppMissed callsQR fair formsExcel & SheetsGood morning, Riya
Tuesday · 14 leads to call before noon
Leads today
48
+12% on yesterday
Follow-ups due
23
6 overdue
Admissions
86
+9% this month
Fees collected
₹42.6L
+18% this month
New leads, last hour
Live demoLeads by source
This monthCall these first
Just in
Live demoScreens and numbers on this page are sample data.
One list for the whole admission season
No spreadsheets and no lost follow-ups, even in the busiest week of admissions.
Every source, one inbox
Each enquiry becomes one lead with its source, campaign and city.
- Website form, one-line widget and chatbot
- Facebook, Instagram and Google lead ads
- WhatsApp, missed-call numbers and QR forms for fairs
- Google Sheets every 15 minutes, Excel with undo
- Visiting card scan: AI reads the walk-in's details
- Duplicates merged, fake numbers and spam blocked
48
new leads
6
duplicates merged
3
spam blocked
The right counsellor, instantly
Rules decide who gets each lead, so nobody waits for a manager to hand it out.
- Rules by website, source, course, state or city
- Round robin, least loaded, performance or language
- People on leave or offline are skipped
- SLA alerts the manager and can reassign the lead
- “Try it” shows who would get a lead before you save
When a lead matches
Share it by
Calling that keeps moving
Counsellors open one screen, and it tells them who to call next.
- Power dialer: due follow-ups, then fresh leads
- Best time to call for each student
- No answer sets a retry, then a WhatsApp goes out
- Call scripts and FAQ per course
- Exotel or Knowlarity with hidden numbers and recordings
- AI transcript and summary saved on the lead
Rahul Sharma
MBA · Jaipur · Hot lead
Best time to call: 6 to 8 pm
Call script
Ask which specialisation Rahul wants, then share the fee plan and the last date.
Log the outcome
Up next
Priya Verma11:00
Follow-up due
Aman Khan11:30
Retry call
Neha Joshi11:45
New, not called
Sana Ali12:00
New, not called
Every conversation in one inbox
WhatsApp, SMS and email replies arrive in one place, against the lead.
- WhatsApp Web or the official Cloud API
- Bulk send to 5,000 leads with live progress
- Qualification bot fills course and city, then hands over
- AI reply drafts with sentiment and intent tags
- STOP turns on do-not-contact by itself
Rahul Sharma
Priya Verma
SMS
Aman Khan
Neha Joshi
What are the MBA fees? Can I pay in parts?
Yes, you can pay in 3 installments. I will share the plan.
Ok. Hostel fee is extra?
AI draft
Hostel is a separate fee head. I am sending the full fee plan on WhatsApp now.
Follow-ups that run themselves
Set the rule once, and the CRM does the repeat work.
- WHEN, IF, THEN workflow builder
- Drip sequences that stop on a reply
- Trigger on quiet leads, missed follow-ups or a schedule
- Manager approval as a workflow step
- Every run and step is logged
Not contacted in 30 minutes
Trigger
Course is MBA and lead is Hot
Condition
Send WhatsApp template, notify manager
Action
Drip sequence, stops when the lead replies
Day 0
Day 1
Call task
Day 3
SMS
Day 7
Enquiry to admission, on one form
The admission form starts pre-filled from the lead and tracks each document.
- Colleges, courses, fees, seats and last dates
- Eligible college finder from the student’s marks
- Document checklist per course, verify or reject
- Marksheet scan fills the form with AI
- Admission number, offer letter and ID card PDFs
- Student status link and booking link, no login needed
- Draft
- Submitted
- Documents
- Approved
Document checklist
Class 12 marksheetVerified
Graduation marksheetVerified
Aadhaar cardVerified
Income certificateRejected
Course seats
46 of 60 filled
Last date 30 Nov · Scholarship 10%
Offer letter + ID card
PDFs with verify QR
Fees without chasing
Every installment has a due date, a reminder and a receipt.
- Fee plans with discounts, coupons and installments
- Cash, UPI, cheque, card and split payments
- Razorpay, Cashfree, PhonePe and PayU pay links
- GST receipts on WhatsApp, with a verify QR
- Reminders, late fees and payment promises
- Overdue fee calls assigned to the staff you choose
- Aging report and Tally or Excel export
GST receipt with verify QR sent on WhatsApp
Overdue fees, all students
Numbers an owner can ask about
Open any number to see the leads behind it, or ask in plain Hindi or English.
- Funnel, lost reasons and counsellor performance
- ROI and cost per admission for each campaign
- Forecast of next month's admissions
- Custom reports, scheduled by email or WhatsApp
- AI lead score and next best action
- Names and numbers are never sent to the AI provider
₹3,42,500 pending from 27 students
Funnel
Leads1,284
Contacted950
Interested488
Admissions86
ROI by source
And the rest of the office
Pipelines and Kanban
Several pipelines, each with its own stages, and drag-and-drop boards.
Tasks and calendar
Recurring tasks, snooze, and the next follow-up set automatically.
Attendance
Selfie + GPS check-in, office geofence, leave and monthly export.
Field teams
Field visits, day route and live location while checked in.
Targets and leaderboard
Calls, admissions and conversion for each counsellor.
Agents and referrals
Own panel, share per university, commission and payouts.
Student panel
Mobile + OTP login for status, fees, receipts and documents.
College commission
What each college owes per admission, received, TDS and pending.
Team chat
Channels, groups and direct chats with files, pins and search.
Roles and permissions
Custom roles, a permission grid and own, team or branch scope.
Security
2FA, OTP, IP allow-list, device approval, masking and audit log.
Your own install
Your name, logo, domain and data, with daily backups.
From enquiry to fee receipt
Set it up once: sources, rules, templates, fee plans. After that the CRM keeps every student moving.
- 1
Capture every enquiry
Forms, ads, WhatsApp, missed calls and fairs land in one list, duplicates merged, spam blocked.
- 2
Call and convert
The right counsellor gets the lead in seconds, the dialer sets the order, WhatsApp does the follow-up.
- 3
Admit and collect
Admission form, documents, approval, letters, then fees, receipts and reminders on autopilot.
Less chasingMore admissions
No lead forgotten
Every enquiry has an owner, a next follow-up and an alert when it slips.
One timeline per student
Calls, WhatsApp, notes, documents, admission and fees, in order, on one page.
Managers see it live
Clickable dashboards, team performance and lost reasons, on web and phone.
One systemFive kinds of people
Each role sees just their part, set by permissions you control.
Owner
Every number of the business, plans, branding and permissions.
Manager
Rules, teams, targets, approvals and fee reports.
Counsellor
My leads, dialer, WhatsApp, follow-ups, web or phone.
Agent
Own panel: add students, share per university, commission.
Student
Status, fees, receipts, documents and refer-a-friend.
The whole CRM in your pocket
Same menu, same permissions as the web panel, plus what only a phone can do.
Incoming call
Priya Verma
LeadKhata caller ID
CourseBBA
CityDelhi
StageFollow-up due
OwnerRiya Singh
Last note
Asked about the fee plan
Plans for every size of office
Starter
A small counselling office getting off spreadsheets.
₹4,999 / month
- Users
- 5
- Branches
- 1
- New leads a month
- 2,000
- Lead capture from every source
- Auto assignment and SLA alerts
- Follow-ups, tasks and calendar
- Calling, caller ID and Android app
- WhatsApp, SMS and email templates
Growth
A busy office that runs admissions and fees in one place.
₹12,999 / month
- Users
- 25
- Branches
- 3
- New leads a month
- 15,000
- Everything in Starter
- Power dialer and call scripts
- Unified inbox, bulk send and bot
- Workflows and drip sequences
- Admissions, fees and GST receipts
- Reports, ROI and AI assistant
Institute
A multi-branch institute with agents and field teams.
₹24,999 / month
- Users
- 100
- Branches
- Unlimited
- New leads a month
- Unlimited
- Everything in Growth
- Agent and student panels
- Commission and college receivables
- Selfie + GPS attendance, live location
- Cloud telephony and recordings
- Advanced security and white-label app
Prices exclude GST. Billed monthly or yearly. WhatsApp, SMS, telephony and AI usage are paid directly to your own provider.
Common questions
Does it work for a small counselling office?
Yes. Start with one admin and a few counsellors; add branches, teams, agents and the student panel when you need them.
Can my website and ads send leads directly?
Yes, website forms (or a one-line widget / chatbot), Facebook & Google lead ads, WhatsApp, missed-call numbers, QR forms and Google Sheets all create leads automatically.
Which WhatsApp does it use?
Either WhatsApp Web (your own numbers, even one per counsellor) or the official WhatsApp Cloud API for approved templates and buttons.
Is there a mobile app?
Yes, an Android app with every screen of the web panel plus caller ID, call-log sync, offline mode, push reminders and GPS attendance.
Can students and agents log in?
Yes. They get a separate panel with mobile + OTP login: students see status, fees and receipts; agents add students and see their share.
Is student data safe?
Documents and ID numbers are encrypted, phone numbers can be masked per role, every change is in the audit log, and logins can need OTP, 2FA or device approval.
See one lead go from enquiry to admission
Open the whole flow, drag any step and zoom in: every module, what it does and when you use it.