Education CRM

CRM for coaching institutes and education providers

Admission season brings a flood of enquiries from ads, your website and WhatsApp. Counsellors lose track of who was called, parents wait for answers, and seats go unfilled. Telemantix gives institutes one CRM to track every student enquiry, automate admission follow-ups and talk to families on WhatsApp.

It suits coaching institutes, schools, colleges, test-prep centres and online course providers.

What institutes get with Telemantix

Every enquiry in one list

Meta and Google lead ads, website forms, WhatsApp chats and CSV imports arrive in one place (connectors depend on your plan).

Counsellor assignment

Share new enquiries between counsellors by round-robin or by who has the fewest open leads.

Admission pipeline

Stages like counselling call, demo class, application, fee discussion and enrolled.

WhatsApp for parents and students

Answer questions, share brochures and fee details from one shared number.

Automatic follow-ups

Create a call follow-up for every new enquiry and a task when a lead goes quiet.

Source reports

See which campaigns bring enquiries that actually enrol.

Education CRM software that fills more seats

Enquiries that are contacted quickly are far more likely to convert. Telemantix assigns each new enquiry to a counsellor immediately and adds a follow-up, so nobody has to remember to call. My Day shows each counsellor who is new, who is overdue and who is going cold.

A WhatsApp bot can ask the course, class and city before a counsellor takes over, and save the answers on the student’s record. Counsellors then pick up the chat with the details they need.

app.telemantix.com/my-day
CRM for coaching institutes – Telemantix My Day screen ranking new leads, overdue follow-ups and today’s schedule

Admission follow-ups and WhatsApp updates in one place

During admissions, the same student may call, fill a form and message on WhatsApp. Telemantix recognises repeat enquiries and adds them to the same lead, so counsellors see one complete history instead of three separate records.

For batch announcements or reminders, send an approved WhatsApp template to a segment of students — for example everyone who attended a demo class — and follow up the replies from the shared inbox.

  • Custom fields for course, batch and class
  • Tasks for document collection
  • Daily summary email for the admissions head
app.telemantix.com/follow-ups
CRM for coaching institutes – Telemantix follow-ups screen with overdue, due today and upcoming tasks

How institutes use Telemantix

  1. Connect your enquiry sources

    Link ads, website forms and your WhatsApp number, or import last season’s enquiries.

  2. Create your admission stages

    Name the stages from new enquiry to enrolled, and add custom fields for course and batch.

  3. Automate the first follow-up

    Assign counsellors automatically and create a call for every new enquiry.

  4. Track enrolments

    See conversion by source and counsellor on the dashboard and analytics pages.

Frequently asked questions

Is Telemantix suitable for small coaching institutes?

Yes. It is a simple sales CRM that a small team can set up in a day, with a free plan for one user and paid plans that charge per user.

Can counsellors share one WhatsApp number?

Yes. The shared inbox lets every counsellor use the institute’s business number, with chats assigned to the right person.

Can I send WhatsApp updates to students?

Yes. Send approved WhatsApp templates to selected students and track delivery and replies. Meta bills its message charges directly.

Does Telemantix manage fees or attendance?

No. Telemantix is a sales CRM for enquiries and admissions. It does not replace fee, attendance or learning-management software.

How quickly can we start during admission season?

Most institutes are running in a day: import last season’s enquiries from a CSV file, create your admission stages, connect your website form and WhatsApp number, and invite your counsellors. Assignment and follow-up rules can be switched on the same day, so new enquiries are shared out and followed up from the start.

Turn more enquiries into admissions

Give every counsellor a clear list of students to call and message today.

[email protected] +91 99103 43016 (WhatsApp)