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Educational Institute CRM Software
Enquiry till Closure and more

Educational Institute CRM

Education industry works are not one time with the students, they need to be managed properly. A CRM specially designed for Education industry helps you to manage every detail in an organized manner. Manage all your enquiries, admission and student details in one place. We provide you a feature to receive enquiries from multiple sources and see them in one list.

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Responsive CRM
How it Helps?

Top Reasons to Choose Us

Lead Tracking

It allows you to have proper lead tracking and reduction in errors or duplicate entries in your institution, which ultimately reduces the time taken for closures.

Capture Leads

Capture all your leads from different integrated sources at one place so that you don’t ever miss a property inquiry. You can also integrate with various portals.

Detailed Reporting

We give you the option to track and know that for which course the maximum numbers of queries are coming and how are they taking it forward with detailed reporting.


Manage all the documents of the students in their profile,. This will help you to access the data of the students in the future at any point in time.

Custom Fields

We provide you with various default field in different modules. Apart from this, we also provide you to add the custom field of your own choice based on your business.

Activity Management

CRM software helps to track the overall activities related to student counselling and offered courses with their assigned fee structure under one page.

Mobile App

Using amazing technology Mobile Phone makes sense. Our mobile application allows you to work from any location. Perform any task from anywhere in any easy way.


Centralise all your data across various sources on a unified platform. Collect all the data in one place and perform various functions in one place.

Email Campaign

Running email campaigns helps you in creating awareness about your product and service among prospects and clients. Generate more leads easily.

Enquiry Management Educational Institute CRM

Enquiry Management

Create enquiries from multiple sources and get all the enquiries in CRM list automatically. You can manage your leads and create follow-up for every conversation you have with your leads. To process the continuity one can allocate lead to other user. Enquiry management also allows you to edit your data as per your requirement. Get automatic reminders on when to contact them again with previous history of communication happened with the enquiry.

Students Management Educational Institute CRM

Students Management

Managing end to end details of your students is the top priority for any education industry and here Solid Performers CRM helps in managing all the details of your students in a simplest way. It may happen that you might forget any follow-up with your student but CRM helps to track all the information and previous conversation follow-ups easily in a minute.

Batch Management Educational Institute CRM

Batch Management

Solid Performers Education CRM helps you in maintaining batch details without any confusion. You can add multiple batch names and under that you can manage all the details of those batch students. For viewing these batch data’s you can also filter based on your criteria’s. Batch management brings efficiency in your workflow.

Staff Management Educational Institute CRM

Staff Management

CRM keeps the track of entire work performed by your staff and helps you to create the activity report of every individual staff. You can also maintain their documents and their work reports in CRM. This can immensely assist in your regular operation as you can monitor the work of your staff. This can be very useful for increasing the work effectiveness of your staff.

Course Management Educational Institute CRM

Course Management

With Solid Performers Education CRM add multiple courses and keep the detailed record of your course with their charges. It allows you at the time of creating receipt by allowing you to select the existing course from your default course list. Having a course details in CRM with their charges also decreases the work load of the staffs.

Quotation Management Educational Institute CRM

Quotation Management

Creating quotation for your prospects and students becomes simpler with Solid Performer Education CRM. You can simplify your work by creating the quotation and you can send via WhatsApp directly or you can also download the pdf. With this you can also update the status and your quotation whether it is approved, rejected or in review.

Recepit Management Educational Institute CRM

Receipt Management

Create receipt directly from CRM and send it to your students via WhatsApp or download the pdf format. You can also keep a track of your payment received via which source. CRM also allows you to see the receipt amount, the payment received and the pending amount is a segregated manner. You can also add default invoice setting with your prefix, seal signature and other details.

Campaign Management Educational Institute CRM

Campaign Management

In order to be up to date, managing campaign is required. You create & manage both online and offline campaigns in CRM easily and effectively about any update of your institute or at the time of admission. Campaign management helps you to know what was your input and what is the output of you campaign. In online campaigns you can also check the reports.

Timesheet Management Educational Institute CRM

Timesheet Management

CRM provides you a fantastic feature named as Timesheet. With the help of timesheet you can check the daily paunch-in and punch-out of your staffs. With timesheet you also get an option to add any remark like if you are late in your punch-in or you are taking off in half day then you can add a remark saying why you were late. Admin of the CRM can track timesheet of all their staffs.

Finance Management Educational Institute CRM

Finance Management

You can keep detailed record of your institute’s income and loss in the finance module. It helps you in making the static change by seeing the income and expenditure of your business. You can also track the income and expense of staff and filter which their performance throughout. Finance management improves your entire business operation cycle.

Report Management Educational Institute CRM

Reports Management

CRM allows you to create custom reports based on your institute requirement. You can keep a detailed track of your staff’s work performance. It also helps you to distil what is the status of your organization. With more flexibility now you can create the reports based on your business financial performance as this report can immensely assist in your regular business.

Task Management Educational Institute CRM

Task Management

CRM allows you to create and update quick task. In this module multiple task can be create and allocated to the staff’s with the due date, description of the task & priority marked in it and once the work is done the staff can update the status of the work. Managing a quick task brings the effectiveness and efficiency in the workflow.

Best CRM for Educational Institute

The best and outwitted CRM for Education

Education is developing the knowledge which will help you to acquire skills, values, morals, beliefs, and habits. The students are more aware and selective than before, they need fast answers to the queries and have plenty of choices. It is not just for the institution but also for the medium of education. Schools need to adapt to this change of approach and hence they are investing in the higher education CRM technology to stay eminent in the competition.

Though education is different from business, its success entirely bounds to customer satisfaction. Thus maintaining a strong relationship with the customer of an educational institution acts as a key for the enhancement of performance and efficiency as well as the improvement of the quality of education. Solid Performers gives you an absolute CRM for education to improve the educational quality and maintain the standards of the educational institution hence acts as the best CRM for education.

What is Educational CRM?

CRM for Education is software that is specifically tailored for the educational industry to manage the whole process from inquiry to enrolment and alumni and beyond. Although there are many micro-processes handled by the CRM, the most important one is the applicant inquiry management, student communication, admission notification, enrolment, analytics, and reporting. An educational institution is a place where individuals of different age groups shall gain knowledge. They provide a huge variety of educational learning experiences and learning environments for the students. These educational institutions are divided into several types by society. They are Pre-school, primary school, secondary school, and higher secondary school. Educational CRM software is meant to automate and manage communication with the students, employees, and donors in an institution. Their main aim is to provide quality education. CRM for educational institutions helps to attract and manage qualified leads efficiently. The implementation of education CRM will help the institutions to overcome the problems and improve the problem-solving capabilities efficiently.

Importance of CRM in Educational institutions

It is the software that is used to automate and communicate with everyone in the institution. All this work is done by a single system. Every connection with the customer is connected through customer relationship management in one place. With CRM, one can take feedback from the customers, departments, and students. Each interaction will be tracked by the CRM. This leads to an increase in the viability and efficiency of the institution's business. Solid performers understand the importance of CRM and we are the leading and the best CRM for education in Bangalore.

Special Features of CRM for Education

Customer Relationship Management software is considered the best for all educational organizations. There are some key features that attract the customers:

  • Centralize student’s information
  • Manage the student’s inquiry and course enquires
  • Manage student’s enrolment information
  • Maximize student’s admission efficiency
  • Manage whole marketing and students admission lifecycle
  • Run emails, SMS marketing, and information campaign to attract the students
  • Manage the faculty details
  • Secure way to run the business
  • Cost-efficient
  • Real-time reporting and analytical reporting
  • Use it on desktop, phone, tablet, and laptops
These features are implemented in the CRM provided by the leading and the best CRM providers in Bangalore – Solid performers. Why Education CRM is needed?

Some of the aspects of the admission process can be managed on excel sheets, mobile phones, and even on emails but it is not so efficient. So it is good to make use of CRM for educational institutes. Here are some:

  • Inquiry Management
  • Understanding the applicants
  • Personalized Communication
  • Automate Manual tasks
  • All in one communication
  • Seamless integration
  • Custom reporting
Inquiry Management

The inquiries can come from multiple sources like social media, websites, phones, and chat. The first is to collect all of them and keep them in one place so that no lead falls out of the cracks. The second is to reply back to inquire as soon as possible. There must be speed to the lead and in today’s competitive world it has become one of the most critical aspects of inquiry management.

Education CRM should be flexible enough to integrate with all the lead channels including the phone, chats, and emails, and notify the admission to act upon the new inquires immediately. For multi-campus schools, the distribution of leads can cause follow-ups of delay and lead leakage. Solid Performers CRM will be the best CRM that will distribute leads based on pre-defined logics so that lead goes to the relevant admission officers based on zip code, city, and course of choice, or any other related parameters.

Understanding the applicants

Each applicant is different and has different motivations and intents. To understand the applicants, the institution needs to know about them and it can be done by tracking the behaviors and actions on the website. Student behavior tracking enables the admission representatives to have the context to their conversation with the applicants and the marketing team to fine-tune their marketing messages based on data collected by tracking the actions of the applicants. This gives the admission team an indication of the most serious leads and they can prioritize their tasks according to the seriousness of the leads.

Personalized Communication

This is one of the most important aspects of the CRM that is the ability to communicate at the scale. The institution can reply personally to each and every query or concern. It needs virtual assistance that would answer the queries with high relevance and zero error. The CRM that is from Solid Performers has come a long way and powerful automation and communication make sure that it goes beyond the generic. It will be through emails, social media, or SMS.

Automate Manual tasks

The manual life of the admission officer is really sturdy. They need to handle so many conversations at a time. An ideal CRM will help them focus on counseling, eliminating duplicate leads, maintaining so many spreadsheets for leads, communication, follow-ups, setting up remainders on mobiles and watches. The CRM will be more flexible around the admission process. One more important aspect of implementing the CRM for the admission and marketing process is that it will not depend on the IT team entirely. This dependence can be eliminated from the workflow builders which will be allowed to modify, create, or refine the process from the front end.

All in one communication

The institution has to email an applicant, text the second one and call the third one. But, the CRM has all the communication mediums built into the software. A clear view of the tasks and the functionality of calling, texting, and email from a single view are obtained. The best customer relationship management in schools and all educational institutions is obtained at Solid Performers.

Seamless integration

Integration of CRM with other systems is often expensive. But, an education CRM should constantly integrate with the other apps to send and receive data seamlessly. It should also sync with mobile devices and emails.

Custom reporting

It is not easy to extract knowledge from a huge database of the applicants and their activities. Academic CRM gives the option of custom reporting, where one can view everything.

Finally, every Educational organization needs a CRM which fits the unique process without leaving any important features. Solid Performers provide the best and leading Educational CRM in India that satisfies the needs and solves all the problems.