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.
Followup Reminder Custom Status & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking Integrate with any Source
Top Reasons to Choose Us
Follow up Notification
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Quick 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.
And Many More...
Easy to Customize
You can change the fields based on your business requirement in the lead field settings. You are free to add a new field or disable an existing field and reorder everything easily.
You can manage the unique data by enabling the contact number or email id as unique in the lead field settings page. You can also disable this function as per your business need.
Whenever you add a dropdown custom field, you can add the same field as a filter as well. You can do this by enabling the field in the list view and filter will be enabled automatically.
You can create your custom lead status based on your business requirement with the option to show the status in the order as per your need. This will be shown in the same order in grid view of the leads.
For every lead you are adding, you can add related files with the lead in an easy way. You can upload an image, document, pdf or any other acceptable formats for easy data access with the option to upload multiple files in one click.
You can select multiple items from the same segment for a individual search and all the data which matches the filter criteria will be displayed in the result. This will be useful in various instances.
Try It For Free
Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.