Education & Training CRM

Admission CRM for institutes & academies

Capture every admission enquiry from ads, website and walk-ins, schedule counselling and demo classes, and convert more students — with reminders for every counsellor.

The challenge

Why education & training businesses lose sales

Admission enquiries leak

Calls and form fills during admission season are not followed up.

Counsellor workload

No fair distribution or tracking of counsellor follow-ups.

Demo classes

Students attend demos but nobody calls them back.

Source ROI unknown

You cannot see which ads bring actual admissions.

The solution

How NexaCRM helps education & training teams

Student enquiry fields

Course, batch, qualification and parent contact.

Counselling & demos

Schedule counselling sessions and demo classes.

Auto-assignment

Distribute enquiries across counsellors automatically.

Admission pipeline

Enquiry → counselling → demo → admission.

WhatsApp & e-mail

Send brochures and fee details instantly.

Source reports

Admissions by campaign, source and counsellor.

Workflow

Your sales process, step by step

01

Enquiry from ad, website or walk-in

02

Counselling session

03

Demo class and fee discussion

04

Admission and fee follow-up

Industry module

Switch on the Education & Training module in one click

Go to Settings → Industry modules and enable it. These fields appear on your forms straight away — your existing data is not changed.

Lead fields

Course interestedPreferred batchCurrent qualificationParent / guardian contact

Customer fields

Employees to train

Deal fields

Demo class dateBatch start date

Lead sources

Walk-inEducation fairStudent referral
NexaCRM /leads
Education & Training leads in NexaCRM

Included in every plan

Everything else your team needs

IndiaMART, TradeIndia & web lead capture
WhatsApp Business API
Deal pipeline
GST quotations (PDF)
Orders & payments
Workflows & reminders
Reports & analytics
Roles, audit log & API

See all features

FAQ

Education & Training CRM — frequently asked questions

Can I track which course a student is interested in?

Yes. The education module adds course, batch and qualification fields to leads.

Can counsellors see only their own enquiries?

Yes. Roles let counsellors see their own leads while managers see everything.

Is it a school management system?

No. It handles enquiries and admissions; keep attendance and exams in your ERP.

Can corporate training companies use it?

Yes. Track companies, training requirements, proposals and batches.

Ready to grow your education & training sales?

Start a free trial, switch on the Education & Training module and capture your first enquiry today.