CRM for coaching institutes
The CRM for coaching and training institutes.
TheLeadCRM is lead management software for institutes in India: every enquiry captured, assigned to a counsellor, followed up, paid for and enrolled — on one screen.
Why institutes switch
Admissions leak in four places.
- Enquiries scattered everywhereWebsite forms, Facebook and Instagram lead ads, walk-ins and phone calls land in one list, each with the course the student asked about.
- Leads nobody followed upEvery new enquiry is assigned round-robin to a counsellor the moment it arrives, with a push and an email so it is not missed.
- Fees chased on WhatsApp and paperSend a Razorpay payment link from the lead, approve it, and a numbered GST receipt is issued when the student pays.
- No view of admissionsLeads by source, funnel conversion, cost per lead and enrolments per counsellor, for any period, on one dashboard.
Built for
Institutes that live on follow-ups.
- Training institutesIT, accounting and language courses with batches, counsellors, fee receipts and outstanding balances in one place.
- Coaching centresAdmission-season enquiries, fees and certificates, tracked by counsellor and by course.
- Sales & service teamsAny business that takes enquiries and needs each one to land with an owner the moment it arrives.
What you get
Twelve features, one admissions flow.
- One pipeline for every sourceWebsite forms, Meta lead ads and manual entry land in the same list. Stages, colours and the funnel are yours to define.
- Your questions, not oursAdd the fields your business asks — text, select, number, date — and they appear on forms, the leads table and notifications.
- Hosted forms and embed snippetBuild an enquiry form, get a public page and a one-line embed for your site. Every submission becomes a lead with consent recorded.
- Meta lead ads, mappedConnect your Page, pick the lead forms, map each question to a field. Leads arrive by webhook and ad spend syncs for attribution.
- Automatic assignmentRound-robin new leads across your counsellors, flag repeat enquiries, and reshuffle leads that have gone stale.
- Notifications that reach the teamPush to the companion mobile app, email to the people who opted in, and a daily digest — each switchable per event.
Questions
What institutes ask us.
- What is a CRM for coaching institutes?A CRM for coaching institutes keeps every student enquiry in one place, gives it a counsellor, and tracks it through counselling, fee payment and enrolment. TheLeadCRM is built for that admissions flow rather than a generic sales pipeline.
- Which lead sources does it capture?Website forms (a hosted page or an embed snippet), Facebook and Instagram lead ads through Meta, and walk-in or phone enquiries entered by staff.
- Can it collect fees and issue receipts?Yes. Counsellors send a Razorpay payment link from the lead, an admin approves it, and a numbered GST receipt is issued once it is paid.
- Can we use our own brand?Yes. TheLeadCRM is white-label: your name, logo, colours, sender address and document templates, on your own dashboard subdomain.
- Is there a mobile app for counsellors?Yes. Counsellors get push notifications for new leads on the companion mobile app, alongside email and a daily digest.
- How do we get started?Book a demo. We set up an instance with your courses, fields and stages, connect your lead sources, and walk the team through it.
Book a demo
See it with your own courses.
A 20-minute walkthrough with your courses, fields and enquiries.