Education & Coaching

CRM for institutes and coaching centres

Turn admission enquiries into enrolments, nurture across decision cycles, and manage fees and communication in one student 360°.

The challenge

What slows education & coaching teams down

!Admission enquiries lost across channels
!Slow, manual follow-up
!Fees tracked separately
!No view of the student journey
01Enquiries converted before they cool
02Parents informed without phone marathons
03Fees tracked against every student
04A full journey from enquiry to alumni
How EazyCXM helps

One platform for education & coaching

In practice

A week inside a education & coaching team

Admission season

Ad and walk-in enquiries flow into one pipeline; counsellors work a scored queue while automated sequences keep undecided parents engaged.

Fee cycle

Instalment invoices generate on schedule; receipts record against the student and outstanding balances stay visible.

Batch communication

Schedule changes go to exactly the right segment of parents on WhatsApp — consent-checked, delivery visible.

Capabilities

Everything education & coaching needs, included

Enquiry capture from ads, forms and WhatsApp
Counsellor routing and follow-up automation
Instalment fee invoicing and receipts
Parent communication on WhatsApp & email
Batch and course segments
One student 360° across years
How it flows

From first touch to lasting relationship

01

Enquire

Admission enquiries captured and scored.

02

Nurture

Automated follow-ups drive enrolment.

03

Enrol

Conversion with fees recorded.

04

Engage

Ongoing communication kept in one place.

Questions

Education & Coaching CRM, answered

Yes — ad, form and WhatsApp enquiries flow in with attribution.

Email and WhatsApp sequences nurture across the decision cycle.

Invoicing and receipts tie to the student record.

Every interaction and payment lands in the student’s 360°.

DPDP-aligned consent and protection apply throughout.

Recurring and scheduled invoices manage instalments, with balances visible per student.

Pipelines and reporting can be organised per branch while leadership sees the whole institute.

See EazyCXM for education & coaching

A guided walkthrough on workflows shaped like yours.

Talk to us

See EazyCXM on your business

Tell us a little about your team and we’ll walk you through the platform on workflows shaped like yours — your industry, your motions, your messiest Tuesday.

We reply within one business dayA real person, not a sequence.

The demo runs on your use caseBring your hardest question — that’s the fun part.

No pressure, no spamYour details are used to reach you about this, nothing else.

What do you want to explore?

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