Incredible CRM for Educational Institute

Manage Leads, Recruitement & Student Collaboration in One Platform

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One System, One Dashboard That Seamlessly Connect

This streamlined platform enhances overall efficiency and engagement within the educational ecosystem




Decission Makers

What is an Education CRM?

An Education CRM (Customer Relationship Management) is a tool that helps you effectively communicate with students over calls and messages, streamline the enrollment process, and organize all information in one central hub. It also provides insightful organization and team performance reports for you to make data-driven decisions.

A CRM for Education is a complete student management tool designed according to the needs and requirements of educational institutions like universities, schools, coaching institutes, consultancies, or any other organization in the education industry.

Benefits of Using CRM Software for Educational Institute

It’s a common misconception that a CRM is strictly meant for sales-based businesses and not for education. If anything, education institutions need a tool to streamline their processes so they won’t have to rely on messy Excel sheets and physical records. With the help of a CRM, you can

Follow-Up Easily

Never miss an important follow-up opportunity so no student enquiry or concern goes unaddressed.

Stramline Enrollment Process

Customize your CRM to perfectly align with your institution's requirements to streamline your enrollment process.

Automate Repetitive Task

Free up valuable time by automate routine tasks like reminders, send messages & assign tasks to focus on more critical activities.

Make Data Driven Decission

Get actionable reports on institution and team performance to accurately formulate strategies for growth

Centralised Student Data

Effectively manage data by integrating with third-party platforms to get access to comprehensive student information instantly in one place

Personalise Communication

Send timely messages to parents and students about fee updates, curriculum, events, etc. for optimum engagement throughout the student lifecycle

Main Features of CRM Software for Educational Institute

An Education CRM Software is built with a dynamic set of features for all educational institutes.

360-Degree Auto Lead Capture

It automates the process of capturing potential leads, streamlining data entry and minimizing manual efforts. This technology enables institutions to organize, track, and analyze prospective student information seamlessly, fostering personalized communication and targeted outreach.

  • Automatically fetch all your student leads in a unified platform with SalezRobot CRM.
  • Securely store crucial documents like enrollment certificates and fee receipts
  • Track the entire lead journey from one place with lead history tracking.
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Manage & Distribute Leads with Ease

So you can effortlessly target the opportunities that convert.

  • Categorize each student’s potential to convert by assigning statuses like “Interested” and “Requires Follow-up"
  • Track all the interactions associated with each student interactions to never miss out on understanding their needs.
  • Automatic lead distribution to counselors to save you from the hassle of distributing the workload.
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Track Your Team Effortlessly

Because you need to know what your staff is doing in real time.

  • Automatically track and record every conversation.
  • Revisit conversations no matter where you are by accessing the call recordings.
  • Use the recordings as a learning resource to effectively train your counselors.
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Hassle-free migration

Because your operations cannot be halted even for a day.

  • Import all your existing leads from Excel to SalezRobot CRM with unlimited imports.
  • Auto detection for duplicate leads so you don’t have to worry about data accuracy.
  • Customize your lead information as per your requirements with custom fields.
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Never miss follow-ups

Because Missed Follow-ups = Lost opportunities

  • Schedule a call reminder so that no enrollment opportunity goes unnoticed.
  • Get notified when it's time for the call.
  • Always follow up on time and build trust
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Discover The Power of Education CRM in Minutes!

Get ready for a quick and easy ride to understand everything it has to offer!

Empower Students, Teachers, & Administrators with Our Mobile App Education CRM

  • Efficiently manage student profiles, academic records, and communication channels within a centralized platform
  • Facilitate easy course enrollment, scheduling, and access to study materials, ensuring a smooth learning experience for all users.
  • Simplify attendance management for teachers and students with automated tracking and timely notifications for missed classes.
  • Utilize analytics and reporting tools to gain valuable insights into student engagement, course performance, and overall system usage, enabling informed decision-making and continuous improvement.

Why Choose RSoft SalezRobot's CRM as Your Education CRM?

Business happens on phones. With SalezRobot's Web and Mobile Application, you can effectively communicate via calls and WhatsApp, manage data efficiently, and generate comprehensive reports about growth and team performance.


Implement your own unique workflows and enrollment process; SalezRobot will adjust according to you, not the other way around

Easy To Use

Using SalezRobot is way easier than using MS Excel, even for non-tech-savvy team members.

Cost Efficient

A comprehensive list of features at an unmatchable price.

Intuitive Customer Support

A dedicated WhatsApp group for all your team members to resolve queries for as long as you're subscribed, onboarding sessions via Zoom meetings and Calls, Email and live chat.

Mobile Application

Get all the CRM functionalities in your pocket to work on the go with SalezRobot's mobile application.

Fase and Secure

Our datacentres are hosted in some of the most secure facilities available that are protected from physical and logical attacks as well as from natural disasters.

Trusted by over 100+ Educational Institute.
Join the growing RSoft family.

We are proud to be regarded as a trusted leader in the CRM industry. For over 25 years,
RSoft has earned and kept the trust of over 5000+ businesses.

Clients & Testimonials

Stories behind being best

From streamlining operations to boosting overall efficiency, our Real Estate CRM
has delivered exceptional service to all our clients. But don’t take our word for it, but
check out the success stories shared by our valued customers.

The team has been very good when it comes to timely delivery and understanding of the requirement.

Mofaz Ahamed

Marketing manager MS Foundations Pvt Ltd.

SalezRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.


Sugal and Damani

I recommended SalezRobot to all my Real Estate colleagues; SalezRobot is simple yet powerful.


Indira Projects

We are unable to run our business without SalezRobot, and it's a part of our business now.


Gandhimathi Constructions

We are able to manage multiple projects seamlessly with SalezRobot. The team is able to fulfill our requirements with ease.


VGK Builders

SalezRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well.


Advaita Homes
Award & Recognitions

for the best CRM for Real Estate

Here’s why we stand out from the crowd and our due recognition for the
innovation and excellence we pioneer in the industry.

Frequently Asked Questions

Do you have a question? We're here to help! If you don't find your question here, please contact us using our Contact Page.

A CRM for education industry can help your institution grow by streamlining all admission-related processes like admissions, enrollment, academic progress, communication, and engagement. CRM software like RSoft SalezRobot CRM helps you effectively interact with students via calls, WhatsApp, and email, automates all repetitive administration tasks so that you can focus on more critical aspects of your business, and identifies loopholes for you to take corrective actions and formulate strategies for growth.

A student CRM, or Student Relationship Management system, is a CRM platform to handle various aspects of the student lifecycle, like admissions, enrollment, academic progress, communication, and engagement. A student management CRM helps in organizing student information, automating administrative tasks, facilitating effective communication with students, tracking their academic journey, and providing insights for informed decision-making. Ultimately, a student CRM aims to improve the overall student experience and optimize operational efficiency within educational institutions.

No contracts or commitments to not bind you. SalezRobot CRM is a pay-as-you-go service but all our services are billed annually, so you can make changes to your plan whenever necessary.

Of course, you can! Contact your relationship manager of SalezRobot CRM, follow the steps on the Subscription page to switch to a new plan

We are using one of the world’s best cloud services like AWS, Google & Equivalent datacenters which is physically, technically proven as the strong servers in the world and updated with the markets best protocols for security.

Yes, you just need to send us a note with your requirements and questions at [email protected] You will hear back from us within 24 hours.

Yes, we have more than 100 active partners.

Yes, SalezRobot allows your sales, marketing and operations teams to work seamlessly together remotely. You can monitor their work, get timely reports on their progress and intervene automatically or manually when needed.

You can connect with us instantly by calling +91 842 803 1234 or by writing to us at [email protected]

More Enrollments. Confident Staffs. Pleased Parents.

Digitise your admissions process end-to-end to integrate, manage, nurture and convert the maximum number of leads.

call +91 842 803 1234 (or)