Can we automate demo-class bookings and reminders?

Yes — but it's a customer-configurable flow, not a built-in template. You combine Workflows, the Calendar, and WhatsApp templates: the student picks a slot from a Calendar link, the slot blocks the counsellor's diary, and T-24h and T-2h reminders fire on WhatsApp. The onboarding team helps you wire it up during setup.

Do you score leads automatically?

Yes. Cratio has rule-based lead scoring — set conditions on source, course, city, or any custom field, and the system tags hotter enquiries so counsellors call them first. We don't claim AI or predictive scoring today; the rules you write are what the system runs.

Can multiple branches and teams be managed separately?

Yes. Each branch or team can have its own pipeline, users, and workflows. Manager KPI dashboards and Telecaller Performance analytics come in the box.

How long does setup take? Can we migrate from Excel or another CRM?

Most teams go live in 7 days — you can import your existing data via CSV or directly from another CRM. The onboarding team handles field mapping during setup, so your pipeline, courses, counsellors, and workflows are configured before your first counsellor logs in. See /pricing.

What happens to a counsellor's leads if they leave?

Every call, WhatsApp message, and note is stored against the student record, not the counsellor. When someone exits, their leads and conversation history reassign with one click — nothing is lost.

EDUCATION CRM

Capture. Call. WhatsApp. Enrol.

Q: Does Cratio integrate with Shiksha, Collegedunia, Sulekha, JustDial, and Careers360?

JustDial and Facebook Lead Ads are directly integrated. Others connect via API, webhooks, or no-code tools like Zapier, Make, or Pabbly — quick setup, not a long project.

Capture from Shiksha, Sulekha, Facebook, Google. Auto-assign by course. Call from your SIM. Send WhatsApp. Track till enrolment.

Book a demo

150+ education clients · 15+ years building CRM in India

01CRM

PIPELINE VALUE

₹18,42,500

+23% WoW

New42

Counsellor28

Demo14

Enrolled3

02Call Tracking

TODAY · TEAM

2,478

Total Calls

Connected Calls1,476

Connection Rate59.6%

Avg Duration / Call2m 48s

Avg Calls / Agent42

● AUTO-LOGGED · REAL-TIME SYNC

03WhatsApp

DEMO · DAY 1

Auto reminder sent

Interested in IELTS prep

10:30 AM

Free demo class Sun 11 AM?

10:31 AM

Online or in-person?

10:32 AM

Both. Confirming online ✓✓

10:32 AM

OFFICIAL API · APPROVED

Trusted by 150+ education companies across India

From small coaching centres to 1,000+ employee institutes.

BUILT FOR

Built for every kind of education team in India

Same Cratio core, calibrated for the workflow each sub-segment actually runs.

Coaching & test-prep

Coaching institutes running NEET, JEE, CAT, IELTS, and CA batches — capture portal enquiries, run demo classes, track batch enrolment, and chase fee follow-ups from one console.

K-12 schools

Admissions teams managing parent enquiries across the year — distribute by grade and city, keep parent comms on WhatsApp templates, and track every enquiry from open-day to confirmed seat.

Higher-ed institutes

Counsellor teams across UG, PG, and PhD streams — route by course and campus, define application stages, and let the admissions head see every counsellor's pipeline live.

Study-abroad consultants

Track country, university, and intake on every lead via custom fields. Chase IELTS scores, SOPs, and offer letters with WhatsApp templates so document follow-ups don't slip.

Ed-tech

High-volume online enquiries from Facebook, Google, and YouTube — auto-route, run drip nurture, and rescue Day-3 / Day-7 drop-offs before learners pick a competitor.

Before vs After

Transform Your Admissions in 7 Days

See how Indian admissions teams handle leads, calls, WhatsApp, and demo classes before and after Cratio.

Transform Your Admissions in 7 Days
Without CRM	With Cratio CRM
Leads scattered across portals, WhatsApp & Excel	All leads captured in one CRM
Hot enquiries sit untouched for hours	Auto-routing to the right counsellor in seconds
Students wait hours for a callback	Instant WhatsApp auto-replies
Counsellor calls happen on personal phones	Mobile call tracking & recordings
Demo-class no-shows go unmanaged	T-24h + T-2h reminders & drop-off rescue
No visibility into counsellor activity or ROI	Counsellor leaderboard & source ROI dashboards

Result

Faster response. Better follow-ups. More demo classes. More enrolments.

Every education lead lands in one place. No more 4 Excel sheets.

Every education lead lands in one place.

Native integrations with the portals your team already uses. Bulk upload and mobile quick-add for everything else.

8 LEAD SOURCES

JustDial

LOCAL SEARCH

Sulekha

COURSE ENQUIRIES

Shiksha

COURSE ENQUIRIES

Collegedunia

COLLEGE ENQUIRIES

Careers360

COLLEGE ENQUIRIES

Facebook Lead Ads

LEAD FORMS

Google Ads

WEB + ADS

Website & landing pages

OWNED FORMS

ALSO CAPTURED

Walk-ins & offline

CRATIO

Platform

CRM

Call tracking

SALES PIPELINE · LIVE

Enquiry

₹0 L

Ananya Iyer

BBA

Karthik R.

MBA

Priya N.

B.Tech

Rahul S.

MBA

Riya M.

B.Tech

Divya K.

BCA

Counselled

₹0 L

Sneha K.

MBA

Faizal A.

B.Com

Meera P.

B.Tech

Arjun T.

MBA

Nisha G.

BBA

Visit

₹0 L

Vikram S.

MBA

Pooja R.

B.Tech

Nikhil J.

MBA

Enrolled

₹0 L

Sunita M.

MBA

Rohan D.

BBA

The CRM workflow

Leads, Calls, WhatsApp & Demo Classes. One CRM.

Capture leads, automate follow-ups, track calls, and run demo classes from one place.

PHASE 01

Capture Every Lead

Auto-capture from Shiksha, Collegedunia, JustDial, Facebook & website forms.

Portal & ad lead capture
Duplicate detection
Source auto-tagging

PHASE 02

Instant WhatsApp Replies

Welcome WhatsApp fires before the counsellor can call — chatbot qualifies after hours.

Instant WhatsApp response
Chatbot qualification
Course & intake capture

PHASE 03

Assign Leads. Track Calls.

Route enquiries instantly and track every counsellor call.

Auto lead assignment by course
Mobile & cloud calling
Call logs & recordings

PHASE 04

Never Miss Follow-Ups

Escalate missed callbacks to the admissions head and drip cold leads across channels.

Follow-up reminders
Escalation alerts
Day 3 / Day 7 drop-off rescue

PHASE 05

Manage Demo Classes

Schedule, confirm, and track every demo class.

T-24h + T-2h WhatsApp reminders
Calendar slot booking
Post-class follow-ups

PHASE 06

Track Enrolments & ROI

Measure enrolments, lost leads, and campaign ROI by source.

Enrolment tracking
Lost-reason analysis
Source ROI dashboards

Proof

The admissions teams we serve.

From a 12-counsellor test-prep centre to a 500-seat institute — one CRM, transparent pricing, every major Indian lead portal.

150+

education companies on Cratio

15+ years

serving Indian sales teams

10+

lead sources connected — portals, ads, Excel, API

All in one CRM

Built for education admissions teams

Manage student enquiries, counsellor follow-ups, calling, and WhatsApp conversations from one connected CRM.

Admissions pipelines built for education teams

Manage enquiries, counsellor follow-ups, applications, and admissions in one CRM.

Cratio education admissions CRM dashboard

1 of 5

Pipeline view

From enquiry to enrolled — what runs at every stage.

The five stages every admissions team works in. The automations that fire between them — without the admissions head nudging anyone.

Lead in

Pulled from Shiksha / Collegedunia / Facebook
WhatsApp thank-you in under 10 seconds
Auto-routed to the course counsellor

0 lead leaks

Counselled

Chatbot qualifies course + intake 24×7
Counsellor calls with full context loaded
Lead tagged Hot · Warm · Cold

Hot in under 5 min

Demo booked

Calendar slot blocks counsellor diary
WhatsApp confirmation fires on booking
T-24h + T-2h reminders auto-sent

No-shows drop

Demo done

Counsellor logs disposition in-app
Demo recording / notes attached to lead
Auto-followup fires the same day

Application momentum

Enrolled

Fee receipt + joining steps on WhatsApp
Source + counsellor logged to admissions
Lost — reason tagged, drip queued

Sharper next intake

Leads lost between portals and CRM

<10s

WhatsApp thank-you on every new enquiry

100%

Calls logged + recorded against the lead

Every demo

Reminded, reconfirmed, followed up

CUSTOMER STORY · EDUCATION, BENGALURU

We capture leads from Shiksha, Sulekha and four Facebook campaigns. Cratio routes each one to the counsellor by course, fires the Day-3 nudge if there's no contact, and the demo-class reminder template lifts our show rate every week. Counsellor productivity is finally a number, not a guess.

Aakash Doshi

Admissions Director · Suryadatta Coaching, Bengaluru

RESULTS · FIRST 90 DAYS

Lead-to-counsellor SLA

4 minwas 90 min

Demo-class show rate

42%was 27%

Day-7 follow-up compliance

94%was 38%

Why Cratio

Generic CRMs need customization. Cratio is ready for admissions.

Built for Indian admissions teams — with portals, WhatsApp, demo classes, and admissions workflows already included.

Generic CRMs need customization. Cratio is ready for admissions.
Capability	Generic CRM	Cratio Education CRM
Course-wise lead distribution	Manual setup with tags and rules	✓Built-in — route by course, source, city, qualification, or round-robin
Lead portals & sources (Shiksha / Collegedunia / JustDial / Sulekha)	Requires APIs or third-party tools	✓Native + via no-code connectors — quick setup
Counsellor mobile dialer with call tracking	Separate dialer tool and licence	✓Native Android + iOS app with SIM-based calling, auto logging, and recording
WhatsApp communication	Add-on or external tools	✓Integrated inbox, templates, campaigns, chatbot — bundled in Pro
Course-specific follow-ups	Generic email templates	✓WhatsApp + email cadences per course and per stage
Admission workflow stages	Generic pipeline (New → Qualified → Won)	✓Custom stages — enquiry → counselling → application → interview → enrolment
Demo-class booking workflow	Manual scheduling, no reminders	✓Build a demo-class flow with Workflows + Calendar + WhatsApp templates

FAQ

Common questions from education teams

JustDial and Facebook Lead Ads are directly integrated. Others connect via API, webhooks, or no-code tools like Zapier, Make, or Pabbly — quick setup, not a long project.

Related products and guides

SEE IT IN ACTION

Run your admissions on one CRM.

CRM, counsellor dialer, WhatsApp — bundled for Indian education teams.

Book a demo

Personalized demo for your admissions team

Capture. Call. WhatsApp. Enrol.

Built for every kind of education team in India

Transform Your Admissions in 7 Days

Every education lead lands in one place.

Leads, Calls, WhatsApp & Demo Classes. One CRM.

Capture Every Lead

Instant WhatsApp Replies

Assign Leads. Track Calls.

Never Miss Follow-Ups

Manage Demo Classes

Track Enrolments & ROI

The admissions teams we serve.

Built for education admissions teams

Admissions pipelines built for education teams

From enquiry to enrolled — what runs at every stage.

Lead in

Counselled

Demo booked

Demo done

Enrolled

Generic CRMs need customization. Cratio is ready for admissions.

Common questions from education teams

Related products and guides

WhatsApp CRM

Sales CRM

Lead automation

Pricing — ₹399/user, lifetime

Run your admissions on one CRM.