From enquiry to admission to fee receipt — your institute in one system
Convert CRM leads into admissions, enroll students into courses and batches, agree fees with discounts and instalments, record payments with numbered receipts, and see what is collected and outstanding — across every branch.
Coaching institutes, training centres, academies and education businesses with one or several branches.
Key benefits
- Admissions without re-typing: Counsellors enter the same student details in the enquiry sheet, the admission form and the fee register. Convert a CRM lead into an admission in one step, or use the guided admission wizard for walk-ins. Duplicate students are detected before they are created. One clean student record from the first enquiry onward.
- Batches that never overflow: Batch capacity is tracked by memory, and two counsellors can fill the last seat at the same time. Batches have schedules, capacity and faculty. The batch planner shows every batch and lets you move students between them, enforcing capacity on every move. Accurate batch strength, always.
- Fees agreed once and tracked to the rupee: Discounts and instalment promises are scattered across notes, and outstanding fees are hard to total. The agreed fee and discount are fixed at enrollment. Fee plans support one-time payment or EMIs; payments, reversals and refunds update the balance automatically. You always know who owes what, and why.
- Professional receipts in seconds: Handwritten or spreadsheet receipts look inconsistent and are easy to lose. Every payment gets a sequential receipt number and a PDF with your logo and GST number. Share it on WhatsApp in a click. Parents and students get a proper receipt immediately.
- Fee reports your accountant will trust: Month-end collection totals take hours to reconcile. Collection, outstanding, EMI-due, daily and summary reports, exportable to CSV, built from the same records as receipts. Month-end takes minutes instead of days.
Courses, sessions, branches and batches
Set up your academic structure once.
- Courses and categories with fee history
- Academic sessions and multiple branches
- Batches with weekly schedules, capacity and faculty
- Batches that run more than one course
- Drag-and-drop batch planner with capacity enforcement
Students, admissions and enrollments
A complete record for every learner.
- Student profiles with guardian, emergency contact and photo (upload or webcam)
- Lead-to-admission conversion and a guided admission wizard
- Direct enrollment for an existing student’s second course
- Fixed or percentage discounts recorded at enrollment
- Filters and column selection on student and admission lists
Fee plans, payments and receipts
Collect fees with a full audit trail.
- One-time or EMI fee plans with due dates
- Payments, reversals and refunds — nothing is ever silently deleted
- Sequential receipt numbers and PDF receipts with your logo and GST number
- Share receipts on WhatsApp through your own connection
- Collection, outstanding, EMI-due, daily and summary reports
Kits, materials and faculty
Operational details that usually live in registers.
- Material and kit checklists assigned to students
- Distribution tracking with reversals and staff reports
- A Faculty role, with the batch planner limited to their assigned courses
- Bulk course import from CSV or Excel
How it works
- Capture the enquiry: The enquiry is a CRM lead with follow-ups and interactions.
- Convert to admission: Convert the lead, or use the admission wizard, and enroll the student into a course and batch.
- Agree the fee: Apply any discount and choose one-time payment or an EMI plan.
- Collect and receipt: Record each payment and issue a numbered PDF receipt.
- Track and report: Follow EMI dues and outstanding fees, and run collection reports.
Pricing
Education & Training is enabled per workspace and works with CRM for enquiries.
Receipt sharing on WhatsApp needs the WhatsApp module and is subject to Meta’s message charges.
Your quote depends on the modules you enable, your branches and the size of your team.
Education & Training FAQs
- Does it support multiple branches? Yes. Branches are set up once; admissions, enrollments and batches each record their branch, and reports can be filtered by branch.
- Can students pay in instalments? Yes. Create a one-time or EMI fee plan per enrollment. Instalment amounts must add up exactly to the agreed fee, and each payment updates the outstanding balance.
- Does it calculate GST on fees? Not yet. You can record your GST number and GST settings, and your GST number is printed on receipts, but tax is not calculated on fees today.
- Can parents receive receipts on WhatsApp? Yes, with the WhatsApp module and an approved document template. The receipt PDF is attached securely at send time.
- Is it only for schools? No. It is built for any course-based education or training business — coaching institutes, skill centres, academies and similar.