Education CRM Software
One education CRM for every kind of institute
Schools, coaching institutes, academies and training centres all run the same underlying loop: capture an enquiry, convert it, collect the fee, keep the student. SCRMAI is one platform built around that loop, with AI doing the repetitive parts.
- Works for K-12 schools, coaching institutes, academies and training centres
- Full lifecycle — enquiry, admission, fees, attendance, exams, retention
- AI scoring, AI voice calling and AI parent reports included from Professional
- WhatsApp-first communication, because that is what Indian parents answer
14-day free trial · No credit card required · Cancel anytime
New Enquiry2
Aarav Sharma
AI score 82
Diya Nair
AI score 64
Contacted1
Kabir Mehta
AI score 71
Demo Booked1
Ishita Rao
AI score 91
Admitted1
Vivaan Gupta
AI score 100
Demo booked for Saturday, 11:00 AM · Hindi
What education CRM means
Education CRM is student-lifecycle software, not sales software
A generic CRM models a deal: a company, a contact, a value, a close date. Education does not work like that. You have an enquiry that belongs to a parent but is about a child, a fee that arrives in installments, a batch with a seat limit, attendance that predicts drop-out, and a relationship that continues for years after the "deal" closes.
Education CRM software models those things natively. SCRMAI treats the admitted student as the beginning of the relationship rather than the end of it, which is why attendance, exams, fees and drop-risk all live in the same system as the original enquiry.
The lifecycle
Six stages, one system
Each stage feeds the next — which is the entire point of using a CRM rather than four disconnected tools.
-
1. Capture
Public lead-capture page, website embed, Facebook Lead Ads, bulk import, walk-in entry and phone enquiries — all into one deduplicated pipeline.
Lead management -
2. Qualify
AI lead scoring ranks the pipeline by conversion likelihood and tells you why, so limited counsellor time goes to the enquiries that will actually convert.
AI lead scoring -
3. Convert
Automated three-touch WhatsApp and SMS follow-up, an AI voice agent that calls and books demos, and a two-way inbox for the human conversations that matter.
Admission CRM -
4. Collect
Razorpay-powered online fee collection with installment plans, discount codes, GST invoices and automated due and overdue reminders.
Fees and payments -
5. Track
Student and staff attendance, exam scores, batch schedules and teacher assignment — with instant parent alerts on absence.
Attendance -
6. Retain
AI drop-risk detection across attendance, exams and fees, plus automatic AI-written monthly progress reports to parents.
Student management
Why one system
The value is in the joins, not the modules
Retention
Drop-risk is only visible when the data sits together
Attendance alone tells you a student missed four classes. Exams alone tell you a score fell. Fees alone tell you a payment is late. Put all three in one system and the pattern becomes obvious weeks before the student actually leaves — which is the only window in which you can do anything about it.
- Drop-risk computed from attendance, exam trend and fee history together
- A plain-English reason, so a counsellor knows what to say on the call
- Flagged early enough to intervene, not as an exit report
- Works the same for a school student and a coaching batch student
Rohan Desai — NEET Batch B
AI lead score
72
Why: Attendance fell from 94% to 61% over three weeks, last two test scores dropped a grade, and the second fee installment is 9 days overdue.
Next step: Call the parent this week — the fee delay and the attendance drop started in the same fortnight.
Marketing spend
Know which source paid for itself
Because the enquiry source travels with the record all the way to the paid fee, source reporting is a fact rather than an estimate. You can see not just which channel produced the most enquiries, but which produced the most admitted, fee-paying students.
- Lead funnel and conversion trend reporting
- Source performance down to admitted-and-paid
- Counsellor and teacher performance dashboards
- CSV and PDF export on every report
Source performance — sample view
- Referral31% convert
- Facebook Lead Ads18% convert
- Website form14% convert
- Walk-in12% convert
- Hoarding / print4% convert
Comparison
Education CRM vs. general CRM vs. school ERP
All three are useful. They are not substitutes for each other.
| Task | General CRM | School ERP | SCRMAI |
|---|---|---|---|
| Core object | Deal / opportunity | Student record | Enquiry → student, joined |
| Admission pipeline | Adaptable with setup | Usually minimal | Native, with Kanban and list views |
| Parent as separate contact | Manual workaround | Yes | Yes, with the enquiry attached to the child |
| WhatsApp-first communication | Add-on, if any | Rare | Official Meta Cloud API, inbox and broadcasts |
| Installment fees and GST receipts | No | Yes | Yes, via Razorpay to your own account |
| Attendance and exams | No | Yes | Yes, joined to drop-risk and parent alerts |
| Drop-out prediction | No | Rarely | AI, from attendance + exams + fees |
| AI voice calling of enquiries | No | No | Yes, in Indian languages |
| Priced for a Tier 2/3 institute | Usually not | Varies | From ₹999/month |
FAQ
Frequently asked questions
What is CRM in education?
CRM in education means managing the full relationship with a prospective and enrolled student — from the first enquiry a parent makes, through follow-up and admission, into fees, attendance, results and retention. Unlike sales CRM, the relationship does not end at the close; most of its value comes after the student joins.
Is SCRMAI only for schools?
No. SCRMAI is used by K-12 schools, coaching institutes and test-prep centres, and skill academies. The underlying model — enquiry, batch, fee, attendance, exam, parent — is shared, and the configurable fields let each format name things the way it actually speaks. There are dedicated pages for schools, coaching institutes and academies.
Can it replace our existing school management software?
Sometimes, but that is usually not the right question. If your current system handles payroll, transport and library well, keep it. SCRMAI is strongest at the growth and retention half of the problem — admissions, communication, fees and drop-risk — and is designed to sit alongside an existing ERP rather than demand you rip it out.
How many students and enquiries can it handle?
Starter covers up to 500 leads, Professional up to 5,000, and Business is unlimited. Student records are not capped by plan — the lead limits apply to enquiries in the pipeline.
Do you support regional languages?
Yes, in the places it matters most. The AI voice agent calls enquiries in Hindi, Tamil, Telugu, Marathi or another configured language, and WhatsApp and SMS templates can be written in any language your parents read.
One platform for the whole student lifecycle.
Try SCRMAI free for 14 days — every feature, no credit card.