Features
Everything in SCRMAI
The complete feature list, grouped the way the product is actually organised. Availability varies by plan — see pricing for the breakdown.
- Kanban and list-view pipeline (New → Contacted → Demo → Admitted)
- Public lead-capture landing page per institute, embeddable anywhere
- Bulk import and export with duplicate detection on phone and email
- Automated 3-touch WhatsApp and SMS drip follow-up on cold leads
- AI lead scoring with a plain-English reason and suggested next step
- Counsellor assignment and per-counsellor conversion tracking
- Configurable pipeline stages and lost-reason capture
- Full student profiles with parent contacts and enquiry history
- Batch and course assignment, including multi-batch students
- Capacity limits with automatic waitlist promotion when a seat frees up
- AI drop-risk detection from attendance, exams and fees combined
- Bulk actions across the roster and CSV export
- Student and staff attendance tracking per session or batch
- Automatic WhatsApp alert to parents the moment a student is marked absent
- Exam score recording with pass-rate and performance-trend tracking
- Batch scheduling, teacher assignment and timetables
- Online fee collection via Razorpay — UPI, cards and netbanking
- Money settles into the institute’s own bank account, never ours
- Installment plans, part payments and discount codes
- GST-compliant receipts and invoices generated as PDFs
- Automated due and overdue reminders via WhatsApp, SMS and email
- Offline payment recording so the ledger stays accurate
- WhatsApp Business two-way inbox, shared across your team
- Broadcast messaging to a batch, class or filtered segment
- Real Meta WhatsApp template submission and approval tracking in Settings
- SMS via Twilio and email as alternate channels
- AI-drafted broadcast messages and AI-suggested inbox replies
- Every message logged against the lead or student record
- Automatically calls new leads using an AI voice agent (via Vapi)
- Hindi, Tamil, Telugu, Marathi or any language the institute configures
- Books demo classes and campus visits directly into the pipeline mid-call
- Manual "Call Now" option for working an existing list
- Full call transcripts stored on every lead record
- AI lead scoring with reasoning and next steps
- AI student drop-risk analysis in plain English
- AI-generated monthly parent progress reports, sent via WhatsApp or email
- AI reply suggestions in the inbox and AI broadcast drafting
- Prepaid AI credit system — pay only for what you use
- Role-based permissions (Admin, Counsellor, Teacher and custom roles)
- Fully configurable permission sets
- Real TOTP two-factor authentication
- Audit log of every sensitive action
- Lead funnel, conversion trends and revenue reporting
- Source performance tracked through to admitted and paid
- Counsellor performance and teacher performance dashboards
- CSV and PDF export on every major entity
- Students and parents log in to fees, attendance, exam results and progress
- Report cards and certificates available for download
- Light LMS — lesson content and assignment submissions
- Installable on a phone home screen as a PWA
- Meta WhatsApp Cloud API
- Facebook Lead Ads
- Razorpay payments
- Twilio SMS
- Google Calendar sync
- Web push notifications
- Installable mobile home-screen app (PWA)
- Data export anytime, on every major entity
- Self-service account deletion
- Published Terms of Service, Privacy Policy and Refund Policy
- Real error monitoring and rate-limited public forms
- Security headers and TOTP two-factor authentication
Lead & Admissions Pipeline
Student Management
Attendance, Exams & Batches
Fees & Payments
Communication Hub
AI Voice Agent
AI Across the Product
Team & Access Control
Analytics & Reporting
Student & Parent Portal
Integrations
Trust & Compliance
Trust
Included on every plan
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Real 2FA
TOTP two-factor authentication on every account, not just an SMS code.
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Role-based access
Admin, counsellor, teacher and custom roles with fully configurable permissions.
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Audit log
Every sensitive action is recorded with who did it and when.
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Export anytime
CSV and PDF export on every major entity. Your data leaves when you do.
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Money goes direct
Razorpay settles fees into your own institute bank account, never ours.
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Built for India
UPI, WhatsApp, GST invoices and regional-language calling, out of the box.
See all of it on your own data.
Start a 14-day free trial with full feature access — no credit card.