School CRM Software

School CRM software that turns enquiries into admissions

Most schools lose admissions not to a competitor, but to a follow-up nobody made. SCRMAI gives your admissions office one pipeline, automatic WhatsApp follow-ups and an AI that tells you which parent to call first.

  • Every enquiry in one pipeline — website, walk-in, phone, Facebook, referral
  • Automatic WhatsApp and SMS follow-up so no parent goes cold
  • AI lead scoring that ranks enquiries by likelihood to admit
  • Online fee collection with GST-compliant receipts

14-day free trial · No credit card required · Cancel anytime

What a school CRM actually is

A school CRM manages people, not paperwork

A school ERP runs the back office: payroll, transport, library, inventory. A school CRM runs the front office — the enquiries, the parent conversations, the follow-ups and the admissions that decide whether next year’s intake is full or half empty.

SCRMAI is built for that second job, and only that job. It sits alongside whatever ERP or school management software you already use, and takes ownership of everything from first enquiry to admitted, fee-paying student.

Sound familiar?

The four ways schools quietly lose admissions

None of these are staffing problems. They are tracking problems.

  • The enquiry register is a WhatsApp thread

    Parent enquiries arrive on three staff phones, a website form and a paper register. Nobody can answer "how many open enquiries do we have right now?" without an afternoon of reconciling.

  • Follow-up depends on who remembered

    A parent visits, likes the school and says they will decide next week. If the counsellor is on leave that week, the enquiry dies silently — and shows up next year as a competitor’s admission.

  • Nobody knows which source works

    You spend on hoardings, Facebook ads and a school fair. At the end of the season you know the total admissions, but not which spend produced them, so next year’s budget is a guess.

  • Fee collection runs on reminder calls

    Staff spend the first week of every month calling parents about pending fees, instead of on the parents who have not yet admitted.

What you get

Everything the admissions office needs, in one place

Built for the way an Indian school actually runs its admission season.

  • Admission enquiry pipeline

    A Kanban and list view of every enquiry from New to Contacted to Campus Visit to Admitted. Drag a card, and the parent, the counsellor and the reports all stay in sync.

    See the admission CRM
  • WhatsApp that parents actually read

    A two-way WhatsApp Business inbox plus broadcasts, running on the official Meta Cloud API with real template submission and approval tracking built into settings.

    WhatsApp CRM
  • AI lead scoring

    Every enquiry gets a score, a plain-English reason and a suggested next step, so a counsellor with forty open enquiries knows exactly which six to call this morning.

    How scoring works
  • AI voice admission assistant

    New enquiries get called automatically by an AI voice agent in Hindi, Tamil, Telugu, Marathi or your language of choice — and it can book the campus visit mid-call.

    Hear what it does
  • Online fees and GST invoices

    Collect fees by UPI, card or netbanking through Razorpay, straight into the school’s own account. Installments, discount codes and GST-compliant receipts included.

    Fees and payments
  • Attendance with parent alerts

    Mark a student absent and the parent gets a WhatsApp message immediately — not at the end of the week, when the habit has already formed.

    Attendance tracking
  • Drop-risk detection

    SCRMAI reads attendance, exam scores and fee history together and flags students who are drifting, with a plain-English reason you can act on.

    Student management
  • Source and counsellor reporting

    See which lead sources convert, which counsellors close, and where in the funnel enquiries stall. Export anything to CSV or PDF.

    Analytics
  • Parent and student portal

    Parents log in to see fees, attendance, exam results, report cards and certificates — which cuts the "can you just check" phone calls dramatically.

    Portal and LMS

In practice

What changes in the first month

Week one

Every enquiry lands in one place

Put your website form, your Facebook Lead Ads, your walk-in register and your phone enquiries into a single pipeline. Duplicate detection means the same parent enquiring twice does not become two records and two counsellors calling them.

  • Public lead-capture page per school, embeddable on your existing website
  • Facebook Lead Ads sync so ad enquiries arrive instantly
  • Bulk import your existing enquiry list from Excel or CSV
  • Duplicate detection on phone number and email
Explore lead management

Enquiry sources

  • Website formLive
  • Facebook Lead AdsConnected
  • Walk-in registerImported
  • Duplicates merged18
  • Open enquiries243

Week two

Follow-up stops depending on memory

A three-touch WhatsApp and SMS sequence runs automatically on any enquiry that goes quiet. Your counsellors stop being the reminder system and go back to being the people who close admissions.

  • Automated 3-touch drip on cold enquiries
  • Two-way WhatsApp inbox — parent replies land back in the CRM
  • AI-suggested replies your counsellor approves before sending
  • Absent-student alerts to parents, automatically
See marketing automation

WhatsApp Business

Namaste! Thank you for visiting Sunrise Public School yesterday. Shall I hold a Class 6 seat for Aarav while you decide?Template · Delivered

Yes please. Can we talk about the fee installments?

Of course. Our counsellor Meena will call you at 4 PM today — she can set up a 3-installment plan.AI-suggested · Sent by Meena

Week three

The AI starts telling you where to spend your morning

Once there is history in the system, AI lead scoring ranks your open enquiries. Not a black-box number — a score with the reason behind it and a concrete next step.

  • Score, reason and suggested next step on every enquiry
  • Drop-risk flags on enrolled students before they leave
  • AI-drafted broadcasts for fee reminders and admission deadlines
  • AI monthly progress reports sent to parents automatically
What the AI does

Ishita Rao — Class 11 Science

AI lead score

91

Why: Campus visit completed, opened the fee structure three times, and an elder sibling already studies here.

Next step: Call today and offer the 3-installment plan — this family converts on affordability, not on discount.

Getting started

Live in a week, not a term

No implementation fee, no six-week onboarding project.

  1. 01

    Start the free trial

    Sign up and you are inside the product immediately. Fourteen days, full feature access, no credit card.

  2. 02

    Import what you have

    Upload your enquiry and student lists from Excel or CSV. Duplicate detection cleans them on the way in.

  3. 03

    Connect WhatsApp and Razorpay

    Link your Meta WhatsApp Business account and your Razorpay account so messages and fees flow through your own channels.

  4. 04

    Turn on the automation

    Switch on drip follow-ups, absence alerts and fee reminders. From here the system chases; your team closes.

Comparison

School CRM vs. the spreadsheet you use today

Excel is a perfectly good spreadsheet. It is a poor admissions system.

How the same admission-season tasks get done, before and after.
TaskExcel + WhatsAppGeneral-purpose CRMSCRMAI
Capturing enquiriesManual entry, often the next dayWeb form, but no school fieldsWeb form, Facebook Ads, walk-in and phone in one pipeline
Duplicate parentsFound eventually, by handSometimes flaggedDetected on phone and email at entry
Follow-upWhoever remembersManual task remindersAutomated 3-touch WhatsApp and SMS drip
Knowing who to call firstGut feelingManual scoring rules you maintainAI score with reason and suggested next step
Parent communicationPersonal WhatsApp on staff phonesEmail-first, often ignoredOfficial WhatsApp Business inbox and broadcasts
Fee collectionCash, cheque and reminder callsNot includedUPI, card and netbanking via Razorpay with GST receipts
Drop-out warningYou notice when they leaveNot includedAI drop-risk from attendance, exams and fees
Source ROIUnknownPossible with setupBuilt-in source and counsellor performance reports
If a staff member leavesTheir contacts leave tooData stays, context does notFull history, notes and call transcripts stay with the school

Trust

You are handing over parent data. We take that seriously.

Security and portability are product features here, not an enterprise upsell.

  • Real 2FA

    TOTP two-factor authentication on every account, not just an SMS code.

  • Role-based access

    Admin, counsellor, teacher and custom roles with fully configurable permissions.

  • Audit log

    Every sensitive action is recorded with who did it and when.

  • Export anytime

    CSV and PDF export on every major entity. Your data leaves when you do.

  • Money goes direct

    Razorpay settles fees into your own institute bank account, never ours.

  • Built for India

    UPI, WhatsApp, GST invoices and regional-language calling, out of the box.

FAQ

Frequently asked questions

What is the difference between a school CRM and a school ERP?

A school ERP manages internal administration — fees ledgers, payroll, transport, library, timetables. A school CRM manages relationships and revenue: enquiries, follow-ups, admissions, parent communication and retention. They overlap on fees and attendance but answer different questions. An ERP tells you what happened; a CRM tells you who to call. Most SCRMAI schools keep their ERP and add SCRMAI in front of it.

Will this work for a CBSE / ICSE / state-board school?

Yes. SCRMAI is board-agnostic because it works on the admission and student lifecycle, not on a specific curriculum. Class and stream structures, batch names, fee heads and exam types are all configurable, so a CBSE senior secondary school and a state-board primary school both model cleanly.

Do parents need to install an app?

No. Parents receive messages on WhatsApp and SMS, which they already use. If they want to check fees, attendance or results themselves, they log into the parent portal in a browser — and can add it to their home screen as an app if they prefer, since SCRMAI is installable as a PWA.

How many staff members can use it?

Starter includes 3 team members, Professional 10, and Business unlimited. Each person gets their own login with role-based permissions, so a class teacher sees attendance and exams while only the admin sees fee collections and the audit log.

Can we run more than one branch or campus?

Yes. Batches, courses and staff can be organised per branch, and analytics can be read for one branch or across all of them. Multi-branch schools are typically on the Business plan for the unlimited team members and configurable roles.

What happens to our data if we stop using SCRMAI?

You export it and leave. CSV and PDF export is available on every major entity at any time, and account deletion is self-service — you do not have to raise a ticket or sit through a retention call to get your own data out.

Fill next year’s intake without adding headcount.

Start a 14-day free trial of SCRMAI. Full feature access, no credit card, no setup fee.