Enquiries from every channel
Walk-ins, ad forms, website forms and phone calls are written in different registers and sheets.
CRM for coaching institutes
CRM for coaching institutes and training centres
Admission season brings hundreds of enquiries and a short window to convert them. Give each counsellor a list, book the next call on every enquiry, and record fee instalments against the student who owes them.
Sound familiar?
Counsellors chase the same family
Without an owner on each enquiry, parents get called twice and other enquiries get none.
Demo classes with no follow-through
A student attends a trial class and nobody calls the next day.
Fee instalments tracked on paper
Who has paid the first instalment and who is overdue is known only to the person with the register.
How WTS CRM works for coaching institutes
Capture every enquiry with its source
Website and ad forms arrive through a webhook; walk-ins and calls are added or imported.
Assign to a counsellor
Each enquiry has an owner, and each counsellor sees only their list.
Follow up after each touchpoint
Book the call after the enquiry, the demo class and the fee discussion, with a result logged each time.
Admit and collect fees
Mark the lead Won, raise the fee invoice and record instalments until the balance is cleared.
What coaching institutes use most
A list per counsellor
On Team and Agency, members see the enquiries assigned to them, and managers see everyone’s overdue calls.
Course interest and batch in custom fields
Keep course, batch preference and parent contact in your own fields, searchable and exportable.
One-tap call results
Mark No answer, Call back later, Interested or Not interested; callbacks book themselves.
Fee invoices with instalments
Raise a GST invoice and record each instalment by UPI, bank transfer, cash or cheque.
Everything included
Most coaching institutes start on the Team plan at ₹2,499 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for coaching institutes
Lead follow-up software
Follow-up software that never lets a lead go quiet
Website lead capture
Send website enquiries straight into your CRM
CRM for telecalling teams
CRM for telecalling teams: a call list for every caller
Excel alternative
Outgrown your lead spreadsheet? Move from Excel to a CRM
CRM for sales teams
A shared CRM for small sales and agency teams
WTS CRM for other teams
Questions from coaching institutes
Can I import last year’s enquiry list?
Yes. Upload a CSV or Excel file, map the columns, and review duplicates and invalid rows in the preview before anything is saved.
Does it manage attendance, timetables or exams?
No. It is not a school or institute ERP. It covers enquiries, follow-ups, admissions as won leads, and fee records.
Can enquiries from my website form come in automatically?
Yes. Point the form at a lead source’s webhook URL and each submission becomes a lead with its source and a default owner.
How many counsellors can use it?
Team includes 5 seats at ₹2499 a month, with extra seats at ₹399. Agency includes 15 seats.