2026-08-18 · 6 min read
College enquiry management with calling and WhatsApp
Full CRM gives a college a call queue, a visit log, and one Meta WhatsApp inbox. The evening shift continues the thread the morning shift started.
A college enquiry in Task Book is a mobile number, a course, and a follow-up on the Full CRM licence. The call queue is the list. Staff log a connected call or a missed one. After a connected call they can send WhatsApp from the same file, on the institute Meta number.
The shift change
The inbox is shared. The evening shift sees the thread the morning shift started. The reply shows the staff name. The chat is not locked to one counsellor, and it does not sit on a personal phone.
After they join
Campus visits have a status. Admission approves the fee plan, assigns a roll number and a batch, and keeps the enquiry history. Fee defaulters are on the fee dashboard once Academic Plus is on. The WhatsApp reminder for that pending amount needs Full CRM. Task Book does not add a second database for the college and the school wing. One campus is one install.