Institute CRM

A coaching institute lives on follow-up. A student comes for a demo class. Someone notes the visit. The counsellor calls two days later. The fee is decided. Then the child joins a batch. If that story is split between a personal WhatsApp, a notebook and a fee register, the next counsellor asks the same questions again.

Task Book keeps the person on one mobile number. Before admission, Full CRM stores the visit and the call: who they met, what they asked, and the next follow-up. After admission, the same number opens the student: roll number, batch, attendance, fee, homework and marks. The parent does not see the office screens.

Which work sits in which pack

Starter, ₹3,000 a month, is enough to mark batch attendance and to keep marks, including an Excel upload. It does not send WhatsApp and it does not store the enquiry desk.

Academic Plus, ₹6,000 a month, is where the institute collects the fee and gets the PDF receipt, sets late fee, gives homework, and keeps the course plan. The teacher submits how far the batch has reached. The academic head can finalise it. Parents do not see those internal notes.

Full CRM, ₹10,000 a month, is the pack most institutes need if the enquiry and the parent message matter. It adds the walk-in, the call list, admission, the shared WhatsApp inbox, the parent login, and reports you can download. Many logins, one institute number. If a counsellor leaves, the chat does not leave with their phone.

GST is extra. Meta bills WhatsApp on its own. One institute is one install. Full results, for a published marksheet and certificates, is quoted. A complaint on an enrolled student is a case on Full CRM. The campus can also run its own website with home, courses, and contact. The same pack rules are written on the school CRM page and on pricing.

Homework, fee and the parent message

When the counsellor calls a parent, the call is saved on that person. They mark it outgoing or incoming, note who spoke — father, mother, the student, a guardian, or someone else — and pick a reason: fee query, attendance, academic, documents, complaint, general, callback needed, or resolved. If the call connected, the note is at least ten characters. The front desk can open the same mobile later and see the old visits and the old notes.

The teacher creates the homework and can attach a file. The office or the academic coordinator sends it to the parent’s WhatsApp when Full CRM is on. If the parent opens the link, you can see that the link was opened. That is not “done”. Done is a separate mark by your staff. A lot of institutes mix these two up, and then the class looks finished when the parent only tapped the message.

The fee receipt is generated by the software on Academic Plus: institute name, receipt number, amount in words. A WhatsApp reminder for the pending amount needs Full CRM, and you switch it on. Batch attendance is saved even when that message is off.

There is no separate college page. A college desk that only needs enquiries, calls and one WhatsApp inbox uses Full CRM in the same way, and the day after admission still sits on the student file.

You can see one practice student on the homepage. For your own batches, book a demo. We set the fee rules, the logins and the WhatsApp templates with your staff.