What is an education CRM?
An education CRM manages student enquiries from first contact to admission. LeadVexo calls every new enquiry with an AI agent, captures the course and intake the student is interested in, books counselling sessions and keeps students and parents engaged on WhatsApp until they enrol.
Student journey
From First Enquiry to Enrolment
Stage 1
Enquiry
Students enquire from ads, your website or education fairs. Every enquiry becomes a lead automatically.
Stage 2
Counselling call
The AI agent calls within moments, asks about course interest, qualification and preferred batch.
Stage 3
Session booked
Interested students are booked for a counselling session or campus visit with a counsellor.
Stage 4
Nurture to admission
Fee details, brochures and reminders continue on WhatsApp until the student enrols.
Why institutes choose LeadVexo
Built for Admission Teams
Handle admission-season spikes
AI calls every enquiry even when volumes jump during admissions.
Counsellors focus on serious students
Only qualified, interested students reach your team.
Parents & students on WhatsApp
Talk where families already are, from your official number.
Bulk-import fair & event leads
Upload Excel sheets from fairs and seminars; duplicates skipped by phone.
Everything in one place
Track Every Student, Every Counsellor
Rename “Leads” to “Students” and set up stages that match your admission process.
- Course and batch as custom fields
- Pipeline stages from enquiry to admission
- Counsellor assignment and assigned-only access
- Tasks for callbacks and document follow-ups
- Call recordings for counsellor training
- Lead source reporting across campaigns
FAQ
Education CRM — FAQs
An education CRM manages student enquiries from first contact to admission — capturing leads, scheduling counselling, tracking follow-ups and communicating with students and parents. LeadVexo adds AI calling and WhatsApp so every enquiry is contacted quickly.
Yes. You provide the course information and qualifying questions, and the AI calling agent explains programmes, asks about the student’s interest and books a counselling session.
Yes. Import Excel or CSV files with column mapping. Leads are de-duplicated on phone number so the same student is not added twice.
Yes. Roles and permissions let you decide whether a counsellor sees all leads or only the students assigned to them.
Yes. Any business that sells courses — online or offline — can capture enquiries, qualify them with AI and follow up on WhatsApp.
Get ready for your next admission season
See how LeadVexo handles student enquiries end-to-end in a short demo.
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