Enquiry volume & seasonality
Can the system absorb April–June spikes without counsellors retyping forms into Excel? Count sources: website, Meta, referrals, walk-ins.
A practical checklist for principals and admission heads—not another “top 10 CRM” listicle. Use it to compare spreadsheet chaos, shelfware CRMs, and a platform-backed admissions revenue system on Swayam AI Labs.
Can the system absorb April–June spikes without counsellors retyping forms into Excel? Count sources: website, Meta, referrals, walk-ins.
Are templates, opt-in, and handoff rules documented before automation? Personal-number chats fail audits and lose history.
Is there a ringing queue, owner per enquiry, and visible follow-up aging—not a shared group chat?
When a student enrols, can fee stage and documents flow to your ERP or finance team without re-keying?
| Approach | What breaks at scale | Best for |
|---|---|---|
| Spreadsheet + personal WhatsApp | No SLA, duplicate chats, leadership blind to source ROI | Very small intake pilots only |
| Dedicated admission CRM shelfware | Long implementation, weak WhatsApp, quote-gated modules | Large groups with IT bandwidth |
| Platform-backed Admissions Revenue System | Requires process design week one—then repeatable season after season | Independent schools and school groups evaluating CRM in India |
Same rows as the K-12 workflow table on the Admissions Revenue System.
| Evaluation criterion | School / group workflow | Swayam module |
|---|---|---|
| Enquiry volume & peak seasons | Website, Meta, walk-in, and referral enquiries auto-captured with grade, branch, and source | Lead capture + pipeline |
| WhatsApp compliance & parent consent | Official API templates, opt-in rules, and team inbox—not counsellor personal numbers | WhatsApp CRM + templates |
| Counsellor SLA & queue discipline | Ringing queue, owner assignment, and follow-up aging so no parent waits past agreed SLA | Activities + counsellor queue |
| ERP / fee-system sync readiness | Enrolled stage, documents, and exportable outcome data for your ERP or accounts team | Pipeline + reporting |
| Multi-campus school groups | Outlet-wise routing, branch dashboards, and shared templates across campuses | Multi-outlet + permissions |
Start on enquiry capture, counsellor queue, and WhatsApp follow-up—then expand across your school group on the Admissions Revenue System.