Education CRM for schools in India (admissions leads)
How to evaluate CRM features before you redesign follow-up.
Guide · K-12 schools · India
School admission follow-up CRM workflows for India
A hub for admission heads mapping enquiry stages, counsellor SLAs, and automation steps on a platform-backed admissions revenue system—not personal WhatsApp threads or spreadsheet callbacks.
Workflow table
Enquiry stage, follow-up SLA, and automation step
Use this table in leadership reviews and counsellor onboarding. Pair it with the admissions automation workflow blog for step-by-step ops detail.
| Enquiry stage | Follow-up SLA | Automation step |
|---|---|---|
| New enquiry (form, Meta, walk-in) | First human or templated ack within 15 minutes in peak season | Auto-capture lead, assign counsellor owner, send WhatsApp ack template |
| Qualified — campus visit interest | Visit slot proposed within 24 hours; reminder 24h before visit | Calendar invite + WhatsApp reminder sequence; escalate if no reply in 48h |
| Application / document collection | Checklist shared same day; nudge at 72h if documents incomplete | Template with document list; activity task for counsellor when parent uploads |
| Fee discussion / seat hold | Callback within one business day after parent asks fee or scholarship | Pipeline stage change triggers counsellor queue + optional fee PDF link |
| Enrolled / waitlisted | Welcome pack within 24h of fee confirmation; waitlist touch every 7 days | Enrolled stage syncs to reporting; waitlist drip with opt-out compliance |
Cluster reads
Three admission blogs to read with this hub
WhatsApp automation for school admission enquiries
Template categories, ack SLAs, and counsellor handoff triggers.
School admissions automation workflow (India)
Operational workflow from enquiry to enrolled—not a software shopping list.
Pilot one intake season on the platform
Start with enquiry capture, counsellor queue, and WhatsApp follow-up on Swayam AI Labs—then expand across campuses on the Admissions Revenue System.