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Noida office
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Built for
Coaching Institute and Test Prep CRM
Enquiry to enrolled
Students, parents and batches on one record
Positioning Assessment
Coaching institutes get a rush of enquiries before each session, from ads, walk-ins and referrals, and every one needs a call to the parent, a demo class and a batch. Seats are limited and timings differ by subject and class.
In Triostack CRM, each enquiry records the student, class, target exam and the parent's number. Demo classes are booked against a batch slot with a reminder to the family. Telecallers log every parent call with the outcome and the next call date, so two callers never repeat the same pitch. After enrolment the student is allocated to a batch, with the seat count visible, and the tuition fee plan sets instalment reminders on WhatsApp with a payment link before each due date.
“Two callers had rung the same parent. After we logged calls on the record, it stopped.”
Sample team scenario
A made-up scenario about Coaching Institute and Test Prep CRM, not a customer testimonial
Lead Pipeline
Coaching Institute and Test Prep CRM: drag deals across your own sales stages
In the Product
Imagine every parent called once, by the right person.
Not promised.
No repeats.
On time.
Platform Integrity
With seats visible
Slot and reminder
Logged with outcome
WhatsApp with link
At a Glance
What changes in admission season.
Enquiries
Logged with student, class and exam
Registers and Personal Phones: A page in a register
Demo classes
Booked to a slot with a reminder
Registers and Personal Phones: Told by phone
Parent calls
Logged, next call dated
Registers and Personal Phones: Repeated by different callers
Batches
Allocated with seat count
Registers and Personal Phones: Counted by hand
Fees
Instalment reminders with a pay link
Registers and Personal Phones: Phone calls at due date
Book a walkthrough of Coaching Institute and Test Prep CRM. We set up a sandbox so you can try Batch allocation, Demo class bookings and Parent telecalling before you commit.
Live Interface Tour
The screens below belong to Coaching Institute and Test Prep CRM: Lead Pipeline, Lead Follow-Ups and Sales Dashboard, all from the product.
Calendar & Bookings
Coaching Institute and Test Prep CRM: students, parents and batches on one record
Feature Breakdown
4 screens from the live product that show Coaching Institute and Test Prep CRM at work.
Demo classes.
How it fits the plan
Capture. Log each enquiry with the student's class and exam.
Demo. Book a demo class slot and remind the family.
Practical tip
Call the parent within the hour of an enquiry. In admission season the first institute to call usually wins the demo.
Enquiries.
In real life
Admission season
Every enquiry gets a demo slot.
Parent calls.
Watch out for
Enrolling into a batch without checking the seat count and later moving the student.
Fee instalments.
Before you start
Execution Plan
Log each enquiry with the student's class and exam.
Book a demo class slot and remind the family.
Allocate a batch while seats remain.
Send instalment reminders with a payment link.
Practical Guide
Before you start
A tip that helps
Call the parent within the hour of an enquiry. In admission season the first institute to call usually wins the demo.
A common mistake
Enrolling into a batch without checking the seat count and later moving the student.
Availability: What Coaching Institute and Test Prep CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Every enquiry gets a demo slot.
Scenario 02
Seat counts are known.
Scenario 03
Reminders go out on their own.
Straight answers about Coaching Institute and Test Prep CRM, from setup to what happens next.
Have a question about Coaching Institute and Test Prep CRM?
Book a free callYes, with the seat count visible.
Yes, to a slot, with a reminder to the family.
Yes, with outcome and the next call date.
Yes, instalment reminders go on WhatsApp with a payment link.
A CRM for coaching institutes: student batch allocation, demo class bookings, parent telecalling logs and tuition instalment reminders.
It runs in 4 steps: Capture, Demo, Enrol and Collect. Log each enquiry with the student's class and exam.
The real screens on this page include Lead Pipeline, Lead Follow-Ups, Sales Dashboard and Calendar & Bookings, all captured from the product.
Request a demo and ask to see Coaching Institute and Test Prep CRM. Our team can also walk you through setup, so your first session ends with something working.
We will walk you through Coaching Institute and Test Prep CRM, from Batch allocation, Demo class bookings and Parent telecalling, on sample data shaped like yours.
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