Built for Indian EdTech admissions teams

The CRM That Closes More
Admissions

From the first Google Ad click to fee-paid enrollment — HelpingBots CRM gives your entire admissions team a single system of record, built specifically for how EdTech companies actually work.

Start Free 14-Day TrialLive Interactive Demo

38+ institutes managing their admissions pipeline · ★★★★★ 4.9/5

helpingbots.in/crm/dashboard

Active Leads

19

Enrolled

4

Revenue

₹14.8L

Tasks Overdue

2

↑ Actual CRM interface — click "Live Interactive Demo" above to explore it yourself

7

Role Types

10

Pipeline Stages

₹ UPI

Indian Payments

100%

Mobile-First

48h

Avg Onboarding

14d

Free Trial

Everything your admissions team needs

Purpose-built for the EdTech sales cycle — from cold lead to enrolled student.

Role-Based Access Control

7 roles — Super Admin, Admin, Team Lead, Marketing, Sales, Support, and Student. Every person sees only what they need to see.

Smart Lead Pipeline

10-stage admissions pipeline from New Lead to Enrolled. Visual progress, status tracking, and automated next follow-up dates.

Task & Follow-up Engine

Assign Call, Email, WhatsApp, Meeting, or Document tasks. Attach a specific student to each task so your team never loses context.

Fee Collection & Tracking

Record full and instalment payments, generate invoice numbers, track pending amounts, and send reminders — all in one screen.

Marketing Attribution

"Generated By" tracking shows exactly which marketing executive created each lead, so you can measure quality, not just quantity.

Team Leaderboards

Separate leaderboards for Marketing (lead generation) and Sales (conversions). Best and worst performer spotlights, period-based filtering.

How it works in 3 steps

From first contact to fully enrolled — your entire admissions process, automated.

Step 01

Import or add leads instantly

Upload a CSV from your ad campaigns or add leads manually. Fields auto-map, duplicates get flagged, and every lead lands in your pipeline within seconds.

Step 02

Assign, track, and follow up

The Team Lead assigns leads to Sales Executives. Tasks appear in their daily queue. Pipeline status updates in real time as students move through stages.

Step 03

Close deals and collect fees

Once a student is confirmed, Support Agents take over for fee collection, document gathering, and onboarding. Everything tracked, nothing missed.

Built for every EdTech business model

Whether you run 10 counsellors or 200, this CRM scales with you.

Coaching Institutes

JEE, NEET, UPSC, MBA prep

EdTech Startups

Online courses & bootcamps

Study Abroad

University placement agencies

K-12 Schools

Admissions & counselling teams

Simple, Transparent Pricing

No hidden fees. Cancel anytime. All plans include a 14-day free trial.

Starter

Perfect for small institutes

₹4,999/month

≈ $59/mo · Billed monthly · GST extra

  • Up to 5 team members
  • 500 leads / month
  • 10-stage pipeline
  • Task & follow-up tracking
  • Basic payment records
  • Mobile-responsive CRM
  • Email support (48hr)
  • Marketing attribution
  • Team leaderboards
  • Advanced analytics
  • WhatsApp integration
  • API access
Start Free Trial
Most Popular

Professional

Most popular for growing teams

₹12,999/month

≈ $149/mo · Billed monthly · GST extra

  • Up to 20 team members
  • Unlimited leads
  • All 10 pipeline stages
  • Task & follow-up tracking
  • Full payment + instalment tracking
  • Marketing attribution (generatedBy)
  • Team leaderboards & boards
  • WhatsApp integration
  • Advanced analytics & reports
  • Priority support (24hr)
  • Import via CSV
  • Custom pipeline stages
  • White-label branding
  • Dedicated account manager
  • On-premise deployment
Get Started

Enterprise

For large or multi-branch institutes

Custom

Tailored to your scale

  • Unlimited team members
  • Unlimited leads & storage
  • Multi-branch / multi-campus
  • White-label branding
  • Dedicated account manager
  • Custom integrations (ERP, LMS, etc.)
  • REST API + webhooks
  • On-premise deployment option
  • SLA guarantee (99.9% uptime)
  • Training & onboarding
  • 1hr priority support
Contact Sales

All plans include a 14-day free trial. No credit card required. Cancel anytime. Questions? Talk to us →

Try it yourself

See the CRM in action — right now

No demo call required. Switch between 7 roles, add leads, assign tasks, and collect payments — all in our live interactive demo.

Open Live DemoBook a Guided Demo

Frequently Asked Questions

Can I try before I pay?
Yes — every plan includes a 14-day free trial, no credit card required. You can also try the live interactive demo on this page right now.
Is my data safe and private?
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We are SOC 2 Type II compliant. Your student data is never shared with third parties.
Does it work on mobile?
Yes — HelpingBots CRM is mobile-first. Your counsellors can add leads, complete tasks, and call students directly from their phone browser. No app install needed.
Can I integrate WhatsApp?
WhatsApp integration is included in the Professional and Enterprise plans. Tasks can be created as "WhatsApp" type, and bulk messaging via the WhatsApp Business API is available on Enterprise.
How many leads can I import?
Starter supports 500 leads/month. Professional is unlimited. Enterprise adds custom batch sizes, priority validation, and auto-deduplication across branches.
Do you offer white-labelling?
White-label branding (your logo, domain, and colour palette) is available on the Enterprise plan. Contact us for a demo of the branded version.

Still have questions? [email protected] — we reply within 24 hours.