CRM for Coaching and Test-Prep Institutes
A student who asks about your JEE, NEET or CA batch today may enrol next month, but only if you stay in touch. Most institutes lose these students between the first enquiry and the demo class. jgdemr keeps every student lead, call, demo booking and WhatsApp conversation in one CRM, so your counsellors follow up at the right time.
- Student pipeline
- Follow-up alerts
- Demo-class booking
Book a 20-minute demo
Share a few details and our team will call back to show how Lead Management would work for your coaching institute.
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Where enquiries go cold
Enquiries arrive from ads, the website and phone calls, often into different files. Without one list and a clear next step, follow-up depends on memory and the first reply is easy to miss.
Counsellors track follow-ups in personal notebooks or WhatsApp chats
Demo-class attendance is low because nobody sends reminders
Leads from ads, walk-ins and referrals are never combined
What a CRM does for a coaching or test-prep institute
A student choosing a coaching institute compares several, asks questions over weeks and often decides late. A CRM keeps each student enquiry in one record with the course of interest, who spoke to them, what was said and when the next follow-up is due.
It differs from call tracking: call tracking tells you about calls, while a CRM follows the student from first enquiry to demo class to enrolment, whatever the channel. Reminders for demo classes and counsellor follow-ups, and a view across courses and batches, help an institute convert more of the enquiries it already pays to attract.
Built for: Coaching and test-prep institutes that want every student enquiry, whatever the source, in one place.
One enquiry, start to finish
- An enquiry arrivesFrom Google ads, Meta ads, the website or a phone call
- It is captured automaticallyNo typing and no downloading
- It is managed in one placeLeads and deals side by side
- The campaign is measuredCampaign ROI tracking shows what pays off
What Lead Management brings to your coaching institute
Lead Management is priced from ₹2,000/month + GST. There is no contract and onboarding is included. The full list is on the pricing page. See pricing
Student pipeline
Enquiry, Demo Booked, Demo Attended, Enrolled.
Follow-up alerts
Counsellors know who to call today.
Demo-class booking
Students pick a slot online and get WhatsApp reminders.
Ad lead capture
Google Ads and Meta Ads leads added automatically.
After-hours chatbot
Answer batch timing and fee questions at night.
Included in the module
Unlimited leads and contacts, with no restriction
Automatic lead capture from Google ads and Meta ads
Website enquiries captured automatically
Phone enquiries captured from Smart Calling (IVR)
Leads and deals managed in one place
Campaign ROI tracking
Everyday examples for coaching institutes
Illustrative scenarios based on the module’s published features. They show how a typical day can change; they are not customer stories.
Example
Enquiries from ads and the website
Leads from Google ads, Meta ads and the website are captured automatically.
Example
A student who phoned first
Phone enquiries captured from Smart Calling appear with the other leads.
Example
Comparing campaigns
Campaign ROI tracking shows which marketing leads to enrolments.
What changes for the team
Each change below follows from a published feature of the module.
- 1
One record per enquiry
Leads and deals are managed in one place.
- 2
Less manual entry
Automatic capture from ads and the website.
- 3
Calls included
Smart Calling enquiries flow in.
- 4
No cap
Unlimited leads and contacts.
How to get started
There is no setup fee and no contract, and the team handles the setup.
- 1
Book a 20-minute demo
The demo shows what the product would do for the business and where customers are being lost right now.
- 2
The team handles the setup
No. Onboarding is included and the setup is handled for the business.
- 3
Start with one module
Take what is needed now and add more at any time. Everything connects automatically.
- 4
Cancel at any time
There is no contract and it can be cancelled at any time.
How it compares, and what it costs
A plain comparison of the usual ways of handling this, and the published price. Modules are priced separately; prices exclude GST.
Spreadsheets and notebooks
Leads wait for someone to type them in
Enquiries from ads, the website and calls end up in different files, so follow-up depends on memory.
Ad platform exports
Leads sit where the ad ran
Downloading leads by hand delays the first call and keeps them apart from phone and website enquiries.
A connected system
One list for every source
Lead Management captures leads from Google ads, Meta ads, the website and Smart Calling in one place, with campaign ROI tracking.
Lead Management
From ₹2,000/month + GST
Capture leads from ads and the website in one place and see which marketing pays off.
See pricing →Works even better with the rest of the platform
Each jgdemr module can be bought on its own and added later. Everything connects automatically.
Smart Calling
Smart Calling (IVR)
Route every call, record calls and turn missed calls into booked customers.
Explore Smart Calling →Appointment Booking
Appointment Booking
Let customers book from the website, with automatic reminders that reduce no-shows.
Explore Appointment Booking →WhatsApp
Send reminders, updates and instructions on WhatsApp, where customers already are.
Explore WhatsApp →Related pages
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Read more →Questions often asked
Can’t find the answer here? Our team is happy to talk it through on a quick call.
Ask the teamHow is a CRM different from call tracking?
Call tracking records calls. A CRM tracks the whole journey, from the first enquiry through demo classes and follow-ups to enrolment. jgdemr does both.
What does it cost?
Modules start from ₹1,500/month, so smaller institutes can start with lead management alone.
What is the difference between a CRM and call tracking?
Call tracking records calls. A CRM follows the whole student journey, from enquiry through demo class to enrolment, across calls, messages and the website.
How can an institute improve demo class attendance?
Send a reminder before the class, make rescheduling easy and follow up with students who did not attend. A shared record shows who needs which message.
What does the Lead Management module include for a coaching institute?
Lead Management includes: unlimited leads and contacts, with no restriction; automatic lead capture from Google ads and Meta ads; website enquiries captured automatically; phone enquiries captured from Smart Calling (IVR); leads and deals managed in one place; campaign ROI tracking. Lead Management is priced from ₹2,000/month + GST. There is no contract and onboarding is included.
What is a student CRM?
A student CRM keeps each prospective student’s enquiry, source and follow-up in one record, from first contact through to enrolment.
How is a CRM different from call tracking?
Call tracking records calls and their outcomes. A CRM follows each student across calls, ads and the website, from enquiry to enrolment.
Let’s keep every lead warm, together
Convert more enquiries into enrolled students. Share a few details and our team will call back with a 20-minute demo built around the business, or reach us directly.
Plan a demo with our team
Four quick details. We’ll take it from there.
Thanks, .
Our team will call back shortly to plan a 20-minute demo around the business.