From enquiry to enrollment, with fees tracked end to end
Education
Education businesses live and die by their admissions funnel and fee collection. NeoCRM tracks the full enquiry-to-enrollment journey and keeps fee ledgers attached to the student record, not a separate spreadsheet.
Built for: Coaching institutes, schools, and training providers
A parent enquires on WhatsApp, the front desk logs it on paper, and by the time it reaches the counselor three days later the family has already enrolled elsewhere.
The enquiry lands in the pipeline instantly, the counselor is notified, and follow-up happens the same day — with the full conversation history attached.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Lead lifecycle
Document status, fee-payment status, and the admission form itself are each tracked separately after conversion — not as further pipeline stages.
Everything inside the Education module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Admissions & enrollment
- Document checklist per enrollment — pending/received/verified/rejected/waived, built from reusable checklist templates so every admission asks for the same things
- Public admission form via a shareable link — no login required, captures guardians, prior academic records, and a signed declaration
- Lead-to-admission conversion tracking, recorded separately from the enrollment itself: admission mode, program fee, payment status, joining date
- One-click tenant setup that seeds default masters, checklist templates, fee-plan templates, and lead-routing rules for a new institute
Fees, tied to Finance
- Fee plans with installments — due date, amount, paid amount, and status (pending/partial/paid/waived/overdue) per installment
- Installments link directly to real invoice and ledger entries in the Finance module, not just a number on the student record
Student self-service portal
- Students log in with enrollment number + phone, verified by OTP — no separate account creation
- View admission checklist and fee schedule, see their assigned counselor, and upload documents that auto-advance the matching checklist item
- View their submitted admission form as a formatted record, with all portal activity logged
Admin & reporting
- SLA breach tracking and a counselor leaderboard — leads, conversions, and follow-ups completed vs. overdue, per counselor
- Fee-due-this-week and overdue-installment totals surfaced directly on the manager dashboard
- Configurable masters for lead source, course, university, qualification, and follow-up status
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