CRM & Enquiries Management
Never lose a potential student. Track prospective enquiries, schedule follow-up reminders, record trial class attendance, and convert leads into admissions with a single click.
On this page
The Enquiry Pipeline
Logging New Enquiries
Follow-Ups & Reminders
Demo & Trial Classes
One-Click Admission Conversion
The Enquiry Pipeline
Acadiom Tutor includes a purpose-built Coaching CRM located at /tutor/enquiries. Leads move through five clear stages:
- New Enquiry: Inbound call, walk-in, or website lead received.
- Contacted: First counselling or discussion completed.
- Trial Scheduled: Student attending a demo class.
- Converted (Admitted): Enrolled into a batch; fee plan initiated.
- Lost: Student chose another option or timing mismatched (with reason captured for analytics).
Logging New Enquiries
Click New Enquiry at /tutor/enquiries/create. Capture essential details:
- Student name, target exam or academic standard (e.g. Grade 11 CBSE, NEET Prep, SAT).
- Guardian contact details (Phone, WhatsApp number, Email).
- Source of enquiry (Walk-in, Referral, Google, Social Media, School Campaign).
- Preferred timings and target branch.
Follow-Ups & Reminders
Counselors can schedule automated follow-up callbacks. Acadiom Tutor highlights upcoming and overdue follow-ups directly on the receptionist's daily dashboard at /tutor/today.
Demo & Trial Classes
Allow students to experience your teaching quality before paying:
- Click Schedule Demo on the enquiry profile.
- Assign the student to an upcoming batch session as a temporary guest attendee.
- The batch teacher can see the demo student listed on the attendance sheet without altering the batch seat capacity.
One-Click Admission Conversion
When the parent confirms enrollment, click Convert to Admission on the enquiry page:
Instant Workflow: All guardian details, contact numbers, and academic history automatically populate into a new Student Record at
/tutor/students. You simply select the target batch and payment plan, eliminating duplicate data entry.