EdTech CRM Software for Online Courses, Coaching & Ed-Tech Businesses
Welcome to Trevion CRM, a dedicated edtech crm built for coaching institutes, online course creators and ed-tech businesses. Our crm for coaching institutes captures inquiries, automates demo class follow-ups, and tracks fee payments so counselor teams can convert more leads into enrolled students.
Ad Spend Is Going to Waste Without a Proper Lead System
Lead Leakage from Ads
Inquiries from Facebook and Google ad campaigns pile up in spreadsheets with no structured follow-up.
No Counselor Visibility
Managers can't tell which counselors are calling leads on time and which are letting them go cold.
Manual Fee Tracking
Installment due dates are tracked manually, leading to delayed payments and awkward reminder calls.
Missed Demo Follow-ups
Students who attend a free demo class rarely get a timely follow-up to convert them to paid enrollment.
Scattered Student Data
Student details, batch info and communication history live across multiple spreadsheets and chat apps.
Low Trial-to-Paid Conversion
Without structured nurture sequences, free trial users lose interest before the sales team reaches out.
Everything EdTech Teams Need to Convert More Students
Lead Capture from Ads & Landing Pages
Every inquiry from Facebook, Google Ads and your website lands in one dashboard automatically.
Demo Class & Counselling Tracker
Schedule and track demo classes and counselling calls, with automatic reminders for both students and counselors.
Fee & Installment Reminders
Automated WhatsApp and email reminders keep fee collection on schedule without awkward manual follow-ups.
Nurture Drip Campaigns
Send automated WhatsApp sequences to warm up leads who haven't enrolled yet.
Batch & Cohort Tagging
Organize students by batch, course or cohort for targeted communication and reporting.
Conversion Funnel Analytics
Track how leads move from inquiry to demo to enrollment, and spot where drop-offs happen.
How EdTech Teams Use Trevion CRM
Capture
Ad and website inquiries flow into one dashboard, assigned to counselors automatically.
Engage
Book demo classes and counselling calls, with reminders sent to students automatically.
Nurture
Automated WhatsApp sequences keep interested leads warm until they're ready to enroll.
Enroll
Track fee installments and batch details once a student signs up.
Choosing the Best CRM for Coaching Institutes & EdTech Businesses
Coaching institutes and online course businesses spend heavily on Facebook and Google ad campaigns, but without a structured follow-up system, a large share of those leads never convert. Managing inquiries on spreadsheets makes it impossible to track demo class attendance, counselor follow-ups and fee collection at scale. A dedicated edtech crm software brings structure to the entire student acquisition journey.
Why EdTech Businesses Need a Dedicated CRM
A generic system cannot automatically remind a counselor to follow up with a student two days after a free demo class. A purpose-built crm for coaching institutes captures every inquiry, schedules demo classes, and nurtures leads with automated WhatsApp sequences until they're ready to enroll.
Demo Class & Counsellor Follow-ups
Trevion CRM lets teams schedule demo classes and counselling calls with automatic reminders, ensuring no interested student is left waiting for a callback.
Fee & Installment Management
Automated fee reminders over WhatsApp and email keep collections on track without counselors having to chase every student manually.
How Trevion CRM Helps EdTech Businesses Scale
By combining lead capture, demo scheduling, nurture automation and fee tracking into a single edtech crm, Trevion CRM helps coaching institutes and course creators convert more inquiries into enrolled, paying students.
Combined with budget-friendly CRM Pricing plans starting at INR 499 per user/month, Trevion CRM is built to deliver a strong return on investment. Talk to our team to see how Trevion fits your workflow.