EdTech startups · CRM
Keep every pilot and every parent enquiry in one place with a next step.
A CRM for an EdTech startup is the shared record of schools in pilot, parents who asked for a demo and colleges in conversation, with the next step against each. GullySales sets up that record on the tool you already use or a simple one, and trains the team to keep it current.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What CRM means
A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.
Last updated 18 Oct 2026.
For EdTech startups
Where it usually goes wrong, and what we would do.
“A pilot needs stages that a normal sales tool lacks”
School sales runs through introduction, demo, pilot, review and purchase. A generic pipeline with 'contacted' and 'won' hides the pilot stage, which is where most schools go quiet.
“Parent leads and school leads need separate views”
A parent enquiry moves in days and a school pilot moves across a term. Putting both in one list buries the slow deal under the fast one, so each route gets its own stages and its own owner.
“Contact records carry a child's data, so they need care”
Notes about a child's class, marks or learning difficulty are sensitive. The CRM records only what the sale needs, limits who can see it and follows the consent given by the parent.
“The founder's memory is the real CRM today”
Early on the founder remembers which principal said what. That breaks the day a second person joins, so the first job is moving those conversations into a record the whole team reads.
What we do
What we deliver for EdTech startups.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Two-pipeline setup
One pipeline for institutions with a pilot stage and one for parents with demo and trial stages.
Result: Each route has stages that match how it sells.
Contact fields that matter
A short list of fields: role, class or board, source, consent and next step, with the rest left out.
Result: Records stay short and every field is used.
Pilot tracker
A view of every running pilot with start, owner, review meeting and decision-maker.
Result: No pilot runs without a booked review.
Data access rules
A note on who sees child-related notes and how long they are kept, drafted for your counsel to confirm.
Result: Sensitive notes are visible to a named few.
Team habit sheet
A one-page guide on when to update the record, such as after every call and every demo.
Result: The record reflects the last conversation, not the last quarter.
How the result is measured
- Enquiries logged in the CRM
- Data completeness
- Reports generated from CRM data
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for these EdTech startups.
- K-12 learning apps and platforms sold to schools
- Direct-to-parent exam-prep and tuition apps
- Skilling and employability startups selling to colleges and employers
- Language learning and spoken English startups
- Early childhood and preschool curriculum providers
- Coding and STEM startups running classes for children
- Test-prep startups for entrance and government exams
- Teacher training and school improvement startups
- Tools for tuition centres and coaching institutes
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the CRM work runs
- 1
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 4
Test with real deals
We run the configuration against actual current deals to catch gaps before the whole team relies on it.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Which CRM should an EdTech startup use?
Can we store a child's marks in the CRM?
Will the CRM connect to our app?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for EdTech startups
Everything else we would do for you.
Closest to this: leads and follow-up
Also for EdTech startups
Or start from the overview: sales and marketing for EdTech startups.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.