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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.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

An online educator records a lesson at a teaching desk

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.

Also for EdTech startups

Sales and marketing for EdTech startups, the overview.

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.

  1. 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.

  2. 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.

  3. Pilot tracker

    A view of every running pilot with start, owner, review meeting and decision-maker.

    Result: No pilot runs without a booked review.

  4. 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.

  5. 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.

Read the full CRM implementation and customisation page

Fields worth keeping

Keep the fields that tell a principal's pilot from a parent's demo, and who must act next.

Buyer type
Chosen from school, parent, college or employer. The founder or sales lead sets it at the first call, and it decides which pipeline stages apply.
Pilot start and review dates
Filled by whoever runs the pilot. It lets the team book the review meeting while the school is still paying attention.
Signatory and champion
Two names for each school, filled by the sales lead. It shows at once when the champion has no authority to sign.
Grade and subject interest
Taken from the form. It lets the team send the right demo link and count enquiries by grade.
Consent status and date
Set by the person who took the enquiry. It stops a message going to a number where the parent never agreed.

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

Not for

It is not the right fit if.

  • The startup has fewer than a handful of live schools and parents, so a simple sheet with a next-step column does the job for now.
  • Nobody owns the record, so fields would stay half filled and the team would stop trusting what it shows.
  • The product's own app already holds student details, and the plan is to copy them into the CRM, which would duplicate a child's data without a reason.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should an EdTech startup use?
One your team will update. A spreadsheet can start the job, and tools such as Zoho CRM or HubSpot suit a team that is ready. We set up what you already have before suggesting a change.
Can we store a child's marks in the CRM?
Avoid it unless the sale needs it and the parent has consented. Confirm your obligations on children's data with your own counsel.
Will the CRM connect to our app?
Sometimes through the tool's own connectors. We map what moves between the app and the CRM, and keep it small, such as demo bookings.
Who should be able to see a child's details in the CRM?
Only people who need them for the pilot or the demo. A child's data is sensitive, so the CRM should hold the contact and consent record and leave marks and progress inside the product. Set viewing rights by role and review them when staff change.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

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.

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