Skip to content
GullySales
Tell us what you need

Online education and EdTech companies · CRM

Keep every learner enquiry in one record, from the first form to the paid fee.

A CRM for an EdTech company is the single record of each learner or parent, the course they asked about, the counsellor handling them and what happened at every step. GullySales sets one up around your demo-to-enrolment path and gets the team using it.

Tell us what you needor call +91 80958 58589

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 online education and EdTech companies

Sales and marketing for online education and EdTech companies, the overview.

Last updated 11 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For online education and EdTech companies

Where it usually goes wrong, and what we would do.

  • “Enquiries live in four places”

    Forms land in an ad account, calls in a phone log, WhatsApp chats on a counsellor's own handset and walk-ins in a notebook. When a counsellor leaves, the conversation history leaves too.

  • “One student is entered three times”

    A learner fills a form, calls the helpline and messages on WhatsApp. Without matching on the phone number, three counsellors chase one person and the family feels hounded.

  • “Generic stages miss the sale of a course”

    Stages such as contacted and qualified say nothing about the demo. Yours need demo booked, demo attended, fee quoted, instalment agreed and joined, so the learner who is stuck shows up.

  • “Late entries make reports untrue”

    If counsellors fill fields after the day ends, the numbers arrive stale and softened. The record has to be quicker to fill than a notebook, or the team will ignore it.

What we do

What we deliver for online education and EdTech companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Stages built from your path

    Pipeline stages for the parent, the professional, the aspirant and the corporate buyer, with a named owner for each stage.

    Result: Any learner can be seen sitting at one stage.

  2. Fields kept to what the call needs

    Course, class or board, source, preferred batch time, fee discussed and reason for not joining, and nothing a counsellor will skip.

    Result: Records are filled while the call is on.

  3. One number, one learner

    Matching by phone number so forms, calls and WhatsApp messages attach to the same person.

    Result: A learner has a single history.

  4. Counsellor task list

    Callbacks, demo reminders and quote follow-ups shown to the counsellor responsible for each.

    Result: No promised call is lost in a chat.

  5. Source and counsellor reports

    Views of enrolments by campaign, course and counsellor, built from the same record.

    Result: You can compare two sources on paid students.

  6. Handover rule for leavers

    Short training for the team and a written rule for reassigning a leaver's learners.

    Result: A resignation does not take the list away.

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 a counsellor needs on the next call.

Course or exam asked about
Picked from a list by the form or the counsellor. It shows which course loses its enquiries between the demo and the fee.
Learner name and who is paying
The counsellor records on the first call whether the student, a parent or a company pays. The next call then speaks to the person who decides.
Demo status
Booked, attended or missed, set by the counsellor after the session. It drives the call to rebook a learner who did not show.
Fee plan discussed
Full payment, instalments or a company invoice, entered when the fee is quoted. It shows where families hesitate and which plan they accept.
Reason for not joining
Chosen from a short list when a learner declines. Over time it becomes the drop-out and refund evidence your ads and calls should answer.

Who it is for

This is written for these online education and EdTech companies.

  • Test-prep and exam coaching platforms (JEE, NEET, UPSC, banking, CA)
  • K-12 live tutoring and doubt-solving apps
  • Upskilling and job-oriented course providers
  • Coding and data bootcamps
  • Spoken English and language-learning apps
  • Corporate training and L&D providers
  • Skill and vocational course platforms
  • Learning management system and school software vendors
  • Hybrid providers with both online batches and a learning centre

Not for

It is not the right fit if.

  • Counsellors would still keep their real notes on a personal phone, so the CRM would hold only half of each conversation.
  • Your courses and fees are still being decided, so stages and fields would be rebuilt as soon as they are set.
  • No one is named to check that records are filled each day, so the CRM would stop matching what happens on calls.

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 company use?
Choose by how your counsellors work. Check that it handles WhatsApp, call logging, your ad forms and role-based access for a large team. GullySales compares options against your path before you commit to a licence.
Can the CRM hold student data safely?
It holds personal data, so decide who can see what and who can export. Limit export to managers, keep a log of access and follow the data protection rules that apply to you. Check specifics with your own adviser.
Our counsellors already use a spreadsheet. Why change?
A spreadsheet cannot remind, cannot match duplicates and cannot show which source made a paid student. Move the fields across while the shared sheet still runs, so the team adopts the new record instead of working around it.
Can we keep a student's marks and documents in the CRM?
Keep only what the sales call needs, such as course, class and contact. Marksheets and identity documents belong in your admissions or learning system with tighter access, because every counsellor sees the CRM. Rules on personal data differ, so check with your own legal adviser before storing them.
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 online education and EdTech companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for online education and EdTech companies

Or start from the overview: sales and marketing for online education and EdTech companies.

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.

Tell us what you need