Every enquiry with its answers, assignee and status on one screen. Filter by stage, source, owner or date and work straight down the list.
- Stage tabs with live counts
- Repeat-enquiry and waitlist flags
- Notes, documents and activity per lead
The product
Built for the people making the calls.
Capture, follow up and enrol from one screen. Below are five real screens from the CRM, as your team would see them with your name and colours.
The CRM, screen by screen
Five screens. From the first enquiry to the fee receipt.
Leads, registrations, enrolments and receipts for any period, with what needs attention listed first.
- Leads per day by source
- Funnel conversion by stage
- Cost per lead from synced ad spend
Name your stages, mark the funnel steps and the won stage. The leads page and the dashboard follow.
- Open, won, lost and junk stage kinds
- Reorder without losing leads
- Colours your team recognises
The questions a lead answers beyond name, email and phone, edited without a developer.
- Text, select, number and date types
- Required on the form, shown in the table
- Old answers kept when a field changes
Meta, Razorpay, email and push credentials, stored encrypted and switchable per provider.
- Secrets encrypted at rest
- Enable or disable a provider in one click
- No deployment needed to rotate a key
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Book a demo
See it with your own leads.
We set up a trial instance with your courses and enquiries and walk the team through it on a call.