Inquiry Leads CRM
Shows the receptionist at once if a visitor is new or came before to ask, and reminds you to call them back.
Anjali walks in. The receptionist types her phone number and sees at once: she came last month to ask about Tally. On Wednesday the software reminds them to call her, and she joins on Friday.
How it flows
- 1Someone walks in or calls
- 2Type their phone number: new, or came before?
- 3The software reminds you to call back
- 4The inquiry becomes a student
Step by step: how to use it
- 1Open Inquiries
You see everyone who asked about a course.
- 2Type the visitor’s phone number
If they came before, their old inquiry shows up straight away. If not, they are new.
- 3Add or update the inquiry
Name, phone number and the course they asked about.
- 4Set a call-back date
When to call them again.
- 5Call and write a note
What they said, and what to do next.
- 6Turn it into an admission
When they join, their details move to the admission form in one click.
Quick answers
- What does Inquiry Leads CRM do?
- Shows the receptionist at once if a visitor is new or came before to ask, and reminds you to call them back.
- Who uses Inquiry Leads CRM?
- Front desk and counsellors. It is part of the institute management software (Admission Enquiry CRM for Institutes).
- Does Inquiry Leads CRM work on mobile?
- Yes. Inquiry Leads CRM works in all 3 apps: the mobile app, the desktop app and the web portal.
- How do you use Inquiry Leads CRM?
- 1. Open Inquiries. 2. Type the visitor’s phone number. 3. Add or update the inquiry. 4. Set a call-back date. 5. Call and write a note. 6. Turn it into an admission.
More details (for staff)
Track prospective student inquiries, counselor follow-up dates, demo class attendance, and conversion rates.
Counter lead tracking from walk-in inquiry, demo class follow-up, to paid admission.
More office tools
Make as many users as you need, and pick which screens and buttons each one can see. A teacher can't see the money pages; the owner sees everything.
A list of all the teachers: what each one teaches and which classes they take.
Marks who came to class with a finger-touch or a phone scan. If a child is missing, the parents get a message.