Student Inquiries & Admission CRM Pipeline Guide
Track walk-in inquiries, demo class attendees, and convert leads into enrolled students with 1 click.
How do I track student admissions using the Leads CRM?
Open /leads to access your visual admission pipeline. Click [+ New Lead] to record walk-in inquiries. Drag lead cards across stages: New Inquiry → Contacted → Demo Scheduled → Enrolled. When enrolled, click [Convert to Student] to auto-create their student record without re-typing.
- Stop losing prospective students in paper registers or forgotten phone notes.
- Visual Kanban pipeline shows exactly which leads need follow-up today.
- 1-click conversion into enrolled students with batch and fee assignment.
- Export inquiries to Excel for targeted seasonal admission campaigns.
Managing the Admission Pipeline Step-by-Step
Follow these 5 steps to convert walk-in inquiries into paying admissions:
Access Admission Pipeline
Board: /leads KanbanOpen /leads to view your visual Kanban board with 5 stages (New Inquiry, Contacted, Demo Scheduled, Follow-up, Enrolled).
Capture Walk-in or Phone Inquiry
Modal: + New LeadClick [+ New Lead]. Enter Student Name, Parent Phone, Target Class/Exam (e.g. Class 11 NEET), and Source (Referral, Banner).
Schedule Free Demo Class
Field: Demo Date & Assigned StaffAssign a demo class date and time, and assign a counselor or faculty teacher to follow up.
Move Through Follow-up Stages
Kanban: Drag-and-Drop CardDrag the lead card to 'Demo Completed' or 'Follow-up Needed' as discussions proceed.
1-Click Convert to Enrolled Student
Action: Convert to Enrolled StudentWhen admission is confirmed, click [Convert to Student]. Set their roll number and batch; TutionMat auto-creates their digital passbook.
Frequently Asked Questions
Q:How does the Lead CRM prevent inquiry leakage?
By keeping all inquiries in a visual pipeline with follow-up dates, your staff never forgets to call parents back after demo classes.
Q:Can I export inquiry phone numbers to Excel?
Yes, click [Export Leads] on /leads to download an Excel sheet with all phone numbers and follow-up notes.
Q:What follow-up frequency yields the highest coaching enrollment conversion rate?
Institutes calling parents within 24 hours of a demo class achieve 65% higher conversion rates than those waiting 3 or more days.
Need ready-made Excel sheets, WhatsApp message templates, or printable formats for your coaching institute? Explore our free editorial guides: