EdTech CRM
Meritto (formerly NoPaperForms) EdTech CRM makes enrolling seamless
Save your sales and marketing teams from force-fitting the learner enrollment journey into B2B Sales processes like mapping contacts, defining quota, or deal management. Everything they need to centralize leads, automate critical tasks, accelerate sales, enable fee payments, and measure campaign performance is here on a single platform.
While each of our solutions is purpose-built to keep your teams laser-focused on enrollments, the real impact is when you enroll as one.
Move fast with your sales processes
Move fast with your sales processes
Elevate sales efficiency, identify course sales opportunities, and convert more learners
Key features
- Sales Execution & Automation
- Sales Tracking & Performance
- Sales Process Designer
- Sales Reporting
- Field Force Automation
Get the word out with your marketing
Get the word out with your marketing
Attract right learners, hyper-personalize engagements based on insights, and optimize enrollment marketing spends
Key features
- Lead Capture & Centralization
- Marketing Automation
- Workflow Automation
- Advanced Campaign Management
- Raw Data Management
Make fee payments faster and easier
Make fee payments faster and easier
Run discount and scholarship campaigns, generate payment links, and track sales campaign effectiveness
Key features
- Extensive Fee Workflows
- Payment Link Generation
- Payment Settlement in Multiple Accounts
- Reconciliation & Settlement Reports
We empower you to take control and do what matters the most
Here’s a sneak peek of how Meritto extensive capabilities can super-charge your teams to run high-velocity enrollments.
No wonder leading EdTech Companies trust us with their enrollments
Lead Centralization & Management
App installs, API or an online inquiry, capture them all
Centralize learner inquiries from various channels all while ensuring zero lead leakage and eliminating duplicate leads. Monitor the lead source performances and get actionable insights into the leads in the pipeline.
Sales Management & Process Designer
Ensure high sales efficiency
Distribute leads among the right sales reps based on course, location, availability, language, or performance record. Prioritize sales efforts whenever a learner shows high intent, and nurture them down the enrollment funnel.
User Management
Take complete control with advanced user management
Define teams and hierarchy to group sales teams based on different geographies, courses, verticals, and other custom logics to enable data sharing based on permission. Mask your potential learner’s data to securely manage it.
Sales Automation
Equip your sales teams to focus on selling
Automate mundane repetitive tasks your sales reps get caught in most of the times and allow them to do what matters the most: engaging leads to enrollment. Whether it’s adding notes, marking follow-ups, or triggering sales communication based on learner activity, we have it all covered.
Empower your sales reps on-ground
Equip your sales reps to track, plan, and contextually engage learners while on the move. From accessing leads, making calls, and adding voice notes to tracking visits and communications– it’s everything you could ask for.
Marketing Communication & Automation
Get the word out about your programs and courses
Automate your entire Marketing Communication efforts across channels like Email, SMS, or WhatsApp based on your potential learner’s activity. Strategize the perfect outreach with advanced communication workflows that delivers a hyper-personalized experience.
Sales Reporting & Performance Management
Measure, benchmark, & enhance your sales team’s efforts
Get 360° visibility into your sales team’s performance. Know your best-performing sales agents, the bottlenecks that hold others back from converting more learners, and optimize your sales campaigns in real-time.
Sales Notifications
Equip your sales teams to cross and up-sell courses
Intuitive AI features built into Meritto EdTech CRM notify sales reps of cross-selling opportunities whenever there is one. Go further as you identify and enroll alumni who benefitted from a course previously to a newer course relevant to their career.
Payment Management
Enroll faster with an in-built payment platform
Equip your teams to run time-bound discount and scholarship campaigns, generate payment links and track sales campaign effectiveness. Automate fee reminders, configure payment splits, and late fees with powerful finance dashboards!
Reports
Campaign Management
Maximize your Marketing Campaign’s ROI
Track, measure, and optimize the efficiency of all your enrollment marketing campaigns in real time and maximize the ROI from your marketing spends. Stay on top of your conversion tracking from inquiries and applications.
Meritto EdTech CRM explained in minutes!
If you’re still unsure about how our unified platform for learner acquisition, retention, and upselling can equip you to grow your enrollments, get a recap of its amazing features in this video featuring one of our enrollment experts.
Our customers market our product the best
After all, their reviews are from their first-hand experience
