Education CRM
Marketing,and Operation teams to be smart, productive, and fast.
Tailored for all fast-growing educational organizations looking to scale
EdTech Companies
K12 Schools
Play & Pre-Schools
Coaching & Training Centres
Study Abroad Consultants
Higher Education InstitutionsFits and adapts to the way your enrollment teams work
Meritto (formerly NoPaperForms) Education CRM is purpose-built for the education industry, unlike other B2B Sales CRM (which by the way, only suits businesses selling to organizations). It caters to deep use cases with features like Sales Execution & Automation, Sales Tracking & Performance, Marketing Automation, and an Integrated Payment Platform, that your teams could use to run high-velocity enrollments.
Tailored for all fast-growing educational organizations looking to scale
EdTech Companies K12 Schools Play & Pre-Schools Coaching & Training Centres Study Abroad Consultants Higher Education InstitutionsCore Features
An end-to-end Education CRM to centralize,
engage
and convert your potential students
Know all about the top features you could use to boost your enrollments
Lead Centralization & Remarketing
Push quality leads into the pipeline
Centralize leads from various sources, web and third-party applications for your sales teams to effortlessly manage them on a single platform. Verify leads to prioritize engagement and achieve zero lead leakage.
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Lead Management
Get actionable sales insights from lead profiles
Get a complete view of your potential student’s journey from the first touch point in a single place and hyper-personalize your sales engagement and sales communication efforts based on a potential student’s profile details, behavior, and activity.
Sales Management & Sales Automation
Equip your sales teams to focus on selling
Distribute leads to sales reps using various custom logics based on conversion performance, language, pin code or courses and automate mundane repetitive tasks. Keep a tab on your sales teams’ performance to analyze their efforts and results.
Field Force Automation
Empower your sales reps on-ground
Equip your sales reps to track, plan, and contextually engage potential students 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.
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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 student’s data to securely manage it.
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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 student’s activity and engagement at touchpoints. Strategize the perfect outreach with advanced communication workflows.
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WhatsApp Business API
Leverage WhatsApp Business API for dynamic engagements
Engage potential students on their preferred platform— WhatsApp. Create your own custom template and automate hyper-personalized outreach efforts. Maximize your sales rep’s productivity, optimize your marketing ROI, and grow your enrollments!
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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 conversions from inquiries and applications.
Learn moreSales Performance Reports & Analytics
Track your sales reps’ performance in a click
Get 360° visibility of your sales team’s productivity as you track their conversions, engagement, and calling reports on a single powerful dashboard. Access team, course, and area-wise performance report to identify top-performing sales agents and bottlenecks holding others back
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!
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Connect Meritto with apps and integrations you use
Expand the possibilities of what can be achieved
Learn moreEducation CRM, explained in minutes!
If you’re still unsure about how it can help you grow your enrollments, here’s a quick video from one of our enrollment experts for you to get a quick recap of everything an Education CRM is.
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After all, their reviews are from their first-hand experience
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Features
Meritto’NPF Education CRM
Most of the Other CRM
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Lead Centralization
Yes
Yes
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Primary, Secondary & Tertiary Attribution of
Sources
Yes
No
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Auto Source Tracking
Yes
No, source is editable
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Smart Widgets
Yes
Limited
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Lead Verification
Yes
No
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Lead Distribution Models
Yes
Limited
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Marketing Drip Flows
Yes
Limited
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Voice Search /Voice Notes
Yes
No
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Lead Score & Prediction
Yes
Partial
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Lead Journey
Yes
Partial
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Publisher Panel
Yes
No, partial/ broken approach
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Lead Flow Algorithm
Yes
No
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Mutually Exclusive Impact
Yes
No
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User Privacy Control
Yes
No
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Marketing ROI Optimization
Yes
No
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Pre-Integrated WhatsApp
Yes
No
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Reporting & Analytics
Yes
Limited
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Mobile App
Advanced
Basic
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