CRM for Coaching
& Multi-Centre Training

#1 CRM designed to help you scale your coaching business. Keep a tight control over day to day centre operations and grow your enrolments with complete visibility of the student journey
One Unified Platform for all teams
Track & Automate Student Journey
360° Communication Suite
Inbuilt Payment Workflow Builder
Advanced Reports & Analytics Engine

Trusted and by leading Coaching & Training Institutions!

How to upscale your enrolments through NoPaperForms’
CRM for Coaching Institutes?

The most significant aspect for a coaching institute is to seamlessly manage their candidates while improving their experience.
NoPaperForms offers you a unified CRM for coaching institutes to manage & nurture enquiries, providing a smooth candidate journey,
while managing the fee collection, performance of multiple coaching centres and keeping track of marketing campaigns.

CRM for Coaching Institutions >> Lead Centralisation

Ensure Zero Lead Leakage

Centralise, manage, and distribute your incoming enquiries across different channels – online, offline, walk-ins, digital agencies, social media on a unified platform. Eliminate lead duplication completely through primary, secondary and tertiary source attribution and empower your teams to easily monitor the lead source performances, optimise lead nurturing workflows and enrol more students, without having to rely on traditional sales CRMs or third party point solutions. Allow different centres to upload offline data directly to the centralised repository so that the HQ has complete visibility on the data.

Lead Centralisation
Real Time Source Tracking
Dynamic Distribution
Quality Lead Flow

Learn more about Lead Management System for Coaching Institute

Dynamically Allocate Leads to and within Centres

Ensure no missed opportunities by automating lead distribution to your counsellors – either in a round robin manner or dynamically, based on your preferred custom logic. Whether you have centre wise nurturing teams or a centralised group level nurturing team, automatically allocate all incoming teams as per your requirements with the drag and drop allocation logic builder. Intelligent nudges built into the platform decrease your response time and ensures that your team intervenes, at the right time!

Dynamic Lead Allocation
Round Robin/Business Logics
One View Lead Profile
Lead Score & Strength
CRM for Coaching Institutions >> Unified Communication Suite

360° communication with your prospects

Unify your communication across centres and further strengthen your brand positioning. Create centralised communication repositories and allow centres to personalise communication across multiple channels in a targeted manner. Empower your teams to engage with your prospects wherever they are via Emails, SMS, WhatsApp, Outbound Calls and more. Run hyper targeted ads via inbuilt Google and Facebook remarketing connectors. You can also track everyday progress with real-time analytics and accordingly, optimise your communications.

Email, SMS Templates
WhatsApp Business API
Remarketing Connectors
Niaa – AI Chatbot

Learn More about Unified Communication Suite
CRM for Coaching Institutions >> AI based Chatbot

Engage and Convert more with Niaa

Connect with your candidates through our AI-based chatbot- Niaa. Niaa is available 24*7 & can be integrated across Web, WhatsApp, and Facebook to engage with your prospects without any manual intervention. Convert visitors into leads and nurture them until conversion, all while optimising ROI in real-time.

Learn More about Chatbot for Coaching Institutes

Grow your Conversions

Optimise your enquiry to application to enrolment rate by analysing student’s interests & tracking their decision-making process. Create powerful Marketing Automation workflows to nurture each student based on their current stage in the enrolment journey. Intelligent nudges help you automate daily tasks by automatically nudging the students to the next step, even while your team is on leave.

CRM for Coaching Institutions >> Drip Marketing

Smart Segmentation

Create strategic targeted segments based on your prospect’s course preference, location, scores, demographic information, or any other attribute as desired. Use these segments in your Drip Marketing Workflows to standardise your communication and run personalised nurturing campaigns.

CRM for Coaching Institutions >> Drip Marketing

Run Targeted Campaigns

Run hyper targeted campaigns straight from your CRM. Send relevant content to students based on the courses they have shown their interest in in, on the channels of their choice. Create and Park course specific templates for each segment and ensure uniform brand communication across your group. Map how your candidate interacts with your coaching centres to ensure that the directed communication reaches them.


Empower your team by Unlocking Cross-sell Opportunities

Intuitive AI features built into NoPaperForms CRM for Coaching Business enables you to identify cross sell signals and create opportunities. Sell more courses by smartly identifying the student’s intent. For example, a student who has taken the Level 1 Test for JEE and has scored well is eligible for the Level 2 Test Prep material. The lead can be automatically allocated to your Test Prep sales team and shown relevant offers on the Student Portal. This serves as an opportunity to enrol candidates who have benefitted from a previous course into a new one relevant to their field of study.

ICP Identification
Smart Nudges
Real Time Allocation
Cross-sell/Upsell Signals
Increased CLTV

Create Powerful Payment Workflows

Create conditional payment workflows right from the inbuilt payment manager and collect any type of fee within seconds. Configure discounts, create simplified payment plans, and launch new programs/offerings in just a few clicks.

Conditional Workflow Builder
Instant Financing (No Cost and Interest based EMIs)
Multiple Payment Modes
One View Reconciliation Dashboard
Automated Receipt/Invoicing
Finance Dashboard
CRM for Coaching Institutions >> Payment Management

Payments, Simplified!

NoPaperForms provides a Unified Payment Stack purposely built for tech first Coaching and Learning Institutions. No more toggling between multiple payment gateways, digital/offline windows for you or your students. Empower all your stakeholders with custom payment dashboards, reconcilliation reports, transaction summaries, all on a single platform.

Provide a frictionless experience to your prospects with a gamut of payment options enabled directly on the Student Portal.

CRM for Coaching Institutions >> Financing

Enrol More with easy monthly payment plans

Empower students to pay their fees instantly or later in easy monthly instalments with collateral-free access to loans with instant online approval. The students get to pay via flexible payment plans, while you get the full fee upfront.

Learn More about UniPe

Complete Visibility into Centre Wise Operations

Unlock the potential of your group of coahcing/training institutions with deep visibility around the workings of each branch. Unify all your teams across multiple centres and get unblock all operational challenges with ease. Ensure low drop-off rates, improved student retention, and high conversion rates by providing an exceptional experience that amplifies your brand.

Instant Data Exchange
Real Time Allocation
Centre Wise Visibility
Team Hierarchy Management

Get in depth visibility across centres and geographies

360° Visibility with insight-driven Dashboards. Stay on top of your centre wise performance with robust Reports & Analytics. Identify the best performing courses, the bottlenecks, and take strategic calls in real time.

Centralised Centre Wise Reports
Track Agent & Counsellor Performance
100+ Advanced Dashlets
Marketing ROI Optimisation Dashboard
Drag & Drop Report Builder
Finance Dashboard
CRM for Coaching Institutions >> Report Builder

Create your own Reports

NoPaperForms Report Builder allows you to create customised reports in just a click. Drag and Drop metrics, define multiple level dependencies, apply key filters, and visualise your data across centres/sub-centres like never before.

Create Pivot style of reports like Group Level Source Wise Performance Analysis, Centre Wise Locality Analysis, Source Wise Pipeline and more.

CRM for Coaching Institutions >> Growth Tracking

Comparative Benchmarking

Benchmark the performance of individual centres/sub-centres with Real Time Benchmarking Dashboards. Track the aggregated progress – total forms filled, total payments received, total payments pending of all the courses. Get insights on what courses are performing the best and where you need the additional push.

Compare trends and numbers over time to enable enhanced strategic planning and improved efficient options to adapt and reflect on realities and needs.

CRM for Coaching Institutions >> Mobile CRM

Mobile CRM for your on ground teams

Whether your counsellors are working from home, on the ground, at events or on campus connects, everything they need to do to contextually engage candidates is just a tap away.

From accessing and updating leads, making calls, adding voice notes or follow-ups to tracking visits and sending emails, SMS or WhatsApp in a single click — your counsellors can do all that and much more with the NoPaperForms Mobile App.

Learn More about Mobile CRM For Coaching

One Unified Platform for Students

Empower your candidates to keep a track of their end-to-end journey with a highly configurable centralised dashboard. Improve student experience and increase retention at every step with a single view dashboard to apply, track, communicate, and purchase more courses.

Single Login for multiple courses
E-commerce Platform
Query Management System
Instant Notifications
CRM for Coaching Institutions >> Application Automation

Custom Enrolment Journey Workflows

Whether you have an entrance test, document approval process, or an online interview round – create course/program specific enrolment journeys within minutes with the drag and drop workflow builder. Enable/Disable workflows as per the requirements and watch it unfold on the Student Portal in real time.

Virtual Post Application Platform
Online Interviews & Meetings
Assessment Connectors
Conditional Workflow Builder

Learn More about Post Application Automation