EdTech CRM

One unified platform for learner acquisition, retention, and upsell. Purpose-built to make your sales and marketing teams more productive.

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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

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

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

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 NoPaperForms’ 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.

Real-Time Source Tracking

Dynamic Distribution

Lead Verification

Lead Ad & Remarketing Connectors

Custom Fields & Tags

Sales Signals (Lead Score and Strength)

Learn more about Lead Management

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.

Smart Views

Advanced Lead Distribution

Opportunity Management

User Management

Sales Tracking

360° Communication Suite

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.

Role Based Access

Teams & Hierarchy Management

User Session and Audit Log

Data Masking

Restricted IP Access

Permission Template

Learn more about User Management

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.

Field Force Automation

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.

Mobile Admin Dashboard

In-App Calling

Geo Tracking and Route Planning

Automate Check-in & Check-outs

Mobile App – Field Force Tracking

Learner Caller ID

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.

360° Communication Suite

WhatsApp Business API

Remarketing Connectors

Purpose-built Education Chatbot

Drip Marketing Automation and Workflow Builder

Communication Performance Reports & Tracking

Learn more about Marketing Automation

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.

Real-Time Performance Tracking

Missed Opportunity Analysis

Sales Rep-wise Performance

Team-wise Reports

Calling Reports

Lead Engagement Reports

Learn more about Reports & Analytics

Sales Notifications

Equip your sales teams to cross and up-sell courses

Intuitive AI features built into NoPaperForms 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.

Smart Nudges

Real-Time Allocation

Cross-sell/Upsell Signals

Increased CLTV

ICP Identification

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!

Extensive Payment Workflows

Generate Payment links

Automate Payment reminders

Payment Settlement in Multiple Accounts

Reconciliation & Settlement
Reports

Automated GST & Surcharge Handling

Learn more about Payment Management

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.

Campaign Dashboard

Comparative Benchmarking

Lead Verification Index

Channel & Inventory Classification

Mutually Exclusive Impact (MEI)

Source Performance Report

Learn more about Campaign Management

Our customers market our product the best

After all, their reviews are from their first-hand experience

Frequently Asked Questions

Get answers to frequently asked questions about NoPaperForms’ EdTech CRM

✅ What is NoPaperForms?

NoPaperForms is a de-facto choice for all educational organizations looking to grow their enrollments, as it equips their Sales, Marketing, Admission, Finance, and Operation teams to be more productive with its powerful yet easy-to-use solutions.

All their products from Enrollment Cloud, Education CRM, Application Platform, and Education Chatbot, to Payment Cloud, are purpose-built to keep educational organizations enrolling. With scalability at the forefront, it enables educational organizations to grow their enrollments today and helps prepare them for tomorrow. It is trusted and used by over 1000 educational organizations from EdTech Companies, Coaching & Training Institutes, Study Abroad Consultants, K12 Schools, Play & Pre-Schools to Higher Education Institutions.

✅ What is an Ed-Tech CRM?

An EdTech CRM is a unified platform for learner acquisition, retention, and upsell. It allows EdTech companies to get higher efficiency from their sales and marketing teams and eventually boost their enrollments and retention rates. It generally consists of features like Sales Execution & Automation, Sales Tracking & Performance, Sales Notifications, and Marketing Automation.

Unlike a generic sales CRM, NoPaperForms’ purpose-built EdTech CRM is primarily designed to super-charge Marketing Teams to attract the right audiences, run complete inbound marketing campaigns at scale, and contextually nurture leads down the sales funnel. Further, it equips the Sales Teams to drive leads to closure with powerful management, performance reporting, and notifications. What stands out is its Integrated Payment Management feature that makes it easy for sales teams to actually convert learners and the management teams to track the effectiveness of campaigns.

✅ What is an Education CRM?

An Education CRM is a purpose-built solution that can empower an educational organization’s sales and marketing teams to drive more learner conversions. It equips teams to be more efficient and productive by allowing them to engage contextually with prospective learners and learners. It is different from a B2B Sales CRM which typically involves a long and complex cycle, used mainly by sales representatives in organizations.

A B2B Sales CRM is not designed to handle high-volume calls, data analytics, tracking, and reporting which educational organizations like Ed-Tech companies and coaching and training institutes need in today’s day and age. NoPaperForms’ B2C Education CRM solves all these problems with its deep focus on learner touchpoints and their enrollment journey. It is widely used by large call center teams & on-field sales representatives and has features like Sales Execution & Automation, Sales Tracking & Performance, Marketing Automation, and Integrated Payment Management which is a unique differentiator. It empowers sales & marketing teams to fasten deal closures and track campaign effectiveness with real-time data.

✅ Why should one choose NoPaperForms’ purpose-built EdTech CRM?

With insights gained from serving hundreds of educational organizations, NoPaperForms develops products that caters to deep use cases of enrollment teams. It has built this ecosystem where they put together all their learnings and expertise to help educational organizations enroll more and better every time.

The result? NoPaperForms is the defacto choice for anyone in education looking to scale! Over 1000 educational organizations from Higher Education Institutions, Schools, Ed-Tech Companies, Coaching & Training Centres, and Study Abroad & Educational Consultants use NoPaperForms to make their sales, marketing, admissions, finance, and operations teams more efficient, agile, and productive.

✅ What is a Sales Platform?

A sales platform refers to a software solution specifically designed to help sales teams in educational organizations manage their enrollment and sales processes. These platforms typically provide a centralized platform for sales reps in organizations to manage the learner enrollment journey and engage them until enrollment. Unlike a typical Sales Platform, NoPaperForms’ purpose-built EdTech CRM equips Sales Teams to drive leads to closure with powerful management, performance reporting, and notifications.

It automates tasks and processes so sales teams can focus on what matters the most: engaging learners to enroll them. Feature-packed with Sales Execution & Automation, Sales Tracking & Performance, Sales Notifications, and Marketing Automation, it equips sales teams in educational organizations to be more productive and efficient. But it doesn’t stop there as its Integrated Payment Management goes a step further by empowering sales teams to run scholarship and discount campaigns, generate payment links and track sales campaign effectiveness.

✅ What is a Marketing Platform?

A marketing platform is a solution designed to help educational organizations plan, execute, and measure their enrollment marketing activities. It provides a suite of tools and features that support various aspects of marketing such as lead centralization, remarketing, nurturing, analytics, and more. It enables educational organizations from EdTech Companies, Coaching & Training Institutes, Study Abroad Consultants, K12 Schools, and Play & Pre-Schools to Higher Education Institutions to run their enrollment marketing campaigns on auto-pilot mode.

NoPaperForms’ purpose-built solutions for Marketing teams at educational organizations empower them to do this and more by equipping them to streamline, automate and optimize their efforts. It enables them to automate targeted communication through Drip Marketing Workflows, nurture immersively with Integrated Whatsapp Business API, accelerate the Enrollment Journey with Push Notifications, and deliver experiences a prospective learner can’t forget. All this while they track the impact of all their efforts using Communication Performance Reports and Dashboards.

✅ How is an EdTech CRM different from a Sales CRM?

An EdTech CRM and a Sales CRM might look similar at the outset as both aim to improve customer relationships and drive better outcomes. But it’s only when you look at it in detail and the objective that each is meant for, that you would find several stark differences between the two.

An EdTech CRM is vertically focused and explicitly designed for EdTech Companies to grow their enrollments by equipping and empowering their sales and marketing teams to be more productive, fast, and efficient. It effectively deals with a higher volume of learner leads that sales and counseling teams work on by directly reaching out and engaging the decision-makers i.e. potential learners. An EdTech CRM helps sales and counseling reps to do it effectively by giving them all information about the potential learners in a single view, where they can call, send an email, or WhatsApp, add notes, and mark follow-ups based on the lead stage in the enrollment journey. It also empowers the marketing teams to centralize leads, remarket to the leads in the pipeline and deliver hyper-personalized nurturing communications to push a potential learner down the enrollment funnel.

A Sales CRM on the contrary is horizontally focused and designed for B2B Sales where a sales rep’s work revolves around mapping organizations, defining quota, or deal management. The volume of leads they deal with is lower than the volume that sales teams in EdTech companies deal with, which is about thousands of leads in a year. It’s precisely why one can’t be used as a replacement for the other and it is important for educational organizations to choose a purpose-built solution like NoPaperForms’ EdTech CRM that fits around the way their teams work.

✅ What is the best CRM for EdTech?

NoPaperForms’ purpose-built EdTech CRM is a strong and well-rounded CRM tool for EdTech companies to grow their enrollments. It’s one unified platform for learner acquisition, retention, and upsell bringing together sales, marketing, finance, and operations to make them more productive.

The reason? Well, there are many! EdTech companies often face challenges managing a high volume of candidate data, and teams who work to engage, nurture and enroll them on a B2B CRM that is meant for business selling to businesses. It is what NoPaperForms’ purpose-built EdTech CRM solves by equipping 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 built solely for EdTech companies and their sales, marketing, and finance teams. It has everything from Sales Execution & Automation, Sales Tracking & Performance, Sales Process Designer, Sales Tracking & Reporting, Field Force Automation, Lead Capture & Centralization, and Marketing Automation to Advanced Campaign Management with an inbuilt Integrated Payment Platform. It’s precisely why any CRM can’t beat the functionality offered by NoPaperForms for the EdTech industry and it is the best CRM for EdTech Companies.