The admission CRM your counsellors will actually use.
Admission season brings thousands of enquiries in a few weeks. DialSathi spreads them fairly across counsellors, puts the next call on every counsellor's screen and keeps parents and students warm on WhatsApp until the fee is paid.
What slows education sales teams down.
Enquiry spikes during admissions
Ad campaigns and fairs bring in more leads than the team can call, and the best ones get lost in the pile.
Counsellors pick favourites
Without fair distribution, some counsellors hoard leads while others wait.
Follow-ups depend on memory
Parents ask to be called after results or after a campus visit, and that call never happens.
No view of conversion by course
Management can't see which course, campaign or counsellor converts.
One lead, from enquiry to closed deal.
- 1
Capture enquiries
Website forms, Meta and Google Ads lead forms and webhooks from your landing pages create leads instantly. Fair and walk-in lists import from Excel.
- 2
Assign to counsellors
Distribute each batch by round robin, equal split or least loaded, with a cap so no counsellor is overloaded.
- 3
Counselling calls
Counsellors call in one tap from the web or Android app. Every call is recorded and the outcome and next follow-up are saved together.
- 4
Nurture on WhatsApp
Send course details, fee structures and deadline reminders as approved WhatsApp templates, one by one or in bulk.
- 5
Admission & fees
Mark the admission won and raise a GST invoice from the Sales & Billing module where fees are taxable.
What your education team gets.
Course and intake fields
Add custom fields for course, intake, city, qualification and budget.
Counsellor performance
Calls, connect rate, follow-ups and admissions per counsellor, every day.
Follow-up reminders
Callbacks due today appear first in every counsellor's list.
Bulk campaigns with DND checks
Reminder messages skip DND-registered numbers before sending.
Recruitment module
Hiring counsellors for the season? Run openings, interviews and offers in the same suite.
Attendance from dialer sessions
With HRMS, the day's calling sessions become each counsellor's attendance.
The integrations and modules education teams use.
Meta Lead Ads
Facebook and Instagram lead form submissions arrive instantly, with the campaign and ad attached.
How it worksGoogle Ads lead forms
Leads from Google Ads lead form assets are delivered to DialSathi as soon as they are submitted.
How it worksWebsite forms & webhooks
Any website form, landing page builder or portal that can send a webhook can create leads with a private URL.
How it worksAiSensy
Send AiSensy campaigns and templates from DialSathi leads, without switching dashboards.
How it worksMSG91 SMS
One-click and bulk SMS through MSG91, with DND numbers skipped automatically.
How it worksEducation CRM questions.
Is DialSathi suitable for coaching institutes?
Yes. Coaching institutes use it to call enquiries, schedule demo classes and follow up on fees. Custom fields hold course, batch timing and centre.
Can counsellors work from their phones?
Yes. The Android app shows the day's calls, places them, logs the outcome and sends WhatsApp templates. It is included on every plan.
Can we import old enquiry lists?
Yes. Upload CSV or Excel files; each import becomes a named batch, columns map to fields and duplicates are caught.
How do I see which campaign brings admissions?
Lead source reports show leads, connects and conversions by source, so you can compare Meta, Google Ads, your website and fairs.
DialSathi for other teams.
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Read moreMake your first call from DialSathi today.
We'll set up your workspace, import a sample of your leads and walk your team through it in 30 minutes.