Education

Every inquiry counselled, every fee collected

Admission season buries counselling teams: hundreds of inquiries, three intakes, and parents who ask the same twenty questions. Sales Daddy tracks every inquiry by course and stage, keeps counsellors on schedule, and collects fees via payment links — without a single lost register.

The problem

Why teams switch

Inquiry registers and Excel don’t follow up

The front desk logs the walk-in; the phone inquiry lands in a notebook. Neither produces a scheduled counselling call.

Ad spend brings leads nobody calls in time

Meta campaigns for the new batch generate forms all evening; counsellors reach them a day later, after another institute already has.

Parents ask, counsellors repeat

Fees, batch timings, placement records — the same answers, typed all day, while genuinely undecided families wait.

Fee follow-up is awkward and manual

Partial payments, promised dates and reminders tracked in someone’s head make collection slower and more uncomfortable than it should be.

No one knows which source fills seats

Newspaper, hoardings, Meta ads, referrals — without source-wise admission reports, next season’s budget is a guess.

How it works

From first inquiry to done

  1. 1
    Capture every inquiry
    Meta and Google lead forms, website forms, the AI chatbot and walk-ins — all become leads with course interest recorded.
  2. 2
    Assign a counsellor instantly
    Rules route by course, campus or language so each family gets one accountable counsellor from minute one.
  3. 3
    Counsel by call and WhatsApp
    Click-to-call with recording, brochures and fee structures over WhatsApp — every touch on the inquiry timeline.
  4. 4
    Move through admission stages
    Inquiry → counselled → visit → application → admitted, with follow-up tasks at every stage that stalls.
  5. 5
    Collect fees via payment links
    Razorpay links for application and admission fees in chat; instalment reminders schedule themselves.
  6. 6
    Report by course and source
    Admissions and fee collection by course, batch, counsellor and marketing source.
In the product

What your team actually sees

Admissions — Nithya Balan
Nithya Balan
Parent: Balan K · 94430 6xx15 · Salem
Campus visit booked
Course
B.Sc. Nursing
Batch
Aug 2026 intake
Counsellor
Divya R
Fee status
₹25,000 / ₹1.2L paid
Father asked about hostel fees and scholarship for 92% in HSC. Brochure and fee structure sent on WhatsApp. Visit on Friday 10 am with both parents.

An admissions inquiry — course, batch, counsellor, stage and fee status in one view.

Fields built for this work
CourseB.Sc. NursingBatchAug 2026 intakeCounsellorDivya RStageCampus visit bookedFee status₹25,000 / ₹1.2L paid
AI inside

AI answers parents while your team counsels

The routine questions get instant answers; the real conversations get humans.

  • The chatbot answers fees, batches and eligibility questions at any hour, in three languages
  • New inquiries are qualified — course, intake, city — before the counsellor’s first call
  • Counselling calls are recorded and summarized on the inquiry automatically
  • Follow-up drafts reference the exact course and stage each family is at
Capabilities

Everything this runs on

Inquiry management

Course-wise tracking

Course, batch, counsellor, stage and fee status as structured fields.

Ad and form capture

Meta, Google and website inquiries arrive within minutes, ready to call.

Counsellor assignment

Route by course, campus or language; reassign in bulk between intakes.

Counselling tools

Calls with recording

Click-to-call from the counsellor’s SIM with AI summaries per conversation.

WhatsApp inbox

Brochures, fee structures and admission updates from one shared number.

Stage-based tasks

Every stalled application gets a scheduled next touch, automatically.

Fees and reporting

Payment links

Collect application and admission fees via Razorpay links in chat.

Instalment reminders

Scheduled nudges for pending instalments until fully collected.

Admission funnel reports

Inquiries to admissions by course, counsellor and source.

Questions teams ask us

Can it track inquiries for multiple courses and batches?

Yes. Every inquiry carries course, batch and stage fields, and reports split by all three — so you can see, for example, that the evening batch of one course is filling while another needs a push.

How does fee collection work?

Counsellors send Razorpay payment links over WhatsApp for application fees, admission fees and instalments. Payments update the inquiry automatically, and pending instalments get scheduled reminders.

What happens to inquiries that come at night?

The AI chatbot and WhatsApp flows answer fee and batch questions immediately and capture the family’s details, so the counsellor starts the morning with qualified inquiries instead of missed calls.

Can parents and students reach us on WhatsApp?

Yes — one institute number, shared by the whole counselling team, with every conversation logged on the inquiry. Brochures, fee structures and admission letters all go out from the same thread.

How do counsellors keep track of hundreds of inquiries?

Each counsellor gets a daily queue of due follow-ups by stage. Overdue inquiries surface to the admissions head, and reassignment between counsellors takes one click.

Which marketing source fills the most seats?

Source ROI reports connect admissions and collected fees back to Meta ads, Google, website and referral sources — so next season’s budget follows evidence.

See it working with your own leads

Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.