Enquiry
A walk-in, a phone call, a web form or an ad click is recorded with its source, so you can see which channel actually fills seats.
Education
Track enquiries, assign counsellors, follow up, and collect fees in instalments, one open-source CRM built for coaching centres, training institutes and colleges.
Process
The path from a first enquiry to a paid fee, laid out as six stages inside one CRM, no separate register, spreadsheet or messaging app to reconcile.
A walk-in, a phone call, a web form or an ad click is recorded with its source, so you can see which channel actually fills seats.
Assign the enquiry to a counsellor. They see their own queue rather than the whole list.
Schedule callbacks as tasks with due dates. Nothing sits untouched because someone forgot.
Log the counselling session or demo class and move the enquiry along your own stages.
Convert the enquiry, record the student and parent as contacts, and attach documents.
Issue the fee record, then put the balance on an instalment schedule that raises itself each month or quarter.
Capabilities
Sixteen capabilities across enquiries, counselling and fees, twelve shipped today, four on the roadmap.
Walk-in, call, web form or campaign: every enquiry records where it came from.
Route enquiries to counsellors. A counsellor sees the enquiries assigned to them, not the whole database.
Callbacks scheduled as tasks with owners and due dates.
Your own stages from first enquiry to admitted, on a board you can drag.
Both contacts kept against the same admission, with full history.
Define each course once with its fee and reuse it across admissions.
Send an itemised fee structure a parent can review before committing.
Issue receipts, record part payments, and see outstanding balances.
Put a fee balance on a fixed monthly or quarterly schedule that issues automatically.
A parent opens a private link to view the fee record. No account, no app to install.
Marksheets, ID proofs and forms attached to the student record.
Questions from students and parents tracked as tickets so none get lost.
Batches with schedules and seat allocation.
Per-session attendance against a batch.
Conversion rate and enquiry-to-admission time per counsellor.
Enquiries arriving over messaging channels captured automatically.
Why BottleCRM
FAQ
Nothing. The core CRM is open source with no per-user fee, so adding counsellors during admission season costs nothing.
Yes. BottleCRM is self-hostable, so student and parent records stay on infrastructure you control.
Yes. A fee balance can be put on a recurring schedule that raises the next instalment automatically on a monthly or quarterly cycle.
Yes. Enquiries can be imported in bulk rather than re-entered by hand.
No. A counsellor sees the enquiries assigned to them or that they created. Administrators see everything.
Enquiries, counselling, admissions and fees, without a separate tool for each. Free, open source, self-hosted.