Education

Turn enquiries into admissions

Track enquiries, assign counsellors, follow up, and collect fees in instalments, one open-source CRM built for coaching centres, training institutes and colleges.

6Process stages
12Capabilities available now
0Seat cap
$0Per counsellor

Process

From Enquiry to Admission, in One Pipeline

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.

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.

Counsellor

Assign the enquiry to a counsellor. They see their own queue rather than the whole list.

Follow-up

Schedule callbacks as tasks with due dates. Nothing sits untouched because someone forgot.

Counselling

Log the counselling session or demo class and move the enquiry along your own stages.

Admission

Convert the enquiry, record the student and parent as contacts, and attach documents.

Fees

Issue the fee record, then put the balance on an instalment schedule that raises itself each month or quarter.

Capabilities

Everything an Admissions Team Runs On

Sixteen capabilities across enquiries, counselling and fees, twelve shipped today, four on the roadmap.

Enquiry capture with source tracking

Available Now

Walk-in, call, web form or campaign: every enquiry records where it came from.

Counsellor assignment

Available Now

Route enquiries to counsellors. A counsellor sees the enquiries assigned to them, not the whole database.

Follow-up tasks and due dates

Available Now

Callbacks scheduled as tasks with owners and due dates.

Counselling pipeline

Available Now

Your own stages from first enquiry to admitted, on a board you can drag.

Student and parent records

Available Now

Both contacts kept against the same admission, with full history.

Courses priced as products

Available Now

Define each course once with its fee and reuse it across admissions.

Fee quotation

Available Now

Send an itemised fee structure a parent can review before committing.

Fee receipts

Available Now

Issue receipts, record part payments, and see outstanding balances.

Instalment plans

Available Now

Put a fee balance on a fixed monthly or quarterly schedule that issues automatically.

Parent fee portal

Available Now

A parent opens a private link to view the fee record. No account, no app to install.

Document storage

Available Now

Marksheets, ID proofs and forms attached to the student record.

Student query tracking

Available Now

Questions from students and parents tracked as tickets so none get lost.

Batch and timetable management

Coming Soon

Batches with schedules and seat allocation.

Attendance

Coming Soon

Per-session attendance against a batch.

Counsellor performance dashboards

Coming Soon

Conversion rate and enquiry-to-admission time per counsellor.

WhatsApp enquiry capture

Coming Soon

Enquiries arriving over messaging channels captured automatically.

Why BottleCRM

Why Run Admissions on a Spreadsheet and a Register?

  • See which channel actually fills seats
    Every enquiry keeps its source (walk-in, call, web form or campaign), so you know where your admissions are really coming from.
  • No enquiry lost to a forgotten callback
    Follow-ups are tasks with owners and due dates, not a note in someone’s notebook.
  • Fee instalments that chase themselves
    Put a balance on a monthly or quarterly schedule and let it raise the next instalment on its own.
  • No per-counsellor licence during admission season
    Add counsellors for the busy months without a per-seat fee working against you.

FAQ

Education Admissions CRM FAQs

What does it cost per counsellor?

Nothing. The core CRM is open source with no per-user fee, so adding counsellors during admission season costs nothing.

Can we keep student data on our own server?

Yes. BottleCRM is self-hostable, so student and parent records stay on infrastructure you control.

Can we collect fees in instalments?

Yes. A fee balance can be put on a recurring schedule that raises the next instalment automatically on a monthly or quarterly cycle.

Can we import our existing enquiry spreadsheet?

Yes. Enquiries can be imported in bulk rather than re-entered by hand.

Will a counsellor see every enquiry in the institute?

No. A counsellor sees the enquiries assigned to them or that they created. Administrators see everything.

Run the Whole Admission Cycle in One Place

Enquiries, counselling, admissions and fees, without a separate tool for each. Free, open source, self-hosted.

No credit card Unlimited users Self-host anywhere MIT licensed