EduLead CRM
Preview as role (demo only)
Central AdminAll centres Regional ManagerCentres in assigned region Centre User / CounsellorOwn centre — assigned records
Quick create
Lead (full form) Task Admission
Import leads
27
Notifications
New lead assigned Afsal Anand (GDM) was assigned to you via Website Form. 6 minutes ago 3 tasks are overdue Call Hrithik Shafi and 2 other tasks passed their due time. 38 minutes ago New WhatsApp message Kiran Thomas: "Can I come on Saturday morning?" 52 minutes ago Payment received ₹3,500 received from Nikhil Nasrin via UPI. 3 hours ago Import completed meta_leads_sep_w3.csv — 412 imported, 18 duplicates flagged. 5 hours ago Possible duplicate detected Arjun Nair matches an existing lead by mobile number. 7 hours ago
View all notifications
Rajesh Nair
rajesh.nair@example.com
Central Admin
My profile Password & security Notification preferences System settings

Akhil Raj Active

Senior Counsellorakhil.raj@example.com+91 96037 82474Last active 11 hours ago
Assigned leads Edit user
CentreMLP-003 Tirur
RegionMalabar
RoleCentre User / Counsellor
Access scopeOwn centre
WhatsApp agentYes
Joined14 Mar 2024
Leads assigned
99
Calls this month
95
Follow-ups
128
Admissions
8
5% vs last month
Conversion
12.9%
Open tasks
15
4 overdue

Weekly performance

Last 12 weeks

Open tasks

Assigned leads

LeadCourseCentreSourceStatusNext follow-upCounsellor
Kiran Thomas +91 96175 48720
TALLY-GSTTally Prime with GST MLP-003 Website Form Converted —
Akhil Raj
View details Edit
Adil Joseph +91 97988 68025
SESSSpoken English & Soft Skills MLP-003 WhatsApp Lost —
Akhil Raj
View details Edit
Aparna Joseph +91 94190 01953
CCA-OACertificate in Computer Applications & Office Automation MLP-003 WhatsApp Contacted Yesterday, 10:30 AM
Akhil Raj
View details Edit

Admissions

StudentCourseCentreAdmittedFeePaidBalancePaymentAdmission
Kiran Thomas ADM-26-1843
TALLY-GSTOct 2026 – Morning MLP-003 29 Sep 2026 ₹6,000 ₹2,050 ₹3,950 Partially Paid Confirmed
View details Edit Record payment Latest receipt