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

Theertha Beevi Interested Medium

LD-26-17944 +91 75799 67762 theertha.beevi@example.com Created 1 month ago
Call WhatsApp Convert to admission
Edit details Add task
Converted
CentreMLP-007 Manjeri
Counsellor Neethu Mathew
Source Facebook / Meta
Next follow-up 03 Oct, 2:30 PM
Last follow-up14 Sep, 2:15 PM

Complete history — entries are never deleted.

  1. Status changed
    by Neethu Mathew
    Contacted → Interested
  2. Task completed: Send course details PDF
    by Neethu Mathew
    Fee split shared on WhatsApp and email.
  3. Outgoing call · 6m 15s
    by Neethu Mathew
    Parent joined the call; wants to visit centre before deciding.
  4. Note added
    by Neethu Mathew
    Wants weekend batch; will confirm after discussing with parents.
  5. Status changed
    by Neethu Mathew
    New → Contacted
  6. Outgoing call · 6m 12s
    by Neethu Mathew
    Discussed course duration and fees. Student asked for weekend batch.
  7. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  8. Assigned to Neethu Mathew
    by System
    Routing rule “Centre code match → round robin” · Centre MLP-007
  9. Lead created
    by System
    Captured from Facebook / Meta · Campaign: Onam Admissions 2026

No WhatsApp conversation yet

Start with an approved template — the 24-hour session window opens when the student replies.

Not converted yet

Converting creates an admission with the course fee structure (₹4,500) and starts fee tracking.

Convert to admission