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

Kiran Joseph Converted High

LD-26-17951 +91 96351 07598 kiran.joseph@example.com Created 1 week ago
Call WhatsApp View admission
Edit details Add task
Converted
CentreEKM-013 Muvattupuzha
Counsellor Basil Kuriakose
Source Website Form
Next follow-up —
Last follow-up26 Sep, 3:30 PM

Complete history — entries are never deleted.

  1. Converted to admission
    by Basil Kuriakose
    ADM-26-1846 · Spoken English & Soft Skills · ₹4,500
  2. Payment received · ₹3,050
    by Basil Kuriakose
    RCP-26-05122 · UPI
  3. Status changed
    by Basil Kuriakose
    Interested → Follow-up
  4. Follow-up scheduled
    by Basil Kuriakose
    Next follow-up set for 22 Sep
  5. Status changed
    by Basil Kuriakose
    Contacted → Interested
  6. Task completed: Send course details PDF
    by Basil Kuriakose
    Fee split shared on WhatsApp and email.
  7. Outgoing call · 2m 9s
    by Basil Kuriakose
    Parent joined the call; wants to visit centre before deciding.
  8. Note added
    by Basil Kuriakose
    Comparing with another institute in town. Share fee structure again.
  9. Status changed
    by Basil Kuriakose
    New → Contacted
  10. Outgoing call · 7m 30s
    by Basil Kuriakose
    Discussed course duration and fees. Student asked for weekend batch.
  11. WhatsApp template sent
    by Automation
    course_enquiry_reply · Delivered & read
  12. Assigned to Basil Kuriakose
    by System
    Routing rule “Centre code match → round robin” · Centre EKM-013
  13. Lead created
    by System
    Captured from Website Form · Campaign: Onam Admissions 2026

No WhatsApp conversation yet

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

ADM-26-1846 · Spoken English & Soft Skills
Admitted 23 Sep 2026 · Batch Oct 2026 – Evening
Partially Paid
Fee componentAmountPaidBalanceDue date
Registration Fee ₹500 ₹500 Paid 23 Sep 2026
Examination Fee ₹300 ₹300 Paid 22 Nov 2026
Admission Provider Fee ₹700 ₹700 Paid 30 Sep 2026
Training Provider Fee ₹3,000 ₹1,550 ₹1,450 23 Oct 2026
Total₹4,500₹3,050₹1,450
Open admission