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

Sanjay Kareem New Low

LD-26-18364 +91 94131 72530 sanjay.kareem12@example.com Created 2 weeks ago
Call WhatsApp Convert to admission
Edit details Add task
Converted
CentreEKM-004 Edappally
Counsellor Fathima Rasheed
Source Phone Enquiry
Next follow-up Today, 12:00 PM
Last follow-upNot yet contacted

Complete history — entries are never deleted.

  1. Assigned to Fathima Rasheed
    by System
    Routing rule “Centre code match → round robin” · Centre EKM-004
  2. Lead created
    by System
    Captured from Phone Enquiry

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 (₹18,500) and starts fee tracking.

Convert to admission