Assign chats, add status and keep customer context visible.
Education & Coaching WhatsApp CRM
Accelerate Student Admissions and Demo Bookings with WhatsApp CRM.
For premier coaching institutes, test-prep academies, and training centers across India, NY Digital builds automated WhatsApp workflows that capture student inquiries from Meta ads, deliver curriculum brochures, book demo masterclasses via interactive WhatsApp Flows, and automate fee installment notifications with full DPDP child safety governance.
WhatsApp CRM₹99,999/yearManaged campaignsDPDP-aware
JEE & NEET Batch Admission InquiryLive workflow
Could you provide the curriculum schedule, fee structure, and faculty profile for the upcoming batch?
Syllabus and faculty dossier shared above! A free demo masterclass is scheduled for Sunday at 10:00 AM. Tap below to reserve your student seat.
Demo Seat Reserved via WhatsApp Flow · Parent Orientation Kit Dispatched
Lead captured
Status updated
Follow-up sent
Real CRM screenshots
Real CRM screens behind this workflow
These actual product screens show how chats, contacts, campaigns, template creation and reporting work inside the CRM. Sensitive customer details should be masked before publishing production screenshots.
Store consent status, groups and import-ready customer data.
Target audience, DPDP consent check, throttling and live preview.
Create templates, preview messages and submit safely.
Track delivered, read, failed and list hygiene outcomes.
Common problems
Student enrollment momentum falters when inquiry follow-ups are delayed.
During peak admission cycles, prospective students and parents evaluate multiple academies simultaneously. Centralized inquiry routing, instant syllabus delivery, and automated demo confirmations prevent high-intent students from enrolling elsewhere.
Demo masterclass attendance drops
Interested parents and students frequently forget offline or online demo classes when reminders and Google Maps links are not dispatched in a timely manner.
Repetitive batch timing & fee questions
Course fees, faculty credentials, batch timings, and syllabus queries repeat across hundreds of chats, overwhelming admission counselors.
Zero executive visibility on admission pipeline
Academy directors cannot see who attended demo sessions, which parent is pending fee payment, and which counselor has the highest admission conversion rate.
Recommended workflow
Recommended coaching institute WhatsApp CRM workflow
Structure every inquiry from initial course query to demo class registration, fee payment, and batch admission.
Capture Admission Inquiry
Inquiry enters CRM from Click-to-WhatsApp ads or website with course interest (e.g., JEE, NEET, UPSC, Commerce).
Demo Booking via WhatsApp Flow
Student or parent selects preferred batch timing and branch location directly inside an interactive in-chat Flow.
Assign Academic Counselor
Counselor is assigned with pipeline stages: New Lead, Demo Booked, Attended, Fee Pending, or Enrolled.
Automated Demo Reminders & Pass
Dispatches 24-hour and 2-hour pre-demo WhatsApp passes with Zoom link or branch Google Maps directions.
Campaign ideas
High-converting communication workflows for coaching institutes
All broadcasts are managed end-to-end by NY Digital, sent using official Meta Cloud API templates with parent consent and DPDP child data protection.
Documents requiredInstitute registration certificate, branch locations, and logo Course prospectus, batch schedules, faculty profiles, and fee structures Admission counseling and administrative staff user credentials Approved message templates for demo confirmations, fee notices, and batch schedules DPDP-compliant parental consent framework for student data handling
Keep these ready before onboarding.
With basic business details and message examples ready, setup becomes faster and cleaner.
Fully Managed Solution₹99,999/year
Complete end-to-end campaign management, dedicated strategy, and all CRM platform features included. Meta WhatsApp and Google RCS usage charges are paid separately.
Request proposalFAQ
Coaching institute WhatsApp CRM questions
Can students book demo classes directly inside WhatsApp?+
Yes. Using WhatsApp Flows, students or parents can view upcoming demo masterclasses, choose a morning or evening slot, and receive an instant digital admit pass.
Can we collect course fees via WhatsApp in India?+
Yes. With native in-chat payments and payment links (via Razorpay/PayU), parents can pay registration or installment fees via Google Pay, PhonePe, Paytm, or cards directly within WhatsApp.
How does the CRM address child safety under the DPDP Act?+
For students under 18, our workflows mandate verifiable parental or guardian consent and prohibit behavioral tracking or targeted advertising directed at children, adhering strictly to the DPDP Act 2023.
Can multiple counselors manage leads from one official academy number?+
Yes. NY Digital CRM provides a shared team inbox where dozens of counselors across different branches can manage chats simultaneously with round-robin lead allocation.
What is the complete investment?+
NY Digital is ₹99,999 per year for our comprehensive managed plan: dedicated campaign execution, template approvals, audience segmentation, and full WhatsApp CRM platform access. Official Meta WhatsApp messaging charges are billed separately based on actual volume.
Start with your current WhatsApp problem