Marketing, and Operation teams to be smart, productive, and fast.
Tailored for all fast-growing educational organizations looking to scale
EdTech Companies
K12 Schools
Play & Pre-Schools
Coaching & Training Centres
Study Abroad Consultants
Higher Education InstitutionsFits and adapts to the way your enrollment teams work
The Meritto Education CRM is purpose-built for the education sector, in contrast to typical B2B Sales CRMs which are generally tailored for companies selling to other organizations. Meritto provides a range of features including Sales Execution & Automation, Sales Tracking & Performance, Marketing Automation, and an Integrated Payment Platform. These features empower your teams to effectively manage high-speed enrollments.
Tailored for all fast-growing educational organizations looking to scale
EdTech Companies K12 Schools Play & Pre-Schools Coaching & Training Centres Study Abroad Consultants Higher Education InstitutionsCore Features
An end-to-end Education CRM to centralize,
engage
and convert your potential students
Know all about the top features you could use to boost your enrollments
Lead Centralization & Remarketing
Push quality leads into the pipeline
Centralize leads from various sources, web and third-party applications for your sales teams to effortlessly manage them on a single platform. Verify leads to prioritize engagement and achieve zero lead leakage.
Learn more-
Lead Source Tracking -
Responsive Landing Page Builder
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Website Widget (Web Form )
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Lead Ad Connectors
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Remarketing Connectors
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Conversion Tags Integration
Lead Nurturing
Get actionable sales insights from lead profiles
Get a complete view of your potential student’s journey from the first touch point in a single place and hyper-personalize your sales engagement and sales communication efforts based on a potential student’s profile details, behavior, and activity.
Learn more-
One View Lead Profile
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Lead
Verification -
Custom Fields & Tabs
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Sales Signals (Lead Score and Strength)
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Bulk Offline Upload/Quick Add
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Duplicate
Blocking
Sales Management & Sales Automation
Equip your sales teams to focus on selling
Distribute leads to sales reps using various custom logics based on conversion performance, language, pin code or courses and automate mundane repetitive tasks. Keep a tab on your sales teams’ performance to analyze their efforts and results.
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Smart Views
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Advanced Lead Distribution
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Cloud Telephony Integration
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360° Communication Suite
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Tasks &
Follow-Ups -
Sales
Reporting
Field Force Automation
Empower your sales reps on-ground
Equip your sales reps to track, plan, and contextually engage potential students while on the move. From accessing leads, making calls, and adding voice notes to tracking visits and communications– it’s everything you could ask for.
Learn more-
Mobile Admin Dashboard
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In-App Calling
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Geo Tracking and Route Planning
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Automate Check-in & Check-outs
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Mobile App – Field Force Tracking
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Potential Student Caller ID
User Management
Take complete control with advanced user management
Define teams and hierarchy to group sales teams based on different geographies, courses, verticals, and other custom logics to enable data sharing based on permission. Mask your potential student’s data to securely manage it.
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Role Based Access
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Teams & Hierarchy Management
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User Activities Logs
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Advanced Data Masking
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Restricted IP Access
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Permission Template
Marketing Communication & Automation
Get the word out about your programs and courses
Automate your entire Marketing Communication efforts across channels like Email, SMS, or WhatsApp based on your potential student’s activity and engagement at touchpoints. Strategize the perfect outreach with advanced communication workflows.
Learn more-
360° Communication Suite
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Drag & Drop Email Template Builder
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Responsive Email Template Gallery
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Drip Marketing Automation and Workflow Builder
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Communication Performance Reports & Tracking
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WhatsApp Business API
Leverage WhatsApp Business API for dynamic engagements
Engage potential students on their preferred platform— WhatsApp. Create your own custom template and automate hyper-personalized outreach efforts. Maximize your sales rep’s productivity, optimize your marketing ROI, and grow your enrollments!
Learn more-
Automated Nurturing
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Instant Notifications
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Rich Media Messaging
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Custom Communication Templates
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Campaign Dashboard
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Comparative Benchmarking
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Lead Verification Index
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Channel & Inventory Classification
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Mutually Exclusive Impact (MEI)
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Source Performance Report
Campaign Management
Maximize your Marketing Campaign’s ROI
Track, measure, and optimize the efficiency of all your enrollment marketing campaigns in real time and maximize the ROI from your marketing spends. Stay on top of your conversions from inquiries and applications.
Learn moreSales Performance Reports & Analytics
Track your sales reps’ performance in a click
Get 360° visibility of your sales team’s productivity as you track their conversions, engagement, and calling reports on a single powerful dashboard. Access team, course, and area-wise performance report to identify top-performing sales agents and bottlenecks holding others back
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Custom Dashboard
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Report Builder
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Sales Productivity Report
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Advanced Filters
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Calling Reports
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Lead Engagement Reports
Payment Management
Simplify fee management with an in-built payment platform
Whether it’s automating fee collection and settlements, offering multiple payment options, collecting fees upfront, optimizing cash flow, or parent communication, it covers everything.
Learn more-
Extensive Payment Workflows
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Generate Payment links
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Automate Payment reminders
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Payment Settlement in Multiple Accounts
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Reconciliation & Settlement Reports
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Automated GST & Surcharge Handling
Connect Meritto with apps and integrations you use
Expand the possibilities of what can be achieved
Learn moreDiscover the power of Education CRM in minutes!
Let our enrollment guru guide you through the ins and outs of an Education CRM. Get ready for a quick and easy ride to understand everything it has to offer!
Our partners market our product the best
After all, their reviews are from their first-hand experience
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Features
Meritto’NPF Education CRM
Most of the Other CRM
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Lead Centralization
Yes
Yes
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Primary, Secondary & Tertiary Attribution of
Sources
Yes
No
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Auto Source Tracking
Yes
No, source is editable
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Smart Widgets
Yes
Limited
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Lead Verification
Yes
No
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Lead Distribution Models
Yes
Limited
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Marketing Drip Flows
Yes
Limited
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Voice Search /Voice Notes
Yes
No
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Lead Score & Prediction
Yes
Partial
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Lead Journey
Yes
Partial
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Publisher Panel
Yes
No, partial/ broken approach
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Lead Flow Algorithm
Yes
No
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Mutually Exclusive Impact
Yes
No
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User Privacy Control
Yes
No
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Marketing ROI Optimization
Yes
No
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Pre-Integrated WhatsApp
Yes
No
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Reporting & Analytics
Yes
Limited
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Mobile App
Advanced
Basic
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