In the competitive world of EdTech, leveraging technology isn’t optional—it’s a necessity. For administrators, decision-makers, and sales teams, EdTech CRM software offers a game-changing solution. It streamlines processes, improves engagement, and drives data-backed decisions. Here’s how Meritto’s EdTech CRM transforms sales strategies for EdTech businesses worldwide.
What is EdTech CRM Software?
EdTech CRM software is a specialized Customer Relationship Management tool designed for educational organizations. Unlike generic CRMs, it addresses the specific needs of EdTech companies, ensuring seamless learner acquisition, retention, and upselling.
Why Choose EdTech CRM Software?
1. Streamlined Student Journey
Manage every step of the student journey—from inquiry to enrollment and beyond—with ease.
Use Case: A professional certification provider used Meritto’s CRM to automate inquiry tracking and personalized follow-ups, ensuring no potential student was overlooked.
2. Automated Lead Management
Capture, validate, and assign leads automatically, saving time and minimizing errors.
Use Case: A regional coaching institute utilized Meritto’s advanced lead distribution to route high-priority inquiries to senior advisors, increasing conversions significantly.
3. Personalized Communication
Engage students through email, WhatsApp, SMS, and chatbots for tailored consistent interactions.
Use Case: An online coding bootcamp improved engagement rates with personalized drip campaigns triggered by student behavior.
4. Real-Time Insights
Access actionable analytics to refine strategies and improve performance.
Use Case: A leading EdTech platform optimized its marketing campaigns by analyzing lead conversion data, and reallocating resources to higher-performing channels.
Key Features of Meritto’s EdTech CRM
1. Centralized Lead Management
Track and manage inquiries from multiple channels in a unified platform.
Example: A STEM academy eliminated lead duplication by integrating social media and website inquiries into one dashboard.
2. Advanced User Management
Define roles, permissions, and hierarchies for secure and efficient team operations.
Example: An international university used data masking and restricted IP access to maintain compliance and safeguard student information.
3. Omnichannel Communication Suite
Send personalized messages across email, SMS, and WhatsApp directly from the CRM.
Example: A language school boosted enrollment rates with targeted WhatsApp reminders for application deadlines.
4. Marketing Automation
Create workflows for lead nurturing, drip campaigns, and retargeting efforts.
Example: A B-school used remarketing connectors to re-engage website visitors, converting them into paying students.
5. Integrated Payment Management
Automate fee collection with payment links, reminders, and installment options.
Example: A degree-awarding institution increased on-time payments by implementing Meritto’s automated fee workflows.
6. Mobile Field Force Tools
Empower on-ground teams with geo-tracking, visit planning, and real-time updates.
Example: A test prep center improved field sales productivity by equipping agents with Meritto’s mobile CRM features.
Advantages of Using EdTech CRM Software
- Enhanced Efficiency: Automate repetitive tasks to focus on high-value activities.
- Improved Engagement: Personalize outreach to foster meaningful connections.
- Data-Driven Decisions: Use analytics to refine marketing and sales strategies.
- Scalability: Adapt to the growing needs of your organization seamlessly.
How to Get Started with Meritto’s EdTech CRM
- Identify Your Needs: Understand the pain points and goals of your organization.
- Leverage Integration: Connect the CRM with existing tools like LMS and payment gateways.
- Customize Workflows: Tailor processes to match your team’s operations.
- Train Your Team: Equip your staff with the knowledge to maximize the CRM’s potential.
Why Meritto?
Trusted by 1200+ educational organizations, Meritto’s EdTech CRM software simplifies lead management, automates processes, and enhances learner engagement. It’s the operating system for student recruitment and enrollment worldwide.
Take the Next Step: Schedule a Demo Today to Empower your sales teams with Meritto’s purpose-built EdTech CRM software.
