Educational institutions today face an overwhelming challenge—juggling lead generation, student engagement, communication, and fee management across multiple teams and channels. The solution? Choosing the best CRM for Education that unifies all these functions into a single platform.
Meritto’s Education CRM stands out as the most comprehensive, purpose-built platform designed exclusively for educational organizations. From lead capture to enrollment, marketing automation to payment collection, it enables your sales, marketing, and operations teams to work smarter, faster, and more efficiently.
Centralized Lead Management to Avoid Lead Leakage
The first step to improving enrollments is ensuring no inquiry slips through the cracks. Meritto allows you to centralize leads from multiple sources—including websites, third-party apps, landing pages, lead ads, and more—into a single platform. With advanced lead source tracking, verification tools, and conversion tag integrations, you can push only verified and high-quality leads into the pipeline.
You can also implement remarketing connectors and responsive landing page builders to maximize conversions and stay visible to potential students.
Complete Lead Profile and Actionable Sales Insights
Meritto provides a One View Lead Profile—a 360° overview of every potential student’s journey from the first point of contact. You can personalize your sales communication using custom fields, lead behavior, and activity tracking. With features like lead verification, sales signals, and duplicate blocking, your teams are empowered to engage with the right leads at the right time.
Need to import offline leads from events or seminars? Use bulk upload and quick add features to seamlessly integrate them into your CRM.
Smart Sales Automation and Efficient Team Management
Meritto helps you go beyond lead management with advanced sales automation tools. Leads can be distributed to counselors or sales reps based on parameters like geography, language, pin code, or course preference. Tasks, follow-ups, and reminders can be automated to keep the momentum going.
To keep sales reps focused on closing deals, Meritto integrates cloud telephony, allows task tracking, and offers real-time sales reporting. With a customizable Smart View, teams can filter and prioritize their daily workflows easily.
Field Force Automation for On-Ground Sales Teams
For institutions with on-ground teams, Meritto’s field force automation is a game-changer. Sales reps can access leads, make calls, leave voice notes, plan routes, and check-in or check-out—all through a powerful mobile app. Features like geo tracking, in-app calling, and potential student caller ID help boost productivity while ensuring accountability.
The mobile admin dashboard keeps managers in control even when on the go.
Role-Based Access and Secure User Management
Security and control are non-negotiable. Meritto allows you to define roles, hierarchies, and permissions based on geography, course, or department. With data masking, restricted IP access, and detailed user session logs, you can manage your CRM securely without compromising on data privacy.
Multi-Channel Marketing Automation
Meritto helps institutions scale their outreach through intelligent marketing communication and automation. Use email, SMS, or WhatsApp to engage students based on their activity and lifecycle stage. With features like drip campaigns, email template builders, performance tracking, and WhatsApp Business API integration, you can automate personalized engagement at scale.
Automated nurturing and instant notifications ensure that no touchpoint is missed, increasing the likelihood of conversion.
Campaign Management That Maximizes ROI
Running multiple enrollment campaigns? Meritto’s campaign management tools help you track, measure, and optimize your efforts in real time. With detailed source performance reports, lead verification indexes, and comparative benchmarking, you can identify what’s working and double down on high-performing channels.
Campaign dashboards give your marketing team everything it needs to make data-driven decisions.
Real-Time Sales Performance Analytics
With Meritto, you get detailed reports that offer full visibility into your team’s performance. Track calling reports, lead engagement, conversion metrics, and more using custom dashboards and advanced filters. Whether you want to evaluate individuals, teams, or regions, Meritto’s sales productivity reports help you identify your top performers and improve where needed.
Integrated Payment Management
The final step—enrollment—is just as seamless. Meritto includes a built-in payment platform to generate payment links and scholarship campaigns and manage fees. Automate payment reminders, configure payment splits, and monitor all financials through intuitive dashboards.
It’s everything your team needs to speed up the enrollment cycle.
Your Next Step Toward Smarter Enrollments
From centralizing lead management to enabling on-the-ground sales, automating marketing communication, and tracking campaign performance, Meritto checks every box. It’s not just powerful—it’s purpose-built for education.
If you’re looking for the best CRM for education that drives real results and simplifies your operations across the board, Meritto is the answer.
