Customised Education CRM

Elevate Efficiency and Success with Bhea's CRM Solution for Education Consulting and Training Institutes

Complete CRM Suite for Educational Institutions

Education sector is one thing that has grown in importance over the last few decades. Mostly the education has moved towards skill orientation from the very early stages. With the growing number of educational and training institutes, attracting the right type of students / resources has become the key for survival for most of the organisations. So Marketing and Sales is becoming a key for survival and growth of the Educational Institutes.

CRM for Schools and Colleges

If it is a school or college that provides primary or secondary education, tracking all the visiting prospects and converting them till the applicant and then to an admission is the key. SugarCRM has been customised to collect all the different types of prospects from different channels and provide a uniform response to make them buy the application form for applying for their kid or self. Once a prospect buys an application form, getting the parent / candidate fill the form and submit for further processing by the institute is the next step. Bhea’s customised SugarCRM solution for Schools and colleges has prospects, applications and admissions modules that capture information. These can be further customized to ensure your institute process is mapped well. If you are looking for CRM for a school or college, please connect with one of Bhea’s CRM specialist to demonstrate CRM for schools and colleges. The key modules that are used in this are


Prospective student information is captured along with the current status as well as expected joining date.


A prospective candidate upon initial enquiry might buy and fill the application form for finding the eligibility for admission. If the school / college has a pre qualification mechanics, that can be implemented here using the SugarCRM workflow Engine.


Once a prospective candidate qualifies at the application level and confirms his admission, admission module captures the information. The information from admissions module should be transferred to an internal ERP though integration or SugarCRM’s admission module itself can be used for admission management.

Application Fees and Admission Fee Management

The custom fees module can be used for capturing the Application Fee information as well as Admission Fee information and track the current status of the payments done by prospects and confirmed students.

SMS Gateway Integration

All the communication with the prospect can be maintained with SMS using the integration with SMS Gateway. The candidate will be informed about his current status at every stage through email and SMS. A proactive communication helps in reducing the number of times the candidate has to call for this as well as the time that needs to be spend by the admission coordinator.

So CRM for School or College can be used to optimise and improve productivity during the admission process for timely automated responses and quick process flow for conversions.

CRM for Education Consultants

With the globalization of Education, there are many foreign students who are joining educational institutes. And Education Consulting organisation that spread across the world are sourcing the students for many of the institutes. As it becomes increasingly difficult for the institute to address students from different countries with different types of questions like visa , stay, whether etc, Education Consulting companies are becoming the key middle layer that is filling the gap.

An Education Consultant educates the students about the right college and right country based on his current qualification and assists in getting the admission as well as rest of the process. This requires the Consultant tie up with multiple institutes in multiple countries and gather all the courses that these institutes offer and their admission process and fee details. With CRM implementation expertise in Education sector especially for education consulting companies, Bhea has developed a CRM solution for this industry. Some of the key elements of the customized CRM solution for Education Consultants are

Bhea’s customised SugarCRM solution for Schools and colleges has prospects, applications and admissions modules that capture information. These can be further customized to ensure your institute process is mapped well. If you are looking for CRM for a school or college, please connect with one of Bhea’s CRM specialist to demonstrate CRM for schools and colleges. The key modules that are used in this are


Custom module captures information about all the institutes whose courses the consulting company is authorised to promote and sell.


The courses and complete admission process and fee details area captured in the custom Course module. This also captures the qualification criteria for the course and its start and end time. The typical application form and process is captured here. Typical preferences by the institute for admission and the criteria for selection too can be captured for this.

Enquiries, Applications and Admissions Tracking

The traditional process of campaigning for students for enquiries and converting them to applicants and then to admissions is handled with these modules. These modules will play significant role during the pre sales stage which includes even a proposal / quote generation if that is required by the institute. Bhea has expertise in even creating a custom proposal for each of the enquiries once it is qualified by the sales person and a specific course and institute is identified for the candidate.

Admissions / Enrollments

The admission and Visa process can be captured here once the candidate gets his admission and needs further process. This module can act as the operations module to ensure fees are collected and further short term migration to the country of the institute is taken care of. If the fees are typically taken in instalments, the details are captured against each admission.

Fee Payments and Payment Plans

A custom payment module can be used for tracking all the payments that include even custom part payment plans as well as monthly EMI plans.

SMS Gateway Integration

With the standard SMS gateway integration each of the admission process can be communicated with the prospect / candidate through SMS.

Case Management

Once a student joins the institute, post admission issues like invoicing, payments and other changes / problems he faces can be handled with the SugarCRM Customer Support Ticketing System. The support requests can be taken either by an email like or facilitating a responsive support portal with a long for each of the admitted student.

Request for a quick demo from one of our CRM Specialist to see some of the features you can directly use from CRM for Business Consultants solution.

Bhea CRM for Training Institution
CRM for Training Institutes

CRM for Training Institutes

CRM for any training institute requires timely filling of each course so that you have minimal number of students for each batch. This also requires storing extensively all the prospective candidate information and send the campaigns for each of the new courses / batches that are starting. If Marketing campaigns are tracked well, the trends will help for getting maximum candidate for each batch.

And the effectiveness of each campaign can help planning the marketing activities well. If pre course starting events and webinars are planned well in advance, their response can be measured through CRM.

SugarCRM has been customised extensively for small and large training institutes to capture the course batches and their fee details as well as the prospects and confirmed students. Contact us for a comprehensive demo of CRM for training institutes to understand how fast you can deploy for your scenario.

Bhea CRM for Training Institution
CRM for Training Institutes
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