Convert more student enquiries without more staff
A student enquiry that does not get a callback within an hour is usually lost to the next institute. HokaCRM makes sure every inbound lead is assigned, followed up, and converted — with no extra headcount.
How it fits your sales process
Peak admission season means 80+ enquiries a week, each one needing a callback, a trial class booking, and a close before the next institute gets there first. HokaCRM assigns every enquiry to a counsellor the moment it comes in, auto-creates a task for the trial class follow-up, and shows the admission head where every lead stands — without a room full of status calls.
What changes after HokaCRM
From scattered follow-ups to one pipeline your team trusts
Today
- Enquiry form submissions piling up with no clear owner or follow-up date
- Counsellors following up the same student because nobody updated the shared sheet
- Trial class attended but no next-step task for the counsellor to close the admission
- Admissions head has no visibility into how many leads are in follow-up vs dead
- Peak admission season chaos — leads from ads, walk-ins, and referrals all mixed together
With HokaCRM
- Every enquiry assigned and followed up within the hour
- No duplicate counsellor contact on the same student
- Conversion funnel visible to the admissions head at all times
How HokaCRM helps
The features that matter for education & coaching teams
- 01
Lead & pipeline management
Create pipelines that match how you sell: enquiry, site visit, quote sent, negotiation, won. Assign owners, set expected close dates, and move deals without losing context from the first WhatsApp message.
- Capture from any source
- Build stages that match how you sell
- Assign one owner per deal
- 02
Reminders & task automation
Set follow-up rules by stage — if no activity in 3 days after a quote, your rep gets a reminder. Tasks land on the right person so founders are not the default follow-up machine.
- Set stage-level follow-up rules
- Tasks go to the deal owner
- Founders get a digest, not a flood
- 03
Team activity tracking
A single activity feed per deal: calls, notes, meetings, and next steps. When someone is on leave, the rest of the team can pick up without asking "what did we promise them?"
- Log everything on the deal
- Handover without a handover call
- Manager visibility without meetings
During admission season we were getting 80 enquiries a week and dropping half of them. HokaCRM gave each counsellor their own task list and our conversion improved without adding anyone to the team.
Other industries
HokaCRM across Indian SMBs
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