CRM Setup & Automation for computer institutes
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for computer institutes in India, where the leak we see most is course comparison questions.
What is included in the setup
- CRM setup (Google Sheets or Zoho)
- Lead capture from all channels
- Follow-up reminders
- Monthly pipeline report
What you need before the call
- The accounts the setup connects to (WhatsApp, Google or Meta)
- Your services, prices, timings and address
- Who receives alerts and reports
- Approval for the content the setup will send in your name
A sample conversation for computer institutes
Customer: Hi, I saw your ad for the Tally course. What's the fee and timing? Bot: Hi! Thanks for reaching out to [Institute Name]. Our Tally with GST batch runs 6 weeks, morning (8-10 AM) and evening (6-8 PM) slots available. Fee is ₹6,000 with installment option. Would you like to book a free demo class?
Illustrative exchange from our guide for computer institutes; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Meta ad enquiry comes in at 9 PM | Sits unread till next morning in ad manager | Auto-reply sent instantly; logged with "new" status for morning follow-up |
| Front desk is busy with walk-in admissions | Phone enquiries missed or noted on paper, often lost | Enquiry logged in 20 seconds via a simple form link, no notebook needed |
| Student compares 3 institutes before deciding | Whoever calls back last, loses the student | First-response message goes out within minutes automatically |
| Owner wants to know this week's admission numbers | Manually asks staff, gets a rough guess | Pulls up the sheet, sees exact numbers by course and source |
| A lead from 10 days ago never got a second follow-up | Forgotten entirely once the enquiry scrolls off WhatsApp | Shows up automatically on the daily follow-up list until closed |
| New batch starting, need to reach past enquirers | Owner scrolls old WhatsApp chats manually to find numbers | Filter sheet by course + status, broadcast to the right list in minutes |
How it goes
Message us
Business type, city, what is leaking. We reply within a business day with slots.
20-minute call
We fill the knowledge card for your computer training institute. Setup fee is paid before the build starts.
Live within 48 hours
Once your platform access and Meta verification are complete (verification typically takes 3 to 10 business days). We test with you on a sandbox first.
Care plan
Monitoring, fixes, updates, reports. Cancel from any next billing date.
Guides for computer institutes
Same setup, other education business types
Tell us your business and the problem to fix first.
One WhatsApp message. We reply within a business day with the setup that fits, its fees, and call slots.