CRM Setup & Automation for tutors
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for tutors in India, where the leak we see most is parents messaging during classes.
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 tutors
Customer: Hi, I saw your post about Maths tuition for Class 10. What are the timings and fees? Bot: Thanks for reaching out! I teach Class 10 Maths in evening batches (5-7 PM) and will personally call you within a few hours to discuss timings and fees. Could you share your child's current school and locality so I can suggest the best batch?
Illustrative exchange from our guide for tutors; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Parent messages during a class | Seen hours later, sometimes forgotten entirely | Auto-acknowledged instantly; flagged for callback same evening |
| Demo class no-show | No follow-up, lead silently dies | Auto-flagged next day, follow-up message sent |
| Fee due date | Tracked in memory or a diary, sometimes missed | Reminder generated automatically before due date |
| March enquiry surge | Notebook fills up, older enquiries get lost under new ones | Every enquiry stays visible and sortable, none buried |
| End of month | No clear picture of what worked | One-page report: enquiries, conversions, source breakdown |
| Referral from existing parent | Often not logged as a "proper" lead, forgotten if you're busy | Captured same as any other channel, tracked to conversion |
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 home tuition teacher. 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 tutors
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.