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CRM for education

An education CRM from enquiry to enrolment.

Course enquiries from ads, your website and WhatsApp arrive in seconds. Counselling calls, demo classes and fee discussions tracked - so the next batch fills.

Try the demoBook a walkthrough
  • Free plan with every feature
  • Unlimited people
  • No card required
01 - Sound familiar?

For institutes, coaching centres, course creators and the agencies that fill their batches.

  • Enquiries pile up during admissions and half are never called back.
  • Nobody knows who attended the demo class and needs a nudge.
  • Counsellors keep their leads on their own phones.
  • Fee discussions stall and nobody notices until the batch starts.
02 - Your pipeline

Every lead asks "Course of interest" - and moves through stages named the way your team already talks.

  1. 01
    Your lead

    Enquiry

    The enquiry arrives - course of interest and background captured.

  2. 02
    Your team

    Counselling call

    The counselling call is logged with what was said and the next step.

  3. 03
    Your team

    Interested

    Interested and a fit for the course - ready for a demo.

  4. 04
    Your team

    Demo / trial class

    Demo or trial class booked and attended.

  5. 05
    Your team

    Fee discussion

    Fee, instalments and batch timing discussed.

  6. 06
    Your team

    Enrolled

    Enrolled - the fee counts toward the batch forecast.

  7. 07
    Your team

    Not joining

    Not joining - with the reason, for next season’s campaign.

03 - Where leads come from

Lead sources

  • Facebook and Instagram lead ads for each course
  • Your website enquiry form
  • WhatsApp links on brochures and posters
  • Webinar and landing-page tools via webhook

Follow-up that cannot slip

  • The next step on every touch sets the reminder
  • Overdue, Due today, No follow-up and Gone quiet
  • Automatic WhatsApp follow-ups when a lead goes quiet
  • Duplicates merged by email and phone; bot junk dropped

If you are the agency

  • A CRM per institute you run admissions campaigns for
  • Each course’s ad form routed to the right institute
  • The institute sees its own enquiries
  • Results you can show at renewal
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Connected

CRM and lead sources

Leads that arrive by themselves

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WhatsApp Inbox

Every chat a CRM deal

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Forms and intake

Briefs, sign-ups and lead capture

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Proposals, contracts and invoices

From proposal to signature to invoice

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Growth engine

SEO, ads and analytics reports per client

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Client portal

One branded place for your client

Learn more
Questions
Can each counsellor own their leads?

Yes - every lead has an owner. The pipeline is shared, so a lead can be reassigned when a counsellor is away, and new WhatsApp conversations can go round-robin to the people you choose.

Does it track demo classes?

Yes - the education pipeline has a "Demo / trial class" stage, and the next step on each lead sets its follow-up reminder.

Can we message enquiries on WhatsApp?

Yes. Connect your WhatsApp Business number; chats become leads, broadcasts go only to those who agreed, and STOP is honoured.

How do we know which campaign brought enrolments?

Each lead keeps its source, and lead ad forms and WhatsApp links are credited to where they came from.

Free plan with every feature. No card required.

Try the demoBook a walkthrough