WhatsApp and CRM Follow-up
WhatsApp and CRM follow-up that stops enquiries going cold
Quick answer
Who this is for
At a glance
At a glance
Best for
Institutes losing enquiries to slow or inconsistent follow-up
At a glance
Channels
WhatsApp, SMS, email and phone
At a glance
Main KPI
Response time and enquiry-to-counselling rate
At a glance
Works best with
Student lead generation and admission pages
What is included
Instant WhatsApp first reply
An automatic reply with course information, fees or brochure, sent within minutes of an enquiry.
Click-to-WhatsApp ads
Ads that open a WhatsApp chat directly, connected to your reply flow.
CRM set-up and lead stages
A simple pipeline from New, to Contacted, Counselled, Applied and Admitted.
Counsellor assignment and reminders
Leads routed to the right counsellor, with reminders so none are forgotten.
Nurture sequences
Consent-based follow-ups for students who are not ready yet, on WhatsApp, SMS and email.
Reports by source and counsellor
See which campaigns and which counsellors turn enquiries into admissions.
How it works
01
Map your admission journey
02
Set up CRM and messaging
03
Launch and train
04
Review and refine
FAQ
Questions about WhatsApp and CRM follow-up
What is speed to lead and why does it matter for admissions?
Speed to lead is how quickly your institute responds after a student enquires. Students often contact several institutes at once, so a fast, helpful reply keeps your institute in the running while slow replies lose students.
Do we need the WhatsApp Business API?
For automation at scale, such as approved message templates, several agents and CRM integration, the WhatsApp Business Platform (API) is usually required. Smaller institutes can start with the WhatsApp Business app. We recommend the right option based on your enquiry volume.
Is automated follow-up allowed?
Yes, when it is consent-based. We set up opt-in messaging, honour opt-outs and follow WhatsApp’s messaging policies and India’s data protection requirements. We do not send unsolicited bulk messages.
Which CRM do you work with?
We can work with the CRM you already use or help you choose a simple one that fits your team. The goal is a clear pipeline and reminders your counsellors will actually use.
Related services
Video and Social Media
Reels, campus tours and social content that build trust.
Offline Marketing and Print
Brochures, flyers and local activations that feed your digital funnel.
Student Lead Generation
Google, Meta and YouTube campaigns that bring qualified student enquiries.
Built for every kind of institute
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Free, no obligation