Period Velocity📈
+100.0%
Tuition Intake Volume
Revenue growth vs previous period: +100.0% with 2x acceleration in enrollments.
2x Volume Intake Surge
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EDUCATION CRM + ERP
The Intelligent AI-powered CRM
Platform for Education Businesses
Manage leads, admissions, students, academics, fees, communication, staff and operations — all from one connected system.
✓All-in-one platform
✓Easy to use
✓Built for education businesses
EduPro
🔍Search students, leads, courses...
🔔
P
📊Leads
🎓Admissions
👥Students
📚Academic
💳Fee & Finance
💬Communication
📈Reports
⚙️Settings
Total Leads
1,284
↑ 16.4%Admissions
386
↑ 12.8%Active Students
2,840
↑ 8.2%Revenue
₹48.6L
↑ 21.4%Admission PipelineLive Funnel
1
New Leads2912
Contacted1923
Counseling964
Applied425
Enrolled28Recent Activity
New lead from website
12 mins agoCounseling booked for Rahul
28 mins agoFee payment received ₹42,500
1 hour agoDocument uploaded - Aadhaar
2 hours agoLeads by Source
1,284Total
Website32%
Meta Ads28%
Google Ads18%
WhatsApp14%
Others8%
Trusted by education businesses across India
- NNexora
- VVistara
- BBrightPath
- KKaveri Foods
- SSarthi
- IIndus Fintech
- TTarang
- MMeridian
- OOrbit
- SSaffron Labs
THE CHALLENGE
Your Education Business Is Growing. Your Systems Are Not.
Disconnected tools and manual processes slow down your team and impact your growth.
📢
Leads Are Everywhere
Website, Meta Ads, Google Ads, WhatsApp, phone calls and walk-ins create disconnected inquiries.
⏰
Follow-Ups Get Missed
Counselors forget who needs a call, document reminder or payment follow-up.
📁
Student Data Is Scattered
Admissions, fees, documents, attendance and campus activities live in different systems.
⚙️
Too Much Manual Work
Teams waste hours updating spreadsheets, sending messages and generating reports.
👁️
Management Lacks Visibility
Owners can't reliably see admission conversion, counselor performance or pending payments.
🛑
CRM Stops After Admission
Most CRMs focus on converting the lead — but you need to manage the student after enrollment too.
⚡ AI FINANCIAL RADAR • AUTOMATED HIGHLIGHTS
Key Insights From Your Education Data
Real-time automated telemetry across tuition collections, counselor velocity, and installment aging.
Viewing: All 10 Telemetry Signals
Expected Pipeline💼
₹12,32,000
Active Receivables Ledger
Expected revenue if all pending installments collected across visible students.
Active Receivables Ledger
Collection Efficiency🎯
88.8%
Collection Success Rate
88.8% Realized • 11.2% in automated WhatsApp recovery cadence.
88.8% Realized • 11.2% in Recovery
Defaulter Attention⚠️
7 Students
Overdue Installments
7 student(s) with overdue installments. 1-click WhatsApp payment links staged.
Installment 2 & 3 Follow-up Ready
⚡7 student accounts with overdue installments. Automated WhatsApp reminder cadence ready.
THE COMPLETE JOURNEY
From First Inquiry to Graduation — One Connected System
Manage the entire student lifecycle on a single platform.
🌱
Stage 1 of 10• Lifecycle Step
Lead Capture & Multi-Channel Attribution
Instantly capture and attribute every student inquiry across Meta, Google, Website, and walk-ins.
Response Velocity< 30s Auto-Dispatch
Source Tracking100% UTM & Campaign
Webhook Latency0s Real-Time Sync
Automated Platform Actions in This Stage:
- ✓Ingests inquiries from Meta Lead Ads, Google Search, Website forms, WhatsApp & Campus Walk-ins
- ✓Automated WhatsApp brochure and welcome introduction message sent within seconds
- ✓Round-robin intelligent distribution assigns leads to available academic counselors
Live Simulation:New inquiry from Meta Ads for B.Tech Data Science → Dispatched WhatsApp brochure & assigned to Counselor Priya
“One student. One profile. One system. Complete visibility.”
TWO SIDES. ONE PLATFORM.
CRM Brings Students In. ERP Manages Everything After They Join.
📢
Admissions CRM
Capture, track and convert every inquiry into an admission.
- ✓Lead management
- ✓Counselor management
- ✓Follow-ups & reminders
- ✓Application tracking
- ✓WhatsApp & email campaigns
- ✓Admission pipeline
🗄️
←ONE CENTRAL DATABASE→
Leads, Students, Fees, Academic, Communication and More
🎓
Education ERP
Manage everything after admission in one connected system.
- ✓Student management
- ✓Course & batch management
- ✓Fees & payments
- ✓Attendance & exams
- ✓Certificates & documents
- ✓Reports & analytics
ADMISSIONS MANAGEMENT
Turn Every Inquiry Into an Enrollment Opportunity
Track leads, manage counseling, collect documents and convert more students with a structured process.
- ✓Lead capture & course tracking
- ✓Counselor assignment
- ✓Follow-up reminders
- ✓Counseling scheduling
- ✓Application & document tracking
- ✓Enrollment management
🔍Search student, course...
| Name | Source | Course | Stage | Counselor | Actions |
|---|---|---|---|---|---|
| RRahul Kumar | Website | Data Analytics | Counseling | Priya | ••• |
| SSneha Reddy | Meta Ads | Web Dev | Applied | Rahul | ••• |
| AArjun Mehta | Phone Call | Full Stack | Hot Lead | Anjali | ••• |
| DDivya S | Google Ads | Digital Marketing | Enrolled | Priya | ••• |
| KKaran Patel | Walk-in | Cloud & DevOps | Contacted | Amit | ••• |
STUDENT 360° PROFILE
Everything About a Student. In One Place.
Get a complete view of student details, fees, attendance, academic progress, documents and communication history.
Rahul Kumar
ActiveB.Tech Data Science • Batch: ED-2026-A • Counselor: Priya
Phone:+91 98765 43210
Email:rahul@student.com
Course:B.Tech Data Science (Honors)
Batch:ED-2026-A (Morning)
Admission Date:12 Mar 2026
Parent / Guardian:Sanjay Kumar
Status:Active (Full-Time)
Recent Activity
💰
Fee payment received ₹30,000
2 hours ago🎓
Attended class - Python
1 day ago📝
Assignment submitted - ML Models
2 days ago📄
Document uploaded - Aadhaar
3 days ago🎓
Academic Management
Manage what happens after admission.
- ✓Course & curriculum management
- ✓Batch management
- ✓Attendance tracking
- ✓Examinations & results
- ✓Assignments
- ✓Certificates
- ✓Student progress tracking
Class Attendance88% Overall
MTWTFSS1234567
💳
Fees & Finance
Stop chasing payments manually.
- ✓Fee structure & installments
- ✓Online payments & payment links
- ✓Automatic receipts
- ✓Due date reminders
- ✓Outstanding payments
- ✓Refund management
- ✓Revenue reports
Total Fees₹82.4L
Collected₹51.6L
Pending₹14.2L
Overdue₹6.4L
💬
WhatsApp & Communication
Keep students engaged automatically.
- ✓WhatsApp, SMS & Email
- ✓Bulk campaigns
- ✓Automated reminders
- ✓AI chatbot
- ✓AI lead qualification
- ✓Two-way conversations
- ✓Templates & broadcasts
🤖EduPro Bot● Online
Your Next Data Analytics class is tomorrow at 10:00 AM. Room 204. Trainer: Rohit. Would you like the timetable?
📊MANAGEMENT DASHBOARD
Finally know what is happening across your business.
Leads12,482
Admissions2,184
Revenue₹4.82Cr
Conversion17.5%
Pending Fees₹28.4L
Active Students8,421
Revenue Trend
MayJunJulAugSepOct
98%
Website 32%
Meta 28%
Google 18%
WhatsApp 14%
⚡Before vs After
From chaos & spreadsheets to complete control.
Before
With Our Platform
✕Excel spreadsheets
✓Centralized student database
✕Missed follow-ups
✓Automated workflows
✕Personal WhatsApp
✓Business communication
✕Scattered student data
✓Student 360° profile
✕Manual fee tracking
✓Automated fee management
✕Separate academic tools
✓Integrated ERP
✕Guessing performance
✓Real-time analytics
✕Multiple software tools
✓One powerful platform
Ready to modernize your institution?Get Started→
📊 PROVEN INSTITUTIONAL RESULTS • CASE STUDIES
Real College Turnarounds: Results Across 140+ Campuses
Explore how leading engineering institutes, business schools, and multi-campus universities eliminated seat leakages, cut counseling cycles by 70%, and automated ₹3.2+ Cr in tuition fee collections.
Autonomous Engineering4 Campuses • 4,200 Students
+184%
Token Velocity91.8%
Fee Realization0%
Seat LeakageCase Study #01 • Bengaluru & Hyderabad
How Apex Institute Cut Admission Cycles from 14 Days to 4 Days and Recovered ₹3.2 Cr
Before Uptrix, 35% of engineering leads dropped off in unmonitored Excel sheets, and 40% of semester 2 fee installments were overdue.
✕Before: 14-day manual counseling delay; double seat bookings across campus desks.
✓With Uptrix: 14-sec WhatsApp brochures, 1-click UPI seat locking, zero double bookings.
AS
"Uptrix gave our engineering campus complete financial peace of mind. Zero seat leakage."
Dr. Arvind Singhal — Director of AdmissionsPost-Graduate & MBA2 Campuses • 1,600 Students
3.2x
Conversion Rate14 Sec
Brochure SLA₹1.4 Cr
Upfront TuitionCase Study #02 • Mumbai & Pune
How Vanguard Tripled Lead-to-Enrollment Yield with Instant WhatsApp Multi-Touch Automation
Prospective MBA applicants waited up to 48 hours for email brochures, leading to high dropouts before counseling interviews took place.
✕Before: Untracked phone calls; high dropout rate between offer letter and seat fee deposit.
✓With Uptrix: Sub-14s WhatsApp brochures, auto-dialer queues, and 1-click token reservations.
MS
"Our lead-to-enrollment conversion rate more than tripled in our very first intake season."
Prof. Meenakshi Sundaram — DeanNursing & Allied Health3 Campuses • 2,100 Students
98.2%
Recovery Rate-76%
Admin Overtime100%
Digital ReceiptsCase Study #03 • Kochi & Coimbatore
How St. Jude Automated 4-Part Fee Installments and Eliminated Paper Ledger Disputes
2,100 nursing students on multi-installment payment plans created massive paper ledger tracking chaos and manual receipt bottlenecks.
✕Before: Handwritten paper receipts; 2 weeks spent every semester on offline bank matching.
✓With Uptrix: 3-step WhatsApp installment cadence, direct bank UPI settlement, instant GST PDFs.
RP
"Uptrix automated our entire fee collection. Bank reconciliation is 100% effortless."
Dr. Rameshwar Pillai — Managing TrusteeWant to achieve similar admission velocity and zero fee leakage?
Our Education Solutions team will walk you through customized case study blueprints for your specific college or university setup.
🎬 FOUNDER & DIRECTOR INTERVIEWS
Hear Directly from Educational Institute Leaders
Watch Deans, Admissions Directors, and Academic Registrars explain how Uptrix unified their admissions desks and fee collections.
Autonomous Engineering
3:45 mins
+184% Enrollment VelocityWatch Story →
Dr. Arvind Singhal
Director of Admissions • Apex Group of Institutions
"Before Uptrix, our counselors spent 3 hours daily updating Excel files. Now leads from Meta, Google, and college portals are instantly routed with zero delay."
MBA & Post-Graduate
4:12 mins
₹1.4 Cr Upfront TuitionWatch Story →
Prof. Meenakshi Sundaram
Dean of Executive Education • Vanguard Business School
"Parents love the 1-click WhatsApp fee payment links. Our installment default rate dropped from 32% down to less than 4% in just two semesters."
Health Sciences & Allied
5:08 mins
98.2% Fee RealizationWatch Story →
Dr. Rameshwar Pillai
Managing Trustee • St. Jude Educational Trust
"Managing 4 campuses on different softwares was a nightmare. Uptrix gave our management board a single live dashboard across all campuses."
★★★★★4.9/5 RATING • 140+ VERIFIED INSTITUTIONS
Loved by Principals, Deans & Admission Heads
Join education leaders across India who rely on Uptrix to streamline multi-campus admissions, fee installment collection, and student operations.
★★★★★
+44% Intake Yield"Uptrix completely transformed our engineering admissions desk. The counselor leaderboard and automated WhatsApp brochure pipeline increased our conversion rate by 44% in a single season. The real-time seat lock via UPI token payments eliminated double bookings."
DK
Dr. K. S. Ramanujam
Principal • Chennai Institute of Technology
✓ NAAC 'A+' Autonomous★★★★★
₹38L Recovered in 45 Days"The automated 3-step WhatsApp installment reminders are magical. We recovered ₹38 Lakhs of overdue fees in the first 45 days without awkward collection calls. Parents simply tap the dynamic UPI link and pay in 10 seconds. Reconciliation is 100% automatic."
PD
Pooja Deshmukh
Head of Admissions • Horizon Global B-School, Pune
✓ AICTE Approved PGDM★★★★★
Zero Ledger Errors"Student 360 profile is a monumental upgrade. Attendance, exam marks, and installment fee ledgers are visible to faculty, accountants, and parents in real time. We eliminated handwritten paper receipts entirely with instant GST-compliant digital PDFs."
FT
Fr. Thomas Varghese
Director of Administration • Sacred Heart College of Nursing
✓ INC Recognized★★★★★
48h Migration"Migrating from our 10-year-old Tally and spreadsheet setup took less than 48 hours. The Uptrix customer success team imported our 3,200 student records flawlessly and trained all 28 counselors in one afternoon. Adoption has been 100%."
SA
Sunil Aggarwal
Admissions Registrar • Delhi Technical Campus
✓ GGSIPU Affiliated★★★★★
98.8% Fee Realization"Zero fee leakage. Every single UPI deposit generates an instant digital GST receipt and immediately updates our financial ledger. Our external auditors commended our multi-campus books for the first time in 6 years."
DN
Dr. Nalini Swaminathan
Dean of Academic Affairs • Apex Medical & Allied College
✓ 4 Healthcare Campuses★★★★★
14-Sec Response Speed"Lead response time plummeted from 4 hours to 14 seconds. The instant WhatsApp brochure delivery gave us an enormous competitive edge over competing B-schools. Our counselors now spend time closing high-intent candidates rather than manual data entry."
RM
Rohan Malhotra
Executive Director • Nexus School of Business, Gurgaon
✓ Top 50 Private B-School💡 FREQUENTLY ASKED QUESTIONS
Everything You Need to Know About Uptrix
Clear, upfront answers about migration, WhatsApp compliance, role-based access, and fee reconciliation for college administrators.
Migration typically takes only 24 to 48 hours. Our dedicated onboarding team provides pre-formatted migration templates for student biodata, previous fee balances, counselor lead histories, and active batch registers. We handle data cleansing, duplicate checking, and validation with zero downtime for your active admissions desk.
Have a custom question about your campus setup?
Our Education Solutions Architects are ready to evaluate your workflows and provide a tailored blueprint.
Ready to Run Your Entire Education Business from One Place?
Join leading coaching academies, colleges and education institutes that rely on Uptrix.