WhatsApp, call & email follow-ups on autopilot
Set the sequence once. Pulse sends messages and reminds counselors to call, so no lead waits.
WhatsAppEmailCall reminderSMS
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CRM for admissions-led businesses
Turn every lead into an enrollment.
Uptrix Pulse brings your leads, follow-ups, counselors, admissions and branches into one connected CRM, so your team always knows who needs attention next.
WhatsApp, SMS & email built inMulti-branch readyMigration assistance
pulse.uptrixglobal.com
Uptrix CRM screenshot — Dashboard
Trusted by institutes across India
- NNexora
- VVistara
- BBrightPath
- KKaveri Foods
- SSarthi
- IIndus Fintech
- TTarang
- MMeridian
- OOrbit
- SSaffron Labs
The problem
Your leads are growing. So are the problems.
When leads live in spreadsheets, phones and chat groups, admissions slip through the gaps.
Where your leads live todayNo single view of a lead
SpreadsheetsDifferent version per counselor
WhatsApp groupsMessages buried in chats
Personal phonesCall history nobody else sees
Ad dashboardsSpend with no link to admissions
- 01
Leads get lost
Enquiries sit in inboxes, sheets and phones with no owner.
- 02
Follow-ups come too late
By the time someone calls back, the lead has moved on.
- 03
Everyone has their own tracker
Counselors work from different lists that never match.
- 04
No counselor visibility
Hard to see who is following up and who is not.
- 05
Admissions are hard to track
No clear view of where each student is in the process.
- 06
Spend is disconnected
Marketing budget is not linked to actual enrollments.
- 07
Branches run separately
Each location reports differently, if at all.
Lead leakage
This is your pipeline without Pulse
85%of paid leads never become enrollments
ENQUIRY248 leads
CONTACTED179 leads
FOLLOW-UP121 leads
COUNSELING64 leads
ADMISSION38 leads
100%72%49%26%15%
−28%never recovered
−23%never recovered
−23%never recovered
−11%never recovered
- ENQUIRY · 248100%↓ −28% never recovered
- CONTACTED · 17972%↓ −23% never recovered
- FOLLOW-UP · 12149%↓ −23% never recovered
- COUNSELING · 6426%↓ −11% never recovered
- ADMISSION · 3815%
Illustrative pipeline of 248 enquiries. Each drop-off is a lead your team paid for.
Follow-up automation
Never let a hot lead go cold again
Automate WhatsApp, email and call reminders from enquiry to enrollment.
Pulse helps your team know who needs attention and what needs to happen next. Every lead gets the right message at the right time, and every counselor starts the day with a clear queue.
New EnquiryWhatsAppEmailCall ReminderCounselor Follow-upEnrollment
Follow-up queue · TodaySample data
- Rohan Mehta · JEE AdvancedWhatsApp sent2 min ago
- Sneha Iyer · NEET UGCall reminderDue 11:30 AM
- Arjun Singh · FoundationDemo invite emailScheduled
3 of 24 tasks todayAuto-assigned by Pulse
Why teams choose Pulse
Four things Pulse does for your business every day.
Counselor-wise admission tracking
See which counselor owns each lead, what they have done, and how many admissions they have closed.
Counselor A41
Counselor B32
Counselor C23
Sample dataEvery branch on one dashboard
Leadership sees leads, follow-ups and admissions across all locations without asking for reports.
Branch ABranch BBranch COne view for leadership
Know what every enrollment really costs
Connect marketing spend to the leads it brought in and the admissions it produced.
Ad spendLeadsAdmissionsCost per enrollment
Capabilities
Features of Pulse
Everything an admissions team needs, built around the lead.
Lead Management
Capture leads from every source, assign them to the right counselor, and track status, source and history in one place.
CaptureAssignmentStatusSourceFollow-upsSearch & filtersHistory
Uptrix CRM screenshot — Lead management
- 02
Integrations
WhatsApp, SMS and email connected to every lead.
- 03
Call and Chat Support
Talk to leads by call or chat from the CRM.
- 04
Counsellor Management
Ownership, activity and admissions per counselor.
- 05
Bookmark Lead
Pin important leads so they are never buried.
- 06
Customised Field Values
Shape lead records around your own process.
- 07
Fee Management
Track payments and outstanding amounts.
- 08
Batch Management
Organize enrolled students into batches.
- 09
Employee Work Logs
See what the team worked on each day.
- 10
Employee Attendance
Attendance recorded in the same system.
- 11
Migration Assistance
Help moving your existing data into Pulse.
Interactive Product Tour
A closer look at the workflow
Step 1 of 6 · Leads
Every lead, tracked from the first touch
Capture enquiries from forms, ads and walk-ins, then search, filter and bookmark the leads that matter most.
- Lead source and status on every record
- Assign to counselors automatically or manually
- Search, filters and bookmarked leads
- Full lead history in one timeline
Uptrix Pulse · Leads Walkthrough
HD 1080p
Screenshot — Leads list & filters
Watch Leads Video Tour2 min quick walkthrough
32s / 2:15
Leads Walkthrough
Workflow automation
Let Pulse handle the repetitive work.
Build the steps once. Every new lead follows the same path, and your counselors only step in when a conversation needs a person.
- 01New Lead
- 02Assign Counselor
- 03Send WhatsApp
- 04Wait
- 05Reminder
- 06Call Task
- 07Follow-up
- 08Enrollment
Analytics & attribution
Know what every enrollment really costs.
Pulse links each enrollment back to the campaign, the lead source and the counselor behind it, so you can see which spend actually fills seats.
- 01Marketing spend
- 02Lead source
- 03Leads
- 04Counselor activity
- 05Admissions
- 06Enrollment & cost per enrollment
Screenshot — Analytics & source report
Source, counselor and conversion reports
Screenshot — Branch dashboard
Every branch on one dashboard
Pricing
Simple plans, priced per user.
Start with the essentials, or get the full Pulse CRM with integrations, SSO and your own branding.
- Basic5 users₹399 per user
- Standard5 to 100 users₹999 per user
- EnterpriseFull Pulse feature set₹1,499 per user
Customer stories
Teams that never lose a lead
Watch customers explain the difference and read how teams like yours use Uptrix CRM.
Video testimonials
What customers say
Proven Customer Results
Results our customers can measure
How schools, institutes, builders and growing companies use Uptrix to capture more leads, close more deals and run their teams.
Featured Customer Stories
Uptrix Pulse is a CRM that brings leads, follow-ups, counselors, admissions, fees and branches into one connected system.
Education and coaching businesses, admissions teams and multi-branch organizations that turn enquiries into enrollments.
Yes. Pulse can send WhatsApp, SMS and email messages and create call reminders for counselors along the lead journey.
Yes. Every lead has an owner, and you can see follow-ups, counseling activity and admissions by counselor.
Yes. Leadership can view leads and admissions across all branches from one dashboard.
Yes. Pulse includes fee management and batch management so the student journey continues after enrollment.
Yes. Our team offers migration assistance to move your existing leads and records into Pulse.
Fill in the form below and our team will contact you to schedule a walkthrough.
Stop losing leads. Start growing enrollments.
See Pulse with your own admissions process in a 30-minute walkthrough.
- A tour built around your lead journey
- Answers on migration and setup
- A quote for your team and branches