A powerful CRM and admission management system to attract, track, engage and enrol students for all types of courses — integrated with websites, marketing channels and online application with payment.
For Schools, Colleges, Universities & Training Institutions
Website Leads
Social Media Leads
Education Portals
IP Call Integration
Walk-in Enquiries
Email Campaigns
Recorded IP Calls
Detailed Follow-ups
Higher Enrolments
CCareerBook ERP™
Illustrative
CRM Dashboard
Enquiries
Leads
Follow Ups
Counsellors
Applications
Admissions
Fee Collection
Reports
Total Leads
1,248
Follow Ups
856
Applications
420
Enrolments
286
New Leads
1,248
Contacted
856
Interested
540
Applied
420
Enrolled
286
Name
Course
Counsellor
Status
Next Follow Up
Aarav Sharma
B.Tech
Neha
Interested
12 Oct 2025
Diya Nair
MBA
Ramesh
Applied
14 Oct 2025
Hassan Ali
Diploma
Aneesha
Follow Up
15 Oct 2025
Sara Khan
BBA
Vishnu
Enrolled
-
End-to-End Admission Journey
Manage the complete student admission process from initial enquiry to final enrolment — fully integrated with your website and external platforms.
1. Capture Leads
Website, portals, social media, campaigns
2. Manage Enquiries
Auto-assign to counsellors
3. Follow Up
Calls, emails, messages, meetings
4. Online Application
Course selection, hostel, transport, documents
5. Fee Payment
Application fee online (multiple payment options)
6. Review & Approve
Admission processing and approvals
7. Enrolment
Student onboarded to ERP
Powerful CRM Features for Higher Enrolments
Designed for schools, colleges, universities, training institutions and admission management companies.
Multi-Channel Lead Capture
Integrate with website, social media, education portals like CollegeDekho, CollegeDuniya and more.
IP Call Integration
Make and receive calls directly from CRM. Calls can be recorded and saved where the telephony provider and consent allow.
Lead Assignment
Automatically assign leads to counsellors with workload management.
Detailed Follow-ups
Track calls, meetings, emails, WhatsApp and next action with reminders.
Online Application
Students can apply through your website. Select courses, hostel, transport and pay application fee online.
Course & Program Management
Manage short-term and long-term courses with multiple intakes.
Integration with Websites
Enquiry forms and online applications integrated with your institution's website.
Marketing Campaigns
Run and track SMS, Email, WhatsApp and digital campaigns.
Admission for Multiple Institutions
Ideal for education groups and admission management companies managing many institutions.
Fee Management
Collect application fee, processing fee and course fee with multiple payment options.
Integrations with External Platforms
Bring all your admission leads into CareerBook ERP™ automatically.
CollegeDekho
collegeduniya
shiksha
Justdial
Google Ads
MetaSocial Media (Facebook, Instagram, LinkedIn, etc.)
Your Website
WhatsApp
Email Campaigns
SMS Gateways
IP Call Systems
More Platforms(As per requirement)
Availability of each portal, social platform and telephony provider depends on its lead-sharing mechanism and is confirmed during implementation. Logos are shown as wordmarks pending provider approval.
Website Integration
Seamlessly integrate enquiry and application forms with your website. All leads will be automatically landed in CareerBook ERP™ CRM.
Ideal for Admission Management Companies
Manage admissions for multiple institutions, courses and intakes from a single platform. Track leads, applications, fees and enrolments across all partnered institutions.
Access all CRM features on Android and iOS. Make calls, update follow-ups, track applications and get real-time updates.
CCareerBook
My Leads
Follow Ups
Applications
Call History
Enrolments
Reports
Real-time Updates
Push Notifications
Access from Anywhere
Android & iOS Apps
Counselling That Keeps Every Lead Moving
Calls, follow-ups and next actions stay connected to each lead, so counsellors and admission heads see the full history.
IP Call Integration
Every Conversation Connected to the Lead.
With an integrated IP calling system, counsellors can place or receive calls from within the CRM and keep call records against the lead.
Date & time
Assigned counsellor
Call duration
Call outcome
Next follow-up
Call recording depends on the configured telephony provider and applicable consent, privacy and legal requirements.
Lead Assignment & Follow-ups
No Lead Left Without a Next Step.
Every lead carries an owner, a stage and a next action, so counsellors always know who to contact and when.
Lead owner
Lead source
Interested course
Institution
Priority
Current stage
Last contact
Next follow-up date
Outcome
Assignment rules can be configured by
Course
Campus
Location
Campaign
Counsellor workload
Conversion Pipeline & Admission Reports
Follow every applicant through defined stages and report on sources, counsellors, conversions and fee status.
1New Lead
2Contacted
3Interested
4Application Started
5Application Submitted
6Offer / Approval
7Enrolled
Filter the counsellor workspace by
Institution
Course
Intake
Campaign
Counsellor
Lead Source
Date
Lead source performance
Counsellor activity
Follow-up completion
Application conversion
Enrolments by course and institution
Campaign outcomes
Fee collection status
Application Fee Payment Tracking
Applicants pay the application fee online through supported gateways, and admission teams track each payment alongside the application.
Payment status
Transaction reference
Receipt
Application fees are tracked separately from institutional tuition-fee management. Gateway coverage is confirmed per institution.
Admission CRM FAQs
Common questions about lead capture, counselling, applications and payments.
Which lead sources can feed into the CRM?
Website forms, social media campaigns, email and messaging campaigns, education portals, walk-in enquiries and calls can be captured where the relevant integration is configured for your institution.
Can leads be assigned to counsellors automatically?
Leads can be assigned to counsellors and followed up through defined stages. Automatic assignment rules, for example by course, campus or workload, are configured during implementation.
Are calls recorded?
Call records can be saved against the lead with an integrated IP calling system. Recording depends on the telephony provider and on consent, privacy and legal requirements.
Can students apply and pay online through our website?
Yes. Enquiry and application forms can be offered on your website, including course selection, optional hostel or transport choices and online application-fee payment where enabled.
Does it support admission management companies?
Admission teams handling several institutions can manage leads, applications, enrolments and fee collection visibility from a central workspace, with institution-level separation of access.
Turn More Enquiries Into Enrolments.
See how CareerBook ERP™ can connect lead capture, counselling, applications, payments and enrolment in one admission workflow.