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CRM for Education & Training

CRM for Education & Training Businesses

Turn course and programme enquiries into organised counsellor follow-ups, enrolment coordination, tasks and billing.

Lead ownership
Know who follows up
Customer history
Keep context together
Delivery visibility
Projects & tasks
Start free
No credit card required

Why a CRM matters

When course enquiries outgrow informal follow-up

ReltiGrow turns the customer journey into a visible team process.

Enquiries are hard to prioritise

Assign new leads and keep the next counselling action visible.

Follow-ups depend on personal notes

Centralise history so any authorised team member has context.

Admissions and billing are disconnected

Keep customer and commercial information closer to the sales process.

Your workflow

From first enquiry to ongoing customer

A simple stage model gives the team the same view of what happens next.

  1. 1

    Enquiry

    Course, batch or programme interest

  2. 2

    Counselling

    Needs, fit and next follow-up

  3. 3

    Decision

    Application or commercial stage

  4. 4

    Onboarding

    Tasks and required coordination

  5. 5

    Relationship

    Billing, support and future programmes

Not a student information system or LMS

Academic records and learning delivery stay in purpose-built systems. ReltiGrow runs enquiries, counselling, enrolment coordination and billing context.

Connected customer operations

Keep sales and customer work in the same operating view

Use ReltiGrow to manage the relationship before and after conversion, without forcing the team to reconstruct context in separate spreadsheets.

  • Cleaner enquiry ownership
  • Consistent counsellor follow-up
  • Shared customer history
  • Better visibility from enquiry to enrolment

What you can run in ReltiGrow

Core CRM capabilities for a growing team

Every plan runs on the same connected customer record. Compare plans and limits.

Leads & deals

Capture, assign and progress opportunities.

Customers

Keep account, contact and activity history organised.

Projects & tasks

Move won work into delivery with clear ownership.

Invoices

Keep billing context close to customer records.

Support

Track customer requests and service history.

Reports

Review pipeline and activity without status-sheet chasing.

Automation

Reduce repetitive reminders and supported tasks.

Integrations

Connect supported tools and optional ReltiGrow WhatsApp.

Questions

Before you choose a CRM

Can we use it for course enquiries?

Yes. ReltiGrow can organise leads, customer records, activities and sales stages for training and education businesses.

Is it a student information system or LMS?

No. ReltiGrow is a CRM and customer-operations platform; academic records and learning delivery should stay in purpose-built systems.

Can teams track invoices too?

ReltiGrow includes invoice and billing context connected to customer records.

Which plan fits our team size?

Choose by staff count first: the permanent Free plan covers 1 user, Starter up to 5 staff, Growth up to 10 and Business up to 20. Enterprise sets custom limits. Paid plans can be billed monthly or yearly.

Can we try it before paying?

Yes. Start on the permanent Free plan with one user, or open the live demo account to explore the workflow first.

See CRM for Education & Training in action

Bring your current lead-to-customer process to the demo. We will focus the walkthrough on how your team actually works.

Permanent Free plan · No credit card · 15-day money-back guarantee on first paid plan

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