Industries · Education & Schools

An AI sales manager for your school or college.

Long admissions cycles. Many decision-makers (parent, student, counsellor). Board approval. Fee collection layered on. Most CRMs ignore the cohort lens entirely.

How it fits Book a walkthrough

BoldReach for your industry · 30 seconds

Where a passive CRM stops

Education & Schools sales is different.
A CRM that just stores can't keep up.

01 · Education & Schools

Admissions enquiries arrive by phone, web form and walk-in. Disorganised.

02 · Education & Schools

Cohort start dates spread across multiple intakes per year.

03 · Education & Schools

Counsellor calls live in Google Sheets. No accountability.

04 · Education & Schools

Fee collection and reminders live in a separate accounting tool.

How BoldReach fits

Pipeline, fields, modules:
set up the way you sell.

№ 01

Lead, enquiry, counsellor visit, application, admission: stages you configure.

№ 02

A cohort or intake custom field, so reports group by batch.

№ 03

Parent, student and decision-maker as contacts on one account.

№ 04

Web enquiry forms that route to a counsellor on submit.

№ 05

Fee payments by cash, bank transfer, cheque, card or UPI, with the Billing module.

№ 06

The app in English or Hindi, and voice notes in the counsellor's own language.

Adjacent industries

Or pick something close.

Common questions

Education & Schools teams usually ask.

Is BoldReach a CRM for schools and admissions?

Configure the pipeline as lead, enquiry, counsellor visit, application, admission, with parent, student and decision-maker as contacts on one account.

Enquiries come by phone, web form and walk-in. Does it cope?

Web forms publish inline, as a popup or as a hosted link, and route to a counsellor on submit. Phone and walk-in enquiries are added by hand and go through the same duplicate checks.

How do counsellors get measured?

Rep performance and win rate by rep cover each counsellor, and the custom report builder can group by your cohort field.

Does it handle fees?

With the Billing module, record fee payments by cash, bank transfer, cheque, card or UPI, and send five escalating reminder stages in your own wording. Voice notes are transcribed in the language spoken, detected automatically.

Your setup

Set it up for Education & Schools.

Guided onboarding walks you through company, details, product and AI context, then inviting the team.

Start your 14-day trial Book a demo