Turn enquiries into admissions
Every enquiry with a counsellor against it, every callback with a date, and the fees on a schedule that raises its own instalments. The admissions pack renames the most of the four: your navigation reads Enquiries, Students and Fee receipts.
No per-counsellor fee, unlimited users, self-hosted. The pack applies from Settings in a click.
From first enquiry to first instalment.
One record the whole way. The person who walked in is the student on the admission and the family on the fee receipt, rather than three rows in three registers.
Enquiry
A walk-in, a phone call, a referral, a campaign or the form on your own website lands as an enquiry with its source recorded against it, and the list filters by that source.
Counsellor
Assign it to a counsellor, who sees the enquiries assigned to them or that they created rather than the whole institute. The rule is enforced in the API.
Follow-up
Book the callback as a task with an owner and a due date, in a list, on a board or on a calendar. You go to it: nothing chases you.
Counselling
Record what was discussed on the enquiry, capture the course of interest, the intake and the parent, and move its status along.
Admission
Convert the enquiry and it creates the institute record, the student as a contact and the admission itself in one action, with the enquiry marked converted.
Fees
Raise the fee receipt, record part payments as they come in, and put the balance on a monthly or quarterly schedule that raises the next instalment overnight.
Configured for an admissions desk, in one click.
The admissions pack is a file in the repository, so this list is exactly what you get. Every item is an ordinary record you can rename, reprice or delete afterwards.
Five fields on every enquiry
The two parent fields are text on the enquiry rather than a second person record, which is worth knowing before you plan around it.
Four tags to sort an enquiry by
Enough to tell a walk-in from a referral and a scholarship case from a returning family, without inventing a taxonomy in week one.
Eight courses, priced
Test prep, bootcamps, professional papers, a language batch and the registration fee, each with a code and a price.
Optionally the pack also seeds sample enquiries, students and fee receipts so you can see the shape of it. Every seeded row is tagged, so you can delete the lot in one action when you are done.
Twelve things that work today.
Each one is checked against the source rather than written from a feature list.
Enquiries, Students and Fee receipts
This pack renames the most of the four, and your navigation reads your words rather than a vendor's.
Five fields a counsellor actually asks about
Course of interest, intake, parent or guardian, parent phone and previous qualification, on every enquiry.
The source on every enquiry
Walk-in, referral, campaign or existing family, recorded against the enquiry and filterable on the list.
A counsellor sees their own queue
Not the whole institute. A counsellor works the enquiries assigned to them or that they created.
Callbacks with an owner and a date
A follow-up is a task on the enquiry, in a list sorted by what is owed, on a board, or on a calendar.
Courses priced once, reused every time
Each course defined with a code and a fee, then dropped onto a quotation or a receipt rather than retyped.
A fee structure the parent opens
An itemised quotation on a private tokenised link, accepted with no signup.
Part payments, and a balance that follows
Record money against the same receipt as often as it arrives. Overdue is marked by a nightly check.
Instalments that raise themselves
A monthly or quarterly schedule with an end date, generating the next instalment on a nightly job.
Marksheets and ID proofs on the record
Files attach to the enquiry from the web app and the phone, rather than sitting in an inbox.
Student and parent questions as tickets
A first-response target and a resolution target on each one, counted against your working week.
No per-counsellor licence
There is no seat cap and no per-user fee, so the peak costs you nothing extra.
Eight things an institute will ask for and not find.
This is an admissions CRM, not a school management system. If what you need is the classroom rather than the enquiry, that line is where it stops, and knowing it now beats finding out in the middle of a season.
A counselling stage board
Neither the web app nor the phone has a screen that draws them, so an enquiry carries a status rather than sitting in a column you drag.
A parent as their own record
The parent is two text fields on the enquiry, a name and a phone number. Not a person record of their own, not linked to the student.
Batches, timetables and seat allocation
Nothing models a batch, a schedule or how many seats are left in one. You track the enquiry and the admission, not the timetable.
Attendance
No per-session attendance against a batch, and no register. Once a student is admitted, what happens in the classroom is outside what this holds.
Counsellor performance reporting
No conversion rate per counsellor and no enquiry-to-admission time. Deals carry stage aging; enquiries carry none of it.
Reminders that chase the follow-up
Nothing emails or notifies anyone when it falls due, and nothing repeats a follow-up on a schedule. You go to the list.
WhatsApp capture
No messaging integration pulls enquiries in. A web form you build in Settings and embed on your site does bring them in, but a message thread is not a channel this reads.
Bulk import of your enquiry spreadsheet
The importer is written and tested on the backend. Last season's list comes in through the API, not through a file upload in the interface.
The ones directors ask
Check any of it
The enquiry model, the visibility rules and the admissions pack are all in the open repository.
What does it cost per counsellor?+
Nothing. The core CRM is open source with no per-user fee and no seat cap.
Can we keep student data on our own server?+
Yes. It is a Django and PostgreSQL application you deploy yourself, so student and parent details stay on infrastructure you control.
Can we collect fees in instalments?+
Yes. A fee balance goes on a recurring schedule that raises the next instalment on a monthly or quarterly cycle.
Will a counsellor see every enquiry in the institute?+
No. A counsellor sees the enquiries assigned to them or that they created, and administrators see everything.
Can we import our existing enquiry spreadsheet?+
Not through the interface yet. The importer exists on the backend, with per-row validation and error reporting.
Do the admissions stages in the pack actually do anything?+
They exist as configuration and the API serves them, and no screen draws them yet. What works today is the enquiry status.
Run the season on one list.
Apply the admissions pack, put every counsellor on it, and pay nothing per head. Self-host it and student records never leave your server.
No credit card · No per-counsellor fee · MIT licensed