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Selfeey for coaching institute

Coaching institute CRM that follows every enquiry from demo to enrolled

Sessions today, fees due, yesterday's absentees and demos in play on one dashboard that says Students.

  • 15-day free trial
  • Students, not customers
  • Human support on every plan
The problem

Three things you already know.

The problem, in your words

Enquiries arrive from walk-ins, calls and ads and go into a register. The demo is attended, and then the follow-up is forgotten.

A one-year batch fee paid in instalments lives in a spreadsheet, and the overdue list is rebuilt by hand every month.

Attendance is taken in class and never reaches the parent until the marks drop.

The solution

Students, not customers.

The solution, in a coaching institute's own terms

Selfeey calls them Students. The institute's Business Dashboard opens on Sessions today, Fees due, Absent yesterday and Demos in play; Courses & Batches, an enquiry stage board, the fee plan as dues and session attendance sit in one workspace.

Business Dashboard of the Demo Coaching Institute workspace
Business Dashboard · Demo Coaching Institute
Students list of the Demo Coaching Institute workspace, on a phone
Students · Demo Coaching Institute
Six things it does

Each one is on in the demo workspace today.

Six things it does for a coaching institute

  • Business Dashboard

    Sessions, fees, absentees and demos on one screen before the first batch starts. Each tile opens the list behind it.

    • Sessions today
    • Fees due
    • Absent yesterday
    • Demos in play
    Module: Business Dashboard
  • Stage boards: enquiry to enrolled

    Every enquiry moves across the board, and Demos in play is the count mid-board. The counsellor sees who to call next.

    • Enquiry
    • Demo attended
    • Counselling
    • Fee paid
    • Enrolled
    Module: Operations
  • Leads with score and source

    Every enquiry is a lead with where it came from, a walk-in, a call or an ad, and a score. Counsellors call the warm ones first.

    Module: Customers
  • Dues and instalments: the batch fee

    A one-year batch fee in instalments is one schedule per student. Fees due on the dashboard is the sum of what is now due.

    Module: Operations
  • Visit and class attendance

    Mark each session's attendance in the workspace. Absent yesterday is on the dashboard the next morning.

    Module: Operations
  • WhatsApp messages and approved templates

    Batch timings, fee reminders and test schedules go to students and parents as WhatsApp messages from approved templates. Replies land on the student's record.

    Module: Marketing
The plan

15 days free, then 20% off when billed yearly.

The plan we recommend: Business Suite

Business Suite

Every module for your industry, with a data chatbot and without AI automation.

₹1,180per user / month, before tax

₹944 a month when billed yearly · save 20%

Standard, for the basics

Sales, customers, billing and reports for a small team.

₹950per user / month, before tax

The Business Dashboard, packages, dues, stage boards and attendance are on Business Suite.

Questions

Plain answers, nothing in small print.

Questions a coaching institute owner asks

How does an enquiry become an enrolment?

Each enquiry is a lead with its source and score, and an entry on the stage board: Enquiry, Demo attended, Counselling, Fee paid, Enrolled. Demos in play on the dashboard counts the enquiries between the first stage and the last.

Does Selfeey call them Students, not customers?

Yes. For a coaching institute, the Customers module is called Students in the sidebar, in every page title and on the add button. Leads stay Leads.

Can I message students on WhatsApp from Selfeey?

Yes. Connect your WhatsApp Business number, get your templates approved, and send and reply from the workspace. Every message sits on the student's own record.

Which plan does a coaching institute need?

Business Suite, at ₹1,180 per user per month before tax, or ₹944 a month when billed yearly (20% off). Standard, at ₹950 per user per month, covers the basics: sales, customers, billing and reports for a small team.

Is there a free trial?

Yes. Every plan starts with a 15-day free trial, and you pay only when you decide to stay.

Start with your coaching institute today

15 days free on every plan, then Business Suite at ₹1,180 per user per month before tax.

Human support on every plan, including the trial.

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