ProductLiveWeb-based CRM

CRM Software for Lead Capture & Follow-up

A web-based CRM for education and admissions teams to capture leads, assign work across departments, and review lead activity with operational reports — deployed per organization.

CRM

Overview

CRM is a web-based customer relationship system for organizations that run lead-driven admissions or enquiry workflows. Teams use it to capture leads, organize departments, assign follow-up work, and review activity through lead and summary reports.

It is relationship and lead-management software for institutions and organizations that need a structured enquiry pipeline. It is web-based. Deployments are per organization on that organization's hosting or server space — not a single shared multi-tenant marketplace.

Screenshots on this page are from a sample demo environment edited for marketing (organization shown as Demo Academy / Spiritech Demo CRM; sample rows anonymized). They illustrate the product's module layout, not a specific client's live data.

Who it is for

Education and admissions teams, counselling desks, and organizations that manage enquiry or lead pipelines. Typical users include lead administrators, callers, department owners, and managers who review reports.

Problem it solves

Enquiry and admission work is often split across spreadsheets, shared inboxes, and informal call lists. Leads, ownership, department handoffs, and follow-up outcomes can each live in a different place, so staff spend time reconciling lists instead of working from one pipeline.

CRM brings those areas into one web-based system so each organization works from a connected lead record rather than disconnected files.

Modules

Dashboard

Overview of lead volume, allotment, sources, follow-ups due, weekly lead activity, and recent sample actions.

CRM – Dashboard screen

All leads

Search and filter the lead register by state, city, source, stage, type, degree, and status — with sample rows for marketing.

CRM – All leads screen

Departments

Maintain departments used for organizing lead work — for example admission, engineering, pharmacy, marketing, and callers.

CRM – Departments screen

Lead report

Review calls and lead outcomes by department and caller for a selected date range.

CRM – Lead report screen

Summary report

Summarize hot, warm, cold, closed, admission, callback, and related lead outcomes across the team.

CRM – Summary report screen

Benefits

  • Leads kept in one structured pipeline
  • Departments and teams organized for assignment
  • Lead activity visible for follow-up
  • Lead and summary reports for operational review
  • Filters and search for day-to-day lead work
  • Per-organization deployment on that organization's hosting

Use cases

  • Admissions and enquiry lead capture
  • Department-based lead assignment
  • Caller and counsellor follow-up tracking
  • Lead stage and source review
  • Lead report by team member
  • Summary report across lead outcomes

Questions

CRM is a web-based system for capturing leads, organizing departments, assigning follow-up work, and reviewing lead activity through reports. It is deployed per organization.

See CRM in action

Request a walkthrough tailored to your workflows and questions.

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