Education

WhatsApp CRM for coaching institutes, schools and colleges.

Students and parents ask about courses, batches, fees and timings on WhatsApp and Instagram. Clio gives your admissions and front-office teams one shared inbox, follows up every enquiry automatically, and keeps each student’s details in one CRM.

The challenge

Admission season brings hundreds of near-identical questions, counsellors lose track of who they promised to call back, and fee reminders go out from personal phones.

Enquiries that never go unanswered

A workflow replies instantly with course details, collects the student’s class and interest with tappable options, and labels the enquiry by course and batch.

Counsellors where they’re needed

Routine questions are answered automatically; when a parent needs a person, the conversation is handed over with the full history attached.

Example workflows

What education teams automate in Clio

  1. 1

    Admission enquiry

    WhatsApp or Instagram message received → ask with options (course, class) → AI assistant answers from your prospectus in the knowledge base → label by course → hand over to a counsellor.

  2. 2

    Counselling session

    Parent picks “Talk to a counsellor” → send a Calendly booking link, or create a Google Meet link for an instant online session.

  3. 3

    Open-day and event leads

    A QR code at the event opens a lead-capture form; the new contact gets a welcome template and joins the follow-up workflow.

  4. 4

    Fees and announcements

    Send a WhatsApp campaign to a batch label for fee reminders or timetable changes, and raise GST invoices for fees from Clio.

Education questions

Questions from education teams

How can an institute automate admission follow-ups on WhatsApp?

Build a workflow that starts on each enquiry, asks for course and class, waits for the reply, and sends an approved template reminder if the parent goes quiet — then hands the conversation to a counsellor when they’re ready to talk.

Can we send fee reminders to one batch only?

Yes. Label contacts by batch, then choose that label as the audience of a WhatsApp campaign. Opted-out contacts are skipped automatically.

Your WhatsApp operation shouldn’t
depend on one person’s phone.

Give your team one place for conversations, customer data, automation, and follow-ups.

Start with Clio Book a demo

Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately

Prefer to talk first? support@clio.co.in