Posts tagged “Education CRM”
Guides for schools, colleges, coaching centres, academies and consultancies choosing and running an education CRM. Best education CRM by use case →
7 articles
- Guides·13 min read
How to Connect ChatGPT or Claude to Your Admissions CRM (MCP)
Connect your CRM to ChatGPT or Claude with MCP: what it is, what to check before you connect, questions worth asking, and a setup walkthrough for Xale CRM.
23 October 2026
- Guides·13 min read
WhatsApp Cloud API Setup for Education Teams: Step by Step
WhatsApp Cloud API setup for education teams, step by step from Meta's docs: verification, number, Coexistence, templates, opt-in, limits and your CRM.
16 October 2026
- Comparisons·12 min read
ERP vs CRM for Educational Institutes: Which Do You Need First?
ERP vs CRM for educational institutes: what each system does, where enquiry ends and enrolment begins, which to buy first by institute type, and the handover.
Updated 8 October 2026
- Guides·13 min read
How to Choose an EdTech CRM: 8 Demo Tests to Run
How to choose an EdTech CRM: eight demo tests to run with your own leads, what it costs, the LMS handover, a cohort example and the rules on course sales.
Updated 8 October 2026
- Guides·14 min read
What Is a Student Recruitment CRM? Funnel, Roles and Reports
What is a student recruitment CRM? The funnel by source, counsellor and branch, the roles, the reports that matter, and how consultancies and colleges differ.
Updated 19 October 2026
- Guides·13 min read
What Is an Admission CRM? A Plain-English Guide for Institutes
What is an admission CRM? The enquiry-to-enrolment funnel it runs, who uses one, how it differs from an ERP, LMS or portal, and whether you need one now.
15 September 2026
- Guides·12 min read
What a CRM Built for Admissions Does That a Sales CRM Cannot
What a CRM built for admissions does that a sales CRM cannot: the student record, the five jobs, who needs one, signs you have outgrown sheets, a checklist.
Updated 12 October 2026