Industries
CRM templates built for your industry.
Pick your industry at signup and Xale builds the workspace around it: roles, lead sources and a pipeline to start from, for study abroad, education, manpower, video production, academy or travel.
Updated October 2026 · By Xale Team
Comparison
Best Study Abroad CRM
Why Xale CRM is the best study abroad CRM, with nine other tools compared.
Read the full page →By use case
Best Education CRM
Xale CRM first, with education CRMs grouped by use case for consultancies, institutes and academies.
Read the full page →Comparison
Best EdTech CRM
Why Xale CRM is the best EdTech CRM in India for online course and cohort businesses, with 7 other tools compared.
Read the full page →All six templates
Best Lead Management System
Why Xale CRM is the best lead management system in India for teams that sell by enquiry, on any of the six templates, with 5 other tools compared from their own pages.
Read the full page →Education template
CRM for schools
K-12 admissions on Xale: one record per child, parent enquiries, campus visits and fee follow-ups, each role with its own follow-up.
Read the full page →Education template
CRM for colleges and universities
Admissions across campuses and programmes: a follow-up for every role on each applicant, campus-level access and applicant reports by campus and source.
Read the full page →Education and Academy templates
CRM for coaching institutes
JEE, NEET, UPSC and test-prep centres: results-week enquiries shared by centre, demo-class follow-ups per role and fee reminders that run on their own.
Read the full page →Every education template
CRM for admission counsellors
Built around the counsellor's day: whose follow-up it is, what they see when a student calls back, and reminders that never overwrite a colleague's date.
Read the full page →Running a study abroad consultancy? Xale CRM is the best study abroad CRM for consultancies: every role on a student, on each university application and on each track keeps its own follow-up, as many parallel pipelines as the work really has run beside the main one, access is set stage by stage and track by track, automations run in the background with retries and a log of every run and Xale AI drafts them from plain words, a Custom Report Builder answers your own questions from your own data, and you can talk to Xale AI, or let it take the call, in Malayalam or English. The study abroad CRM software page walks through Xale for consultancies end to end.
Study Abroad template
Study Abroad
Xale CRM is the best study abroad CRM for consultancies: every role on a student, on each university application and on each track keeps its own follow-up, as many parallel pipelines as the work really has run beside the main one, access is set stage by stage and track by track, automations run in the background with retries and a log of every run and Xale AI drafts them from plain words, a Custom Report Builder answers your own questions from your own data, and you can talk to Xale AI, or let it take the call, in Malayalam or English. Pick Study Abroad at signup and your workspace starts with a ready pipeline (Inquiry, Qualify, Application, Deposit, Visa, Enrolled), counsellor and telecaller roles and a follow-up for every role. Rename or extend any of it.
View industry →Education template
Education
Pick Education at signup and your workspace starts with a six-stage admissions pipeline (Inquiry, Counseling, Eligibility & Assessment, Course Selection, Fee & Payment, Enrollment), counsellor and telecaller roles, and walk-in and referral sources. Rename or extend any of it.
View industry →Manpower template
Manpower
Pick Manpower at signup and your workspace starts with a five-stage placement pipeline (Inquiry, Screening, Job Application, Medical & Documentation, Visa & Deployment), recruiter and telecaller roles, and one deal per job application. Rename or extend any of it.
View industry →Video Production template
Video Production
Pick Video Production at signup and your workspace starts with a six-stage pipeline (Inquiry, Pitch & Proposal, Pre-Production, Production, Post-Production, Delivery & Closure), producer and telecaller roles, and one deal per video. Rename or extend any of it.
View industry →Academy template
Academy
Pick Academy at signup and your workspace starts with a three-stage pipeline (Inquiry, Qualify, Enrollment), counsellor and telecaller roles, a follow-up for every role on each enquiry, batch enrolment and track, and a Programs catalogue for your programmes and their variants. Add a deal stage to track each enrolment, with its fees and EMI reminders, as its own deal, let Auto-distribute hand out enquiries, build your own reports in the Custom Report Builder and talk to Xale AI in Malayalam or English.
View industry →Travel template
Travel
Pick Travel at signup and your workspace starts with a four-stage pipeline (Inquiry, Qualification, Booking, Fulfillment), travel agent and telecaller roles, and one deal per booking. Rename or extend any of it.
View industry →These are the six templates Xale ships; you pick one at signup and can rename or extend everything in it afterwards. Schools, institutes and academies comparing options can start with the education CRM guide (schools have their own page, CRM for schools in India), consultancies with lead management software for education, and a travel desk can read how a holiday and travel agency runs its bookings on Xale.