Academy template
Academy CRM for enquiries, programmes and enrolments.
Pick Academy at signup and your workspace starts with a three-stage pipeline (Inquiry, Qualify, Enrollment), counsellor and telecaller roles, and a Programs catalogue for your programmes and their variants. Add a deal stage to track each enrolment, with its fees, as its own deal.
Updated September 2026 · By the Xale team
What the academy template includes
stages in the ready pipeline: Inquiry, Qualify and Enrollment
catalogue levels: programmes and their variants
lead sources at signup, including walk-in and referral
Go deeper
The academy pipeline
The three stages a new Academy workspace starts with. The template seeds no deal stage: an admin adds one (plus any stages for demos or fees) to track each enrolment as its own deal.
Inquiry
A New Inquiry status with sub-statuses for website, WhatsApp, social media, landing page, referral and incoming-call enquiries, then contacting attempts, not reachable, interested, or not interested with a reason.
Qualify
Documents pending, a follow-up status for pending decisions and parent discussions, then qualified or not qualified with the reason.
Enrollment
Enrolled (roll number, batch assigned, LMS access given), deferred to the next batch, or dropped.
Built for academy teams
What the product does today, described plainly.
Programmes and variants
Keep your programmes and their variants (levels, formats, timings) in the Programs catalogue. Once you add a deal stage, each enrolment deal can be linked to the variant it is for.
Fees and instalments on each enrolment
Enrolment deals get a Payments tab: record payments, set up EMI instalment plans with reminders to the deal owner, and send Razorpay payment links that record the payment when paid. Add a deal stage first; the template doesn't seed one.
Follow-ups nobody forgets
One follow-up per role per lead, split into Overdue, Today and Later, with due reminders on the web, mobile push and the in-app inbox.
Automations for enquiry handling
Assign by round-robin or least load, send a WhatsApp template through Wati, Gallabox or UrbanChat, and set follow-ups, without code.
Integrations that matter for academy
- Meta Lead Ads
- WhatsApp Cloud API
- Wati
- Gallabox
- UrbanChat
- Gmail
- Razorpay
- Website forms
Academy · Anonymised setups
Case studies
How academy teams run on this template: the pipeline, who sees what, how calls and WhatsApp reach the lead, and which reports they check. No client names, no results claims.
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