Xale

Education template

Education CRM for admissions, from enquiry to enrolment.

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.

Updated September 2026 · By the Xale team

What the education template includes

6

stages in the ready admissions pipeline, from Inquiry to Enrollment

1

deal per course choice, each with its own status and owner

3

starter emails: outreach, follow-up and meeting confirmation

Go deeper

The education pipeline

The pipeline a new Education workspace starts with. Every stage, status and sub-status can be renamed, reordered or extended.

  1. Inquiry

    A New Inquiry status with sub-statuses for website, walk-in, WhatsApp, phone call, referral and campaign enquiries, then contacting attempts, interested, or not interested with a reason such as course, fees, timing or location.

  2. Counseling

    Counselling scheduled, rescheduled or done (career guidance, course explained, fees and batches explained), with a follow-up status for decisions and parent approvals still pending.

  3. Eligibility & Assessment

    Documents pending (marksheets, ID proof, entrance score), aptitude tests and interviews scheduled, then eligible or not eligible with the reason.

  4. Course Selection

    Each course choice is its own deal: options shared (syllabus, batch timings, online or offline), seat reserved or waitlisted, seat cancelled, or course finalised.

  5. Fee & Payment

    Statuses per deal for payment pending (instalment request, scholarship discussion, date given), partly paid, completed or cancelled.

  6. Enrollment

    Enrolled, with sub-statuses for roll number and batch assigned; deferred to the next batch; or dropped.

Built for education teams

What the product does today, described plainly.

An admissions pipeline on day one

Six stages, 24 statuses and 56 sub-statuses written for admissions, including reasons such as fees concern, timing issue or low marks. Rename, reorder or extend any of it.

One deal per course choice

A student weighing more than one course gets a deal for each in Course Selection and Fee & Payment, with its own status and owner. Course Selection also gets its own sidebar page.

Your course catalogue

A Universities & Courses section in the sidebar holds your course list, and you can import it in bulk from Excel instead of typing it in.

Documents before a stage moves

Stage requirements can ask for marksheets, ID proof or an entrance score before a student moves on, or list documents as an info-only checklist.

Roles and sources ready at signup

Super Admin, Admin, Manager, Counsellor and Telecaller roles, plus Manual, Incoming, Website, Walk-in and Referral sources. Set permissions per stage, source and module.

Starter emails for enquiries

Cold outreach, follow-up and meeting confirmation templates with merge fields for the student, your institute and the counsellor, sent from your own Gmail.

Integrations that matter for education

  • Meta Lead Ads
  • WhatsApp Cloud API
  • Wati
  • Gallabox
  • UrbanChat
  • Gmail
  • TeleCMI
  • Website forms
  • Android call recording

Education · Anonymised setups

Case studies

How education 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.

All CRM case studies

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