Cloud-based ERP + CRM for schools & institutes

Run your school on one system.

Admissions to alumni, attendance to report cards, fee collection to payroll — CRMSaathi replaces the paper registers, the spreadsheets and the WhatsApp groups chasing pending fees.

01 — The old way vs CRMSaathi

Stop fighting your registers. Start running your school.

Admissions tracked on paper registers
Digital enquiry-to-admission CRM pipeline
Fee dues chased over phone calls
Automated reminders and online payment links
Attendance marked in notebooks
Biometric, RFID or QR attendance with instant alerts
Report cards built by hand in Excel
Auto-calculated grades and one-click report cards
Branches running on different systems
One dashboard across every branch, live
Parents left in the dark
Parent app for homework, notices and PTM booking
02 — One platform

Every part of your school, connected

Admissions & enrollment CRM
Every enquiry moves through the same funnel — capture, follow-up, admit, enroll — with automated reminders so no prospective family falls through the cracks.
EnquiryFollow-upAdmitEnroll
Attendance & leave
Biometric, RFID, QR or manual capture, with instant absence alerts to parents.
Fee management
Fee structures, invoices, online payments and automatic due reminders.
Timetable & substitution
Auto-generated timetables with one-click substitute assignment.
Exams & report cards
Grade auto-calculation, GPA and report cards ready to print or share.
Homework & LMS
Assignments, submissions and grading in one connected classroom.
Transport with live GPS
Route planning, bus tracking and parent ETA alerts.
Hostel management
Room allocation, mess planning and warden attendance.
Library management
Catalogue, issue/return tracking and fine automation.
Health & medical records
Immunization history, infirmary visits and emergency contacts.
HR & payroll
Staff attendance, leave, payroll and recruitment in one place.
Parent communication
Notices, circulars, PTM booking and two-way messaging.
Multi-branch control
One login across branches with a consolidated group dashboard.
03 — One connected workflow

From “tell me about your school” to report card day

Every student moves through the same six stages — and every stage is one connected system, not six different registers.

1
Enquiry

Capture a prospective family's enquiry from your website, walk-in or referral in seconds.

Admissions CRM
2
Follow-up & counseling

Track calls, campus visits and document checklists until the family is ready to admit.

Admissions CRM
3
Admission & enrollment

Convert the enquiry to an admission, assign class and section, and generate the student ID.

Students
4
Fee & documentation

Collect the admission fee, upload documents and issue the student's ID card.

Fees
5
Academic life

Attendance, homework, timetables and exams run from the same student record all year.

Attendance & LMS
6
Report & retain

Report cards go home automatically, and renewal reminders go out before the next session.

Exams & CRM
04 — Real, ready-to-print paperwork

The exact documents parents take home

Not a placeholder — this is the actual fee receipt and report card layout generated by CRMSaathi, grades and all.

FEE RECEIPT
GH
Greenwood High School
44 Lake Road, Pune, MH 411001
+91 98765 43210
Affil. No: 1130456 · UDISE: 27230412301
Receipt No.
FR-4821
Date
12 Aug 2026
Session
2026-27
Student
Aarav Mehta
Adm. No. STU0412 · Grade 6 - B
Parent / Guardian
Rohit Mehta
+91 90000 11122
#
Fee Head
Term
Amount
1
Tuition Fee
Q2 2026-27
18,000
2
Transport Fee
Q2 2026-27
4,500
3
Library Fee
Annual
1,200
Amount in Words
Twenty Three Thousand Seven Hundred Rupees Only
Grand Total₹23,700
Paid₹23,700
Payment Mode
UPI · Ref# 228841902231
Paid via parent app
SCAN · UPI
Authorized Signatory
This is a computer-generated receipt and does not require a physical signature.
05 — See it before you buy it

One dashboard, every part of the school

Switch tabs below to preview exactly what your admin office sees — real layouts, real workflows, no guesswork.

app.crmsaathi.com
Dashboard overview
This Month
up
2,480
Total Students
across 6 branches
up
96.4%
Attendance Today
2,391 of 2,480 present
up
34
New Enquiries
this month
up
₹6.4L
Fees Collected
this month
dn
₹1.8L
Fees Pending
outstanding dues
up
99.1%
Pass Rate
last exam cycle
Fee collection this period
▲ 14% MoM
Admissions funnel
Enquiry34
Follow-up21
Admitted16
Fee Overview
CASH
₹0.9L
ONLINE
₹5.5L
PENDING
₹1.8L
SCHOLARSHIP
₹0.4L
REFUNDS
₹0.1L
NET COLLECTED
₹6.4L
Total collected this period
₹6.4L
Collection rate
78%
06 — Up and running in a day

From sign-up to your first report card in four steps

01
Sign up
Create your school profile in minutes — no card needed.
02
Set up
Add branches, classes, sections, staff and import your student list.
03
Run
Start marking attendance, collecting fees and running exams.
04
Grow
Add branches, connect the parent app, and scale across campuses.

Ready to stop chasing fee dues and paper registers?

Run your school smarter with CRMSaathi.

No credit card required · 7-day free trial