By business type
CRM for Education and Coaching Institutes
BizzSetu keeps every admission enquiry with its counsellor, call history, WhatsApp chat and next follow-up, and can raise GST invoices and record part payments for fees.
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The problem
Admissions teams juggle counselling calls, WhatsApp follow-ups and fee collection in the same short season.
How BizzSetu handles it
Every enquiry, whether new, overdue or unassigned, is visible in one list, so a counsellor follows up before the student picks another institute.
Admission seasons are short. An enquiry left untouched for two days in peak season is usually a lost seat.

A typical day
| When | What happens in BizzSetu |
|---|---|
| Morning | Counsellors open their follow-up list for the day. |
| Through the day | Calls and WhatsApp replies are logged against the student's enquiry. |
| Evening | The head of admissions reviews enquiries by source and counsellor. |
Features this uses
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Track Client Follow-up TimingsEvery client interaction opens with useful context: lead owner, latest activity, result and next follow-up timing.
- WhatsApp CRMPer-employee WhatsApp with a live inbox, contact sync and every conversation on the lead's timeline.
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
- Workflow AutomationAutomate reminders, assignments, alerts and manager notifications across CRM modules.
- Reports & AnalyticsDashboards for sales, customers, products, HR, support and money, built from the work your team already logs.
Other business types
- CRM for Call Centers in IndiaHigh call volume, missed follow-ups and no clear view of who called whom.
- CRM for Real Estate in IndiaProperty enquiries need fast callbacks, site visit follow-ups and a clear owner for every buyer.
- CRM for BPO Teams in IndiaBPO teams need call activity, attendance, payroll and supervisor dashboards that agree with each other.
- CRM for Field Service and Installation TeamsEngineers are on the road, tools go missing, and nobody is sure which unit is still under warranty.
- CRM for Traders, Dealers and DistributorsStock is in one sheet, purchase orders in another, and the GST invoice is typed a third time.
- CRM for Agencies and Service BusinessesProposals, retainers and payment follow-ups are spread across email, WhatsApp and a spreadsheet.
See BizzSetu for education
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Keep exploring
- Lead Pipeline
- Track Client Follow-up Timings
- GST Invoicing & Receivables
- Accounting & GST
- Inventory Management
- Purchase Orders
- HRMS Software
- Attendance Management
- Support Ticketing
- Knowledge Base
- Workflow Automation
- AI Lead Insights
- All features
- Pricing
- Solutions
- Help Center
- Glossary
- Compare
- About BizzSetu: key facts
- Changelog
