Purpose-built to make your sales and marketing teams more productive.
EdTech CRM for tech-first, fast-growing learning businesses
Relieve your sales and marketing teams from the daunting task of molding the student enrollment journey to conform to traditional B2B sales procedures, such as contact mapping, quota definitions, or deal management.
Meritto’s EdTech CRM brings everything you need to the table, from consolidating leads to automating key tasks, accelerating sales processes, enabling fee payments, and assessing campaign performance – all on a single, purpose-built, and integrated platform.
Move fast with your sales processes
Elevate sales efficiency, identify course sales opportunities, and convert more learners
- Sales Execution & Automation
- Sales Tracking & Performance
- Sales Process Designer
- Sales Reporting
- Field Force Automation
Get the word out with your marketing
Attract right learners, hyper-personalize engagements based on insights, and optimize enrollment marketing spends
- Lead Capture & Centralization
- Marketing Automation
- Workflow Automation
- Advanced Campaign Management
- Raw Data Management
Make fee payments faster and easier
Run discount and scholarship campaigns, generate payment links, and track sales campaign effectiveness
- Extensive Fee Workflows
- Payment Link Generation
- Payment Settlement in Multiple Accounts
- Reconciliation & Settlement Reports
We empower you to take control and do what matters the most
Here’s a sneak peek of how Meritto extensive capabilities can super-charge your teams to run high-velocity enrollments.
No wonder leading EdTech Companies trust us with their enrollments
Lead Centralization & Management
App installs, API or an online inquiry, capture them all
Centralize learner inquiries from various channels all while ensuring zero lead leakage and eliminating duplicate leads. Monitor the lead source performances and get actionable insights into the leads in the pipeline.
Sales Management & Process Designer
Ensure high sales efficiency
Distribute leads among the right sales reps based on course, location, availability, language, or performance record. Prioritize sales efforts whenever a learner shows high intent, and nurture them down the enrollment funnel.
Take complete control with advanced user management
Define teams and hierarchy to group sales teams based on different geographies, courses, verticals, and other custom logics to enable data sharing based on permission. Mask your potential learner’s data to securely manage it.
Equip your sales teams to focus on selling
Automate mundane repetitive tasks your sales reps get caught in most of the times and allow them to do what matters the most: engaging leads to enrollment. Whether it’s adding notes, marking follow-ups, or triggering sales communication based on learner activity, we have it all covered.
Empower your sales reps on-ground
Equip your sales reps to track, plan, and contextually engage learners while on the move. From accessing leads, making calls, and adding voice notes to tracking visits and communications– it’s everything you could ask for.
Marketing Communication & Automation
Get the word out about your programs and courses
Automate your entire Marketing Communication efforts across channels like Email, SMS, or WhatsApp based on your potential learner’s activity. Strategize the perfect outreach with advanced communication workflows that delivers a hyper-personalized experience.
Sales Reporting & Performance Management
Measure, benchmark, & enhance your sales team’s efforts
Get 360° visibility into your sales team’s performance. Know your best-performing sales agents, the bottlenecks that hold others back from converting more learners, and optimize your sales campaigns in real-time.
Equip your sales teams to cross and up-sell courses
Intuitive AI features built into Meritto EdTech CRM notify sales reps of cross-selling opportunities whenever there is one. Go further as you identify and enroll alumni who benefitted from a course previously to a newer course relevant to their career.
Enroll faster with an in-built payment platform
Equip your teams to run time-bound discount and scholarship campaigns, generate payment links and track sales campaign effectiveness. Automate fee reminders, configure payment splits, and late fees with powerful finance dashboards!
Maximize your Marketing Campaign’s ROI
Track, measure, and optimize the efficiency of all your enrollment marketing campaigns in real time and maximize the ROI from your marketing spends. Stay on top of your conversion tracking from inquiries and applications.
Everything you need to know about an EdTech CRM
Still wondering how our all-in-one platform for student acquisition, retention, and upselling can supercharge your enrollment process? Don’t sweat it! We’ve put together an informative video starring one of our enrollment experts!