EdTech CRM

One unified platform for learner acquisition, retention, and upsell.
Purpose-built to make your sales and marketing teams more productive.

Sales Execution & Automation

Sales Tracking & Performance

Sales Reporting

Field Force Automation

Lead Capture & Centralization

Marketing Automation

Raw Data Management

Extensive Fee Workflows

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

Key features

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

Key features

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

Key features

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.

Real-Time Source Tracking

Dynamic Distribution

Lead Verification

Lead Ad & Remarketing Connectors

Custom Fields & Tags

Sales Signals (Lead Score and Strength)

Learn more about Lead Management

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.

Smart Views

Advanced Lead Distribution

Opportunity Management

User Management

Sales Tracking

360° Communication Suite

User Management

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.

Role Based Access

Teams & Hierarchy Management

User Session and Audit Log

Data Masking

Restricted IP Access

Permission Template

Learn more about User Management

Sales Automation

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.

Field Force Automation

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.

Mobile Admin Dashboard

In-App Calling

Geo Tracking and Route Planning

Automate Check-in & Check-outs

Mobile App – Field Force Tracking

Learner Caller ID

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.

360° Communication Suite

WhatsApp Business API

Remarketing Connectors

Purpose-built Education Chatbot

Drip Marketing Automation and Workflow Builder

Communication Performance Reports & Tracking

Learn more about Marketing Automation

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.

Real-Time Performance Tracking

Missed Opportunity Analysis

Sales Rep-wise Performance

Team-wise Reports

Calling Reports

Lead Engagement Reports

Learn more about Reports & Analytics

Sales Notifications

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.

Smart Nudges

Real-Time Allocation

Cross-sell/Upsell Signals

Increased CLTV

ICP Identification

Payment Management

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!

Extensive Payment Workflows

Generate Payment links

Automate Payment reminders

Payment Settlement in Multiple Accounts

Reconciliation & Settlement
Reports

Automated GST & Surcharge Handling

Learn more about Payment Management

Campaign Management

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.

Campaign Dashboard

Comparative Benchmarking

Lead Verification Index

Channel & Inventory Classification

Mutually Exclusive Impact (MEI)

Source Performance Report

Learn more about Campaign Management

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!

Our customers market our product the best

After all, their reviews are from their first-hand experience

Frequently Asked Questions

Get answers to frequently asked questions about Meritto EdTech CRM

✅What is NoPaperForms?

NoPaperForms is India’s largest Vertical SaaS + Embedded Payments platform, empowering educational organizations to drive revenue growth and improve operational efficiency in the Student Acquisition layer.

Founded in 2017 and funded by Infoedge, NoPaperForms aims to build a unified, vertically-focused technology platform covering the entire spectrum of running an educational organization—from Student Acquisition and Student Lifecycle to Student Success and Outcomes.

Today, NoPaperForms offers two flagship products: Meritto, the Operating System for Student Recruitment and Enrollment, and Collexo, a full-stack payment solution that brings predictability and scalability to fee management for educational institutions.

As the category creator and market leader in the Vertical SaaS (education) space, NoPaperForms has revolutionized Student Acquisition and Recruitment through its Enrollment Technology. Currently, the company supports more than 1,200 customers across India, the UAE, and Southeast Asia. With its headquarters in Gurgaon and 10 regional offices, NoPaperForms operates with a team of 450 professionals.

✅What is Meritto?

Meritto, is a flagship product of NoPaperForms, empowering over 1,200 educational organizations across the globe to grow their enrollments. Our comprehensive suite of purpose-built tools—Enrollment Cloud, Education CRM, Application Platform, Education Payment Cloud, and Modern Engagement Suite—functions like a well-oiled Operating System for Student Recruitment and Enrollment, seamlessly addressing every aspect of the enrollment process.

Our globally compliant enrollment technology is renowned for its scalability, security, and seamless integration, equipping educational organizations of all verticals and sizes—from EdTech Companies, Coaching Centers and Training Institutes, Study Abroad Consultancies, K12 schools, and Play & Preschools to Higher Education Institutions.

✅What is Collexo?

Collexo, a fully integrated suite of financial and payment products, is a flagship product of NoPaperForms, purpose-built to bring predictability, transparency, and scalability to fee management for educational institutions of all sizes.

With its intuitive interface and robust technology, Collexo empowers educational organizations across the globe to manage payments effortlessly, reduce administrative overheads, and ensure compliance. It integrates all aspects of digital fee management—from application to enrollment and beyond—into one powerful platform.

Trusted by organizations of all verticals—-EdTech Companies, Coaching Centers and Training Institutes, Study Abroad Consultancies, K12 schools, and Play & Preschools to Higher Education Institutions, Collexo sets the standard for modern fee management, making it the go-to solution for organizations looking to scale while maintaining complete control over their finances.

✅ What is an Ed-Tech CRM?

Imagine an EdTech CRM as your friendly, all-in-one station for attracting, holding onto, and upselling
learners. It allows EdTech companies to boost the efficiency of their sales and marketing teams and
eventually grow their enrollments and retention rates. It generally consists of features like Sales
Execution & Automation, Sales Tracking & Performance, Sales Notifications, and Marketing Automation.

Unlike a generic sales CRM, Meritto’ purpose-built EdTech CRM is primarily designed to super-charge
Marketing Teams to attract the right audiences, run complete inbound marketing campaigns at scale, and
contextually nurture leads down the sales funnel. Further, it equips the Sales Teams to drive leads to
closure with powerful management, performance reporting, and notifications. What stands out is its
Integrated Payment Management feature that makes it easy for sales teams to actually convert learners and
the management teams to track the effectiveness of campaigns.

✅ What is an Education CRM?

An Education CRM is a purpose-built solution that can empower an educational organization’s sales and
marketing teams to drive more learner conversions. It equips teams to be more efficient and productive by
allowing them to engage contextually with prospective learners and learners. It is different from a B2B
Sales CRM which typically involves a long and complex cycle, used mainly by sales representatives in
organizations.

A B2B Sales CRM is not designed to handle high-volume calls, data analytics,
tracking, and reporting which educational organizations like Ed-Tech companies and coaching and training
institutes need in today’s day and age. Meritto’ B2C Education CRM solves all these problems with its
deep focus on learner touchpoints and their enrollment journey. It is widely used by large call center
teams & on-field sales representatives and has features like Sales Execution & Automation, Sales Tracking
& Performance, Marketing Automation, and Integrated Payment Management which is a unique differentiator.
It empowers sales & marketing teams to fasten deal closures and track campaign effectiveness with
real-time data.

✅ Why should one choose Meritto’ purpose-built EdTech CRM?

With insights gained from serving hundreds of educational organizations, Meritto develops products that
caters to deep use cases of enrollment teams. It has built this ecosystem where they put together all
their learnings and expertise to help educational organizations enroll more and better every time.

The result? Meritto is the defacto choice for anyone in education looking to scale! Over 1000
educational organizations from Higher Education Institutions, Schools, Ed-Tech Companies, Coaching &
Training Centres, and Study Abroad & Educational Consultants use Meritto to make their sales, marketing,
admissions, finance, and operations teams more efficient, agile, and productive.

✅ What is a Sales Platform?

A sales platform refers to a software solution specifically designed to help sales teams in educational
organizations manage their enrollment and sales processes. These platforms typically provide a
centralized platform for sales reps in organizations to manage the learner enrollment journey and engage
them until enrollment. Unlike a typical Sales Platform, Meritto’ purpose-built EdTech CRM equips Sales
Teams to drive leads to closure with powerful management, performance reporting, and notifications.

It automates tasks and processes so sales teams can focus on what matters the most: engaging learners to
enroll them. Feature-packed with Sales Execution & Automation, Sales Tracking & Performance, Sales
Notifications, and Marketing Automation, it equips sales teams in educational organizations to be more
productive and efficient. But it doesn’t stop there as its Integrated Payment Management goes a step
further by empowering sales teams to run scholarship and discount campaigns, generate payment links and
track sales campaign effectiveness.

✅ What is a Marketing Platform?

A marketing platform is a solution designed to help educational organizations plan, execute, and measure
their enrollment marketing activities. It provides a suite of tools and features that support various
aspects of marketing such as lead centralization, remarketing, nurturing, analytics, and more. It enables
educational organizations from EdTech Companies, Coaching & Training Institutes, Study Abroad
Consultants, K12 Schools, and Play & Pre-Schools to Higher Education Institutions to run their enrollment
marketing campaigns on auto-pilot mode.

Meritto’ purpose-built solutions for Marketing teams at educational organizations empower them to do this
and more by equipping them to streamline, automate and optimize their efforts. It enables them to
automate targeted communication through Drip Marketing Workflows, nurture immersively with Integrated
Whatsapp Business API, accelerate the Enrollment Journey with Push Notifications, and deliver experiences
a prospective learner can’t forget. All this while they track the impact of all their efforts using
Communication Performance Reports and Dashboards.

✅ How is an EdTech CRM different from a Sales CRM?

An EdTech CRM and a Sales CRM might look similar at the outset as both aim to improve customer
relationships and drive better outcomes. But it’s only when you look at it in detail and the objective
that each is meant for, that you would find several stark differences between the two.

An EdTech CRM is vertically focused and explicitly designed for EdTech Companies to grow their
enrollments by equipping and empowering their sales and marketing teams to be more productive, fast, and
efficient. It effectively deals with a higher volume of learner leads that sales and counseling teams
work on by directly reaching out and engaging the decision-makers i.e. potential learners. An EdTech CRM
helps sales and counseling reps to do it effectively by giving them all information about the potential
learners in a single view, where they can call, send an email, or WhatsApp, add notes, and mark
follow-ups based on the lead stage in the enrollment journey. It also empowers the marketing teams to
centralize leads, remarket to the leads in the pipeline and deliver hyper-personalized nurturing
communications to push a potential learner down the enrollment funnel.

A Sales CRM on the contrary is horizontally focused and designed for B2B Sales where a sales rep’s work
revolves around mapping organizations, defining quota, or deal management. The volume of leads they deal
with is lower than the volume that sales teams in EdTech companies deal with, which is about thousands of
leads in a year. It’s precisely why one can’t be used as a replacement for the other and it is important
for educational organizations to choose a purpose-built solution like Meritto’ EdTech CRM that fits
around the way their teams work.

✅ What is the best CRM for EdTech?

Meritto’ purpose-built EdTech CRM is a strong and well-rounded CRM tool for EdTech companies to grow
their enrollments. It’s one unified platform for learner acquisition, retention, and upsell bringing
together sales, marketing, finance, and operations to make them more productive.

The reason?
Well, there are many! EdTech companies often face challenges managing a high volume of candidate data,
and teams who work to engage, nurture and enroll them on a B2B CRM that is meant for business selling to
businesses. It is what Meritto’ purpose-built EdTech CRM solves by equipping sales and marketing teams
from force-fitting the learner enrollment journey into B2B Sales processes like mapping contacts,
defining quota, or deal management. Everything they need to centralize leads, automate critical tasks,
accelerate sales, enable fee payments, and measure campaign performance is here on a single platform
built solely for EdTech companies and their sales, marketing, and finance teams. It has everything from
Sales Execution & Automation, Sales Tracking & Performance, Sales Process Designer, Sales Tracking &
Reporting, Field Force Automation, Lead Capture & Centralization, and Marketing Automation to Advanced
Campaign Management with an inbuilt Integrated Payment Platform. It’s precisely why any CRM can’t beat
the functionality offered by Meritto for the EdTech industry and it is the best CRM for EdTech Companies.

✅ What is NoPaperForms?

NoPaperForms is India’s largest Vertical SaaS + Embedded Payments platform, empowering educational
organizations to drive revenue growth and improve operational efficiency in the Student Acquisition
layer.

Founded in 2017 and funded by Infoedge, NoPaperForms aims to build a unified, vertically-focused
technology platform covering the entire spectrum of running an educational organization—from Student
Acquisition and Student Lifecycle to Student Success and Outcomes.

Today, NoPaperForms offers two flagship products: Meritto, the Operating System for Student Recruitment
and Enrollment, and Collexo, a full-stack payment solution that brings predictability and scalability to
fee management for educational institutions.

As the category creator and market leader in the Vertical SaaS (education) space, NoPaperForms has
revolutionized Student Acquisition and Recruitment through its Enrollment Technology. Currently, the
company supports more than 1,200 customers across India, the UAE, and Southeast Asia. With its
headquarters in Gurgaon and 10 regional offices, NoPaperForms operates with a team of 450 professionals.

✅ What is Meritto?

Meritto, is a flagship product of NoPaperForms, empowering over 1,200 educational organizations across
the globe to grow their enrollments. Our comprehensive suite of purpose-built tools—Enrollment Cloud,
Education CRM, Application Platform, Education Payment Cloud, and Modern Engagement Suite—functions like
a well-oiled Operating System for Student Recruitment and Enrollment, seamlessly addressing every aspect
of the enrollment process.

Our globally compliant enrollment technology is renowned for its scalability, security, and seamless
integration, equipping educational organizations of all verticals and sizes—from EdTech Companies,
Coaching Centers and Training Institutes, Study Abroad Consultancies, K12 schools, and Play & Preschools
to Higher Education Institutions.

✅ What is Collexo?

Collexo, a fully integrated suite of financial and payment products, is a flagship product of NoPaperForms, purpose-built to bring predictability, transparency, and scalability to fee management for educational institutions of all sizes.

With its intuitive interface and robust technology, Collexo empowers educational organizations across the globe to manage payments effortlessly, reduce administrative overheads, and ensure compliance. It integrates all aspects of digital fee management—from application to enrollment and beyond—into one powerful platform.

Trusted by organizations of all verticals—-EdTech Companies, Coaching Centers and Training Institutes, Study Abroad Consultancies, K12 schools, and Play & Preschools to Higher Education Institutions, Collexo sets the standard for modern fee management, making it the go-to solution for organizations looking to scale while maintaining complete control over their finances.