The AI-powered Education CRM built to turn student interest
into enrollments
One platform for student acquisition, engagement, and conversion growth while ensuring team productivity, ROI tracking & funnel visibility.
Trusted by 1,000+ leading educational institutions
MIO AI + EDUCATION CRM®
AI works better when it knows the student journey.
Meritto Education CRM® captures the context behind every enquiry, interaction, campaign, follow-up, application signal and payment action. Mio AI uses that context to help institutions engage students, prioritise opportunities, guide counselors and surface the next best action.
Context Profile · Intent · Interactions · Payments
Understand intent
Turn profile, engagement and activity signals into richer student context.
Engage at scale
Use AI across chat, voice and communication workflows to respond and follow up faster.
Guide counselors
Surface summaries, risk signals and next-best actions inside the counselor workflow.
See what needs attention
Identify movement, drop-offs and opportunities across the enrollment funnel.
Mio AI is not intelligence sitting beside the CRM. It works on the enrollment context already created inside Meritto.
Why Generic CRMs Break in Education
Enrollment is not a sales pipeline.
Student interest moves fast across ads, portals, websites, WhatsApp, calls, applications, and payments. When these touchpoints sit in different systems, spreadsheets, or disconnected tools, teams lose context, speed, and visibility.
Demand without attribution
You’re spending heavily on ads, portals, and agents but can’t tell which source is actually converting to enrollments.
Activity without context
Your counselors are spending 60% of their time manually logging calls, sending follow-up messages, providing stage updates, and switching tools.
Data without visibility
Leadership gets monthly Excel reports. Decisions are made on stale data. By the time you know a campaign is failing, you’ve already wasted the budget.
How Meritto Education CRM® works
One system for the complete enquiry-to-enrollment journey
Other CRMs give you a place to store leads. Meritto Education CRM gives you a system to capture, engage, and convert students.
Capture every enquiry
Bring online, offline, publisher, referral, walk-in, WhatsApp and campaign demand into one system with source context intact.
Understand and prioritise
Use profile, engagement, campaign, activity and intent signals to identify which students need attention.
Engage and convert
Coordinate counselor actions, automated journeys, WhatsApp, email, calls, reminders and follow-ups from the same student context.
Measure what drives enrollment
Track campaign performance, counselor productivity, funnel movement, payments and enrollment outcomes in real time.
One platform for the complete enrollment journey
Everything enrollment teams need to move students from enquiry to payment
Meritto Education CRM® connects acquisition, engagement, counselor workflows, applications, and payments in one operating system, so teams can manage the full conversion journey without losing student or revenue context.
Lead Centralization & Management
Every inquiry, from every source, in one place.
Meritto brings online, offline, paid, organic, publisher, referral, WhatsApp, and bulk leads into one CRM with the right source context from the start.
- Website forms, landing pages, portals, ads, walk-ins, referrals, and bulk uploads
- Lead verification and deduplication before counsellor follow-up
- Source, medium, campaign, and lead-origin tracking
- CRM audiences synced to Google and Meta for remarketing
Campaign Intelligence
Know which campaigns create enrollments, not just leads.
Track, measure, and optimize the efficiency of every source and campaign, connecting each to actual student movement across inquiry, application, payment, and enrollment.
- Source, campaign, publisher, and ad-level performance
- Primary attribution and multi-touch source history
- Cost per lead, cost per application, and cost per enrollment visibility
- Publisher, agent, and channel partner ROI tracking
Student Engagement & Marketing Automation
Let the system nurture on autopilot while your team closes
Automate timely communication across the student journey, so every inquiry, follow-up, application nudge, payment reminder, and reactivation moment is handled with context.
- 360 communication from email, SMS, WhatsApp, and AI Voice workflows
- Stage, behaviour, date, inactivity, and profile-based triggers
- Drip journeys by programme, location, source, and intent
- Payment failure and drop-off recovery workflows
WhatsApp & Live Conversations
Reach & engage students at scale where they are most active
Run high-impact campaigns for programme launches, events, and application deadlines. Use WhatsApp to capture details, answer queries, collect documents, share payment links, and keep every conversation connected to the CRM.
- In-built WhatsApp Business API campaigns and templates
- WhatsApp Flows for structured inquiry capture
- Echo for centralized live conversations
- Conversation history tracked inside the student profile
Counselor & Team Productivity
Equip sales & counseling teams with one workspace to act faster
Provide every user with the context, action tools, follow-ups, and AI guidance in one workspace so teams can act faster without switching tools.
- One-click calling, email, sms, WhatsApp, notes, stage updates, and follow-ups
- Complete timeline of activities, engagement, and payment visibility
- Lead scores, AI summaries, risks, and next-best actions
- Manage campus, event, and field work with route planning, geo tracking, and check-ins in the Mobile CRM.
Lead Assignment & Team Management
Assign the right lead to the right person, and monitor team performance.
Distribute work around how your team operates, catch follow-up gaps early, and see how individuals and teams are moving the pipeline.
- Rule-based lead assignment by source, programme, location, or bandwidth
- Manager’s lead view for status, call volume, and team activity
- View individual and team-level follow-up management, overdues flagged in real-time
- Tracking daily calls made, connected, stages progressed, enrollments closed
User Management & Access
Give every team the right access without losing control
Structure users and teams around how your institution works, control access to student data, and keep user activity accountable as your organisation grows.
- Role-based access across teams and hierarchy levels
- Data masking, restricted IP access, and permission templates
- Single Sign-On through your institution’s identity provider
- Activity logs showing who did what and when
Fee Collection & Payment Movement
Simplify fee management with a connected payment platform
Send payment links, collect application or token fees, recover failed payments, and track payment progress from the same CRM your teams use to manage leads.
- Application fee, token fee, and installment workflows
- Payment links, reminders, discounts, and scholarships
- Failed payment follow-ups and recovery journeys
- Settlement, reconciliation, and collection reporting
Reporting & Leadership Visibility
Get real-time visibility of the enrollment engine to make informed decisions
See how campaigns, teams, applications, payments, and enrollments are performing without waiting for manually compiled reports.
- 70+ education-ready dashboards and reports
- Campaign, source, counselor, course, and campus performance
- Pipeline, drop-off, conversion, and velocity reporting
- Custom reports across CRM and application fields
MIO AI IN ACTION
Put AI to work across the enrollment journey
From engaging and qualifying students to guiding teams and surfacing insights, Mio AI works on the context already captured inside Meritto to automate high-volume tasks, accelerate every enrollment action, and help turn more student interest into enrollment.
Same Platform. Configured for
Your Enrollment Reality
Whether you run a university, coaching institute, or ed-tech platform, Meritto Education CRM is configurable to the process depth of each vertical.
Connected to the education ecosystem your teams already use.
Meritto connects with the platforms, channels, and systems that education teams depend on, while keeping enrollment context inside the CRM.
The Education CRM
is one part of Meritto’s Enrollment Cloud
Meritto Education CRM handles everything from first inquiry to enrollment decision. For institutions that also want to manage the application process, document verification, merit list generation, offer letters, and post-admission workflows, Meritto’s full Admission Software extends the journey end-to-end.
Education CRM
Post-Application Management
Why Meritto
Built for enrollment teams
that need speed, scale, and clarity
Meritto brings together education-specific workflows, built-in AI, campaign intelligence, counsellor productivity, admissions connectivity, and leadership visibility in one CRM.
Purpose-built for
education workflows
Mio AI embedded across engagement,
productivity, and decisions
Campaign attribution from
source to enrollment
One connected platform for teams,
students, and leadership
You’re Evaluating CRMs.
Here’s What Actually Matters
The right CRM should do more than organise leads. It should understand how your institution attracts, engages, follows up, converts, and reports on every student journey.
Swipe the table sideways to compare all three columns.
Testimonials & Results
What institutions say &
report after switching to Meritto.
follow-up rate
response time
conversion
on marketing spend
You name a feature, Meritto has it. The project manager, the development team, the accounts team, tech-support team and all those directly or indirectly… read more →
Moving to Meritto’s CRM Cloud has been a complete transformation. Unlike a traditional CRM, Meritto is built specifically for education admissions. The … read more →
Most often than not, we tend to mix-up our process flow. Meritto helped us in this as it had predefined set processes that also reduced the use of additional manpower at…. read more →
They are prompt in action and take feedback seriously and are very committed to their work. The platform is unique in itself with the various level of tracking…. read more →
Thanks to Meritto we have been able to rationalize our online campaign spends. The customer service provided by Meritto on all aspects related to the entire admission… read more →
It has been a great experience working with Meritto for last one year and we look forward for a long term association. It is a user friendly platform with great features… read more →
Meritto’s platform is intuitive, reliable and scalable. We now feel confident managing higher volumes of applications without increasing headcount… read more →
It has made the complete admission activity more streamlined. We able to spend more time engaging with the prospects, communicating timely & closing more… read more →
