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CRM for Higher Education: A Single Platform to Transform Your Admissions

Posted on April 10, 2025

By - team-meritto 2 Min Read

As technological adoption continues to increase in this digital age, student expectations are rising just as fast. To stay ahead, from capturing student interest to converting inquiries into enrollments, education providers need speed, In an era where student expectations are rising and digital-first experiences are the norm, higher education institutions are turning to smarter technologies to stay ahead. One such powerful solution is CRM for Higher Education, a comprehensive platform that revolutionizes how colleges and universities attract, engage, and enroll students.

Meritto’s Higher Education CRM stands out as India’s largest Enrollment Automation Platform, purpose-built to scale admissions by addressing the complexities and fragmentation of traditional admission processes.

Why a CRM for Higher Education Is No Longer Optional

The conventional student admission process is riddled with challenges: disconnected tools, siloed communication channels, manual interventions, and assumption-based decision-making. This leads to inefficiencies, poor conversion rates, and a subpar student experience.

A CRM for Higher Education offers a transformative approach. With Meritto, institutions get a unified platform that streamlines the entire student journey—from the first inquiry to final enrollment.

Visualizing the Enrollment Funnel

The funnel above showcases how Meritto’s CRM for Higher Education manages student journeys across multiple touchpoints:

Lead Management: Captures inquiries from online and offline sources like agencies, websites, email/SMS, calls, social media, chats, and APIs.
Lead Nurturing: Engages students across channels with personalized messaging and timely follow-ups.
Application Automation: Simplifies and accelerates the application process.
Post-Application Automation: Customizes communication and workflows post-application to reduce drop-offs.
Enrollments: Delivers a seamless experience, culminating in enrollment with integrated payments and financing support.

Key Features of Meritto’s Higher Education CRM

Inquiry to Enrollment Funneling
Centralize inquiries from multiple sources into a single system and nurture them through a well-defined funnel to maximize conversions.
Automate & Track Student Journey
Replace guesswork with real-time tracking of every applicant’s status, ensuring no lead is ever lost.
360˚ Communication Suite
Enable omnichannel engagement—whether it’s email, SMS, call, WhatsApp, or chat—to create a personalized and consistent experience for every prospect.
Marketing ROI Optimization
Connect marketing spend to actual enrollments. Identify high-performing campaigns, channels, and partners to get the best return on investment.
Advanced Reports & Analytics Engine
Make data-backed decisions with detailed reports, enrollment dashboards, and real-time insights.
Inbuilt Payment & Financing Platform
Eliminate operational delays by offering students integrated payment and financing options during the enrollment stage.

Meritto: Powering the Future of Higher Education Admissions

Meritto’s CRM for Higher Education is not just another software—it’s a strategic enabler for institutions ready to evolve. Leading universities and colleges across India are already witnessing the benefits:

Faster admissions cycles
Higher conversion rates
Better team collaboration
Enhanced student experience

By replacing fragmented systems with a single, intelligent CRM platform, institutions can finally deliver the efficiency, agility, and personalization today’s learners expect.

Drive Enrollment Success with a Purpose-Built CRM for Higher Education

In a competitive higher education landscape, standing still is not an option. Institutions must innovate to grow—and that begins with rethinking admissions. A purpose-built CRM for Higher Education like Meritto empowers teams to do more with less, ensures no student falls through the cracks, and drives enrollment success at scale.

Schedule a demo today and join 1,200+ institutions that are already using Meritto to scale their admissions efforts.

The UAE Student Engagement Playbook for Transnational Education

Posted on April 9, 2025

By - team-meritto 3 Min Read

"Dr. Adham Fayad sharing insights on student engagement and transnational education in the UAE during the #illuminateByMeritto webinar."

On April 8th, 2025, we hosted an insightful #illuminateByMeritto webinar with Dr. Adham Fayad, Assistant Professor in Business Management at De Montfort University. The session focused on The UAE Student Engagement Playbook for Transnational Education. This blog highlights the key takeaways from the discussion, offering valuable strategies for educational institutions in the UAE and beyond.

The Changing Landscape of Transnational Education

Dr. Fayad discussed the evolving dynamics of transnational education, particularly in the UAE, which has become a global knowledge hub. The competition among international universities setting up campuses in the region is increasing, leading to an emphasis on creating more personalized, engaging learning experiences. This is especially important as students today expect not only academic excellence but also industry-relevant learning that prepares them for the workforce.

Evolving Student Attitudes

The students of today are impatient, seeking quick results in their education. Dr. Fayad emphasized that students now want to apply their learning directly and immediately, preparing for the job market with relevant skills. Universities in the UAE and worldwide must adjust their offerings to meet these demands, providing a clear link between academic learning and career readiness.

Embracing Cultural Diversity

Dr. Fayad also highlighted the importance of cultural diversity in the classroom, which brings a rich set of global perspectives. However, he also acknowledged the challenges that come with it, such as cultural sensitivity and communication barriers. Institutions need to create an environment where students can thrive in a multicultural setting, which is key to fostering meaningful engagement.

Leveraging Technology and Personalization

In response to evolving student needs, Dr. Fayad discussed how universities are increasingly turning to technology to offer personalized learning journeys. Using tools like competency-based learning and studying learning patterns, universities can cater to students’ unique needs, ensuring they receive the right support at the right time.

The Role of AI and Industry Experience

AI was another major topic in the webinar. Dr. Fayad discussed how AI can assist faculty by handling administrative tasks, allowing educators to focus more on personalized teaching. Furthermore, job simulations and technology-driven solutions are becoming increasingly popular in education, bridging the gap between academic learning and real-world skills.

The Future of Education in the UAE

The UAE continues to be a pioneer in technology and knowledge, making it an attractive destination for international students. Many leading universities are now setting up campuses in the region, recognizing the UAE’s potential to become a hub for higher education in the Middle East.

Engaging Students: The Key Principle

Dr. Fayad shared an essential principle for student engagement: making the experience personal and culturally smart. In the UAE, where students come from diverse backgrounds, institutions must tailor their engagement strategies to the needs and preferences of each student. This could mean using culturally relevant materials, adopting technology to create interactive learning environments, or involving students in their learning process to enhance understanding.

Advice for Education Leaders

Dr. Fayad concluded the webinar with some practical advice for education leaders:

Embrace Change: Adapt to cultural trends and student demands.
Student-Centered Approach: Actively involve students in shaping their learning experience.
Incorporate Current Trends: Include sustainability, digitization, and other modern trends in the curriculum.

Wrapping Up

The webinar provided actionable insights on how universities in the UAE and beyond can enhance student engagement, improve their curriculum, and stay competitive in the ever-changing educational landscape. As institutions strive to meet the evolving expectations of students, it is essential to stay ahead of the curve and adapt to new trends, technologies, and teaching methodologies.

If you missed the session, you can watch the full webinar here for more insights and practical strategies for engaging students and transforming education

How to reduce student dropout rates in higher education: Strategies that work

Posted on April 8, 2025

By - team-meritto 4 Min Read

In recent years, student dropout rates have become an increasing concern for universities and colleges across the U.S. The decision to leave school before completing a degree is not only costly for students but also for institutions, affecting their reputation, finances, and overall success. As the pressures of academic, social, and financial stress continue to mount, universities are facing the challenge of not just attracting students, but ensuring they stay and graduate.

With dropout rates climbing across various educational levels, it’s more important than ever for institutions to understand the root causes and take proactive steps to keep students on track toward graduation. Let’s explore why students are dropping out and what colleges can do to prevent it.

The Growing problem of student dropouts

According to recent studies, nearly one-third of college students drop out before completing their degree, with many leaving within the first two years. The statistics are particularly concerning for first-generation students, low-income students, and those from underrepresented backgrounds. The reasons for student dropouts are multifaceted, but some of the most common factors include:

1. Financial strain
College tuition has skyrocketed in recent years, and many students struggle to keep up with the financial demands of higher education. The pressure of tuition fees, student loan debt, and living expenses can become overwhelming, leading some students to drop out in search of more affordable alternatives.

2. Academic struggles
Transitioning to college-level coursework can be difficult, especially for students who may not be fully prepared for the academic rigor. Struggles with grades, time management, or adjusting to the pace of learning can result in feelings of frustration and discouragement, contributing to a student’s decision to leave school.

3. Lack of support systems
Many students face challenges adjusting to college life, both academically and socially. A lack of support systems, such as mentorship, counseling, or peer connections, can make it harder for students to thrive. This sense of isolation can lead to feelings of alienation, which can increase the likelihood of dropping out.

4. Personal and family issues
Personal circumstances, such as health issues, family responsibilities, or mental health challenges, can disrupt a student’s ability to stay focused on their studies. While these issues are often outside the student’s control, they can significantly impact academic success and lead to students stepping away from their education.

5. Lack of engagement and connection
Students who don’t feel connected to their school, either through extracurricular activities, academic programs, or campus culture, are more likely to leave. When students don’t find a sense of belonging or engagement, they may struggle to stay motivated and invested in their education.

The impact of student dropouts on institutions

The effects of high dropout rates are felt across the entire campus community. When students leave, colleges face more than just financial losses from unfulfilled tuition. Here are a few key consequences:

1. Financial losses
With students dropping out before completing their degrees, institutions lose tuition revenue, which can significantly impact their bottom line. Additionally, fewer graduates mean fewer alumni donations and a reduced return on investment for the school.

2. Damage to reputation
A high dropout rate can tarnish the reputation of an institution, especially when prospective students and parents are considering their options. Colleges with high dropout rates may be seen as less successful in preparing students for graduation, which can dissuade potential applicants.

3. Reduced institutional success
Dropouts hinder an institution’s overall graduation rate, which is often a key metric for rankings, funding, and accreditation. Colleges with low graduation rates may also find it harder to attract top faculty and secure grant funding for research and academic programs.

Strategies to reduce student dropouts

The good news is that many of the factors contributing to student dropouts can be addressed with the right strategies. Here are a few key approaches to help your institution combat this crisis:

1. Provide financial support and flexibility
Offer more robust financial aid options, scholarships, and flexible payment plans to alleviate the financial burdens students face. Encourage students to explore all available financial resources, including work-study programs and emergency grants. Consider providing financial literacy resources to help students manage their money more effectively.

2. Offer academic support and tutoring
Provide comprehensive academic support services, including tutoring, study groups, and peer mentoring programs. Early intervention for students struggling academically is key to preventing them from falling behind and giving up. Ensure that faculty and staff are trained to identify at-risk students and guide them toward appropriate resources.

3. Create stronger support systems
Establish mentorship programs, counseling services, and wellness initiatives that help students navigate the emotional and mental challenges of college life. Ensuring students feel supported both academically and personally is critical to their success. This also includes promoting a culture of inclusivity and belonging where students feel valued and connected to the community.

4. Encourage early engagement
Help students become engaged in campus life early on, whether through clubs, organizations, or other extracurricular activities. When students feel a sense of belonging and connection to their institution, they are less likely to drop out. Consider offering first-year experience programs or orientations that help students build relationships and get acclimated to college life.

5. Use data and technology to track at-risk students
Implementing a student retention management system can help identify at-risk students before they decide to drop out. By using data and technology, institutions can track academic performance, financial needs, and student engagement levels. This allows schools to intervene early with personalized outreach and support strategies.

How Meritto can help you prevent student dropouts

Meritto is a purpose-built CRM platform that can help universities and colleges reduce student dropouts by improving engagement and retention efforts. With features such as:

Early intervention tools: Identify at-risk students early by analyzing academic and engagement data, allowing you to intervene proactively.
Personalized communication: Automate and personalize outreach to ensure students feel supported and connected, even if they’re struggling.
Real-time analytics: Track student progress and engagement in real time, enabling faculty and staff to make data-driven decisions to improve retention.

By integrating a solution like Meritto into your retention strategy, your institution can better identify the factors contributing to student dropouts and take the necessary steps to help students succeed.

Conclusion: A proactive approach to reducing dropouts

Student dropouts are a serious challenge for colleges and universities, but with the right support systems and interventions, institutions can significantly reduce dropout rates. By addressing the financial, academic, social, and personal factors that contribute to student attrition, colleges can create a more supportive and engaging environment that helps students stay on track to graduation.

It’s time to take action—by providing the right resources, personalized support, and using technology to keep students engaged, your institution can ensure that more students graduate and contribute to a positive, thriving academic community. Schedule a personalized demo today

Top reasons for declining graduate school enrollment—And how to fix them

Posted on April 8, 2025

By - team-meritto 3 Min Read

In recent years, U.S. colleges and universities have found themselves facing a looming crisis—declining enrollments. The ripple effect of this trend has left many institutions grappling with budget cuts, program reductions, and, in some extreme cases, closures. As prospective students question the value of a college degree and demographic shifts continue to reduce the pool of traditional college-age students, the higher education landscape is rapidly changing.

But what does this mean for institutions? More importantly, what can colleges and universities do to reverse this trend and secure a brighter future? Let’s take a closer look.

The declining enrollment trend: What’s behind it?

Enrollment numbers in U.S. higher education have been steadily declining for the past decade. Between 2010 and 2021, U.S. colleges saw a drop of over 2.7 million students, and the downward trend doesn’t seem to be slowing down anytime soon.

1. Demographic changes
A key factor contributing to this decline is the “demographic cliff.” Lower birth rates have resulted in fewer high school graduates, and this is expected to impact college enrollment numbers for years to come. With a shrinking pool of traditional college-age students, many schools are facing fierce competition just to fill classrooms.

2. Rising costs and student debt
The rising cost of higher education has become a major deterrent for many prospective students. With tuition fees skyrocketing, student loan debt at an all-time high, and little guarantee of a high-paying job after graduation, more students are opting for cheaper or alternative paths—such as vocational training, apprenticeships, or even entering the workforce directly after high school.

3. Changing perceptions of higher education
There’s also a growing sentiment that a four-year degree is no longer the ticket to financial success. As more students question the return on investment of higher education, universities are finding it increasingly difficult to attract new enrollees. It’s not just about affordability—students are looking for clear, practical outcomes tied to their studies.

The consequences for colleges and universities

The effects of declining enrollments are far-reaching. Fewer students mean fewer tuition dollars, which in turn leads to budget cuts, staff layoffs, and potentially the shuttering of certain programs or even entire campuses. Many smaller institutions are particularly vulnerable, as they lack the resources to weather these financial storms.

Institutions with declining enrollment may find themselves in a cycle: as resources become more limited, their appeal to prospective students wanes. This perpetuates the downward trend, making it harder to reverse the situation.

How can colleges respond?

It’s clear that traditional approaches to enrollment management aren’t going to cut it. Colleges need innovative, proactive strategies to turn the tide. Here are a few ways to address the enrollment crisis head-on:

1. Reimagine recruitment efforts
With fewer students applying to college, it’s time for institutions to think outside the box. Develop targeted marketing campaigns that not only highlight academic excellence but also focus on campus culture, job placement rates, and long-term alumni success. Engage potential students earlier in the process and stay connected with them through personalized outreach.

2. Create stronger industry partnerships
Colleges and universities should foster strong relationships with local businesses and industries to create pathways that link education directly to careers. By offering internships, co-op programs, and job placement services that align with industry needs, schools can demonstrate the tangible value of a degree.

3. Focus on financial accessibility
As tuition costs continue to rise, making higher education more affordable through scholarships, financial aid, and flexible payment plans will help ease the burden on students and their families. Schools that invest in financial support systems are more likely to attract a diverse and talented pool of applicants.

4. Leverage technology and CRM systems for engagement
In the digital age, technology is key to keeping prospective students engaged. Personalized communication, automated email campaigns, and data-driven outreach strategies can help increase enrollment rates. This is where an advanced Customer Relationship Management (CRM) system, such as Meritto, can make all the difference.

How Meritto can help graduate schools navigate the crisis

Meritto is a unified, purpose-built CRM designed specifically for higher education institutions, including graduate schools. This innovative platform empowers schools to streamline their recruitment efforts, engage prospective students, and optimize their enrollment strategies. Here’s how Meritto can help:

AI-Driven insights: Meritto’s data-driven insights allow graduate schools to identify high-potential students early in the recruitment process, enabling targeted outreach and engagement.
Personalized outreach: With Meritto’s automation tools, graduate schools can send personalized communications at scale, ensuring that prospective students feel valued and connected to the institution.
Streamlined admissions: Meritto automates the admissions process, reducing administrative burdens and ensuring that no student’s application falls through the cracks.
Real-time analytics: With Meritto’s real-time analytics, graduate schools can make informed, data-driven decisions to improve their recruitment and enrollment strategies.

Conclusion: Navigating the future of graduate education

While the decline in graduate school enrollments is a real and pressing challenge, it’s not an insurmountable one. By rethinking recruitment strategies, strengthening industry connections, making education more affordable, and leveraging advanced CRM tools like Meritto, graduate schools can adapt to the evolving landscape and secure a sustainable future.

The key to success in this new era of graduate education is adaptability. By embracing these strategies, graduate schools can attract more students, increase enrollment, and ultimately thrive in the face of changing circumstances. Schedule a personalized demo today

The Real Cost of Not Using a Purpose-built CRM in EdTech

Posted on April 8, 2025

By - team-meritto 3 Min Read

A dynamic visual representation showcasing the transformative impact of Meritto's purpose-built CRM in streamlining EdTech enrollment processes.

Table of Contents

You ever try managing 10,000 leads on Excel?

It’s like walking your golden retriever through a dog park… with no leash… and every other dog is on fire.

Back when our experts consulted with a small but mighty EdTech startup, their idea of “automation” was copy-pasting phone numbers into WhatsApp one by one. Marketing had no clue what Sales was doing. Sales blamed the “system” when follow-ups tanked. And Finance? They’d enter stage left only when payment reminders were already overdue.

What did they use to manage it all?

You guessed it. Spreadsheets. A Frankenstein’s monster of Google Sheets, Gmail, and good old gut instinct.

They didn’t realize the problem wasn’t scale. The real cost was chaos.

And chaos, dear reader, is expensive.

CRM in Education Isn’t a Luxury. It’s a Lifeline.

Let’s break the myth: You don’t need a CRM in education just because your lead volume is growing. You need it because every single lead matters.

Especially in EdTech, where the buyer’s journey isn’t linear. It zigzags. A student may fill out a form today, click on a WhatsApp ad tomorrow, ask for a payment plan next week—and expect you to remember all of it.

Here’s the truth:

A general CRM won’t cut it.
A B2B enterprise CRM built for quotas and pipelines? That’s like using a flip phone to live stream a TED Talk.

You need a purpose-built enrollment management system that understands the education lifecycle. One that’s tuned not to deals, but to decisions—like switching courses, requesting scholarships, or choosing batch timings.

So, What Happens When You Don’t Use One?

Let’s get specific. Here’s what you’re really losing without a CRM in the education industry that’s made for EdTech.

1. Lead Leakage Is Just the Beginning

Without centralized inquiry capture, you’re relying on 20 tabs, one overworked intern, and hope.

Meritto’s EdTech CRM brings all inquiries—API, app installs, social ads, landing pages—into one single source of truth. And it deduplicates them automatically. No more calling the same lead twice. No more losing high-intent students in the noise.

No CRM in the education sector? No funnel. Just a sieve.

2. Your Sales Team Works Blindfolded

How do you assign leads? First-come, first-serve? Nearest location? Who’s free?

Meritto lets you auto-assign based on course, language, rep availability, or even past performance. Leads go to the right person. Follow-ups happen faster. Conversions go up.

And with field force automation, your reps can track visits, add voice notes, and call directly from the app. Imagine that—a sales team that actually has time to sell.

3. You’re Paying for Marketing That Doesn’t Convert

Running performance ads without tracking source-to-sale is like buying a billboard in a forest.

Meritto connects your Lead Ads, WhatsApp campaigns, email workflows, and even remarketing tags. You know which source brought in that application. Which campaign led to payment. Which nudge triggered a callback.

It’s not just a CRM in the education industry. It’s the missing half of your marketing ROI.

4. Follow-ups Don’t Happen. Or Happen Too Late.

Let’s say a student opened your email. Clicked the link. Visited the landing page. And… nothing.

A traditional CRM logs this as “engaged.” Meritto takes it a step further. It automates a WhatsApp nudge. Assigns it to L1 nurturing. Tracks the response. Then escalates to L2 with context.

It’s an enrollment management system, not a glorified Rolodex.

5. Payments Are a Game of Ping Pong

One student wants to pay in EMIs. Another wants a scholarship applied. A third is waiting for an approval email that never came.

Meritto’s built-in finance workflows allow you to:

Generate payment links.
Apply time-bound discounts.
Automate reminders.
Handle tax, surcharge, and split payments.

No back-and-forth. No manual errors. No friction in your most critical moment—conversion.

But the Biggest Cost? Missed Growth.

Without the right CRM in education, you don’t scale. You scramble.

Your sales reports are outdated. Your communication is fragmented. Your top performers waste hours in admin. And your most promising prospects? They quietly enroll elsewhere.

Meritto isn’t just automation. It’s acceleration.

Here’s what decision-makers in the CRM in education sector need to understand:

You don’t hire five more salespeople to plug a leaky funnel.
You don’t add a chatbot because everyone else is doing it.
You build a system that turns every lead into a learning journey.

That system is Meritto.

It’s Not Just What You Gain. It’s What You Avoid.

By not using a CRM purpose-built for the education industry, you’re inviting:

Disconnected teams.
Inaccurate data.
Missed opportunities.
Slower response times.
Poor learner experience.

In short: You’re paying more to convert less.

Ready to Move From Chaos to Control?

A general-purpose CRM wasn’t built for the realities of EdTech.
Meritto was.

And while you could wait another quarter…
…how many students will you lose to someone who didn’t?

If you’re serious about building a high-velocity enrollment engine—
One that captures, nurtures, converts, and delights—
Then it’s time to stop using duct tape for a job that needs steel.

Start with a CRM in the education industry that’s made for you.

Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.

How a CRM for EdTech Unifies Marketing, Admissions & Success Teams

Posted on April 8, 2025

By - team-meritto 3 Min Read

Visual representation of a unified EdTech platform showcasing seamless collaboration between Marketing, Admissions, and Success teams.

Table of Contents

Let’s begin with a question.

Do your marketing, admissions, and student success teams work together—or just alongside each other?

Be honest.
Does Marketing know which campaigns actually convert?
Do Admissions know why some students drop off after orientation?
Do your Success teams have context before calling a struggling student?

Now pause.
What would change if every team had the same view of the student?
Same timeline. Same insights. Same journey.

What if they were all powered by the same system?

Not a generic CRM.
Not a Frankenstein of spreadsheets, Slack messages, and crossed fingers.

We’re talking about a purpose-built CRM in education—one designed for the EdTech world.

Let’s explore how it doesn’t just connect your teams. It unifies them.

Why EdTech Needs More Than Just Connection

In EdTech, your learner journey isn’t a funnel. It’s a loop.

It begins with an ad click. Moves into a form fill. Ends with… well, that’s the point—it doesn’t end.

Students re-engage. They change courses. They sign up again—or drop off halfway.

So ask yourself:
Can a CRM built for B2B sales really handle this?
Can an enrollment management system designed for universities serve fast-paced EdTech needs?

Because in the CRM in education industry, specificity matters.

You don’t need “more features.”
You need the right ones. For the right stage. For the right team.

How Meritto’s CRM in Education Unifies Your Teams

Meritto is not a one-size-fits-all CRM.

It’s an enrollment management system engineered for EdTech.
It doesn’t just track leads. It fuels collaboration. It builds continuity. It closes gaps.

Let’s break it down by team.

1. Marketing Teams: From Vanity Metrics to Real Results

You don’t run campaigns for likes.
You run them for conversions. For enrollments. For revenue.

But without a CRM in education sector, your campaigns operate in a vacuum.

Meritto fixes that.

Here’s how:

Centralized inquiry capture from ads, apps, landing pages, and APIs
Lead source tracking with performance insights
Lead verification to reduce junk data
Integration with WhatsApp, email, and remarketing tools

Every ad click is tracked. Every lead is scored. Every conversion is tied back to its source.

So your next campaign doesn’t just look good. It performs better.

2. Admissions Teams: From Data Chaos to Decision Clarity

Your admissions team gets flooded daily.
Leads from five sources. Inquiries at odd hours.

Without a system, it’s firefighting.
With Meritto? It’s a process.

What they get:

Smart lead distribution by course, geography, or performance
Lead strength and engagement score tracking
360° communication suite—WhatsApp, calls, emails, SMS
One-click access to notes, history, voice memos

Admissions teams no longer waste time figuring out who to call next.
They just log in and see the priority list. With full context. With action-ready data.

That’s what a true CRM in education does.

3. Success Teams: From Guesswork to Guided Support

You don’t just want students to enroll.
You want them to succeed. To stick around. To come back for more.

But how do Success teams help when they’re cut off from context?

Meritto bridges the gap.

Here’s the power it gives:

Full student history: from first inquiry to last payment
Cross-sell and upsell signals based on learner behavior
Automation triggers for drop-off nudges, reminders, or re-engagement
Smart nudges for feedback, retention offers, or next-step suggestions

Success teams now know when a student is likely to churn.
They can intervene. With the right message. At the right time.

That’s the missing link in most CRM in education industry products.
Meritto doesn’t miss it.

One Platform. One View. One Mission.

Now step back.
Imagine this:

Your marketing team adjusts campaigns based on real-time enrollment data.
Your admissions reps follow up faster with high-intent leads, fully informed.
Your success team nurtures relationships using actual learner histories.

No silos. No duplicated efforts. No blind spots.

That’s what happens when you adopt a CRM in the education sector that’s built specifically for EdTech.

Why a Generic CRM Just Won’t Cut It

Generic CRMs are built for quota-driven B2B sales. They track deals, not decisions. They log calls, not context.

Worse, they force your teams into unnatural workflows. You end up duct-taping together tools that were never meant to work as one.

Meritto was built from the ground up for education. Not just for colleges. For EdTech too.

Fast funnels. Dynamic batches. Digital payments. Multi-format outreach.

A generic CRM slows you down.
A true CRM in education lets you accelerate.

The Real ROI of Team Unity

When your teams work in sync, your metrics shift.
Conversions go up. Response times go down. Student satisfaction improves. Revenue grows sustainably.

That’s not just ROI. That’s impact.

An impact you can’t create if your systems don’t talk.
An impact you can create—today—with Meritto.

Still Thinking in Departments? Think in Journeys.

The future of EdTech is cross-functional.

Marketing doesn’t just generate leads. It generates intent. Admissions doesn’t just convert. It builds trust. Success doesn’t just retain. It builds loyalty.

But none of that works if your CRM in education is stuck in 2007.

The best teams don’t work harder. They work together.

And Meritto is the platform that makes it happen.

Ready to unify your teams, data, and decisions?
Start with the CRM in education sector that actually understands you.

Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.

Why You Need a CRM for Education Industry: A Smart Move Towards Higher Enrollments

Posted on April 8, 2025

By - team-meritto 2 Min Read

Table of Contents

As EdTech continues to evolve in the digital age, student expectations are rising just as fast. To stay ahead, From capturing student interest to converting inquiries into enrollments, education providers need speed, precision, and coordination across teams. A CRM for Education Industry brings all of this together—making it an essential engine for growth, not just a helpful tool.

Unlike traditional CRMs that are designed for B2B sales, Meritto offers a purpose-built solution tailored to the unique needs of educational organizations. Whether you’re an EdTech startup, a K-12 school, a coaching institute, or a higher education institution, Meritto’s Education CRM helps you centralize, engage, and convert more potential students efficiently.

Built for the Education Ecosystem

A generic sales CRM can only get you so far. Education is not about selling a product; it’s about guiding students through a critical decision-making journey. That’s why Meritto’s CRM for education industry is specifically crafted to fit how enrollment teams work—fast, smart, and personalized.

Meritto supports a wide range of educational setups, including:

EdTech Companies
K12 Schools
Play & Pre-Schools
Coaching & Training Centres
Study Abroad Consultants
Higher Education Institutions

No matter the size or structure, the platform adapts to your processes and helps you scale.

Supercharge Your Sales, Marketing, and Operations

Educational organizations often juggle multiple tools to manage leads, track performance, and handle communications. Meritto brings everything together in one integrated platform, helping your teams be more productive and responsive.

Here’s how the Meritto CRM for education industry empowers different departments:

Sales Teams

Lead Centralization & Management: Capture all student inquiries from various channels into a single, organized dashboard.
Sales Execution & Automation: Automate follow-ups and assign tasks so no opportunity is missed.
Field Force Automation: Equip on-ground counselors or sales reps with real-time data and tracking tools.
Sales Performance Reports & Analytics: Get actionable insights to improve performance and hit enrollment targets.

Marketing Teams

Marketing Automation: Build intelligent workflows to engage prospects via email, SMS, and WhatsApp.
Campaign Management: Run and measure campaigns that are tailored to each student persona.
WhatsApp Business API: Connect instantly with students on their most preferred messaging platform.

Operations Teams

User Management: Define roles and permissions to ensure secure access across departments.
Payment Management: Integrated systems for fee collection, tracking, and reconciliation.

End-to-End Enrollment Management

What sets Meritto apart is its ability to manage the entire student lifecycle—from inquiry to enrollment. Its user-friendly interface and education-specific features make it easy for your team to stay aligned and focused on what truly matters: conversions.

With Meritto’s CRM for education industry, you’re not just managing data—you’re building relationships and driving meaningful outcomes.

Final Thoughts

The future of education belongs to institutions that act fast, communicate clearly, and personalize every interaction. Meritto’s CRM isn’t just software—it’s your enrollment team’s secret weapon. If you’re an education provider aiming to scale smarter and convert more potential students, it’s time to invest in a CRM that understands your needs. It’s time for Meritto.

Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.

Why Meritto Leads as the Best CRM for Education Institutions

Posted on April 8, 2025

By - team-meritto 3 Min Read

Table of Contents

Educational institutions today face an overwhelming challenge—juggling lead generation, student engagement, communication, and fee management across multiple teams and channels. The solution? Choosing the best CRM for Education that unifies all these functions into a single platform.

Meritto’s Education CRM stands out as the most comprehensive, purpose-built platform designed exclusively for educational organizations. From lead capture to enrollment, marketing automation to payment collection, it enables your sales, marketing, and operations teams to work smarter, faster, and more efficiently.

Centralized Lead Management to Avoid Lead Leakage

The first step to improving enrollments is ensuring no inquiry slips through the cracks. Meritto allows you to centralize leads from multiple sources—including websites, third-party apps, landing pages, lead ads, and more—into a single platform. With advanced lead source tracking, verification tools, and conversion tag integrations, you can push only verified and high-quality leads into the pipeline.

You can also implement remarketing connectors and responsive landing page builders to maximize conversions and stay visible to potential students.

Complete Lead Profile and Actionable Sales Insights

Meritto provides a One View Lead Profile—a 360° overview of every potential student’s journey from the first point of contact. You can personalize your sales communication using custom fields, lead behavior, and activity tracking. With features like lead verification, sales signals, and duplicate blocking, your teams are empowered to engage with the right leads at the right time.

Need to import offline leads from events or seminars? Use bulk upload and quick add features to seamlessly integrate them into your CRM.

Smart Sales Automation and Efficient Team Management

Meritto helps you go beyond lead management with advanced sales automation tools. Leads can be distributed to counselors or sales reps based on parameters like geography, language, pin code, or course preference. Tasks, follow-ups, and reminders can be automated to keep the momentum going.

To keep sales reps focused on closing deals, Meritto integrates cloud telephony, allows task tracking, and offers real-time sales reporting. With a customizable Smart View, teams can filter and prioritize their daily workflows easily.

Field Force Automation for On-Ground Sales Teams

For institutions with on-ground teams, Meritto’s field force automation is a game-changer. Sales reps can access leads, make calls, leave voice notes, plan routes, and check-in or check-out—all through a powerful mobile app. Features like geo tracking, in-app calling, and potential student caller ID help boost productivity while ensuring accountability.

The mobile admin dashboard keeps managers in control even when on the go.

Role-Based Access and Secure User Management

Security and control are non-negotiable. Meritto allows you to define roles, hierarchies, and permissions based on geography, course, or department. With data masking, restricted IP access, and detailed user session logs, you can manage your CRM securely without compromising on data privacy.

Multi-Channel Marketing Automation

Meritto helps institutions scale their outreach through intelligent marketing communication and automation. Use email, SMS, or WhatsApp to engage students based on their activity and lifecycle stage. With features like drip campaigns, email template builders, performance tracking, and WhatsApp Business API integration, you can automate personalized engagement at scale.

Automated nurturing and instant notifications ensure that no touchpoint is missed, increasing the likelihood of conversion.

Campaign Management That Maximizes ROI

Running multiple enrollment campaigns? Meritto’s campaign management tools help you track, measure, and optimize your efforts in real time. With detailed source performance reports, lead verification indexes, and comparative benchmarking, you can identify what’s working and double down on high-performing channels.

Campaign dashboards give your marketing team everything it needs to make data-driven decisions.

Real-Time Sales Performance Analytics

With Meritto, you get detailed reports that offer full visibility into your team’s performance. Track calling reports, lead engagement, conversion metrics, and more using custom dashboards and advanced filters. Whether you want to evaluate individuals, teams, or regions, Meritto’s sales productivity reports help you identify your top performers and improve where needed.

Integrated Payment Management

The final step—enrollment—is just as seamless. Meritto includes a built-in payment platform to generate payment links and scholarship campaigns and manage fees. Automate payment reminders, configure payment splits, and monitor all financials through intuitive dashboards.

It’s everything your team needs to speed up the enrollment cycle.

Your Next Step Toward Smarter Enrollments

From centralizing lead management to enabling on-the-ground sales, automating marketing communication, and tracking campaign performance, Meritto checks every box. It’s not just powerful—it’s purpose-built for education.

If you’re looking for the best CRM for education that drives real results and simplifies your operations across the board, Meritto is the answer.

Schedule a demo today

How Meritto’s CRM for EdTech Drives Conversions and Student Engagement

Posted on April 8, 2025

By - team-meritto 2 Min Read

EdTech businesses are scaling fast but not without challenges. As inquiries flood in from ads, webinars, social media, and partnerships, managing them efficiently becomes the difference between success and stagnation. That’s where the best CRM for EdTech steps in.

What Is a CRM for EdTech?

A CRM for EdTech is more than a lead database. It’s a student engagement platform that helps educational companies convert prospects through smart automation, personalized journeys, and unified communications. Meritto’s CRM for EdTech is tailored for this exact need.

Unlike generic CRMs, an edtech CRM understands the education cycle from the first click to course enrollment and beyond.

Meritto: Built for EdTech Growth

Meritto offers a CRM for EdTech that centralizes all your leads and communication. Whether you’re targeting school students, working professionals, or corporate training partners, Meritto’s edtech CRM helps you:

Capture leads from every digital source
Engage students on WhatsApp, email, and SMS
Automate follow-ups and trigger-based communication
Track counselor performance and lead pipeline

These features make Meritto the best edtech CRM for companies looking to scale intelligently.

Personalization at Scale

One major pain point in EdTech is providing a personalized experience at scale. Meritto solves this with its behavior-driven automation tools. Your CRM can track each student’s actions—downloads, webinar attendance, chats—and send personalized follow-ups accordingly.

This is how a good CRM for EdTech turns cold leads into conversions.

Automate, Don’t Agitate

No one wants robotic, irrelevant messages. Meritto’s automation engine ensures your communication feels personal and timely. Set up journeys based on student preferences and engagement triggers, freeing up your counselors to focus on high-intent leads. This is the true power of an edtech CRM that’s built for education.

Real-Time Insights for Smarter Decisions

From marketing ROI to counselor KPIs, Meritto’s dashboards provide real-time insights. You can:

Identify top-performing campaigns
Evaluate lead quality by source
Optimize conversion strategies

Only the best edtech CRM can provide this level of visibility across your entire funnel.

Lead Distribution and Smart Routing

Another standout feature of Meritto’s CRM for EdTech is its ability to route leads intelligently. Leads can be auto-assigned based on source, region, or even counselor availability, ensuring faster turnaround and better engagement.

Integration-Ready and Scalable

Meritto’s CRM for EdTech integrates easily with marketing tools, landing page builders, payment gateways, and learning management systems. That’s a crucial feature for EdTech businesses operating across platforms.

Why Meritto Tops the List

Meritto was built ground up for the education sector. That’s why it excels in:

Personalizing the student journey
Improving operational efficiency
Driving higher ROI on marketing

With over 1,200 educational organizations already on board, Meritto is redefining what the best edtech CRM looks like.

Schedule a demo today

Why a CRM for EdTech Is Essential for Scaling Student Enrollments

Posted on April 8, 2025

By - team-meritto 2 Min Read

As EdTech continues to evolve in the digital age, student expectations are rising just as fast. To stay ahead, education businesses need more than innovative learning models—they need robust systems to capture, track, and nurture every student inquiry. That’s where a purpose-built CRM for EdTech becomes a true game-changer.

Understanding CRM for EdTech

At its core, a CRM for EdTech (Customer Relationship Management software) is a central platform that helps manage student inquiries, nurture leads, and streamline the entire enrollment process. Unlike generic CRMs, an edtech CRM is tailored to the unique dynamics of educational businesses, combining automation, communication, and data analytics in one seamless interface.

Meritto’s purpose-built CRM for EdTech is designed for B2C and B2B2C education providers, helping them engage prospects, convert leads, and ultimately boost revenue.

Why EdTech Needs a Specialized CRM

Many EdTech companies struggle with fragmented tools—spreadsheets, email marketing platforms, and third-party communication apps, all working in silos. This leads to missed opportunities and inconsistent communication. A dedicated edtech CRM like Meritto replaces these disjointed systems with a single source of truth.

Here’s why Meritto stands out:

Lead Management: Capture inquiries from all channels—website, social, ads—and never miss a lead.
Automation: Engage students with automated follow-ups, nudges, and reminders based on their behavior.
Custom Journeys: Personalize the student journey from awareness to enrollment using data-driven insights.
Sales Enablement: Equip your counselors with tools to improve conversions.

The Competitive Edge of the Best EdTech CRM

To be the best edtech CRM, a platform must offer more than just basic functionalities. Meritto goes beyond expectations by integrating deeply with marketing platforms, offering real-time performance analytics, and providing built-in communication tools—email, SMS, WhatsApp, and telephony.

With Meritto, EdTech companies can:

Increase counselor efficiency by 3X
Achieve faster lead response times
Improve enrollment conversion rates

These capabilities make Meritto the best edtech CRM for organizations aiming for scalability and sustainability.

Real-Time Tracking and Analytics

One of the most powerful features of Meritto’s CRM for EdTech is its data-centric design. Real-time analytics help you monitor inquiry sources, counselor performance, and conversion trends—empowering you to make better marketing and sales decisions.

Imagine knowing exactly where your best leads come from and doubling down on those channels.

Unified Communication: The WhatsApp Advantage

In EdTech, timing is everything. Meritto’s CRM seamlessly integrates with WhatsApp, allowing you to send personalized messages, reminders, and nudges at scale. This makes the edtech CRM a true engagement engine.

Why Meritto Is the Future of CRM for EdTech

Meritto isn’t just another CRM. It’s built for the fast-paced, high-volume, student-centric world of education technology. With its ability to automate, personalize, and scale outreach efforts, it helps you stay ahead of the competition.

If you’re an EdTech founder or marketer, choosing the right CRM is a necessity for you. Meritto’s CRM for EdTech ensures that your leads are nurtured, your counselors are productive, and your business keeps growing.

Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.

5 Ways Meritto’s Admission Management Software Transforms Student Enrollment

Posted on April 8, 2025

By - team-meritto 4 Min Read

Institutions face increasing challenges in managing student enrollments effectively. Traditional admission processes are often plagued by inefficiencies, manual errors, and communication gaps, making it difficult to provide a seamless experience to prospective students. Meritto’s admission management software addresses these issues by offering a comprehensive, technology-driven solution that simplifies and enhances the entire enrollment journey.

With an intuitive student admission portal, robust automation capabilities, real-time analytics, and seamless system integration, Meritto empowers institutions to improve efficiency, enhance applicant experiences, and optimize enrollments. Here are five key ways Meritto’s enrollment management software transforms student admissions.

1. Centralized Data Management for Maximum Efficiency

One of the biggest challenges institutions face is managing and organizing student inquiries from multiple sources. Admissions teams often struggle with scattered data from online inquiries, offline events, social media campaigns, and third-party agencies. This fragmented approach leads to confusion, inefficiencies, and missed opportunities.

Meritto’s admission management software eliminates these challenges by centralizing all lead sources into a single, unified system. With just one click, institutions can access detailed applicant information, including lead verification status, demographic details, and behavioral insights. This streamlined approach enhances data accuracy and accessibility, ensuring that institutions never lose track of a potential student.

By leveraging this centralized data, admissions teams can make more informed decisions, track applicant progress in real time, and engage with prospects more effectively. Institutions can also identify trends in inquiries, applications, and enrollments, helping them fine-tune their admission strategies for better results.

2. Automated Workflows for Seamless Admissions

Manually managing the admissions process is time-consuming and prone to human error. From application tracking to document verification, institutions often face significant administrative burdens that slow down the process.

Meritto’s enrollment management software automates critical admission workflows, reducing manual effort and enhancing efficiency. The platform streamlines the entire process, including:

Lead nurturing through automated email and SMS campaigns
Online slot booking for interviews and counseling sessions
Group discussions and personal interview (GD/PI) management
Merit list generation
Document verification and approval
Automated fee collection and refund processing

By automating these steps, Meritto’s software ensures a smoother admission experience for both applicants and administrators. Prospective students receive timely updates about their application status, reducing uncertainty and improving engagement, while institutions can focus on strategic initiatives instead of administrative bottlenecks.

3. Enhanced Applicant Experience with a Student Admission Portal

Providing a seamless and engaging experience for applicants is crucial for boosting enrollment rates. A complex or frustrating admission process can drive prospective students away, impacting an institution’s reputation and student intake.

Meritto’s student admission portal offers a self-service experience where applicants can:

Submit applications and upload required documents
Track the status of their applications in real time
Receive automated notifications and updates
Make fee payments securely
Schedule interviews or counseling sessions

This intuitive portal empowers students by giving them control over their admission journey. By reducing dependency on administrative staff and providing clear, real-time updates, the student admission portal minimizes delays and improves applicant satisfaction.

Moreover, institutions can personalize applicant interactions using targeted communication, ensuring that students receive relevant information at the right time. This personalized approach increases engagement and improves conversion rates, leading to higher enrollments.

4. Data-Driven Decision-Making with Real-Time Analytics

Making data-driven decisions is essential for optimizing enrollment strategies. Without access to real-time insights, institutions may struggle to identify bottlenecks, track performance, and measure the effectiveness of their admission campaigns.

Meritto’s enrollment management system provides detailed analytics at every step of the admission process. Institutions can leverage real-time data to:

Monitor application trends and identify high-performing lead sources
Track conversion rates and optimize marketing strategies
Evaluate counselor performance and make necessary improvements
Identify roadblocks in the admission process and take corrective actions
Forecast enrollment numbers and make data-backed decisions

By utilizing the robust analytics and reporting tools available in Meritto’s platform, institutions can refine their admission strategies, enhance their outreach efforts, and maximize enrollment success. The ability to analyze performance in real time ensures that institutions remain agile and responsive to changing trends.

5. Seamless Integration with Existing Systems for a Unified Admission Process

Most educational institutions use multiple software systems for managing student information, financial transactions, and academic records. However, the lack of seamless integration between these systems can lead to inefficiencies and data inconsistencies.

Meritto’s admission CRM integrates effortlessly with existing Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems. This seamless integration enables institutions to:

Synchronize student data across platforms
Automate lead assignments and follow-ups
Connect admission workflows with financial and academic records
Reduce manual data entry and administrative overhead

With Meritto’s admission CRM, institutions can create a unified admission ecosystem where all systems communicate effectively. This interconnected approach enhances collaboration between departments, eliminates duplicate efforts, and ensures a smooth transition from inquiry to enrollment.

Why Institutions Need Meritto’s Admission Management Software

Educational institutions today operate in a highly competitive environment where efficiency, engagement, and scalability are critical factors for success. By implementing Meritto’s admission management software, institutions can:

Improve operational efficiency by automating administrative processes
Enhance the applicant experience through a seamless student admission portal
Leverage real-time insights from a powerful enrollment management system
Drive higher enrollments with data-driven decision-making

Whether managing a small college, a large university, or an educational enterprise, institutions can significantly benefit from the advanced features and automation capabilities offered by Meritto’s enrollment management software.

Conclusion

In an increasingly competitive higher education market, institutions must adopt cutting-edge technology to stay ahead. Meritto’s admission management software revolutionizes student enrollment by centralizing data, automating workflows, enhancing applicant experiences, providing real-time analytics, and integrating seamlessly with existing systems.

By leveraging Meritto’s powerful platform, institutions can streamline their admissions process, improve efficiency, and maximize enrollments. If you’re looking for a smarter, more effective way to manage student admissions, Meritto offers the perfect solution to transform your institution’s enrollment journey.

Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.

7 Top Features to Look for in Education CRM Software

Posted on April 8, 2025

By - team-meritto 2 Min Read

The student enrollment journey has become more competitive than ever. With thousands of institutions vying for the same pool of students, standing out requires more than just great academic programs—it demands an efficient, data-driven admissions process. However, manual lead tracking, delayed follow-ups, and scattered communication often result in missed enrollment opportunities.

This is where education CRM software plays a game-changing role. A well-designed CRM doesn’t just manage leads—it transforms the entire student journey by automating processes, improving communication, and providing real-time insights. Meritto’s CRM in education is built specifically for educational institutions, helping them optimize operations, increase conversion rates, and deliver a seamless admissions experience. Here are seven must-have features that make it an essential tool for any institution.

1. Comprehensive Lead Management

Effective lead management is the cornerstone of a successful admissions process. Meritto’s CRM in education centralizes all inquiries from diverse sources—be it apps, APIs, or online forms—into a unified platform. This centralization eliminates duplicates and prevents lead leakage, ensuring that every potential student is accounted for.

2. Automated Communication

Maintaining consistent and personalized communication with prospective students is crucial. Meritto’s Education CRM software integrates various communication channels, including email, SMS, and WhatsApp, allowing institutions to automate messages and follow-ups. This automation ensures timely engagement, reduces manual effort, and enhances the overall experience for prospects.

3. Customizable Workflows

Every educational institution has unique processes and requirements. Meritto’s Education CRM offers customizable workflows that enable institutions to design and automate processes from inquiry to enrollment. This flexibility ensures that the CRM adapts to the institution’s specific needs, promoting efficiency and consistency in operations.

4. Detailed Analytics and Reporting

Data-driven decision-making is vital for continuous improvement. Meritto’s CRM provides comprehensive analytics and reporting capabilities, offering insights into metrics such as lead conversion rates, campaign performance, and counselor effectiveness. These insights empower institutions to refine strategies and optimize resource allocation.

5. Integration Capabilities

Seamless integration with existing systems is essential for operational harmony. Meritto’s CRM in education is designed to integrate effortlessly with various platforms, including Student Information Systems (SIS) and marketing tools. This integration ensures a unified approach to data management and enhances the efficiency of institutional processes.

6. User-Friendly Interface

A CRM’s effectiveness is significantly influenced by its usability. Meritto’s CRM boasts a user-friendly interface that minimizes the learning curve for staff. Features like intuitive dashboards, easy navigation, and mobile accessibility ensure that users can efficiently manage their tasks, leading to increased productivity.

7. Integrated Payment Platform

Managing payments is a critical aspect of the enrollment process. Meritto’s CRM includes an integrated payment platform that simplifies fee collection and tracking. Features like automated reminders and a real-time finance dashboard ensure a frictionless experience for both students and staff, enhancing financial transparency and efficiency.

How Meritto Education CRM offers all the must-have features

Selecting the right Education CRM is pivotal for institutions aiming to enhance their admissions processes and overall operational efficiency. Meritto’s is the best Education CRM that encompasses all the must-have features, from comprehensive lead management to an integrated payment platform, making it a valuable asset for educational institutions striving for excellence.

Schedule a demo today and join 1200+ institutions that are already using Meritto to scale their admissions efforts.