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DigAI
Tailored for Coaching institutes & test prep

Track demo enquiries, organize student batches, and collect fees on time.

From social media lead capture to demo class enrollment and term fee collection. Keep parents informed, counselors accountable, and batches full.

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Your vocabulary, mapped directly

No generic software terminology. Here is how your daily operations fit into DigAI.

Your Industry Terms → DigAI Modules

No jargon to memorize. Here is how your daily vocabulary maps directly into DigAI.

Aspirant / StudentContact

Central record with academic interests, parent phone, and history.

BatchContact group

Segment students by subject, target exam year, and timing.

Demo SessionBooking

Public booking slots for weekly demo lectures.

AdmissionDeal / Pipeline

Track lead progress from Inquiry to Demo to Enrolled.

Instalment FeesPayment

Automated Razorpay links with balance tracking.

A day in the life: Coaching institutes & test prep

How Ramesh Sharma (Director, Apex Academy) runs operations with DigAI from morning to evening.

09:00 AMMeta Lead Ads

Ad lead enters CRM

Parent submits lead form on Meta; instant WhatsApp welcome sent with demo class details.

11:00 AMCRM & Contacts

Counselor follow-up

Counselor marks call outcome in contact timeline and moves lead to "Demo Registered".

02:00 PMWorkflows

Demo class attendance tracked

Attended students tagged "attended-demo", triggering immediate admission discount offer.

04:30 PMPayments

Admission fee paid

Parent pays initial fee via Razorpay link; student profile converted to Customer.

05:00 PMCourses & LMS

Study portal access unlocked

Student receives login credentials for study materials and mock tests.

07:30 PMWhatsApp Cloud API

Parent notification broadcast

Weekly timetable and test ranking broadcast to Class 11 batch parents on WhatsApp.

Modules tailored for Coaching institutes & test prep

The core toolset pre-configured for your team.

Admissions Pipeline

Drag-and-drop tracker for inquiries, demo sessions, counseling, and admissions.

WhatsApp Cloud Campaigns

High-volume announcements, exam schedule alerts, and parent updates.

Courses & LMS

Host lecture videos, study PDFs, syllabus modules, and revision quizzes.

Fee Collection Links

Razorpay UPI and card payment links tied automatically to deal balances.

Staff Permissions

Counselors only view and interact with their assigned prospects.

Recommended automation recipes

Pre-wired blueprints ready to activate for your business.

Demo Class Registration & WhatsApp Alert

Doubles demo lecture attendance with zero administrative phone calls.

Recipe Steps

Form SubmittedTag "demo-registered"Send WhatsApp Zoom link2h Prior Reminder

Fee Instalment Due Reminder Sequence

Recovers outstanding term fees on time without awkward personal calls.

Recipe Steps

Due date in 3 daysSend WhatsApp with UPI linkCheck PaymentSend Receipt

Post-Demo Follow-Up & Early-Bird Offer

Converts high-intent demo attendees into paid enrollments before interest fades.

Recipe Steps

Tagged "demo-attended"Delay 2 hoursSend Enrollment Link & Brochure

Student Data & Communication Guidelines

Student and parent communication adheres to official educational privacy practices. Sensitive financial transactions are handled securely via Razorpay under RBI guidelines. {{LEGAL_REVIEW}}

Recommended Tier

Pro Plan for Coaching institutes & test prep

Includes courses & LMS modules, batch permissions for counselors, and high monthly email/WhatsApp quotas.

Compare plans & limits

Coaching institutes & test prep questions

Frequently asked questions from business owners in your industry.

Yes. You can set up contact groups, distinct pipelines, and role-based staff assignments per branch.

Ready to see DigAI running a live coaching institutes & test prep demo?

Book a 20-minute tailored walkthrough. No obligation, no high-pressure sales.