Trace CRM
CRM for Coaching Institutes

200 enquiries. 12 admissions.
Meta thinks all 200 were wins.

Admission season is a few short weeks. Trace CRM gives every enquiry from your Meta ads a counsellor, a next-call date and a reminder, from the first call through counselling and the demo class to fee payment, and tells Meta which enquiries enrolled.

Under ₹50 a day · 2 users included · No setup fee

₹1,499/month, all-inLive in about 30 minutesAndroid & iPhone appCancel anytime, no lock-in
Real numbers, not rounded ones
1,086 paying customers, every month for the last 7 months

Because we build something real, and real businesses keep paying for it.

The problem

Does this sound familiar?

Coaching institutes rarely lose admissions because the ads were wrong. They lose them in the days between the enquiry and the counselling call.

Admission season is short and unforgiving

The window is a few weeks. An enquiry that waits two days for a callback has already sat through a competitor's counselling session. There is no second peak season to make it up in.

Two counsellors call the same parent

Enquiries land in a shared inbox and whoever is free picks one up. Sometimes nobody does, sometimes two people do, and the parent hears two different fee structures in the same afternoon.

Meta never learns who actually enrolled

You enrol students every season. Meta has no idea which enquiries paid fees, so it keeps optimising for whoever fills the form, not the families who actually admit.

Before vs after

What changes at your institute

JEE, NEET and foundation enquiries: six moments from admission season, before and after Trace.

Moment 1 of 6

"NEET batch ki fees kitni hai?" at 10 pm

Before Trace

The parent's enquiry waits in Meta's Leads Center until a counsellor downloads the sheet at noon. By then two other institutes have called back.

With Trace

It reaches a counsellor's phone in seconds, assigned automatically, with the course and class from your form already on the record.

Moment 2 of 6

Two counsellors call the same mother

Before Trace

She filled your form twice. She hears two fee structures in one day and stops trusting both.

With Trace

Trace shows the second form as a repeat enquiry. Merge it into the first, so one counsellor owns the family and every call sits in one history.

Moment 3 of 6

"Result ke baad decide karenge"

Before Trace

The result comes out in May. By May, nobody remembers which parents said it, and the batch fills elsewhere.

With Trace

Set a follow-up for result day. Trace reminds the counsellor that morning on their phone, and missed ones show on the Overdue list.

Moment 4 of 6

Booked the Saturday demo class, never came

Before Trace

Nobody checks attendance against the enquiry list, so nobody calls to rebook. The seat stays empty.

With Trace

Keep them in "Demo Class Scheduled" with a Monday call-back. One filter shows everyone who booked a demo and has not attended.

Moment 5 of 6

The NEET counsellor spends the morning on Class 8 leads

Before Trace

JEE, NEET and foundation enquiries are mixed in one sheet, so every counsellor wades through every course.

With Trace

Route each course's form to its own counsellor automatically, and filter by course or batch timing from your form answers.

Moment 6 of 6

Which ad filled the April batch?

Before Trace

Ads Manager shows cost per lead. It cannot tell you which campaign brought the students who actually paid fees.

With Trace

Every enquiry carries its campaign and ad. Mark a student Enrolled and Trace tells Meta, so you see which ad fills seats and Meta finds more parents like them.

Swipe to see all 6

Pipeline

A pipeline built for
how admissions really run

Not just "New → Converted". Trace follows the real journey: enquiry, counselling, demo class, fee payment and enrolment.

New Enquiry
Called
Counselling Done
Demo Class Scheduled
Demo Attended
Fee Payment
EnrolledMeta is told

Rename, add or remove stages to match how you work.

Lead Detail, Ananya Iyer
AI

Ananya Iyer

+91 98765 43210 · Meta Ads · 3 days ago

New Enquiry
Called
Counselling Done
Demo Class Scheduled
Demo AttendedCurrent
Fee Payment
Enrolled

Latest note

“Class 11, NEET foundation, evening batch. Attended the demo with her father. Asked about instalments and the scholarship test.”

Follow-up call Saturday, 11:00 AM, on the fee plan

Features

Everything your admissions team needs

Built around how coaching admissions really move, not adapted from a generic sales CRM.

Admissions pipeline, your stages

Enquiry, counselling, demo class, fee payment, enrolled. Name the stages the way your team talks, and add sub-tags for course, exam or batch.

Meta Instant Forms, live

Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.

Tell Meta who enrolled

When a student reaches Enrolled, Trace sends that to Meta through its Conversions API. Your ads learn to find more families who actually admit.

Front desk & counsellor roles

Each counsellor sees only their own students. The director sees every enquiry across the centre. Nobody calls the same parent twice.

Follow-up reminders

Every call-back becomes a task with a date and time, with a reminder on the counsellor's phone. Overdue follow-ups get their own list, so none are forgotten.

Automatic lead assignment

New enquiries go to the next counsellor in turn, to whoever has the fewest open leads, or by form or source. Nothing sits unclaimed in peak season.

Know which ad works

Campaign, ad set and ad on every enquiry. See whether your admissions ad or your scholarship ad brings students who actually pay fees.

On your phone

The Trace app for Android and iPhone. Counsellors call, note and set the next follow-up between sessions, not at the end of a long day.

WhatsApp and calling, when you want them

Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.

How it works

From Meta ad to enrolled student

From sign-up to your first lead in the pipeline, the same day.

01

Buy and log in

Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.

02

Connect your Meta form

The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.

03

Counsel, demo, follow up

Enquiries are assigned automatically. Calls, counselling notes, the demo class and the next follow-up all live on the student's record.

04

Meta finds more like them

Mark a student as Enrolled and Trace tells Meta. Your ads learn which families actually admit.

The maths

₹1,499 a month. Under ₹50 a day.

One student who enrols with you instead of the institute down the road pays for Trace many times over. Your ad spend is already buying the enquiries; Trace makes sure every parent hears back while the season is still on.

  • 2 users included
  • Unlimited leads
  • No setup fee, no hidden charges
  • Or ₹8,094 for 6 months, save ₹900

Pricing

One plan. Everything your institute needs.

₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.

MOST POPULAR
2 users includedUnlimited leads

Professional

₹1,499

/month

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

SAVE 10%
2 users includedUnlimited leads

6-Month Plan

₹8,094

for 6 months · ₹1,349/mo

Save ₹900 vs paying monthly

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

Custom limitsDedicated support

Enterprise

Custom

For multi-branch institutes and larger education groups.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support
Contact us

Setup takes about 30 minutes. Our team helps if you get stuck.

Secure payment

Through Razorpay

UPI or card

All-in, no hidden charges

Cancel anytime

No lock-in, no contract

Real people

Help if you get stuck

Not ready to pay? Try it free for 14 days, no card needed.

Start 14-day free trial

FAQ

Questions owners ask before buying

Straight answers for coaching institutes.

Every parent who enquired
deserves a call back this season.

Set up in about 30 minutes. Cancel anytime.

₹1,499/month · 2 users · Cancel anytime