BoldReach — Your AI sales manager
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Industries · Education & Schools

An AI sales manager for your school or college.

Long admissions cycles. Multi-decision-maker (parent + student + counsellor). Board approval. Fee collection layered on. Most CRMs ignore the cohort lens entirely.

What we pre-configure Book a walkthrough
Industry templates · 30 seconds
Where a passive CRM stops

Education & Schools sales is different.
A CRM that just stores can't keep up.

01 · Education & Schools

Admissions enquiries arrive by phone, WhatsApp, walk-in. Disorganised.

02 · Education & Schools

Cohort start dates spread across multiple intakes per year.

03 · Education & Schools

Counsellor calls live in Google Sheets. No accountability.

04 · Education & Schools

Fee collection and dunning live in a separate accounting tool.

What your AI sales manager runs

Pipeline, fields, automation —
ready on first login.

№ 01

Lead → enquiry → counsellor visit → application → admission pipeline.

№ 02

Cohort / intake field on every record so reports show the right batch.

№ 03

Counsellor performance reports per cohort.

№ 04

Parent + student + decision-maker as separate contact roles.

№ 05

Fee collection workflow with NEFT / cheque / UPI reconciliation.

№ 06

Multi-language voice notes (Hindi / Marathi / Tamil / Telugu).

16
Pre-configured fields
7
Pipeline stages
5
Built-in reports
5
Min · to first deal
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Apply this template

Start with the Education & Schools template.

Pipeline, fields, automation, reports — pre-configured. 5 minutes to your first deal.

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