VidyaSetu - AI-Powered CRM for Educational Institutions

Core Value Proposition

Transform your admissions process with intelligent CRM designed specifically for educational institutions

AI-Assisted Lead Assignment

AI-Assisted Lead Assignment

Automatically assign new enquiries to agents based on skill levels, availability, past performance, and repeat customer value for optimal conversion.

Multi-Channel Lead Enrichment

Multi-Channel Lead Enrichment

Receive and manage leads from on-ground events, online campaigns, and WhatsApp through integrated NMC-WASutra widget for seamless communication.

Comprehensive Workflow Management

Comprehensive Workflow Management

Manage five critical workflows: customer discovery, interaction, disposition, follow-up, and customer updates with full conversation history and media archives.

Five Core Workflows

Complete admission management from discovery to enrollment

1. New Customer Discovery Workflow

Automatically identify and create customer records from incoming messages across all channels.

  • Automatic Customer Matching: Look up phone numbers with international codes and create new records when not found
  • Profile Enrichment: Automatically add customer names from WhatsApp profiles when available
  • Conversational Logging: All messages displayed in conversational style for easy review
  • Manual Record Creation: Create customer records manually when needed
  • Need Classification: Define customer needs and classify by pre-defined Priorities & Classes

2. Customer Interaction Workflow

Enable agents to efficiently handle multiple customer conversations with full context and history.

  • Agent Dashboard: Focus on assigned chats with clear prioritization
  • Conversational Interface: Read and respond through intuitive chat window
  • WhatsApp Integration: Send messages directly via NMC-WASutra to WhatsApp
  • Conversation Summary: Quick access to previous conversation summaries
  • History & Attachments: View all notes and attachments from previous conversations
  • Customer Persona: AI-defined persona based on chat history for personalized service

3. Disposition & Follow-up Workflow

Systematically manage conversation states, follow-ups, and track conversion progress.

  • State Management: Set conversation states with custom dispositions
  • Follow-up Scheduling: Calendar interface to pick follow-up date, time, mode, and reason
  • Re-assignment: Transfer follow-ups to other agents or Manager/Coach profiles
  • Reporting: Generate reports based on dispositions, follow-ups, and closures
  • Configurable Dispositions: Customize disposition options in admin panel

4. Customer Update Workflow

Share rich media content and documents with customers seamlessly through WhatsApp.

  • Media Sharing: Attach catalogues, web links, app downloads, or payment links with QR codes
  • Document Sharing: Send invoices, receipts, and quotations as .docx or .pdf files
  • Media Archive: All shared media files archived with conversation history
  • One-View Access: View all media exchanges in a single interface
  • Conversation-Style Listing: Media exchanges displayed in chronological conversation format

5. Lead Assignment & Management Workflow

Intelligent routing and distribution of leads based on multiple factors for optimal conversion.

  • Skill-Based Assignment: Match leads to agents based on expertise and skill levels
  • Availability Tracking: Consider real-time agent availability for assignment
  • Performance-Based Routing: Leverage past performance data for lead distribution
  • Repeat Customer Priority: Prioritize repeat customers with value-based assignment
  • Dynamic Rebalancing: Automatically reassign leads based on agent workload and performance

Four-Tier Dashboard System

Role-based access with escalating capabilities from Agent to Admin

Agent Dashboard

  • Lead Management: View and process all assigned leads with priority-based sorting
  • Follow-up Reminders: Automated prompts for scheduled follow-ups with customers
  • Priority Processing: Start lead processing based on Priority, Classes & Severities
  • Productivity Reports: View personal and team productivity metrics
  • Lead Requests: Mark self as "open for leads" to request more assignments
  • Advanced Search: List customers by persona, dispositions, PIN/Zip code, or search terms
  • Status Management: Set Away from Desk and Login/Logout status
  • Leave Management: Apply for leave, triggering faster resolution of priority leads
Agent Dashboard
24
Assigned Leads
8
Follow-ups
Priority
All Leads
Follow-up
Rajesh K. - High Priority
Follow-up: Today 3:00 PM • Class: A
Priya M. - Medium Priority
New Lead • Class: B
Customer: I'm interested in admission

Mentor Dashboard

Includes all Agent Dashboard functionality, plus:

  • Live Conversation Monitoring: See all conversations in real-time and intercept agent conversations
  • Agent Productivity Reports: Track daily chats handled, attendance, disposition & conversion rates
  • Training Material Management: Add training materials to campaign folders
  • Broadcast Messaging: Send announcements, process updates, and time-bound targets to all agents
  • Duty Roster: Build monthly duty rosters and assign work shifts
  • Discipline Management: Monitor and discipline late coming and absenteeism behavior
Mentor Dashboard
Live Conversations
Agent Reports
Roster
Agent
Chats Today
Status
Agent 1
42
Active
Agent 2
38
Away
Agent 3
35
Offline
Live: 12 Conversations
Conversion: 68%

Manager Dashboard

Includes all Mentor Dashboard functionality, plus:

  • Campaign Setup: Create campaigns and assign Mentors & Agents
  • Conversion Metrics: Define and track conversion rate metrics
  • Discipline Policies: Configure late login/early logout penalties (3 leads removed per 15 minutes)
  • Absenteeism Management: Reassign historical or near-conversion leads for unexcused absences
  • Lead Assignment Policy: Setup policies based on agent productivity and leave requests
  • Mentor Reports: Track intercepted leads, published materials utilization, team productivity, and attendance
  • Force Logout: Ability to force logout agents when needed
Manager Dashboard
1,245
Total Leads
68%
Conversion
Campaign: Spring 2024
Active • 342 Leads • 3 Mentors
Team Productivity
Avg: 40 chats/day • Target: 45
Discipline Alerts
2 Late logins • 1 Absence

Admin Dashboard

Includes all Manager Dashboard functionality, plus:

  • User & Profile Management: Setup profiles, users, and skill levels
  • Lead Assignment Strategy: Configure round robin, FIFO, Skill-based, or History-based assignment
  • Company Policies: Setup company policies, holiday dates, and recruitment needs
  • Campaign Productivity Reports: Track leads handled and successful closures
  • Employee Productivity: Overall reports based on attendance & login/logout times
  • Payroll Integration: Generate attendance reports for payroll submission
Admin Dashboard
Users
Policies
Reports
User
Role
Status
John D.
Manager
Active
Sarah M.
Mentor
Active
Mike R.
Agent
Inactive
156
Total Users
12
Campaigns
Assignment: Skill-based
Payroll: Ready

NMC-WASutra Integration

Seamless WhatsApp integration for multi-channel lead management

Browser Widget

Browser Widget

NMC-WASutra is a browser widget continuously connected with VidyaSetu CRM, enabling real-time message synchronization.

Automatic Message Routing

Automatic Message Routing

All incoming WhatsApp messages are automatically routed to VidyaSetu CRM and associated with appropriate customer records.

Two-Way Communication

Two-Way Communication

Agents can send messages directly from the CRM interface, which are automatically delivered via WhatsApp through NMC-WASutra.

Key Features

Advanced capabilities that make VidyaSetu the complete CRM solution for educational institutions

1. Intelligent Lead Assignment

Automatically route leads to the most suitable agents based on multiple factors for optimal conversion rates.

  • Skill-based matching for specialized inquiries
  • Availability-based routing for immediate response
  • Performance-based assignment leveraging historical data
  • Value-based prioritization for repeat customers

2. Multi-Channel Lead Capture

Receive and manage leads from multiple sources seamlessly in one unified platform.

  • On-ground event lead capture
  • Online campaign integration
  • WhatsApp integration via NMC-WASutra
  • Unified customer record management

3. Comprehensive Reporting & Analytics

Track performance at every level with detailed reports and actionable insights.

  • Personal and team productivity metrics
  • Disposition and conversion tracking
  • Campaign performance analysis
  • Attendance and attendance-based reports

4. Automated Follow-up Management

Never miss a follow-up with intelligent scheduling and reminder systems.

  • Calendar-based follow-up scheduling
  • Automated reminder prompts for agents
  • Re-assignment capabilities for follow-ups
  • Follow-up reason and mode tracking

5. Rich Media Sharing

Share comprehensive information with prospects through multiple media formats.

  • Catalogue and document sharing
  • Payment links with QR codes
  • Invoice, receipt, and quotation sharing
  • Complete media archive with conversation history

6. Discipline & Performance Management

Maintain high standards with automated discipline policies and performance tracking.

  • Automated penalties for late login/early logout
  • Absenteeism management with lead reassignment
  • Performance-based lead distribution
  • Comprehensive attendance tracking

Pricing Models

Flexible pricing options for educational institutions of all sizes

Starter Plan

Essential CRM for small institutions

₹ Custom
  • Agent dashboard access
  • Basic lead management
  • WhatsApp integration
  • Monthly reporting
  • Email support

Growth Plan

Complete CRM with multi-tier dashboards

₹ Custom
  • Agent, Mentor, Manager dashboards
  • Advanced lead assignment
  • Campaign management
  • Advanced analytics
  • Priority support

Enterprise Plan

Full-featured CRM with admin controls

₹ Custom
  • All dashboard tiers (Agent to Admin)
  • Custom lead assignment strategies
  • Advanced reporting & analytics
  • Dedicated account manager
  • Custom integrations

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