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AI INTELLIGENCE · CRM · STUDENT MANAGEMENT · AUTOMATION · ANALYTICS
The Intelligent AI-powered CRM
Platform for Education Businesses
Capture leads, automate follow-ups, manage admissions, track students, collect fees, monitor engagement and measure outcomes — all from one intelligent platform.
✓WhatsApp Meta API built in
✓Intelligent lead assignment
✓Full tuition & cashflow analytics
EduPro
Search students, leads, courses...
P
Leads
Admissions
Students
Academic
Fee & Finance
Communication
Reports
Settings
Total Leads
1,284
↑ 16.4%Admissions
386
↑ 12.8%Active Students
2,840
↑ 8.2%Revenue
₹48.6L
↑ 21.4%Admission PipelineLive Funnel
1
New Leads2912
Contacted1923
Counseling964
Applied425
Enrolled28Recent Activity
New lead from website
12 mins agoCounseling booked for Rahul
28 mins agoFee payment received ₹42,500
1 hour agoDocument uploaded - Aadhaar
2 hours agoLeads by Source
1,284Total
Website32%
Meta Ads28%
Google Ads18%
WhatsApp14%
Others8%
Trusted by leading colleges, institutes & education businesses across India
- NNexora
- VVistara
- BBrightPath
- KKaveri Foods
- SSarthi
- IIndus Fintech
- TTarang
- MMeridian
- OOrbit
- SSaffron Labs
AI DASHBOARD
Your Dashboard.
Built Around
Your Business.
Don’t settle for a dashboard.
Ask for intelligence.
Ask for intelligence.
Every business tracks different numbers. Pulse uses AI to create dashboards around the metrics that matter to your business — marketing, sales, revenue, customer engagement or operations.
Your management view could show:₹12.4L
Revenue this month
₹480
Average Lead Cost
18.60%
Lead Conversion
₹2,850
Cost per Acquisition
94
Leads requiring action
₹4.2L
Pending payments
Don't just look at your numbers.
Know what they mean.
AI Dashboard
Custom insights for your business✦Pulse
📑Reports
⚙️Settings
Welcome back!
Here's what's happening with your business today.
📅This Month⌵
📊↑ +14%
₹12.4L
Revenue this month
⬇️↓ +12%
₹480
Average Lead Cost
🎯↑ +2.4%
18.60%
Lead Conversion
🪙🔻
₹2,850
Cost per Acquisition
👥
94
Leads requiring action
💳
₹4.2L
Pending payments
Leads by Source
Meta AdsGoogle AdsOrganicReferralsOther
Revenue Trend
₹12.4L This monthJanFebMarAprMayJun
✦
And AI tells you what matters:
“Google Ads is generating fewer leads than Meta, but converting 2.1X better.”
“23 high-value leads haven't received a follow-up today.”
“Your cost per acquisition increased 18% this week.”
Key Features of Your CRM Tool
Everything you need to capture, manage, convert and grow — all in one place.
META CONVERSATION APITurn Meta Conversations
Turn Meta Conversations
Into Revenue
Your customers are already talking to you on WhatsApp. Pulse brings those conversations directly into your CRM through the Meta Conversation API.
No switching between WhatsApp and CRM.
Every conversation can be connected to the right customer record, giving your team the context they need to respond, follow up and convert.
And because conversations become part of the CRM data, you can finally measure what your conversations are actually generating.
Meta🔗
Direct integration with Meta Conversation APIWhatsApp
📷🔍⋮
All 12Unread 8Groups 2
Priya Sharma10:24 AM
Hi, I'm interested in Data Science...
Rahul Mehta10:15 AM
Can you share fee details?
Sneha Reddy09:45 AM
Do you have weekend batches?
Arjun Kumar09:20 AM
Is there any discount available?
Neha VermaYesterday
I want to enroll for next batch
Karan SinghYesterday
Can we schedule a demo class?
🎓College CRM
Priya SharmaNew Lead
From WhatsApp • Today, 10:24 AMConversationDetailsActivitiesNotes
Hi, I'm interested in Data Science course10:24 AM
Hi Priya! Thanks for reaching out. I can share all the details.10:25 AM ✓✓
Can you share the fee structure and next batch date?10:26 AM
Type a message...
📎😊➤
WhatsApp Leads This Month
1,248↗ 22%
⚡
All Conversations in One Place
No switching between WhatsApp and CRM.
🔗
Connected to Customer Records
Every chat is linked to the right student profile.
📊
Track Real Impact
Measure how many conversations actually convert.
👥
Respond Faster
Give your team the full context to follow up and convert.
Capture→Assign→Converse→Follow Up→Convert
1. CaptureLeads from WhatsApp via Meta API
→👤
2. AssignAuto assign to the right counsellor
→💬
3. ConverseRespond and provide details
→📅
4. Follow UpTrack activities and reminders
→📊
5. ConvertTurn conversations into enrollments
TRADITIONAL CRMvs.PULSE
The AI CRM That Turns
Business Data Into Action
Acquire smarter. Follow up faster. Convert better. Collect more.
Lead Management
Reporting
Lead Assignment
Follow-ups
WhatsApp / Meta Integration
Marketing Spend
Revenue Tracking
Dashboards
Data Usage
Traditional CRM
Stores informationStores leads
Shows reports
Manual lead assignment
Manual follow-ups
WhatsApp alongside CRM
Tracks marketing spend
Shows revenue
Static dashboards
Data for reporting
✦
Understands and acts on your dataPulse
Understands leads
Explains the numbers
Intelligent assignment
Automated follow-up workflows
Meta conversations inside CRM
Calculates lead & acquisition cost
Connects revenue to campaigns
AI-powered dashboards
Data for decisions
New Leadfrom WhatsAppConverted
Revenue+68%
Stop Managing Your CRM.
Start Running Your Business From It.
CRM-Pulse brings AI dashboards, lead automation, Meta conversations, follow-ups, marketing intelligence and payment analytics into one intelligent platform.
Unified Ecosystem
One Account. Unlimited Possibilities.
One central account for everything Uptrix — seamlessly connecting your apps, devices, and security controls across your entire campus.
App Access
Facebook
Instagram
WhatsApp
Messenger
Reality Labs
+
MoreDevice Integration
Cloud Sync
Seamless Handoff
Cross-Device Access
Unified
Account
✓
Security Controls
Two-Factor Authentication
EnabledPasskeys
EnabledLogin Alerts
EnabledAccount Recovery
Enabled✓
One LoginUnlimited Possibilities+Centralized Settings
Profile Information
Privacy Settings
Notification Preferences
Payment Methods
Security Center
Your data.
Synchronized.
Synchronized.
✓Real-time Sync
✓Encrypted
✓Backups
Secure. Private. Connected. One account for everything Uptrix.
📊 PROVEN INSTITUTIONAL RESULTS • CASE STUDIES
Real College Turnarounds: Results Across 140+ Campuses
Explore how leading engineering institutes, business schools, and multi-campus universities eliminated seat leakages, cut counseling cycles by 70%, and automated ₹3.2+ Cr in tuition fee collections.
Autonomous Engineering4 Campuses • 4,200 Students
+184%
Token Velocity91.8%
Fee Realization0%
Seat LeakageCase Study #01 • Bengaluru & Hyderabad
How Apex Institute Cut Admission Cycles from 14 Days to 4 Days and Recovered ₹3.2 Cr
Before Uptrix, 35% of engineering leads dropped off in unmonitored Excel sheets, and 40% of semester 2 fee installments were overdue.
Before: 14-day manual counseling delay; double seat bookings across campus desks.
With Uptrix: 14-sec WhatsApp brochures, 1-click UPI seat locking, zero double bookings.
DA
"Uptrix gave our engineering campus complete financial peace of mind. Zero seat leakage."
Dr. Arvind Singhal — Director of AdmissionsPost-Graduate & MBA2 Campuses • 1,600 Students
3.2x
Conversion Rate14 Sec
Brochure SLA₹1.4 Cr
Upfront TuitionCase Study #02 • Mumbai & Pune
How Vanguard Tripled Lead-to-Enrollment Yield with Instant WhatsApp Multi-Touch Automation
Prospective MBA applicants waited up to 48 hours for email brochures, leading to high dropouts before counseling interviews took place.
Before: Untracked phone calls; high dropout rate between offer letter and seat fee deposit.
With Uptrix: Sub-14s WhatsApp brochures, auto-dialer queues, and 1-click token reservations.
PM
"Our lead-to-enrollment conversion rate more than tripled in our very first intake season."
Prof. Meenakshi Sundaram — DeanNursing & Allied Health3 Campuses • 2,100 Students
98.2%
Recovery Rate-76%
Admin Overtime100%
Digital ReceiptsCase Study #03 • Kochi & Coimbatore
How St. Jude Automated 4-Part Fee Installments and Eliminated Paper Ledger Disputes
2,100 nursing students on multi-installment payment plans created massive paper ledger tracking chaos and manual receipt bottlenecks.
Before: Handwritten paper receipts; 2 weeks spent every semester on offline bank matching.
With Uptrix: 3-step WhatsApp installment cadence, direct bank UPI settlement, instant GST PDFs.
DR
"Uptrix automated our entire fee collection. Bank reconciliation is 100% effortless."
Dr. Rameshwar Pillai — Managing TrusteeFOUNDER & DIRECTOR INTERVIEWS
Hear Directly from Educational Institute Leaders
Watch Deans, Admissions Directors, and Academic Registrars explain how Uptrix unified their admissions desks and fee collections.
Autonomous Engineering
4K•3:45 mins
+184% Enrollment VelocityWatch Story →
Dr. Arvind Singhal
Director of Admissions • Apex Group of Institutions
"Before Uptrix, our counselors spent 3 hours daily updating Excel files. Now leads from Meta, Google, and college portals are instantly routed with zero delay."
MBA & Post-Graduate
4K•4:12 mins
₹1.4 Cr Upfront TuitionWatch Story →
Prof. Meenakshi Sundaram
Dean of Executive Education • Vanguard Business School
"Parents love the 1-click WhatsApp fee payment links. Our installment default rate dropped from 32% down to less than 4% in just two semesters."
Health Sciences & Allied
4K•5:08 mins
98.2% Fee RealizationWatch Story →
Dr. Rameshwar Pillai
Managing Trustee • St. Jude Educational Trust
"Managing 4 campuses on different softwares was a nightmare. Uptrix gave our management board a single live dashboard across all campuses."
★★★★★4.9/5 RATING • 140+ VERIFIED INSTITUTIONS
Loved by Principals, Deans & Admission Heads
Join education leaders across India who rely on Uptrix to streamline multi-campus admissions, fee installment collection, and student operations.
+44% Intake Yield
"Uptrix completely transformed our engineering admissions desk. The counselor leaderboard and automated WhatsApp brochure pipeline increased our conversion rate by 44% in a single season. The real-time seat lock via UPI token payments eliminated double bookings."
DK
Dr. K. S. Ramanujam
Principal • Chennai Institute of Technology
NAAC 'A+' Autonomous₹38L Recovered in 45 Days
"The automated 3-step WhatsApp installment reminders are magical. We recovered ₹38 Lakhs of overdue fees in the first 45 days without awkward collection calls. Parents simply tap the dynamic UPI link and pay in 10 seconds. Reconciliation is 100% automatic."
PD
Pooja Deshmukh
Head of Admissions • Horizon Global B-School, Pune
AICTE Approved PGDMZero Ledger Errors
"Student 360 profile is a monumental upgrade. Attendance, exam marks, and installment fee ledgers are visible to faculty, accountants, and parents in real time. We eliminated handwritten paper receipts entirely with instant GST-compliant digital PDFs."
FT
Fr. Thomas Varghese
Director of Administration • Sacred Heart College of Nursing
INC Recognized48h Migration
"Migrating from our 10-year-old Tally and spreadsheet setup took less than 48 hours. The Uptrix customer success team imported our 3,200 student records flawlessly and trained all 28 counselors in one afternoon. Adoption has been 100%."
SA
Sunil Aggarwal
Admissions Registrar • Delhi Technical Campus
GGSIPU Affiliated98.8% Fee Realization
"Zero fee leakage. Every single UPI deposit generates an instant digital GST receipt and immediately updates our financial ledger. Our external auditors commended our multi-campus books for the first time in 6 years."
DN
Dr. Nalini Swaminathan
Dean of Academic Affairs • Apex Medical & Allied College
4 Healthcare Campuses14-Sec Response Speed
"Lead response time plummeted from 4 hours to 14 seconds. The instant WhatsApp brochure delivery gave us an enormous competitive edge over competing B-schools. Our counselors now spend time closing high-intent candidates rather than manual data entry."
RM
Rohan Malhotra
Executive Director • Nexus School of Business, Gurgaon
Top 50 Private B-SchoolFREQUENTLY ASKED QUESTIONS
Everything You Need to Know About Uptrix
Clear, upfront answers about migration, WhatsApp compliance, role-based access, and fee reconciliation for college administrators.
Migration typically takes only 24 to 48 hours. Our dedicated onboarding team provides pre-formatted migration templates for student biodata, previous fee balances, counselor lead histories, and active batch registers. We handle data cleansing, duplicate checking, and validation with zero downtime for your active admissions desk.
Stop Managing Your CRM. Start Running Your Business From It.
CRM-Pulse brings AI dashboards, lead automation, Meta conversations, follow-ups, marketing intelligence and payment analytics into one intelligent platform.
Get Started with Uptrix Pulse
Transform Your Campus Operations into a High-Converting Engine
Schedule a personalized walkthrough with our higher-education systems architects to review your current admission workflows and ERP integrations.