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Coaching Institutes For competitive & academic coaching

Coaching Institute Management Software That Converts More Enquiries

Give counsellors a clear daily follow-up list, keep every installment and refund on record, and see admissions and collections without asking anyone for a report.

Enquiry pipeline · CA & CommerceNew lead
New 18
Nikhil DesaiWalk-in · CA Foundation
Pooja ShahSeminar · CMA Inter
Counselled 11
Rohan MehtaDemo lecture Sat
Simran KaurCall back Thu
Closed 7
Aditi RaoClosed Won
Varun JainLost · Timing

The problem Why coaching growth stalls

More enquiries are not the fix if follow-up is broken

Most coaching institutes do not have a lead problem. They have a tracking problem.

Counsellors work from memory

Each counsellor keeps their own diary. When one is on leave, their warm leads go cold and nobody notices.

No idea which source works

Seminars, walk-ins, referrals and social media all bring students, but nobody can say which one brings admissions.

Refunds on a verbal OK

A student drops out, someone promises money back, and three months later the accounts do not match.

Owner waits for numbers

Admissions and collections reach the owner days late, in a format that changes every month.

Counselling A pipeline every counsellor follows

Turn your counselling desk into a steady admission process

Every enquiry moves through the same stages, from new to counselled to closed. Counsellors open Klass360 to a list of calls and visits due today, plus anything overdue. When an enquiry is lost, they record why, so your follow-up script improves each season.

  • Follow-up tasks with due and overdue lists
  • Lead stages and sources you define
  • Closed Won creates the admission automatically

Fees & refunds Money with a paper trail

Installments, scholarships and refunds that always reconcile

Apply a scholarship or early-bird discount, split the net fee into installments and record every payment with its mode and receipt. Refunds go through request, approval and processing, so the person who promises money is never the one who releases it.

  • Paid + Pending = Net Fee on every student
  • Pending and overdue installment lists
  • Refund approvals with a full record

Roles One system, four desks

Who does what in a coaching institute on Klass360

  1. 01

    Owner or director

    Opens the dashboard for enquiries, admissions, collections and pending fees, and approves refunds.

  2. 02

    Counsellor

    Works the daily follow-up list, moves enquiries through stages and closes them as won or lost.

  3. 03

    Accountant

    Records payments, applies approved discounts, tracks overdue installments and processes refunds.

  4. 04

    Faculty and batch leaders

    Can be given a login limited to batches and the lecture schedule, with no access to fees or leads.

Features Built for coaching operations

The coaching institute toolkit

Stages, sources & loss reasons

See where each enquiry stands, where it came from and why it was lost.

Counsellor follow-up lists

Due today and overdue tasks for every counsellor, every morning.

Batches & lecture schedule

Weekday and weekend batches with faculty, plus one-time or recurring lectures.

Discounts & installments

Scholarship discounts and installment plans that stay accurate to the rupee.

Refund approvals

Request, approve and process refunds with a clear record of who did what.

Role-based access

Counsellors, accountants and faculty see only what their role needs.

Reviews From coaching & tuition owners

What coaching institute teams say

Our front desk types the mobile number and immediately knows if the student already enquired. Duplicate entries have practically stopped, and counsellors are not fighting over leads anymore.

Centre HeadCompetitive exam coaching · Pune

With three branches, getting numbers from each centre used to take days. Now admissions and dues for all branches are on one dashboard. Monthly review meeting is much shorter.

DirectorMulti-branch JEE & NEET institute · Kota

Installments were our biggest headache. Klass360 shows which installment is due for each student, so reminders go on time and the accounts team is not chasing in the last week.

Accounts ManagerCommerce & CA coaching · Ahmedabad

Resources Free help for coaching owners

Guides and templates for coaching institutes

FAQs Asked questions

Coaching institute software: common questions

1. Which kinds of coaching institutes use Klass360?

Any institute that runs programs with enquiries, admissions, batches and fees — CA and commerce coaching, banking and government exam prep, CAT and MBA entrance, UPSC foundations, or academic coaching for Class 11–12. You set up your own courses, so the software fits your programs rather than the other way round.

2. Can each counsellor see only their own leads?

Access is role-based. You decide what each role can see and do, so counsellors work their own follow-up lists while the owner and centre head see everything.

3. How do refunds work?

A refund starts as a request against a student's payments, goes to an approver, and is then marked as processed. Each step is recorded, so no refund is given on a verbal OK and the fee record stays correct.

4. Can we track why we lose students to other institutes?

Yes. When an enquiry is closed as lost, the counsellor picks a loss reason such as fees, timing or distance. Reports group these reasons, so you can see which objection costs you the most admissions.

5. We already have hundreds of enquiries in Excel. Can we bring them in?

Yes. Leads and enquiries can be imported from a CSV file, and the mobile-number check keeps duplicates out. Talk to us during the trial about moving existing student and fee records.

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Give your counselling desk a system that works

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