Rooman One CRM
Capture every course enquiry, store it in one place, and convert more of them into admissions. Built for coaching centres, skilling institutes and multi-centre training networks — not adapted from a generic sales CRM.
Rooman One CRM is one half of the Rooman One platform. The other half is a full academic ERP, so an enquiry that converts becomes an enrolled student with a batch, a fee schedule and attendance — in the same system.
Most institutes lose enquiries between the three. The counsellor takes the call, the details stay on their phone, and nobody follows up.
Every enquiry — form, call, walk-in, referral or import — becomes a lead record the moment it arrives, assigned to a counsellor and a centre.
One place holds the learner, the course they asked about, the conversation history, the documents and the next action. Nothing lives in a personal phone.
Follow-ups run on schedule, the pipeline shows what is close to admitting, and a converted lead becomes an enrolled student with a batch and a fee plan.
Every item below is a module that ships with Rooman One CRM today.
Website enquiry forms, walk-ins, phone calls, referral links and bulk imports from your old CRM or a spreadsheet all land in the same lead list, so nothing is left sitting in a counsellor’s notebook or a WhatsApp thread.
Every enquiry keeps its own record with the course asked about, source, centre, assigned counsellor and full history. Contacts and institutional accounts are linked to it, so you always see who you spoke to and what was promised.
Deals move through stages that match how an institute actually works — enquiry, counselled, demo attended, fee discussed, admitted or dropped — with a probability and expected value on each stage.
Schedule the next call, meeting or task against the lead itself. A dedicated follow-up view shows every learner due today, so counsellors start the morning with a list instead of a search.
Send approved WhatsApp templates, email and SMS campaigns without leaving the lead. Every message is logged against the learner, so the next counsellor to open the record sees exactly what was already sent.
Log calls with outcomes and recordings, book meetings, and attach notes and files to the record. The activity timeline is the answer to “what happened with this enquiry?” — no one has to reconstruct it.
Slice leads by course, centre, source, status, counsellor or date, save the view, choose which columns you see, and reassign in bulk when a counsellor leaves or a new centre opens.
Route new enquiries to the right counsellor automatically, and track referral partners end to end — who referred whom, which referrals converted, and what payout is due.
Dashboards and reports show enquiries received, conversion rate, revenue and counsellor performance per centre, so a multi-centre network can compare branches on the same numbers.
Because the CRM sits next to the Rooman One academic ERP, a converted lead becomes an enrolled student with a batch, a fee schedule and attendance — instead of being re-typed into a second system.
Counsellors see their own leads, centre managers see their centre, management sees everything. Data is scoped per organisation and changes are recorded in an audit log.
A sales CRM is built around a deal with a product, a quantity and a close date. An admission is not that. The enquiry is about a course, and the answer depends on which batch starts when, at which centre, at what fee, and whether the learner qualifies. The follow-up cycle is short and repetitive, and it is run by counsellors handling dozens of conversations a week rather than account executives handling six.
So institutes end up bending a generic CRM into shape with custom fields, then keeping the real information — batch timings, fee negotiations, document collection — in a spreadsheet beside it. The spreadsheet is where the conversion rate actually goes to die.
Rooman One CRM starts from the education workflow instead: courses and batches are first-class, centres and counsellors are part of the permission model, and the point of conversion hands the learner straight to the academic ERP as an enrolled student. Nothing is re-typed, and the enquiry-to-admission number is a report rather than a monthly reconciliation exercise.
Tell us how many centres and counsellors you run and we will walk you through capture, follow-up and conversion on a live system.
Talk to the Rooman team