Skip to content
Yatharth Educational Services logo
University Management Solutions

Customer Relationship Management (CRM)

From the first lead to a graduating alumnus, a single CRM for the entire student lifecycle.

Overview

What this engagement actually does for your institution.

Most universities still run admissions on a mix of spreadsheets, email threads and a CRM that was sold for B2B sales. Our CRM is built for the realities of higher education: counsellor pipelines, programme-wise yields, document workflows and the parental conversations that actually close admissions.

Once a student is admitted, the same CRM stays with them through the lifecycle, into convocation, alumni and lifelong learning, sharing identity with the LMS and ERP so nothing has to be reconciled.

What this service includes
  • Lead management

  • Admission tracking

  • Student lifecycle management

  • Communication automation

How it fits the bigger picture

University Management Solutions

End-to-end technology and operations partner for universities, from learning management and CRM to ERP, online assessment and AI-driven student support. We empower universities with integrated technology solutions that enhance learning, streamline operations and drive academic excellence.

Who this service is for

Built for these scenarios.

  • Admissions teams that have outgrown spreadsheets and generic CRMs.

  • Programmes running multi-touch admissions with counsellor pipelines and yield tracking.

  • Institutions that want a real alumni database, not a static export from twenty years of records.

Outcomes you can expect

What changes after the engagement.

  • A predictable admissions pipeline with counsellor-level visibility.

  • Automated, timely communication that reduces drop-offs at every stage.

  • An alumni database that keeps living after convocation.

Deliverables

Concrete artefacts shipped to your institution.

Not slideware. Each item below leaves the engagement as a documented, reviewable artefact your team can use, audit and build on.

  • Lead capture from web forms, ads, partners and walk-ins

  • Counsellor pipelines, follow-ups and conversion tracking

  • Document and verification workflow integrated with admission rules

  • Communication automation across email, SMS and WhatsApp

  • Lifecycle and alumni modules with shared student identity

How the engagement runs

A predictable, four-stage delivery rhythm.

Every crm engagement runs through the same four stages, calibrated to the size of your programme. You know what to expect at every checkpoint.

  1. 1

    Pipeline design

    Map programmes, sources, stages and counsellor structures into a configurable pipeline.

  2. 2

    Configure & automate

    Configure roles, dashboards and communication automation across channels.

  3. 3

    Pilot intake

    Run a single intake cycle through the CRM end-to-end before scaling.

  4. 4

    Scale & integrate

    Roll out across programmes and integrate with LMS and ERP for a shared identity.

FAQ

Frequently asked, services

Quick answers to the questions universities and colleges ask us most. If you have one we have not covered, write to us at info@yatharthedu.com.

  • Yes. We act as a complete execution partner: programme design with UGC-DEB compliance, admissions and marketing, LMS setup, student onboarding, examination and evaluation management, and certification and reporting.

  • Yes. Our Online Assessment Solution provides secure, cheat-proof proctored exams with identity verification, locked-down browser, AI-assisted invigilation, replayable evidence per attempt, auto and manual evaluation, digital answer-script management, PDF-based evaluated answer copies and result analytics.

  • Yes. Our LMS, CRM and ERP are designed to integrate as one university platform, covering student dashboards, admission tracking, fee management, scheduling, HR and payroll, transport and hostel management, with shared analytics across all modules.

  • Yes. Our E-Content Development service includes plagiarism reports as part of the editorial process, and our Research & Publication Support service provides Turnitin-grade plagiarism checking and university-standard formatting.

  • Yes. We run programme rollouts end-to-end: UGC-DEB-aligned design and approvals support, SLM and content production, LMS configuration, online assessments, student onboarding, examinations and certification.

  • A single service for a single department or programme is a normal starting point, for example a question bank build, an SLM refresh or an LMS for one school. Most institutions then expand the engagement after the first cohort.

  • Commercials are itemised by deliverable and milestone-linked, so invoicing tracks delivery rather than the calendar. We do not raise change orders for work that should have been in scope from day one.