For coaching institutes
A lead CRM for coaching institutes, in your Google Sheet
ownyourclick is a lead CRM for coaching institutes that works in Google Sheets. Every admission enquiry from your website, ads or a lead form lands in one shared sheet with its source and a hot %, and your counsellors update each student's status there. The Team plan is ₹1,299 a month for any number of people.
7 days of Team, free. No card needed.
| Arrived | Student | Course | Source | Hot % | Status | Notes |
|---|---|---|---|---|---|---|
| 16 Oct, 5:20 pm | Ravi M. | NEET 2027 | 78% | Demo Booked | Call after 6 pm | |
| 16 Oct, 4:02 pm | Sneha P. | JEE weekend | 35% | New Lead | — | |
| 15 Oct, 8:45 pm | Karthik V. | NEET crash course | 64% | Follow Up | Asked about fees |
What should a CRM for a coaching institute do?
For admissions, a CRM has four jobs:
- Catch every enquiry, from every course page, ad and form, without anyone copying them in.
- Say where each one came from, so you know which ad, batch page or channel brings students.
- Show who to call first, because a counsellor can only make so many calls a day.
- Keep every student's stage in one place: new, called, demo booked, enrolled, so nobody is called twice or forgotten.
ownyourclick does these four, and keeps the list in a Google Sheet your counsellors already know how to use.
How do counsellors work the leads?
Everyone works from the same Google Sheet. Each enquiry is a row with the student's answers (course, batch, city, whatever your form asks), its source and a hot %. Counsellors change the Status from a dropdown, add Tags and write Notes, and those changes come back to ownyourclick within about 30 seconds.
You choose the statuses (up to 20, with their own colours), such as New Lead, Called, Demo Booked, Enrolled and Not Interested. In ownyourclick, the Leads tab filters by status, source, tag and hot %, and each lead's timeline shows every status change and who made it.
How do you know which ad or batch page brings admissions?
Give each page its own sources: one link for each ad, your YouTube channel, your Instagram bio, a WhatsApp group. Ads can carry their campaign and ad name in the link: see how to tag Meta ads with UTMs. Every enquiry then shows where it came from. Connect your payment gateway (Razorpay, Dodo Payments or Stripe) and fee payments are matched to the student, so you see which source brings students who enrol, not just enquiries.
Can students get WhatsApp follow-ups?
Yes, through your own WhatsApp Business API account with Askeva or Gallabox (in beta). Send a template when a student reaches a status (a welcome when they enquire, the demo link when they're at Demo Booked), a reminder if they don't reply, and campaigns to everyone at a status or in an uploaded contact list. Nothing is sent until you switch it on, and anyone who replies STOP gets nothing more.
How is this different from a full education CRM?
Admission CRMs built for large institutes often add counsellor assignment, call logging, field-visit apps and fee or student management. ownyourclick doesn't. It does the part before admission well: catching every enquiry with its source and engagement, in a shared sheet with statuses and WhatsApp follow-up, at one price for the whole team. If your team already works in Google Sheets, there's nothing new to learn.
Can you bring in the enquiries you already have?
Yes. On a page's Leads tab, Import leads takes a CSV: match each column of your file to where it goes, including their status, and the students join the list. Imported leads never get a WhatsApp message by themselves. You can also upload a contact list for a WhatsApp campaign.
Who uses it this way?
Error Makes Clever
Edtech company
An edtech company. They see how many people visit their website day after day and how many become leads, source by source, then nurture those leads with WhatsApp campaigns.
Read their story →
VistaTech
Analytics training
Runs analytics training. Every lead lands in their Google Sheet with its source and hot %, and their sales team calls from that sheet, updating each lead's status and notes.
Read their story →
Questions
What do people ask?
Can all our counsellors use it?+
Yes. The Team plan is ₹1,299 a month for any number of people. Invite each counsellor by email from Settings → Team. Everyone sees and works the same leads; there are no separate counsellor roles.
Do we have to stop using Google Sheets?+
No, that's the point. ownyourclick creates the sheet in your Google Drive and fills it. Your team keeps working in Google Sheets, and their status and notes changes come back to ownyourclick.
Can we capture enquiries without a website?+
Yes. Make a lead form with its own link, such as ownyourclick.com/forms/neet-2027, and share it in ads, WhatsApp groups or your bio. Its enquiries get statuses and a Google Sheet like a landing page's.
We have several centres or brands. Does that work?+
Yes. On the Agency plan (₹3,999 a month) you get up to 10 workspaces, one per centre or brand, each with its own pages, sheet and team. Within one workspace you can also track any number of pages.
Can we see which students paid the fee?+
Yes. Connect Razorpay, Dodo Payments or Stripe on the page's Payments tab. Each payment is matched to its student, and can move them to a status such as Enrolled automatically.
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What to read next?
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Google Sheets CRM →
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Course creators →
Lead tracking and a Google Sheets CRM for course creators who run ads to a landing page and call or WhatsApp their leads.
Pricing →
Solo, Team and Agency plans in rupees, monthly or yearly, with a 7-day free trial.
Give your counsellors one list to call from
7 days of the Team plan, free. No card needed. Then from ₹699 a month.