CRM
Counsellor Workflows
Task lists, call scripts, follow-up scheduling and document checklists for each counsellor.
Drishti Innovations Counsellor Workflows gives every team member a clear, scripted day — tasks, calls, follow-ups and checklists all in one screen.
Key capabilities
- Daily task and call list
- Call scripts and objection handling
- Auto-scheduled follow-ups
- Document and parent-meeting checklists
More in CRM
Multi-channel Lead Capture
Capture enquiries from web forms, landing pages, WhatsApp, walk-ins and Meta/Google ad campaigns.
Lead Kanban
Drag-and-drop pipeline with stages, owners, tags and bulk actions across the admissions funnel.
SLA & Follow-up Tracking
Auto-flag leads that breach SLA, escalate to managers and report on counsellor responsiveness.
Drip Campaigns
Pre-built WhatsApp / email / SMS sequences for each stage of the admissions journey.