Industry solution

Zoho for Schools and Colleges – Admissions, Fees and Staff in One System

Infobyd sets up Zoho for schools and colleges, and for coaching institutes, to manage admission enquiries, counselling follow-ups, fee tracking and staff HR. We are a Zoho Advanced Partner founded in 2016, with offices in Indore and Patna and 1240+ clients served in India and abroad.

  • 4.3 on Google (74 reviews)
  • 4.8 on Zoho Partner Directory
Why Infobyd

Why choose Infobyd as your Zoho partner

Zoho Advanced Partner badge
Zoho CRM certified badge Zoho Creator certified badge Zoho Marketing Automation certified badge
  • Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
  • 1240+ clients served since 2016, in India and abroad.
  • Since 2012 our CEO has worked with Zoho since 2012.
  • 4.3 Google rating from 74 reviews in Indore.
  • Indore and Patna offices, with online support across India and abroad.
  • 24x7 support for clients after go-live.

Four problems admission and admin teams tell us about

Admission season is short. Every missed enquiry is a missed student.

Enquiries from the website, fairs and walk-ins sit in different places, so many are never called back Enquiries today From many places, no one list Website form In an inbox Education fair On paper slips Walk-in In a register ! Not called back 12 enquiries after 2 days Lost students
Problem 1

"Enquiries come from everywhere, and many are never followed up."

Forms, social media, walk-ins, fairs and calls – all in different places.

On Zoho

Student enquiry management software brings website forms, ads, fairs, walk-ins and calls into one list, and each enquiry goes to a counsellor with a first-call reminder.

This sounds like us
Money is spent on ads and fairs, but admissions are not linked back to the source Admissions by source Online ads ? Education fair ? Referrals ? Walk-ins ? Spent this season 500,000 Admissions from it Unknown ?
Problem 2

"We don't know which ad or event brought students."

Money goes into ads and education fairs, but admissions are not linked back to the source.

On Zoho

Every enquiry keeps its source, and the admission dashboard shows enquiries and admissions by source, course and counsellor.

This sounds like us
Two counsellors call the same parent on the same day and nobody notes the next step Parent Two counsellors called me today Counsellor A Called 10:15 Counsellor B Called 11:40 Next step Not noted ! Follow-up Missed no shared list Called twice
Problem 3

"Counsellors call the same parent twice – or not at all."

There is no shared list of who called whom, what was said and what comes next.

On Zoho

Each enquiry has one counsellor, and every call, campus visit and next step is logged on the student's record for the whole team to see.

This sounds like us
Fee dues are kept in an Excel file and reminders go by hand, while staff records stay on paper Fees.xlsx updated by hand Grade 8 · Term 2 Due 10 Nov Grade 6 · Term 2 Part paid Grade 5 · Term 2 Paid Staff register On paper Salary in Excel Fee reminders by hand Some parents missed
Problem 4

"Fee dues and staff records are in separate registers."

Fee reminders are manual. Staff attendance, leave and salary are handled on paper or Excel.

On Zoho

Fee plans send reminders before each due date, receipts update the due list, and staff attendance, leave and salary run in Zoho People and Zoho Payroll.

This sounds like us
Does any of this sound like your business? Tick the problems that match. A short free call shows you what to fix first.

Built for these kinds of institutes

Whether you run one school or a group of colleges, the same Zoho system adapts to how your admissions work.

Schools

Admission enquiries from parents, campus visits, fee instalments and staff HR.

Colleges and universities

Course-wise applications, document checks, offer letters and admission fees.

Coaching and test prep institutes

Many short-cycle enquiries, batches and fast follow-ups.

Skill and vocational training centres

Course enquiries, batch start dates and fee plans.

Language and short-course institutes

Enquiries all year round, with repeat students and referrals.

Pre-schools and play schools

Parent enquiries, visit slots and term fee reminders.

Can a school or college use Zoho CRM for admissions?

Yes. Zoho CRM works well as an admission CRM for colleges and schools, in India and in other countries – it captures every enquiry, tracks each counselling step and shows which source brings admissions. Around it, we add other Zoho apps as needed:

Zoho CRM

Enquiries, counselling stages, campus visits, applications and admissions.

Zoho Forms / website forms

Enquiry and application forms.

Zoho Campaigns or Marketing Plus

Admission emails and nurture messages.

Zoho Books or a Zoho Creator fee module – fee schedules, receipts and due reminders, as simple fee management software.

Zoho People and Zoho Payroll

Staff attendance, leave and salary.

Zoho Creator

Custom apps, such as hostel or transport records.

What is Zoho Campus?

Zoho Campus is Zoho's new education platform, announced on 23 September 2026 for admissions, fees, attendance and timetables, launching first in India. We are confirming partner access and will advise you if it fits.

How a school, college or coaching institute runs on Zoho – the complete flow

We build the system around your business process. You do not have to change your business to fit the software. We train your counsellors before admission season starts.

Click a stage to see its detailed flow

Stage 1 of 4

Enquiry to counselling

Result: No enquiry is missed in admission season and every counsellor knows the next step.

Appointment or meeting booked on a calendar
  1. Step 1.1

    Enquiry capture

    Website, ads, education fairs, walk-ins and calls, all in one place.

    Zoho Forms Zoho SalesIQ Zoho CRM
  2. Step 1.2

    Counsellor assignment

    AI lead score; enquiry assigned with a first-call reminder.

    Zoho CRM Zia
  3. Step 1.3

    Counselling and campus visits

    Slots booked; calls and visits logged.

    Zoho Bookings Zoho CRM
  4. Step 1.4

    Nurture

    Course details and deadlines by email or WhatsApp (WhatsApp messages are charged).

    Zoho Campaigns Zoho CRM
Stage 2 of 4

Application to admission

Result: A clean, paperless path from application to confirmed seat.

Appointment or meeting booked on a calendar
  1. Step 2.1

    Online application

    Form filled and documents uploaded online.

    Zoho Forms
  2. Check point

    Document verification

    Mark sheets, transcripts and ID checked before the next step.

    Zoho Creator
  3. Step 2.3

    Test, interview and offer

    Slots scheduled; offer letter accepted online.

    Zoho Bookings Zoho Sign
  4. Step 2.4

    Admission fee and student record

    Receipt sent; student record created with course and batch.

    Zoho Books Zoho Creator
Stage 3 of 4

Fees and student support

Result: Fees are collected on time and students and parents get quick answers.

Invoice and payment received INVOICE ₹
  1. Step 3.1

    Fee plan and reminders

    Instalments, scholarships and reminders before each due date.

    Zoho Creator Zoho Books
  2. Step 3.2

    Receipts and dues

    Receipts recorded and the due list updates.

    Zoho Books
  3. Step 3.3

    Attendance and timetable

    Custom app, or Zoho Campus where it fits.

    Zoho Creator
  4. Step 3.4

    Student and parent helpdesk

    Every query becomes a ticket and is tracked to closure.

    Zoho Desk
Stage 4 of 4

Staff and growth

Result: Staff work runs without paper registers and you know what brings admissions.

Staff and team
  1. Step 4.1

    Hiring, attendance and payroll

    Candidates, leave and salary in one place.

    Zoho Recruit Zoho People Zoho Payroll
  2. Step 4.2

    Admission dashboard

    Enquiries by source, conversion by course and counsellor.

    Zoho Analytics
  3. Step 4.3

    Feedback

    Short survey each term.

    Zoho Survey
  4. Step 4.4

    Alumni and referrals

    Alumni records and referral campaigns for the next season.

    Zoho CRM Zoho Campaigns

Running across every stage

Zoho Analytics

Enquiries, admissions, fees due and staff summary

Access control

Each staff member sees only what they need

Zoho Cliq

Alerts for counsellors and managers

Zoho WorkDrive

Student and staff documents

Zoho Flow

Links other software

What you can track after go-live

  • Enquiries by source, course and counsellor
  • Counselling stage for each student
  • Admissions against targets
  • Fees due, received and pending
  • Staff attendance and leave

How we set up Zoho for your institute

From the first call to the first admission on Zoho, you know what happens next and what you get.

Step 1 of 4

Admission walkthrough

We go through your admission flow with you on a video call, from first enquiry to confirmed seat.

  • Where enquiries come from today
  • Your courses, batches and counselling steps
  • How fees and staff records are kept
  • Your tools today: Excel, registers or other software

You get: a clear picture of where enquiries and fees slip, and which Zoho apps fit.

Admission walkthrough on a video call: we map enquiry sources, counselling, fees and staff HR Admission walkthrough Our consultant Admission head In your working hours We map Enquiry sources Counselling Fees Staff HR Your tools today Excel Paper registers Old softwa… Zoho fit?
Step 2 of 4

Plan and quote

We write down what the system will do and share a quote.

  • Stages, forms and approvals to build
  • Zoho apps, edition and number of users
  • Student, course and staff data to move
  • Timeline planned around your admission season

You get: a written plan and quote. You approve it before we build anything.

Step 3 of 4

Build and test

We build your system and test it with your real cases.

  • CRM, forms, fee module and HR set up as per the plan
  • Courses, fee plans, staff and open enquiries moved in
  • Counsellor screens tested on the phones your team uses
  • Every stage tested with sample enquiries, from form to fee receipt

You get: a working system, checked with your own admission cases. See our data migration service.

Step 4 of 4

Go live and support

Your team starts using Zoho, and we stay with you.

  • Training by role: counsellors, admission office, accounts and HR
  • Counsellors trained before admission season starts
  • 24x7 client support, with a reply within 30 minutes to 1 hour
  • Short user guides and recorded sessions where possible

You get: one team that knows your setup. See Zoho support and AMC.

Anywhere, safely

Admissions on mobile, and your data kept safe

Mobile app

  • Counsellors on the move The Zoho CRM app on Android and iOS lets counsellors call, add notes and see the next follow-up.
  • Campus apps on the phone Zoho Creator apps run on Android and iOS, so staff can mark attendance or check student records from a phone.
  • Helpdesk on the go The Zoho Desk app on Android and iOS lets staff answer student and parent queries from a phone.

Security and privacy

  • Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
  • Audited controls A SOC 2 audit, and GDPR compliance.
  • Each person sees only their part Roles and permissions for counsellors, admission office, accounts, HR and management.
  • Data in your region Zoho runs data centres in many regions, such as India, the US, Europe, Canada, Australia and the UAE. We set up your account on the right one.

Our work, in our clients' words

Real case studies, client reviews and guides linked to this page.

Case studies

All case studies
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What our clients say

Copied as written on infobyd.com. See all clients

Highly recommended for future projects.
MP Mikky Publication Services Pvt Ltd Zoho CRM and Zoho Analytics
Very hard working and supportive team.
AD Allen Digital
Team is very responsive and they have implemented CRM solutions very smoothly
SI Sujan Industry
Zoho products are highly intuitive and user-friendly.
DS Divergent Software Labs Pvt Ltd

From our blog

All posts
Worldwide

Zoho for education businesses worldwide

Schools, colleges and training institutes in many countries face the same rush in admission season. We set up the same connected admission and fee system for them online, from our offices in India.

Countries we serve

How we work across countries

  • Your time zone

    admission walkthroughs, testing and counsellor training are planned in your working hours, before your admission season.

  • Your currency

    we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.

  • Your data centre

    we set up your Zoho account on the data centre for your region (India, US, Europe, Canada, Australia, UAE and more), so student records are kept in your region.

FAQ

Frequently asked questions

Is Zoho CRM good for coaching institutes?

Yes. Coaching institutes get many short-cycle enquiries. Zoho CRM helps counsellors call fast, follow up on time and see which batch or course each student wants.

Can parents and students get WhatsApp reminders?

Zoho CRM supports WhatsApp Business messaging through Zoho's integration. Message templates need Meta's approval, and messages are charged. We set up templates for visit, application and fee reminders.

Is Zoho a full school ERP?

Zoho CRM, Books and People cover admissions, fees and staff. Timetables and exams need Zoho Campus or a custom Zoho Creator app.

Is student data safe in Zoho?

Zoho offers role-based access, and data centres in many regions, such as India, the US, Europe, Canada, Australia and the UAE. We set up your account on the right data centre, and set access so each staff member sees only what they need.

How much does it cost?

Zoho licence cost depends on the plan and users; see Zoho's official pricing page. Zoho also offers special discounts for some educational institutions; ask Zoho for current terms. For our service, ask for a quote. Time depends on scope – we share a clear plan after the free consultation.

Do you set up Zoho for schools and colleges outside India?

Yes. We work with schools, colleges and training institutes in the UAE, Canada, South Africa, New Zealand, the USA, Australia and other countries. All steps, from the admission walkthrough to counsellor training, are done online, in your working hours.

Will invoices and tax reports follow my country's rules?

Yes. Zoho Books comes in country editions, for example with VAT filing in the UAE, GST/HST returns in Canada and BAS reports in Australia. We set up the edition for your country and check the tax setup with your accountant.

Free consultation

Be ready for your next admission season

Book a free call. We will map your admission flow in Zoho.

  • Free first call with a Zoho consultant
  • Clear plan and quote – no hidden surprises
  • Zoho Advanced Partner · 1240+ clients served

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Office hours Mon–Fri, 10:00 am – 7:00 pm. Client support 24x7. Call +91 91659-90196 or email contacts@infobyd.com.