WhatsApp, call & email follow-ups on autopilot
Set the sequence once. Pulse sends messages and reminds counselors to call, so no lead waits.
WhatsAppEmailCall reminderSMS
CRM for admissions-led businesses
Turn every lead into an enrollment.
Uptrix Pulse brings your leads, follow-ups, counselors, admissions and branches into one connected CRM, so your team always knows who needs attention next.
WhatsApp, SMS & email built inMulti-branch readyMigration assistance
pulse.uptrixglobal.com
Uptrix CRM screenshot — Dashboard
The problem
Your leads are growing. So are the problems.
When leads live in spreadsheets, phones and chat groups, admissions slip through the gaps.
Where your leads live todayNo single view of a lead
SpreadsheetsDifferent version per counselor
WhatsApp groupsMessages buried in chats
Personal phonesCall history nobody else sees
Ad dashboardsSpend with no link to admissions
- 01
Leads get lost
Enquiries sit in inboxes, sheets and phones with no owner.
- 02
Follow-ups come too late
By the time someone calls back, the lead has moved on.
- 03
Everyone has their own tracker
Counselors work from different lists that never match.
- 04
No counselor visibility
Hard to see who is following up and who is not.
- 05
Admissions are hard to track
No clear view of where each student is in the process.
- 06
Spend is disconnected
Marketing budget is not linked to actual enrollments.
- 07
Branches run separately
Each location reports differently, if at all.
Lead leakage
This is your pipeline without Pulse
85%of paid leads never become enrollments
ENQUIRY248 leads
CONTACTED179 leads
FOLLOW-UP121 leads
COUNSELING64 leads
ADMISSION38 leads
100%72%49%26%15%
−28%never recovered
−23%never recovered
−23%never recovered
−11%never recovered
- ENQUIRY · 248100%↓ −28% never recovered
- CONTACTED · 17972%↓ −23% never recovered
- FOLLOW-UP · 12149%↓ −23% never recovered
- COUNSELING · 6426%↓ −11% never recovered
- ADMISSION · 3815%
Illustrative pipeline of 248 enquiries. Each drop-off is a lead your team paid for.
How Pulse fixes this
One connected system from first enquiry to enrollment.
Leads, counselors, follow-ups, marketing, admissions, branches, communication and analytics, working from the same record.
BeforeWith Pulse
- Scattered leadsConnected leads
- Manual follow-upsAutomated follow-ups
- Disconnected teamsCounselor visibility
- Branches run separatelyBranch visibility
- Unknown acquisition costComplete attribution
- Missed opportunitiesBetter operational control
Follow-up automation
Never let a hot lead go cold again
Automate WhatsApp, email and call reminders from enquiry to enrollment.
Pulse helps your team know who needs attention and what needs to happen next. Every lead gets the right message at the right time, and every counselor starts the day with a clear queue.
New EnquiryWhatsAppEmailCall ReminderCounselor Follow-upEnrollment
Follow-up queue · TodaySample data
- Rohan Mehta · JEE AdvancedWhatsApp sent2 min ago
- Sneha Iyer · NEET UGCall reminderDue 11:30 AM
- Arjun Singh · FoundationDemo invite emailScheduled
3 of 24 tasks todayAuto-assigned by Pulse
Why teams choose Pulse
Four things Pulse does for your business every day.
Counselor-wise admission tracking
See which counselor owns each lead, what they have done, and how many admissions they have closed.
Counselor A41
Counselor B32
Counselor C23
Sample dataEvery branch on one dashboard
Leadership sees leads, follow-ups and admissions across all locations without asking for reports.
Branch ABranch BBranch COne view for leadership
Know what every enrollment really costs
Connect marketing spend to the leads it brought in and the admissions it produced.
Ad spendLeadsAdmissionsCost per enrollment
Our Trusted Partners
WhitescholarsCatalystGrowth Intellilabs
How Uptrix works
Six steps. One record per lead.
From the first enquiry to the final report, every step happens on the same lead record.
- 01FORMS · ADS · WALK-INS
Capture the lead
Enquiries from every source land in Pulse.
- 02AUTO-ASSIGN
Assign the lead
The right counselor owns it right away.
- 03WHATSAPP · EMAIL · CALLS
Engage and follow up
WhatsApp, email and call reminders go out on time.
- 04COUNSELOR NOTES
Counsel and nurture
Counselors guide the student with full context.
- 05ADMISSION · FEES · BATCH
Convert to enrollment
Admission, fees and batch are recorded.
- 06COST PER ENROLLMENT
Measure the result
See cost, source and conversion for every enrollment.
Capabilities
Features of Pulse
Everything an admissions team needs, built around the lead.
Lead Management
Capture leads from every source, assign them to the right counselor, and track status, source and history in one place.
CaptureAssignmentStatusSourceFollow-upsSearch & filtersHistory
Uptrix CRM screenshot — Lead management
- 02
Integrations
WhatsApp, SMS and email connected to every lead.
- 03
Call and Chat Support
Talk to leads by call or chat from the CRM.
- 04
Counsellor Management
Ownership, activity and admissions per counselor.
- 05
Bookmark Lead
Pin important leads so they are never buried.
- 06
Customised Field Values
Shape lead records around your own process.
- 07
Fee Management
Track payments and outstanding amounts.
- 08
Batch Management
Organize enrolled students into batches.
- 09
Employee Work Logs
See what the team worked on each day.
- 10
Employee Attendance
Attendance recorded in the same system.
- 11
Migration Assistance
Help moving your existing data into Pulse.
A closer look at the workflow
Every lead, tracked from the first touch
Capture enquiries from forms, ads and walk-ins, then search, filter and bookmark the leads that matter most.
- Lead source and status on every record
- Assign to counselors automatically or manually
- Search, filters and bookmarked leads
- Full lead history in one timeline
Screenshot — Leads list & filters
Workflow automation
Let Pulse handle the repetitive work.
Build the steps once. Every new lead follows the same path, and your counselors only step in when a conversation needs a person.
- 01New Lead
- 02Assign Counselor
- 03Send WhatsApp
- 04Wait
- 05Reminder
- 06Call Task
- 07Follow-up
- 08Enrollment
Analytics & attribution
Know what every enrollment really costs.
Pulse links each enrollment back to the campaign, the lead source and the counselor behind it, so you can see which spend actually fills seats.
- 01Marketing spend
- 02Lead source
- 03Leads
- 04Counselor activity
- 05Admissions
- 06Enrollment & cost per enrollment
Screenshot — Analytics & source report
Source, counselor and conversion reports
Screenshot — Branch dashboard
Every branch on one dashboard
Who Pulse is for
Built for teams that turn enquiries into admissions.
Education & coaching
Institutes managing enquiries, counseling and enrollments for courses and batches.
Admissions teams
Counselor teams that need a shared queue and clear ownership of every lead.
Multi-branch organizations
Leadership that needs one view across every location.
Growing sales teams
Teams outgrowing spreadsheets as lead volume increases.
Integrations
Every conversation, attached to the lead.
WhatsApp, SMS, email and calls connect to the lead record, so anyone on the team can see the full history before they reach out.
WhatsAppSMSEmailCall & chat
Migration Assistance
Switching is handled with you.
Our team helps move your existing leads and records from spreadsheets or your current CRM into Pulse, so you start with your data in place.
- 01Share your existing data
- 02We map fields and stages
- 03Your team starts working in Pulse
Pricing
Simple plans, priced per user.
Start with the essentials, or get the full Pulse CRM with integrations, SSO and your own branding.
- Basic5 users₹399 per user
- Standard5 to 100 users₹999 per user
- EnterpriseFull Pulse feature set₹1,499 per user
Uptrix Pulse is a CRM that brings leads, follow-ups, counselors, admissions, fees and branches into one connected system.
Education and coaching businesses, admissions teams and multi-branch organizations that turn enquiries into enrollments.
Yes. Pulse can send WhatsApp, SMS and email messages and create call reminders for counselors along the lead journey.
Yes. Every lead has an owner, and you can see follow-ups, counseling activity and admissions by counselor.
Yes. Leadership can view leads and admissions across all branches from one dashboard.
Yes. Pulse includes fee management and batch management so the student journey continues after enrollment.
Yes. Our team offers migration assistance to move your existing leads and records into Pulse.
Fill in the form below and our team will contact you to schedule a walkthrough.
Stop losing leads. Start growing enrollments.
See Pulse with your own admissions process in a 30-minute walkthrough.
- A tour built around your lead journey
- Answers on migration and setup
- A quote for your team and branches