EdTech
SaaS & Technology
📚
EdTech

CRM for EdTech.
Student lifecycle. B2B institutional sales. Enrolment pipeline.

Student lifecycle CRM, B2B institutional sales pipeline, and enrolment conversion management for EdTech companies scaling globally.

Student CRM
Lifecycle management
B2B pipeline
Institutional sales
Enrolment
Conversion tracking
GDPR ready
Student data compliance

Why EdTech CRM is different

EdTech CRM serves two very different audiences

EdTech companies sell B2C (directly to individual students and learners) and B2B (to schools, universities, and corporate learning buyers) simultaneously. Each has completely different CRM logic. B2C requires high-volume, low-touch nurture from awareness to enrolment. B2B requires complex institutional procurement management with multiple stakeholders and long sales cycles. Most EdTech CRM implementations serve one motion poorly and ignore the other entirely.

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Student enrolment funnel leaks at multiple stages
Awareness to enrolment conversion is below 5% and nobody knows which stage is losing the most students or why.
B2B institutional sales not in CRM
Schools and university procurement deals — worth 10-50x individual student revenue — are managed informally by a few salespeople with no CRM infrastructure.
Student re-engagement not automated
Students who start a course but do not complete it represent the highest-likelihood of future revenue. No systematic re-engagement programme.

Client result

What we delivered for a EdTech business

All case studies →
Case Study
Churn rate reduced 18%

Data Architecture Redesign for a SaaS Platform — Single Source of Truth Across 6 Systems

B2B SaaS Platform (2,200 customers)

A B2B SaaS platform with 2,200 customers had customer data spread across HubSpot, Stripe, their product database, Intercom, Zendesk, and a homegrown analytics platform. Revenue reporting took a week per month.

18%
Churn rate reduction
4 hrs
Monthly reporting time
6 systems
Connected
99.2%
Revenue data accuracy
Read full case study →

"We stopped arguing about data and started making decisions. That sounds simple but it took three years and the right architecture partner to get there."

Ch
Chief Operating Officer
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Regulatory & compliance context

We design CRM for EdTech companies that satisfies GDPR and UK GDPR for student personal data, COPPA for platforms serving under-13s in the US, FERPA for EdTech serving US educational institutions, PECR for electronic marketing to students in the UK, and DfE data sharing requirements for EdTech working with UK schools.

FAQ

EdTech CRM questions answered

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Free assessment — EdTech

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