Course inquiries flood five inboxes
Instagram DMs, Telegram channel admins, email, WhatsApp, and a course-platform inbox, all asking "is this course right for me?" Most never get a reply within the 24-hour window when they convert.
CRM FOR EDUCATIONIndustry pack
From course inquiry to graduation, one workspace for every student.
The Education workspace captures inquiries from Instagram, Telegram, and email, uses AI to qualify course-fit, runs cohort-aware onboarding sequences, and handles refunds without melting your inbox. Built for coaches, course creators, and online schools.
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70%
AI deflection rate
On "is this for me" DMs
24h
Decision window
Most students convert
5 ch.
Cohort broadcast
Email, IG, Tg, WA, SMS
Multi
Language variants
Per template, per cohort
What breaks in education businesses
Four problems coaches and course creators hit every cohort
Inquiries pile up, onboarding eats the week, cohort messaging scatters, refunds drain morale. CRM Solid solves each one.
Manual student onboarding eats your week
Sale closes Monday. Welcome email goes Tuesday. Course access link Wednesday. Community invite Thursday. By the time you finish, the new cohort started without them.
Cohort communications scatter across tools
Telegram for the live chat, email for weekly summaries, Discord for community, Notion for lesson links. Students drop out because they cannot find the next class.
Refund handling kills morale
A refund request from a confused student becomes a 4-day email thread, a Stripe ticket, a refund-policy debate, and a frustrated team. Without a process, every refund is a one-off.
Six capabilities built for online education
From the first DM to the final cohort graduation message: automated, on-brand, multi-channel.
Course-platform webhooks
Real-time enrollment events from Teachable, Thinkific, Kajabi, Podia, Circle, Mighty Networks, or any custom LMS. Auto-tag, auto-sequence, auto-route.
AI course-fit qualifier
Trains on your syllabus and FAQs. Answers "is this course right for me?" in your brand voice, qualifies on goals and experience, hands off to humans where it should.
Cohort tag & broadcast
Tag every student with their cohort. Broadcast to the cohort across email, Telegram, WhatsApp, IG DM, with stop-on-reply across channels.
Onboarding sequences
Welcome, access link, community invite, week-1 schedule, week-2 check-in. Multi-channel, multi-language, multi-cohort. Edit copy per course.
Refund-request workflow
Tag, pipeline stage, 3-step automated reply, clear human handoff. Cut refund-resolution time from 4 days to 12 hours.
Live-class & assignment reminders
Schedule reminders across email, Telegram, WhatsApp, SMS. Reduce no-shows on live classes and missed assignments dramatically.
What we hear from education teams
Every course creator we onboard has the same set of problems. They are great educators. They are terrible at the operational side of running a cohort. Inquiries pile up faster than anyone can reply. Manual onboarding eats half the team's week. Cohort messaging is split across Discord, Telegram, email, and the course-platform inbox. Refund requests turn into 4-day email threads.
None of this is the educator's fault. It is what happens when you grow from one cohort to ten without an operations playbook. CRM Solid bakes the playbook into the workspace so even a solo creator with a 500-student cohort can run it without burning out.
Channels that matter for education
- Instagram DM: the #1 inquiry source for most consumer course creators. Story replies, comment-to-DM, profile inbound. CRM Solid auto-creates a lead with the post or Story they engaged with.
- Telegram: the #1 cohort-engagement channel. Live-class reminders, daily check-ins, community Q&A. Multi-account per workspace, native MTProto.
- Email: onboarding, weekly summaries, certificate delivery, refund-correspondence. Relayed via SMTP, SES, SendGrid, or Mailgun.
- WhatsApp: common for international students. Live-class reminders, assignment nudges, payment-plan check-ins.
- Live chat widget: embedded on your course-sales page. AI answers fit questions, humans handle deals.
- SMS: high-urgency moments (live class starts in 2 hours, assignment due tonight). Twilio relay supported.
Compliance & data residency
Education involves PII for adults and sometimes minors, payment data, and regulatory frameworks that differ wildly by country. CRM Solid handles the common cases:
- GDPR: required for any EU student. Explicit consent per channel, right-to-erasure within 30 days, EU data residency on annual plans, DPA at /dpa.
- GDPR Article 8 (minors): for under-16 students in EU, parental consent is required. CRM Solid supports parental-consent capture flows where the consent record is stored on the parent's profile and linked to the minor's.
- KVKK: Turkish course creators. Turkish-language consent flows and the legal-basis fields KVKK requires.
- FERPA (US K-12): CRM Solid is not currently FERPA-certified; not recommended for US K-12 institutions. For higher-education and adult education, GDPR-equivalent protections apply.
- Payment data: CRM Solid does not store full card numbers. Stripe, LemonSqueezy, and WeePay handle that. Enrollment and student data flow in via webhook with PII isolated.
Sample sequences & templates
The Education workspace ships with four ready-to-edit sequences, each multi-channel and multi-language:
- Inquiry-to-Enrollment (5 days): welcome DM within 60 seconds, follow-up with the syllabus on day 1, social-proof case study on day 2, a 1:1 call invitation on day 3, urgency reminder on day 5.
- Student Onboarding (7 days): welcome email on day 0, course access on day 0, community invite on day 1, week-1 schedule on day 2, first live-class reminder on day 3, week-1 check-in on day 7.
- Cohort Live-Class Reminders: 24 hours before, 2 hours before, and 5 minutes before every live class. Channel mix depends on student preference.
- Refund Request: auto-acknowledge within 5 minutes, gather context (reason, time-in-course, completion-percentage), route to a human with a decision template. Most refunds resolved within 12 hours.
Reporting & KPIs
The Education dashboard shows the operational KPIs course creators actually need:
- Inquiry-to-enrollment rate: by source. Instagram, Telegram, referral, paid ad.
- Cohort completion rate: by cohort and by lesson. See which lesson is the dropout point.
- Live-class attendance: percentage of enrolled students who attend each live session.
- Refund rate: by cohort, by reason. Spot syllabus mismatches before they become a 30% refund quarter.
- AI deflection rate: what percentage of pre-purchase DMs the AI resolves without human handoff.
Generic CRM vs CRM Solid for Education
Three places generic CRMs leave course creators with manual workflows.
| Capability | CRM SolidRecommended | Generic CRM |
|---|---|---|
| Course operations | ||
Course-platform webhook integration | via Zapier | |
Cohort tag & broadcast | ||
Multi-language sequence variants | ||
| Inquiry handling | ||
AI course-fit qualifier | ||
Multi-channel inbound capture IG, Telegram, WhatsApp, email, live chat | ||
Auto-tag with course of interest | ||
| Refund & compliance | ||
Built-in refund workflow | ||
Parental-consent flows (GDPR Art. 8) | ||
Multi-jurisdiction consent capture | ||
| Pricing & rollout | ||
Flat-rate, no per-student tax | ||
Live in 20 minutes with industry preset | weeks of config | |
Comparison reflects publicly listed feature sets and pricing as of 2026 Q1.
“Our last cohort had 412 students and I onboarded all of them solo. Two years ago that would have been 80 hours of manual work. With CRM Solid it was three afternoons. The AI handled most of the pre-purchase DMs. I only stepped in for edge cases.”
Ines Kovač
Founder & Lead Educator · Polyglot Studio
GDPR, KVKK, and parental consent: handled
Education businesses handle adult and minor PII, payment data, and cross-border consent flows. CRM Solid ships per-channel consent capture, GDPR Article 8 parental-consent flows for under-16 students, right-to-erasure within 30 days, EU data residency on annual plans, and a standard DPA.
GDPRKVKKParental Consent (Art. 8)EU ResidencyDPA Included
Education pack FAQ
Common questions from coaches, course creators, and online schools.
CRM Solid ingests course-enrollment events via webhook from any platform that can send one: Teachable, Thinkific, Kajabi, Podia, Circle, Mighty Networks, custom LMS. Every enrollment creates a contact, attaches the course tag, and fires the onboarding sequence automatically. Custom LMS via our public REST API.
Yes. Train a custom AI sales bot on your course syllabus, FAQs, and pre-requisites. The bot answers fit questions in your brand voice, qualifies on goals and experience level, and hands off to a human for refund concerns, technical issues, or anything outside its scope. Most education businesses see the AI resolve 70-80% of pre-purchase DMs.
Tag every student with their cohort (e.g. "cohort-2026-Q1"), and broadcast to that tag from one place. Pick the channels: email for the syllabus, Telegram for the live-class reminder, WhatsApp for the assignment due-date. Stop-on-reply across channels so an engaged student never gets the email a day later.
Yes. Explicit consent capture per channel at signup, right-to-erasure within 30 days, EU data residency on annual plans, and a standard DPA. For minors (under 16 in most EU jurisdictions), CRM Solid supports parental-consent flows, required by GDPR Article 8. KVKK-compliant for Turkish course creators.
CRM Solid does not process refunds directly. That happens in your payment processor (Stripe, LemonSqueezy, WeePay). But CRM Solid ships a refund-request workflow: a tag, a pipeline stage, a 3-step automated reply (acknowledge, gather context, decision), and a clear handoff to whoever approves refunds. Most teams cut refund-resolution time from 4 days to 12 hours.
Yes. Every sequence and template can have multi-language variants: Turkish, English, Spanish, German, French, etc. The contact's language is detected at signup or set manually, and the right variant fires automatically. AI sales bots can be configured to reply in the student's language.
Related industries & playbooks
Other industries we build for, and use-cases education teams ask about.
CRM for SaaS
PLG flows, trial-to-paid sequences, lifecycle messaging.
CRM for Agencies
Multi-client workspace, white-label reports, agency billing.
CRM for Healthcare
Appointment reminders, intake forms, HIPAA-aware data handling.
Coaches & creators use-case
DM-based sales, booking links, AI replies, content scheduling.
Customer-support use-case
Omnichannel helpdesk, SLA reporting, AI deflection.
Ready to ship
From inquiry to certificate, one workspace, every cohort.
Course-platform webhooks, AI course-fit qualifier, multi-channel cohort broadcasts, and refund workflows ready out of the box. 14 days free, no credit card.
Trusted by 2,500+ teams · GDPR-ready · 99.95% uptime
Trusted by solo course creators and 50-instructor online schools.