CRM and automation for online schools.
Where an online school leaks
Launch leads that go cold.
Every launch brings a wave of sign-ups, and half are never followed up before the cart closes. We capture every lead in the CRM and run the nurture automatically, so a busy launch week does not leak buyers.
Students who quietly drop off.
Someone stops at lesson three and no one notices until the refund request. We track progress and trigger re-engagement — a nudge, a message, a tutor task — before the student is gone.
Installments tracked in a spreadsheet.
Payment plans, missed installments and reconciliation by hand. We tie payments and installment schedules to the student record, with automated reminders before each due date.
Support and content work scattered in chats.
Student questions in DMs, the production pipeline in another chat, nothing on the record. We put support requests and the content / launch pipeline on one board, as tasks with owners and deadlines.
How an Auspex online-school rollout looks
- 01
Map the funnel and student lifecycle.
From ad or webinar to purchase, onboarding, completion and the next course. We chart where leads stall and where students drop.
- 02
Capture every lead in one place.
Landing forms, webinar sign-ups, ad leads and DMs from Instagram, Telegram and WhatsApp — all into the CRM, attached to a single student record.
- 03
Automate nurture, payments and reminders.
Email and messenger sequences, installment reminders, lesson reminders and drop-off re-engagement fire automatically — no one has to remember to chase.
- 04
Run the team on tasks and a shared board.
Support requests, the content-production pipeline and the launch checklist live as tasks with owners and deadlines, with internal chat in the same workspace.
What online-school clients typically see
Stack we typically deploy
- Bitrix24 (CRM + tasks)
- SendPulse (email + messenger automation)
- Webinar & landing-page integrations
- Payment & installment tracking
- Telegram / Instagram / WhatsApp omnichannel intake
Online education is a follow-up business. The school that captures every launch lead, reminds every installment and notices every drop-off keeps the cohort full; the one relying on a spreadsheet and launch-week adrenaline does not. We wire the CRM, the automation and the team’s tasks around how you actually run courses — webinars, cohorts, payment plans and all.
Let's map what this means for your business — in a free 30-minute audit.
Book a free audit →How it played out
Business-education association
Training center (courses & study groups)
Education organization
Frequently asked
01 Do you work with course platforms and webinar tools?
Yes. We integrate the CRM with your landing pages, webinar tool and course platform, so leads and sign-ups land on the student record automatically. We do not replace your LMS — we wire the sales and lifecycle around it.
02 Can you automate installment payment reminders?
Yes. Payment plans live on the student record with automated reminders before each due date, and a clear view of who is behind — no more spreadsheet reconciliation.
03 How do you handle students dropping off mid-course?
We track course progress and trigger re-engagement when a student stalls — an automated message, or a task for a tutor to reach out — before it becomes a refund.
04 Which CRM do you recommend for an online school?
Usually Bitrix24 or Uspacy for the CRM, tasks and internal chat, with SendPulse for email and messenger automation. We pick based on your volume, channels and budget.