# CRM & Automation for Online Schools & Courses — Auspex > CRM and automation for online schools, course creators and professional training: lead nurture, payment & installment tracking, drop-off re-engagement, omnichannel intake. Auspex since 2015. Source: https://auspex.company/en/industries/education/ [Industries](https://auspex.company/en/industries) / ONLINE EDUCATION # CRM and automation for online schools. An online school does not have a traffic problem — it has a follow-up problem. Leads arrive in a wave at every launch and go cold before anyone calls; students drop off mid-course and no one notices; installments slip through a spreadsheet. Auspex builds the CRM and automation layer for online schools, course creators and professional-training programs — lead capture, nurture, payments and the student lifecycle in one place. We focus on online education — courses, cohorts, webinars and professional training — not K-12 or university administration. ↳ THE LEAKS ## Where an online school leaks 01 ### 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. 02 ### 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. 03 ### 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. 04 ### 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 WE SHIP IT ## How an Auspex online-school rollout looks 1. 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. 2. 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. 3. 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. 4. 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. ↳ OUTCOME ## What online-school clients typically see auto lead nurture and payment reminders, instead of manual follow-up at launch 1 record per student — lead, payments, course progress and support in one place 24/7 lead capture from landings, webinars and messengers, even outside work hours on a board support and content production as tasks, instead of buried in chats ↳ STACK ## Stack we typically deploy - Bitrix24 (CRM + tasks) - SendPulse (email + messenger automation) - Webinar & landing-page integrations - Payment & installment tracking - Telegram / Instagram / WhatsApp omnichannel intake ↳ Our take 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 →](#contact) ↳ CASES ## How it played out Business education · Ukraine (managed from the UK) ### Business-education association Problem A business-education association with programmes for children and adults and a 250-user multi-department structure: enrolment forms on its sites kept failing, mailings and participant intake were manual, and the owner ran it remotely from the UK. Solution End-to-end CRM setup and support: lead-capture forms on the sites, an AI agent, mailing and automation integrations (SendPulse, Mailgun, Make.com), an enrolment smart-process with candidate and participant export, corporate mail, instructions and training. Result One 250-user portal with enrolment forms, mailings and an intake smart-process; an AI agent launched; SendPulse/Mailgun/Make.com integrations live. VIP support 2024–2026. Stack CRM (Enterprise)AI agentSendPulseMailgunMake.comSmart processesWeb forms Online education · Ukraine ### Training center (courses & study groups) Problem A training center needed not an out-of-the-box CRM but a custom group-scheduling module on top of it: courses, groups and subgroups as smart processes, date-conflict control, and groups linked to deals (enrolled clients). Solution Custom development of a “Group schedule” module (backend + frontend) on top of the CRM: clickable courses/groups open smart processes, date-conflicting groups highlighted in red, course → group → subgroup → deals linkage. Plus Instagram/WhatsApp leads and staff training. Result An agreed spec and a custom “Schedule” module, course and group smart processes, and Instagram lead capture. Stack CRMCustom module (back + front)Smart processesInstagram captureWhatsApp capture Education · Ukraine ### Education organization Problem The accounting↔CRM exchange kept breaking (manual session shutdowns, hanging sessions); a reliable one-way accounting → CRM exchange was needed, plus moving accounting onto a SQL Server. Solution Diagnosis and stabilization of the exchange: the accounting → CRM direction confirmed, accounting raised on a SQL Server with RDP access for the specialist, accumulated data loaded, automatic exchange set up; telephony and open channels configured. Result The automatic accounting → CRM exchange is stabilized, accounting moved onto a SQL Server; telephony and open channels configured. Stack CRM1C → CRM syncSQL ServerTelephonyOpen channels [All cases →](/en/cases) ↳ FAQ ## 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. ↳ FREE AUDIT 30 min · free · ↓ ## Ready to Get Your Sales Under Control? Free process audit — 30 minutes, and you'll receive: 1,200+ companies since 2015 · 30-day median go-live 01 A map of where you're losing leads 02 Priorities: what to automate first 03 An implementation plan for 2-4 weeks We'll call within 24 hours. The plan is yours, even if we don't work together.