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How can we help you?

Product Training

Get a better understanding of all the features of our CRM.

Leads

Completely track your lead’s journey, from start to the end.

Tasks & Activities

Automate dedicated tasks for sales reps and conveniently track lead interaction.

Opportunities

Get to know about your prospects and potential deals.

Automated Workflow

Automate the whole sales workflow process effortlessly, no coding required.

Accounts

Easily manage relationships through different accounts.

Mobile CRM

Take your CRM anywhere and manage activities on the go with mobile CRM.

Analytics & Reports

Analyze the data and increase ROI with the analytics and reports.

Marketing

The lead nurturing process can be effectively managed.

Integration

API integration to automatically fetch the leads in the CRM.

Frequently asked questions

  • How to login to Edutra CRM?

    You can get started with our CRM by signing up for a free trial. After you have signed up, you can log in to your account this way:

    Access the https://staging.crm2.edutra.io/login URL

  • How to download Edutra app?

    Edutra is available for download on both iOS and Android platforms. To download the app and use it, click on the specific images down below.

    The Edutra app is helpful in many ways to marketers and sales reps. Managing sales leads, finding prospective leads, sales follow-ups, analyzing the lead data, checking results of several campaigns, a lot of important processes are made easy in the app.

    Mobile App Features

    • Lead Generation & Management
    • Check all the leads, relevant lead details, all the activities, and associated tasks. The accessibility to check leads vary according to the user though. For instance, Administrators, Marketers, or Sales Managers can check all the dedicated leads while others might not.
    • Action
    • Editing lead details and post activities are very convenient.
    • Tasks
    • Checking all the pending tasks, creating tasks, and then marking them completely is a super smooth process.
    • Reports
    • Get to know about your marketing funnel and how your current email campaigns, as well as landing pages, are performing. It becomes easy to check the most engaged leads and how all the users are using the overall app.
    • A dedicated Edutra account is required for logging in to the app. If you are new to Edutra CRM, head to our website for a demo and use the platform.
  • How to get customer support from Edutra?

    If you require support over the phone, you need to contact (+91)9911331937. For support over email, you need to drop an email on support@edutratech.com.

  • Can Administrator User set passwords for other users?

    Yes, Administrators have the accessibility to set passwords of any user. The process is very helpful when users can’t set their passwords by themselves.

    Here is the process of changing the password:

    1. First and foremost, the admin needs to click on the My Account option.
    2. Right under the Personal Information section, the Change Password section will be there.
    3. Enter the desired password in the columns accordingly and click on the Reset option.
  • How to distribute leads in the CRM?

    Lead distribution can be done in the CRM through three different ways:

    • Bulk refer
    • Click on the All Leads option.
    • Tick mark the Select All option.
    • Click on the share option (the bulk refer section will pop up).
    • Choose “New Leads” in the drop-down menu under the Stage or any other relevant option.
    • Single refer
    • On the bottom side of any lead, there will be an option with three vertical dots - click over there.
    • Click on the “Refer” option.
    • Select the desired option accordingly and click on the dedicated “Refer” option.
    • Bulk import
    • Click on “All Leads” and go to the “Import Leads” option.
    • Import the file with leads by clicking on the “Choose File” option. (Click on “Download Sample” for the file reference.
    • Complete the process by clicking on the “Add” button.
  • Does the item come with installation and setup documentation?

    Yes, all our items come with either bundled documentation located in your “All files & documentation” download zip or online documentation.

  • How to get customer support from Edutra?

    If you require support over the phone, you need to contact (+91)9911331937. For support over email, you need to drop an email on support@edutratech.com.

  • What to do if I Forget the Password?
    1. Click on the “Forgot Password” option showing on the Login Screen.
    2. Enter the dedicated CRM email address to reset the password.
    3. Check the mail containing the reset link.
    4. Click on the reset button and set the new desired password accordingly.
  • How to Add WhatsApp Template in CRM?
    1. Click on the “General” option.
    2. Then, click on the “Templates” option
    3. Select the “WhatsApp” option from there.
    4. Click on the “+” button and fill in the required details.
    5. In the end, get done with the process by clicking the “Add” button.
  • How to send WhatsApp messages using the Automation Feature of Edutra?
    1. Click on the “All Leads” option and then on the messaging icon available at the bottom of the leads.
    2. Select the desired template from the drop-down menu.
    3. Click on the “Send” button and scan the code.
  • How to upload leads?
    1. Click on the “All Leads” option and then on the upload icon showcasing on the upper right section.
    2. Download the CSV file and update the mandatory field with user Employee ID.
    3. Click on “Choose File” to upload and then on “Add” to upload the file.
    4. You will get lead upload confirmation by mail.
  • How to control lead export and lead delete permissions for users?
    1. Click on the “General” option.
    2. Now, click on the “Roles” option to see the Role list.
    3. Select the role and click on the edit icon to edit roles and permissions.
    4. Click on the “+” icon to add a new role.
    5. Give permissions by clicking on the check box available below.
  • If I delete a User, will the leads associated with the User get deleted?

    Before deleting a user, you will have to transfer the leads to another user or delete all associated leads first. After that, you can conveniently delete a user without worrying about associated leads.