• Products

    Education CRM

    Streamline your entire admissions process on a single platform

    Chatbot for Education

    Stay on top of your admissions queries 24/7

    Application Management System

    Scale your applications and simplify your application management experience

    Mobile CRM

    Increase your admissions conversions by identifying hot prospects

    Whatsapp Bot

    Keep prospects engaged on WhatsApp through one-on-one communications

    Highly Rated Platform

  • Industry

    Higher Education

    End-to-end admissions solution designed for higher education admissions processes

    School

    Custom education CRM to digitize your entire student admissions process

    Edtech

    Holistic admissions solution created for tech-first learning businesses

    Vocational

    Powerful CRM platform for all your vocational admissions needs

    Coaching Institute CRM

    All-in-one CRM solution for test prep and coaching institutes

    Overseas

    Complete applications platform created for study abroad and overseas admission teams

    Increase Productivity with Overseas CRM

  • Use Cases

    For Management

    Take data-driven decisions on increasing admissions, counselor & channel performance

    On Field Agents

    Automate your home demos, events, seminars, and outbound sales processes.

    For Counselors

    Increase your counselors efficiency by mapping the entire student journey with timely follow-ups.

    Increase Student Footfall in Fairs

  • Resources

    Blogs

    Discover the latest admissions nuggets to improve your admissions process efficiency

    Ebooks

    Get the industry-relevant guides that will help you scale your admissions

    Webinars

    Join our live sessions and learn the latest admissions trends from leading experts

    Case Studies

    Find out how our top customers growing using our admissions platform

    Join us on 17th March

  • Company

    About

    Get to know us better - our story and our journey so far

    Customers

    Learn more about our happy customers from your segment

    Careers

    Interested in working with us? Check out our open positions

    Investor & Advisors

    Learn more about people and organisations deeply aligned with our mission

    Team

    Find out more about the people helping your admissions teams win

    News & Media

    Get up to speed with the latest news about ExtraaEdge

    We are Hiring

  • Let’s Talk
  1. Extraaedge help centre
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  • Overview

  • Lead List
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  • Quick Add Lead Form
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  • Leads FAQ
  • Managing Leads

  • Search Lead
  • Update lead details
  • Refer a lead
  • Update lead status
  • Activities Tracking
  • Messaging leads

  • Send WhatsApp message to a lead
  • Send SMS to a lead
  • Send SMS to all leads
  • Email leads

  • Send Email to a lead
  • Send Email to all leads
  • Calling Leads

  • Calling using IVR
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  • Add Followup
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  • Filter Leads
  • Admin Settings

  • Add new email templates
  • My Account

  • Forgot Password

Refer a lead

Counselor can refer/transfer a lead to another counselor in the team.

Step 1: Click on three dots from the action menu.

Step 2: Click on Refer Lead

Step 3: Add to whom you want to refer and your comments

Step 4: Click on REFER

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Products

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Use Cases

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Company

  • About us
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Help Docs

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Industries

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Resources

  • Blogs
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