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Drishti Innovations
CRM

Counsellor Workflows

Task lists, call scripts, follow-up scheduling and document checklists for each counsellor.

Drishti Counsellor Workflows gives every team member a clear, scripted day — tasks, calls, follow-ups and checklists all in one screen.

Key capabilities

  • Daily task and call list
  • Call scripts and objection handling
  • Auto-scheduled follow-ups
  • Document and parent-meeting checklists

More in CRM

Multi-channel Lead Capture

Capture enquiries from web forms, landing pages, WhatsApp, walk-ins and Meta/Google ad campaigns.

Lead Kanban

Drag-and-drop pipeline with stages, owners, tags and bulk actions across the admissions funnel.

SLA & Follow-up Tracking

Auto-flag leads that breach SLA, escalate to managers and report on counsellor responsiveness.

Drip Campaigns

Pre-built WhatsApp / email / SMS sequences for each stage of the admissions journey.