AxisIQ for JEE, NEET and foundation coaching institutes

AxisIQ runs a JEE/NEET coaching institute: ad enquiries, counselling follow-ups, batches, test series marks, instalment fees and scholarships in one system.

AxisIQ gives a JEE, NEET or foundation coaching institute one live system for the whole student journey: enquiries from Google and Meta ads beside what those ads cost, counselling follow-ups, batches, weekly tests and full mocks with marks per subject, monthly or quarterly instalment fees, and scholarships and concessions — in linked records each counsellor, faculty member and accountant sees through their own role. It starts from the Schools & Coaching template, and Ask Axis, the built-in assistant, reshapes it to your institute.

How a coaching institute actually runs

An institute lives on its admission season. Ads run on Google and Instagram from January; leads arrive faster than counsellors can call them, and a lead not called within a day is usually gone to the institute down the road. Counsellors chase parents through demo classes, a scholarship test and a fee discussion, often across three or four calls. Then batches form — JEE two-year, NEET weekend, Class 9 foundation, droppers — each with its own timing, faculty and room. Every week brings a test, every month a full mock, and parents and students want ranks and subject-wise scores the same week. Fees are paid in instalments, scholarships are promised at counselling and must be honoured at billing, and the owner wants to know which ad campaign produced students, not just clicks.

Usually that is a CRM trial, a lead sheet, an ad manager tab, a marks spreadsheet per batch and a fee register — with the joins done by hand.

How the template covers it

Enquiries from ads. Every lead is an Admission enquiry with board or programme (JEE, NEET, foundation), grade sought (including dropper), and a source — Google ads, Meta ads, website, walk-in, referral, JustDial and more. The template's published Admission enquiry form, embedded on your landing page, once you allow public access, creates the record (numbered automatically), and its link can prefill the source, so each campaign tags its own leads. Web Campaigns is switched on: connect your Google Ads and Meta ad accounts and campaigns plus daily spend, clicks and conversions are mirrored into the same database, so cost per enquiry or cost per admission by source is one SQL query in Analytics. You can pause, resume or re-budget a campaign from AxisIQ; creating ads stays in the ad platforms, and leads from in-platform lead forms are not pulled in automatically — import them by CSV or send ads to your own form.

Counselling follow-ups. Each enquiry has a counsellor, a next follow-up date and a campus visit date. The dashboard's Follow-ups due table lists every open enquiry whose follow-up date has arrived, and Enquiries by source, Enquiry conversion (90 days) and the Enquiry pipeline show where leads stall. A lost enquiry records why: fees, distance, chose another institute, not reachable.

Scholarship test to admission. An Application — from the template's Admission application form or entered at the desk — records the registration fee, test date and test score. Saving it marks the enquiry applied; marking it admitted marks the enquiry admitted and links the new Student, who gets an admission number and an Admission letter PDF from the template's layouts. The scholarship itself is a Concession — type merit scholarship, early bird, sibling or another — with percent off, session and who approved it.

Batches. A Class / Batch of kind coaching batch holds programme, timing, room, capacity and a class teacher who leads the batch; visiting faculty are Staff members with that designation. Enrolments keep each student's batch per session, so a dropper who re-joins has a history.

Test series. Each weekly test or full mock is an Exam (type weekly test or mock test) for a batch. Marks are entered per student per subject — Physics, Chemistry, Maths or Biology — with a computed Percentage. Enter a batch's marks in a Sheets grid and push them back if that is faster.

Instalment fees. A Fee structure per course sets the fee and a monthly, quarterly or half-yearly split. Each Fee instalment carries the amount, concession, paid and a computed Balance, with its Invoice; students pay by Razorpay payment link from your own account (Payments), and the template's Fee receipt PDF prints from the instalment. An instalment marked overdue drafts a WhatsApp fee reminder to the parent as a Parent message — a draft that a person sends through Messaging on your own WhatsApp provider with a Meta-approved template, or that a send step you add to the flow sends. The Defaulters table lists every family with an invoice past due.

What to ask Ask Axis for an institute

• "Add a demo class date and attended field to enquiries, and a widget for demo-to-admission rate."
• "Add correct, incorrect and unattempted counts to marks, and compute the score with minus one per wrong answer."
• "Add a widget ranking students in the latest JEE mock by total marks."
• "When a merit scholarship is approved, put the concession on the student's open instalments."
• "Add a doubt session type with faculty, batch, date and attendance."

Ask Axis makes the change in your live workspace under your permissions, and asks before anything destructive (Ask Axis). Example data never triggers the flows and clears in one click from Settings → Industry template.

One honest limit

AxisIQ is not a test platform or an LMS. There is no online test engine, OMR scanning, video lectures or student app; marks from your test platform or OMR software come in by entry, Sheets or CSV import, and AxisIQ is where they are analysed and reported to parents.

FAQ

Is AxisIQ a CRM for coaching institutes? It covers the admission side — enquiries with source, counsellor and follow-up dates, applications, conversion and a pipeline chart — and then runs batches, tests and fees on the same records.

Can I see which ad campaign brought admissions? Yes. Connected Google Ads and Meta spend is mirrored beside enquiries tagged by source, so cost per enquiry or admission by source is one query.

Does AxisIQ pull leads from Meta lead forms automatically? No. Send ads to the template's enquiry form on your site, or import lead-form exports by CSV.

Can AxisIQ track test series results for JEE and NEET? Yes. Each test is an exam for a batch with subject-wise marks and a computed percentage; ranks and trends are SQL widgets you or Ask Axis add.

How are scholarships handled? As concession records — merit, early bird, sibling and more — with percent off and approver; the amount sits on each fee instalment and the balance accounts for it.

Start with the Schools & Coaching template — or see AxisIQ in action. Back to AxisIQ for schools and coaching institutes.