Run your institution
with AI on your side.
OptiCRM unifies admissions, fees, academics, and AI into one platform. Ask your CRM anything in plain English. Free for up to 100 students — published pricing, no demo gate.
- Free 14-day trial
- No credit card required
- Set up in under 10 min
Book a live demo
See OptiCRM in action. Personalized walkthrough by our team.
See OptiCRM in action.
Real product surface — student records, fee totals, attendance, AI queries — not abstract vector art.
Fees collected
₹47.8L ↑ 18%
Active
1,247
Enquiries
83
Attendance
94.3%
New admissions this month
Attendance trend
Suresh Kumar
Thanks for the quick fee receipt!
Everything you need to run a modern institution.
OptiCRM handles the full institutional lifecycle — from the first enquiry to alumni engagement — without you needing to stitch together five different tools.
-
Active admissions tracking
Move enquiries through your funnel — every touchpoint, every counsellor, in one place.
-
AI-powered insights
Plain-English queries on live data. Reports built in seconds, not hours.
-
Parent-teacher collaboration
A self-service portal that keeps families informed without endless WhatsApp groups.
This week
₹12.4L
↑ 24% vs last week
Enquiries
83
12 new today
Admissions funnel
Conversion rate
Ask your CRM anything.
OptiCRM's built-in AI Assistant understands your institutional data. Query live records, generate reports, and configure your CRM — all in plain English. Strict guardrails, role-based, institution-scoped.
-
Live data queries
Natural language queries on live student, fee, and attendance data. No SQL required.
-
Strict guardrails
CRM-only, role-based, institution-scoped. Zero cross-tenant access.
-
15 built-in tools
Search records, run reports, create objects, send announcements — all callable by AI.
-
Plan-gated access
Professional tier gets data queries. Enterprise tier unlocks full configuration.
Try a sample query
Click any chip below to see the AI Assistant work on real institutional data.
Everything for your institution and your learners.
Manage your entire institution with OptiCRM, and deliver world-class learning experiences with OptiLearn — from one OptiCloud login.
School CRM + ERP
OptiCRM
Unifies admissions, fees, academics, attendance, HR, and communication. Built on a flexible entity system designed for the way Indian institutions actually operate.
- AI Assistant on every plan
- Custom objects + formula fields
- INR-first, DPDP-ready
- Free for up to 50 students
Student Management
Complete student lifecycle — enrollment, guardians, documents, class assignments, bulk import/export.
Learn moreFee Collection & Payments
Fee structures, online payments via PCI-DSS compliant processing, multi-mode offline collection, auto receipts, double-entry accounting.
Learn moreAcademics & Exams
Exam scheduling, bulk marks entry, automated report cards with PDF export, timetable, assignments.
Learn moreAttendance Tracking
Bulk marking for students and staff, biometric device import, period-wise tracking, parent notifications.
Learn moreAdmissions CRM
Enquiry-to-enrollment pipeline with Kanban board, stage tracking, follow-ups, counsellor assignment.
Learn moreParent & Student Portal
Self-service portal for fee payment, attendance, results, announcements, and messaging with teachers.
Learn moreYour team. Your tools. Your way.
OptiCRM ships with role-based dashboards out of the box — so every person in your institution sees only what they need to see.
Principal
Full institutional view, every metric, one dashboard.
Admissions Head
Pipeline-driven enrollment with Kanban + automation.
Finance Team
Online + offline collections, receipts, reconciliation.
Teachers
Marks entry, attendance, parent messaging — all in one app.
IT Admin
Granular roles, sharing rules, field-level security.
Built to scale with your growth.
OptiCRM isn't another school management app. It's a dynamic entity platform with custom objects, formula fields, and workflow automation built in.
Integrated modules
Custom field types
Permission roles
Uptime target
Good morning
Priya Iyer
142 students have outstanding fees. Ready to send reminders?
Today
94.3%
Attendance
Month
₹47.8L
Collected
Premium platform without the premium playbook.
No demo gates, no hidden quotes, no six-month implementation cycles. Get the depth of an enterprise platform with the speed of a modern SaaS product.
Creative flexibility
Custom objects, formula fields, layout designer — build your own modules without code.
Award-worthy design
Modern, intuitive UI built for non-technical staff. Onboarding in minutes, not months.
Built for India
PCI-DSS compliant payments, INR-first, DPDP-ready — purpose-built for institutions across India.
Easy migration
Bulk Excel imports, structured templates, white-glove migration support included.
Start free. Scale when you're ready.
Unlike most education CRMs, our pricing is public. No 'Schedule a demo' to find out what it costs.
Free
up to 100 students
Perfect for small coaching centres and pilots
- Students & classes
- Attendance
- Basic finance
- Parent portal
Starter
flat · up to 500 students
Flat-rate simplicity for small and growing schools
- All Free +
- Academics
- Fee collection
- HR & Communications
Professional
501–2,000 students
Scales with your institution. Pay only for what you use.
- All Starter +
- AI Assistant (9 tools)
- Transport, Library, Hostel
- Health records
Enterprise
2,000+ / multi-campus
Multi-campus, custom SLAs, on-prem, white-label
- All Professional +
- Workflow automation
- AI Enterprise (15 tools)
- API + webhooks · White-label
Live in your institution in 4 steps.
Self-serve setup or white-glove migration — both work. Most institutions are operational within a week.
Sign up
Register your institution at opticrm.app. Pick your subdomain and you're in.
Configure
Set up classes, fee structures, academic year, and user roles via the guided checklist.
Import data
Bulk import students, staff, and contacts from Excel — or start fresh and add as you go.
Go live
Invite parents to the portal, start collecting fees online, mark attendance. You're operational.
Stories from our first customers — coming soon.
We're a young product with our first cohort of institutions onboarding right now. Real stories, with real names and real numbers, will land here as soon as they're earned.
Slot 1 · earning this
Slot 2 · earning this
Slot 3 · earning this
Ready to transform your institution?
Join the schools rebuilding their operations on a modern, AI-native CRM. Start free, scale on your terms.
14-day free trial · No credit card · Cancel anytime
Questions? Let's talk.
Reach out to the right team for the fastest response. We typically reply within 24 hours on business days.
-
Sales & Pricing
sales@opticloud.in -
Support & Help
support@opticloud.in -
General Enquiries
info@opticloud.in -
Admin & Legal
admin@opticloud.in