Ask your CRM anything — student data, fee reports, attendance trends. Create objects, send announcements, and configure your system in plain English. All powered by AI.
OptiCRM includes a built-in AI Assistant powered by Claude. Query your live institutional data, generate reports, and configure your CRM — all in plain English.
Two powerful products, one platform. Manage your entire institution and deliver world-class learning experiences.
Complete student lifecycle — enrollment, guardians, documents, class assignments, and bulk import/export.
Learn moreFee structures, Razorpay online payments, multi-mode offline collection, auto receipts, and double-entry accounting.
Learn moreExam scheduling, bulk marks entry, automated report cards with PDF export, timetable, and assignments.
Learn moreBulk marking for students and staff, biometric device import, period-wise tracking, and parent notifications.
Learn moreEnquiry-to-enrollment pipeline with Kanban board, stage tracking, follow-ups, and counsellor assignment.
Learn moreSelf-service portal for fee payment, attendance, results, announcements, and messaging with teachers.
Learn moreCreate rich courses with video lessons, text content, PDFs, quizzes, assignments, and SCORM packages.
Learn more6 question types with auto-grading, attempt limits, instant feedback, and assignment submissions.
Learn moreZoom and Google Meet integration with attendance tracking, scheduling, and session management.
Learn moreAuto-generated PDF certificates with verification codes, badges, points, streaks, and leaderboards.
Learn moreCurate multi-course learning journeys with sequential progression and completion tracking.
Learn moreCourse-level announcements with email and in-app notifications to all enrolled learners.
Learn moreFrom attendance to calendars — everything integrated. No more spreadsheets, no more scattered tools.
Class-wise and period-wise marking with biometric import. Automated shortage alerts to parents via email when a child drops below 75%.
One view of holidays, events, exams, assignments, leave, and personal reminders. Aggregated from 7 sources with color-coded filters.
Define gazetted, restricted, vacation, and custom holidays. Auto-integrates with attendance calculations and working-day math.
OptiCRM isn't just another school management app. It's built on a dynamic entity system that gives you the flexibility of an enterprise CRM with the simplicity of a modern SaaS product.
Every module is connected. Students, fees, attendance, academics, and communication all work together seamlessly. Custom objects let you extend the platform without limits.
From signup to fully operational — OptiCRM gets your institution up and running fast.
Register your institution at opticrm.app. Pick your subdomain and you're in.
Set up classes, fee structures, academic year, and user roles using the guided onboarding checklist.
Bulk import students, staff, and contacts from Excel. Or start fresh and add them as you go.
Invite parents to the portal, start collecting fees online, mark attendance, and manage everything from one dashboard.
Start free. Upgrade when you're ready. No hidden fees.
Starting at ₹999/month. Free for up to 50 students. Set up your institution in minutes.
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