Everything You Need to
Run Your Institution

From admissions to alumni, OptiCRM gives schools, colleges, and coaching centres a single platform to manage students, fees, academics, staff, and communication.

198
Database Models
150+
API Endpoints
86+
Dashboard Pages
11
RBAC Roles

Student Management

Comprehensive student lifecycle management from enrollment to graduation. Track every detail about your students with a rich, customizable profile system.

  • Complete student profiles with personal, academic, and medical details
  • Enrollment tracking with status management (Active, Alumni, Transferred, etc.)
  • Guardian and family linking with multiple contact support
  • Document management for certificates, IDs, and records
  • Auto-generated student codes and class-section assignment
  • Bulk import and export with Excel/CSV support

Student Directory & Profile View

Fee Management & Online Payments

End-to-end fee lifecycle from structure definition to collection, receipts, and accounting. Integrated with Razorpay for seamless online payments.

  • Flexible fee structures: fee heads, fee plans, instalments, late fee rules
  • Online payments via Razorpay (own keys or platform-linked sub-merchant)
  • Multi-mode offline collection: Cash, Cheque, DD, NEFT, UPI
  • Auto-generated invoices, receipts, and receipt PDFs
  • Scholarships, concessions, waivers, and write-offs
  • Double-entry accounting with GL journal entries
  • Defaulter tracking, aging reports, and fee reminders

Fee Collection & Invoice Dashboard

Academics & Examinations

Complete academic management including exams, marks, report cards, timetable, assignments, and lesson plans. Built for schools that take academics seriously.

  • Subject management with class-subject mapping
  • Exam creation, scheduling, and bulk marks entry
  • Automated report card generation with grade computation and PDF export
  • Period-wise timetable grid for every class and section
  • Assignment creation with submission tracking
  • Teacher lesson plan management

Exam Marks Entry & Report Cards

Attendance Management

Fast, flexible attendance marking for students and staff. Supports manual entry, bulk operations, and biometric device integration.

  • Class-wise bulk attendance marking with single-click interface
  • Multiple statuses: Present, Absent, Late, Half Day, Excused, Holiday, Leave
  • Biometric device data import (MANUAL, BIOMETRIC, IMPORTED sources)
  • Period-wise or day-wise tracking
  • Real-time attendance reports and analytics
  • Parents notified of absence via portal

Bulk Attendance Marking Interface

Communication Hub

Keep everyone connected with multi-channel communication. Announcements, messaging, email, SMS, and real-time notifications all in one place.

  • Announcements with audience targeting (All, Parents, Students, Staff, Class-specific)
  • Pin, expire, and require acknowledgement on announcements
  • Internal 1:1 messaging with thread-based conversations
  • Email integration via Resend API or SMTP
  • SMS via MSG91 with template-based messages
  • Real-time in-app notifications via Server-Sent Events (SSE)
  • Event-triggered notification rules engine with multi-channel support

Announcements & Messaging

HR & Staff Management

Complete human resources suite for managing your institution's staff, from hiring to payroll, leave tracking, and performance appraisals.

  • Staff directory with department, designation, and employment status
  • Auto-generated employee codes and welcome emails
  • Leave management: apply, track, approve with workflow
  • Staff attendance tracking
  • Payroll processing with salary structures and payroll records
  • Performance appraisal and review cycles

Staff Directory & Payroll

Admissions CRM

A complete enquiry-to-enrollment pipeline with Kanban board visualization. Never lose track of a prospective student again.

  • Enquiry pipeline with 8 stages: Enquiry, Applied, Docs Verified, Assessment, Interview, Offer Made, Offer Accepted, Enrolled
  • Kanban board for visual pipeline management
  • Stage history, follow-up tracking, and document collection
  • Rejection and withdrawal handling
  • Auto-generated reference numbers
  • Dedicated Admissions Counsellor role

Admissions Kanban Pipeline

Parent & Student Portal

A dedicated self-service portal for parents and students. Pay fees, check attendance, view results, read announcements, and message teachers — all online.

  • Fee dashboard with pending invoices and online Razorpay payment
  • Attendance history with charts and statistics
  • Exam results and report card viewing
  • Announcements feed with acknowledgement support
  • Direct messaging with teachers and staff
  • Self-registration flow with admin approval
  • Guardian view: see data for all linked children
  • Downloadable fee receipts (PDF)

Parent Portal Dashboard

Reports & Analytics

Enterprise-grade report builder with drag-and-drop interface, 9 chart types, pivot tables, scheduled delivery, and data exception alerts.

  • Custom report builder: pick fields, set filters, group, sort — live preview
  • Cross-object reports (Student + Invoice, Student + Attendance, etc.)
  • 9 chart types: Bar, Stacked Bar, Line, Area, Pie, Funnel, Combo, Scatter, Radar
  • Pivot tables with cross-tab aggregation
  • Scheduled report delivery: daily, weekly, or monthly via email
  • Data exception alerts with threshold notifications
  • Export to CSV, Excel, and PDF
  • Financial reports: daily collection, ageing, defaulters, concessions

Report Builder & Analytics Dashboard

And Much More

OptiCRM covers every operational area of your institution with dedicated modules.

Transport

Route and stop management, vehicle fleet tracking, bus attendance, and GPS tracking support for safe student transport.

Library

Book catalogue with categories, circulation management (issue, return, renew), member tracking, and library analytics.

Health Records

Student health profiles, health screening campaigns, sick bay visit logs, and medical history tracking.

Hostel Management

Room allocation, hostel allotment, visitor management with gate passes for residential institutions.

Events

Event creation, scheduling, and registration tracking for school functions, PTMs, sports days, and more.

Expense Tracking

Track institutional expenses, manage budgets, and maintain complete financial records alongside fee collection.

Custom Object Builder

Salesforce-style dynamic entity system. Build unlimited custom objects with rich field types, relationships, formulas, validation rules, and workflows — no code required.

  • 23 field types: Text, Number, Currency, Date, Lookup, Formula, Rollup, Auto-Number, Geolocation, Rich Text, and more
  • 5 relationship types: Has One, Has Many, Belongs To, Many-to-Many, Master-Detail
  • Formula engine with 30+ functions (IF, AND, ROUND, CONCATENATE, TODAY, etc.)
  • Validation rules with formula-based conditions
  • Workflow automation with before/after triggers
  • Visual layout designer for forms, detail pages, and list views

Custom Object & Field Builder

RBAC & Security

Enterprise-grade role-based access control with 11 built-in roles, permission sets, field-level security, and record sharing rules. Every user sees only what they should.

  • 11 roles: Super Admin, Institution Admin, Principal, HOD, Teacher, Admissions Counsellor, Finance Officer, Librarian, Parent, Student, Staff
  • Granular permission matrix: create, read, update, delete, manage per resource
  • Assignable permission sets with expiry dates
  • Field-level security: control field visibility per profile
  • Record sharing rules with criteria-based access
  • Org-wide defaults and role hierarchy inheritance
  • Row-level data isolation for multi-tenant security

Role & Permission Configuration

Start Managing Your Institution with OptiCRM

Free for up to 50 students. No credit card required. Set up your school in under 5 minutes.

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Theme

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