# MJX CRM — enquiry and lead management for schools, coaching and businesses

> MJX CRM brings every enquiry into one list, follows each one up on WhatsApp, calls and visits, and shows which channel brings admissions.

Source: https://pathshala.mjxtechnologies.com/docs/crm/

**MJX CRM** is the enquiry and lead manager in Pathshala by MJX Technologies. It puts every person who got in touch — from your website, WhatsApp, Facebook ads, IndiaMART, a QR poster or a walk-in — into one list, reminds your team who to call, follows people up on WhatsApp, and shows which channel brings the admissions or sales.

It is built for owners and counsellors of schools, coaching centres, tuition centres, colleges, skills institutes and small businesses in India.

## What you can do

::: cards
- [Quickstart](crm/quickstart) — From sign-up to your first followed-up enquiry in 10 minutes
- [Enquiries and leads](crm/leads-and-enquiries) — The list, stages, owners, tags, score, duplicates, admit in one step
- [Lead sources and connectors](crm/lead-sources-and-connectors) — Website, Facebook & Instagram, Google Ads, IndiaMART, JustDial, QR, missed calls
- [Web forms](crm/web-forms) — Your enquiry form, extra forms per campaign, and the embed code
- [Custom fields and the form builder](crm/custom-fields-and-form-builder) — Your own stages, fields and form questions
- [Accounts, deals, quotes and more](crm/modules-accounts-deals-quotes) — Organisations, deals, products, quotes, cases, promotions
- [Follow-ups and sequences](crm/follow-ups-and-sequences) — Automatic WhatsApp follow-ups and message sequences
- [Tasks and meetings](crm/tasks-and-meetings) — Call-backs, school visits and demo classes
- [Calls and telephony](crm/calls-and-telephony) — Call logs, click to call and missed-call capture
- [AI caller](crm/ai-caller) — An AI assistant that calls enquiries and books the visit
- [WhatsApp in the CRM](crm/whatsapp-in-crm) — Inbox, templates, broadcasts and replies from a lead
- [My work and response time](crm/work-queue-and-response-time) — Your day, your queue and how fast you reply
- [Analytics and targets](crm/analytics-and-targets) — Reports, conversion by source and monthly targets
- [Ask AI](crm/ask-ai) — Ask questions about your enquiries in plain words
- [Automation](crm/automation) — Auto actions: when this happens, do that
- [Documents](crm/documents) — Brochures, fee sheets and files in one place
- [Agents and access](crm/agents-and-access) — AI helpers, who sees which enquiries, and the activity log
- [MJX CRM app](crm/crm-app) — The CRM on Android phones
- [Best practices](crm/best-practices) — A daily and weekly routine that works
- [Troubleshooting](crm/troubleshooting) — Error messages and what to do
- [FAQ](crm/faq) — Short answers to common questions
- [Developers](developers/index) — API, webhooks, embed and MCP server
:::

## Your organisation's own words

When you sign up you pick what describes you. MJX CRM then uses your words on every screen, message and AI call.

| Concept | School | College | Coaching | Tuition | Institute | Business |
|---|---|---|---|---|---|---|
| A record | Enquiry | Enquiry | Enquiry | Enquiry | Enquiry | Lead |
| They said yes | Admitted | Admitted | Joined | Joined | Joined | Won |
| The meeting | School visit | Campus visit | Demo class | Demo class | Demo class | Meeting |
| Staff owner | Counsellor | Counsellor | Counsellor | Teacher | Counsellor | Salesperson |
| What they want | Class | Course | Course | Subject | Course | Product |
| Price offer | Fee quote | Fee quote | Fee quote | Fee quote | Fee quote | Quote |
| Accounts | Organisation | Organisation | Organisation | Organisation | Organisation | Company |

The five stages are the same everywhere: **New**, **Talking**, **Call back**, **Admitted / Joined / Won**, and **Not interested**.

In these docs we write "enquiries" — read "leads" if you are a business.

## Where it lives

![CRM home with the CRM section open in the sidebar and the CRM home row marked](media/crm/index-1.jpg "Apps › MJX CRM › CRM home")

Press **Apps** and choose **MJX CRM**. The menu shows the screens used every day; everything else is under **CRM settings** at the foot of the menu:

| Where | School, college, coaching, tuition, institute | Business |
|---|---|---|
| The menu | CRM home · Enquiries · My work · Tasks · School visits · Calls · CRM reports · Follow-up messages · AI calls | CRM home · Leads · My work · Contacts · Companies · Deals · Tasks · Meetings · CRM reports |
| CRM settings | Contacts · Analytics · Documents · Ask AI · Web forms · Where enquiries come from · Import enquiries · Auto actions · Auto messages · Telephony · Stages & fields · Who did what · Same person twice · AI helpers · Connect AI tools (MCP) | The rest of the screens, the same list |

**Business modules at a school.** Organisations, Admissions (deals), Fee quotes, Classes (products), Cases and Promotions are for selling to businesses, so an education organisation does not see them in the menu until it has used one or turns them on: **Apps › MJX CRM › CRM settings › Stages & fields › Business modules › Show business modules in the CRM menu**. They then appear under **CRM settings**. A business always has them.

The WhatsApp inbox, templates and broadcasts are in **Apps › WhatsApp**; an enquiry still opens its own chat. Each page's heading uses the same words as its row. **Visits & callbacks** (`/visits`) shares the **School visits** row. The WhatsApp rows appear when you have WhatsApp Automation. Each page shows a breadcrumb such as "CRM › Enquiries" and a link to your public **Enquiry form ↗**.

## Plans

MJX CRM has a 14-day free trial, then a Forever Free plan, and two paid plans. Prices are on [Pricing](~/pricing).

| Feature | Free | CRM Basic | CRM Pro |
|---|---|---|---|
| Enquiries list, enquiry page, stages, tags, notes, contacts | ✓ | ✓ | ✓ |
| Public enquiry form, web forms, embed, website lead source | ✓ | ✓ | ✓ |
| Tasks, meetings, call log | ✓ | ✓ | ✓ |
| Assign to staff, bulk actions, reply by hand | — | ✓ | ✓ |
| Automatic follow-up messages, attachments | — | ✓ | ✓ |
| Import & export (Excel), Reports | — | ✓ | ✓ |
| Custom fields on every enquiry | — | — | ✓ |
| Auto actions and Auto messages (automation) | — | — | ✓ |
| Ask AI, AI caller | — | — | ✓ |
| Click to call | — | — | ✓ |
| Who did what (activity log) | — | — | ✓ |
| Facebook & Instagram, Google Ads, LinkedIn, IndiaMART, JustDial, missed-call sources | — | — | ✓ |
| API, webhooks, MCP server | — | — | ✓ |

A locked feature is still shown, with a 🔒 and a sentence saying which plan adds it.

## Web and app

| | Web (browser) | MJX CRM app (Android) |
|---|---|---|
| Who | Owner, admins, counsellors | Counsellors and owners on the move |
| Best for | Setup, reports, bulk work, forms, integrations | Calling, WhatsApp, tasks, alerts for new enquiries |

See [MJX CRM app](crm/crm-app).

## Where to start

1. [Quickstart](crm/quickstart) — set up in 10 minutes.
2. [Lead sources and connectors](crm/lead-sources-and-connectors) — connect your website first.
3. [Best practices](crm/best-practices) — the routine that turns enquiries into admissions.

## Support

WhatsApp or call **7996837555**, or email **info@mjxtechnologies.com**.

## Questions people ask

### What is MJX CRM?

MJX CRM is the enquiry and lead manager in Pathshala. It captures enquiries from your form, WhatsApp, ads and marketplaces, and helps your team follow each one up until they join or buy.

### Is MJX CRM only for schools?

No. It works for schools, coaching centres, tuition centres, colleges, skills institutes and businesses. The words change to fit — Enquiries and Admitted for a school, Leads and Won for a business.

### Is there a mobile app?

Yes. The MJX CRM Android app shows enquiries, calls, tasks and alerts on your team's phones.

### How much does MJX CRM cost?

There is a 14-day free trial and a Forever Free plan. CRM Basic and CRM Pro prices are on the Pricing page.

### Does MJX CRM have an API?

Yes, on CRM Pro — a REST API, webhooks and an MCP server for AI assistants. See the developer docs.