ERP for Education & Training Companies
Cohort and programme management, fee collection, attendance, CRM handoffs, and executive visibility for coaching institutes, academies, and corporate training providers.
Book a DemoIndustry Challenges
Common pain points that drive Education & Training Companies toward ERP adoption.
Fragmented Cohort Data
Batches, workshops, and fee schedules live in spreadsheets and chat—making reconciliation and forecasting unreliable.
CRM Without Boundaries
Coaches and sales teams lack scoped views of their cohorts; leadership cannot see pipeline and delivery health in one place.
Attendance & Completion Gaps
Manual attendance capture and ad hoc homework distribution make it hard to prove completion or intervene early.
Revenue Leakage & Access Drift
Partial payments, refunds, and content access are managed informally—creating disputes and audit risk.
Your ERP Solution
How Baaz configures ERP to address education & training companies needs.
Programme & Batch Orchestration
Course, batch, and calendar management with roster views, attendance capture, and workshop-style programmes where needed.
Scoped CRM & Support
Role-based CRM for institute, batch, and participant interactions—tickets, messaging, and homework in governed workflows.
Fee & Access Alignment
Payment schedules, overdue visibility, and approval-based access so content unlocks match financial truth.
Executive & Compliance Dashboards
Cohort health, revenue recognition signals, and operational KPIs without exporting five spreadsheets.
Key Modules
Core ERP modules configured for education & training companies.
Programme Management
Courses, batches, calendars, rosters
Attendance & Delivery
Sessions, homework, materials, video requests
CRM & Helpdesk
Tiered CRM, tickets, messaging
Finance & Payments
Fees, partials, refunds, bank masters
Workshops & Events
Short programmes, barcodes, attendance exports
Reporting & Analytics
Cohort, revenue, and operational roll-ups
Benefits & ROI
Single Operational Spine
One system of record for cohorts, workshops, and participant journeys.
Faster Month-End
Structured payments and access reduce finance firefighting and informal overrides.
Better Coach Productivity
Scoped lists and homework tools keep CRM teams focused on their batches.
Leadership Visibility
Dashboards tie enrolment, attendance, and cash signals for better decisions.
Use Cases & Workflows
Enrolment-to-Completion Lifecycle
Lead capture → batch assignment → attendance and homework → certification or next programme—without duplicate entry.
Workshop & Event Operations
Short programmes with registration, barcode check-in, attendance exports, and participant reconciliation.
Finance & Access Reconciliation
Scheduled fees, partials, refunds, and approval queues so learning access matches payment reality.
Case study
See a shipped React portal: multi-role CRM, workshops with barcodes, payments, homework, and participant UX—aligned to institute operations.
Training operations portal (case study)