Vidyarthi CRM

Vidyarthi CRM helps institutes manage enquiries, the admission pipeline, counsellor follow-ups, walk-in visitors and reports.

Developed by Dimple – https://bansalconsultancy.in/

It can run in two modes:

• Standalone mode: use Vidyarthi CRM lead stages, courses, follow-ups, and reports without Course Manager Pro.
• Bridge mode: if Course Manager Pro tables are detected, Vidyarthi CRM can use Course Manager courses, batches, and counsellors.

Features

• Lead/enquiry capture with student, parent, phone, city, course, fee, and source details.
• Admission pipeline stages from New Enquiry to Admitted or Lost.
• Counsellor assignment using Course Manager roles when available; counsellors see their own leads.
• Follow-up reminders for no-contact, demo, and fee-pending leads.
• WhatsApp quick message buttons.
• Lead detail page with notes and follow-up history.
• Demo class tracking.
• Visitor log and visitor analytics, with one-click conversion of a visitor to a lead.
• Bulk CSV import and CSV export for filtered lead lists.
• Meta (Facebook/Instagram) Lead Ads: Connect with Facebook or webhook, with campaign/ad set rules for counsellor, stage and source.
• Pabbly Connect webhook for lead forwarding.
• Reports for source, course demand, funnel, stage distribution, and counsellor performance.
• Convert a lead to a Course Manager student/enrollment when Course Manager Pro is active.

External services

This plugin can connect to the following third-party services. All of them are optional and are only used if you set up the matching feature (Meta Lead Ads, WhatsApp button, Pabbly Connect). If you never use those features, the plugin sends no data anywhere.

Meta (Facebook / Instagram) Graph API

Used by the “Meta Leads” feature to log in with Facebook, list the Facebook Pages you manage, subscribe a Page to lead notifications and download the details of each new Lead Ads lead into the CRM. The requests go to graph.facebook.com and www.facebook.com.

Data sent, and when:

• When you click “Connect with Facebook”: your Meta App ID, App Secret, the OAuth authorization code returned by Facebook, and the access tokens obtained from it, so Meta can issue and exchange login tokens and list your Pages.
• When you pick a Page: the Page ID and the Page access token, to subscribe that Page to the “leadgen” webhook field.
• Every time Meta notifies the plugin about a new lead: the lead ID and the Page access token, to fetch the lead’s form answers (name, phone, email, city, course) from Meta. No other site data or visitor data is sent.

Meta also sends lead notifications to your site’s webhook URL (/wp-json/vcrm/v1/meta-webhook). These requests are accepted only if they carry a valid signature made with your App Secret.

This service is provided by Meta Platforms, Inc. Terms of Service: https://developers.facebook.com/terms/ – Privacy Policy: https://www.facebook.com/privacy/policy/

WhatsApp (wa.me click-to-chat links)

The “WhatsApp” buttons on a lead open a wa.me link in a new browser tab, only when you click the button. The link contains the lead’s phone number and the pre-written message text, so WhatsApp can open a chat with that number. The plugin itself does not send anything to WhatsApp in the background.

This service is provided by WhatsApp LLC (Meta Platforms, Inc.). Terms of Service: https://www.whatsapp.com/legal/terms-of-service – Privacy Policy: https://www.whatsapp.com/legal/privacy-policy

Pabbly Connect (optional, incoming only)

If you use Pabbly Connect to forward Meta leads, Pabbly sends each lead (name, phone, email, city, course, campaign name) to your own site’s webhook URL (/wp-json/vcrm/v1/pabbly-lead), protected by the secret token you set in the plugin. The plugin does not send any data to Pabbly.

This service is provided by Pabbly (Vaerve Techno Pvt. Ltd.). Terms of Service: https://www.pabbly.com/terms-conditions/ – Privacy Policy: https://www.pabbly.com/privacy-policy/

Bridge Mode

When Course Manager Pro tables exist, the add-on:

• Reads active courses from cm_courses.
• Reads active/upcoming batches from cm_batches.
• Uses Course Manager admin/counsellor roles for assignment.
• Converts a CRM lead into cm_students, cm_enrollments, and optional registration fee payment.

Course Manager Pro is not modified by this add-on.