Education & training
Digital admissions, learner management and operations for education providers.
We help independent schools, colleges, academies and training providers manage enquiries, admissions, courses, bookings and fees on one secure platform.
- Zoho Premium Partner
- Odoo Partner
- UK-based team
- Fixed milestones
and email
- Digital admissions from first click
- Learner records in one place
- Fees and funding tracked automatically
The challenge
What slows education teams down.
Admissions and admin teams juggle forms, spreadsheets and emails at the busiest times of year.
The admissions season is where a connected CRM pays for itself first.
Scattered enquiries
Enquiries arrive from web forms, events and email with no single pipeline.
Paper-heavy applications
Application forms, references and documents are chased manually.
Course and event admin
Open days, courses and bookings are managed in separate tools.
Fee collection
Invoices, instalments and chasing overdue fees take up staff time.
Inconsistent communication
Families and learners receive patchy, manual updates.
Limited reporting
Conversion, retention and capacity data is hard to pull together.
How we help
One platform for the full learner journey.
We configure Zoho or Odoo to support your admissions model, courses and back office.
Enquiry and admissions CRM
Capture every enquiry, track the pipeline and automate follow-ups to enrolment.
Online applications
Branded application forms with document upload and e-signature.
Courses, events and bookings
Open days, courses, sessions and capacity with online booking.
Fees and payments
Automated invoicing, instalments and online payments.
Automated communication
Personalised emails and SMS at every stage of the journey.
Insight dashboards
Conversion, capacity and revenue reporting for leadership.
Recommended platforms
Flexible platforms for education.
We recommend the right fit based on your size, courses and existing student systems.
Zoho for education
Ideal for admissions-led organisations and training providers.
- Zoho CRMEnquiries, applicants and pipeline.
- Zoho Forms and SignApplications and agreements.
- Zoho CreatorCustom learner and course apps.
- Zoho CampaignsNurture and event communication.
Odoo for education
Ideal for providers selling courses and needing finance together.
- Odoo eLearningOnline courses and certification.
- Odoo EventsOpen days and course bookings.
- Odoo CRMEnquiries and conversion.
- Odoo AccountingFees, instalments and reporting.
Imagine one connected business
What changes when every team runs on one Zoho platform?
Right now, sales probably lives in one tool, finance in another and service in a third. Every handover means re-keying, and every report starts in a spreadsheet. As a UK Zoho Premium Partner, we replace that patchwork with the full Zoho ecosystem, from Zoho One implementation to Zoho CRM, Zoho Books, Zoho Desk and Zoho Creator, so every team finally works from one source of truth.
Choose a team below and see what changes for them
01 / 09 · Sales & CRM
Zoho CRM implementation that helps you sell
From chasing spreadsheets to a pipeline you can trust. Pipelines, Blueprint sales processes, quotes and live chat, designed around how your team really sells.
- Lead, deal and account management with territory rules
- Blueprint processes, approvals and quote to order
- CRM migration from Salesforce, HubSpot or spreadsheets
02 / 09 · Marketing
Zoho Marketing Plus and campaign automation
From guesswork to campaigns that prove their revenue. Email, journeys, social, forms and events in one place, with every response flowing back into Zoho CRM.
- Lead scoring and nurture journeys
- GDPR-friendly consent and preference management
- Campaign ROI reporting tied to CRM revenue
Shares data with: Sales & CRMAI & Analytics
03 / 09 · Customer service & field service
Zoho Desk and Zoho FSM implementation
From overflowing inboxes to service customers rave about. Omnichannel helpdesk, SLAs, portals, remote support and field service, all with full customer context.
- Ticketing, SLAs and escalation rules
- Self-service help centre and customer portal
- Engineer scheduling, job sheets and parts tracking
Shares data with: Sales & CRMOperations
04 / 09 · Finance & accounting
Zoho Books implementation for UK businesses
From month-end firefighting to real-time numbers. HMRC-recognised, Making Tax Digital ready Zoho Books, billing, expenses and payments, synced with CRM and inventory.
- Chart of accounts, VAT and MTD setup
- Bank feeds, reconciliation and multi-currency
- Migration from Sage, Xero or QuickBooks
Shares data with: Sales & CRMOperationsHR & People
05 / 09 · Operations, inventory & ecommerce
Zoho Inventory and order management
From stock surprises to orders that flow. Multi-warehouse inventory, purchasing, fulfilment and online stores, linked to Books, CRM and your couriers.
- Stock control, batches, serials and reorder points
- Sales and purchase order workflows
- Shopify, Amazon and courier integrations
Shares data with: FinanceServiceSales & CRM
06 / 09 · HR & people
Zoho People and Zoho Recruit implementation
From paper forms to people who feel looked after. Applicant tracking, onboarding, HR records, leave, performance and learning in one place.
- Careers site and recruitment pipelines
- Digital onboarding and employee self-service
- Leave, timesheets and appraisal cycles
07 / 09 · Projects & collaboration
Zoho Projects and Zoho Workplace rollout
From scattered tools to one secure workplace. Projects, agile sprints, business email, chat, files and an intranet that keep everyone moving together.
- Project templates, timesheets and billing
- Email migration from Microsoft 365 or Google
- Company intranet and team channels
Shares data with: FinanceHR & PeopleSales & CRM
08 / 09 · Contracts, e-sign & compliance
Zoho Sign and contract management
From chasing signatures to deals closed in minutes. Legally binding e-signatures, contract lifecycle management and secure password management.
- Quotes and contracts signed from inside CRM
- Renewal alerts and approval workflows
- Delivered by an ISO 27001 certified team
Shares data with: Sales & CRMHR & People
09 / 09 · Analytics, AI & custom apps
Zoho Analytics, Zia AI and Zoho Creator development
From rear-view reports to decisions powered by AI. Cross-app dashboards, Zia AI agents, low-code Zoho Creator apps and integrations with the rest of your systems.
- Board-level dashboards across every Zoho app
- Zia AI agents for sales, service and operations
- Bespoke Zoho Creator apps and API integrations
Shares data with: SalesMarketingFinanceOperations
Depth, not just breadth
Most partners stop at setup. That is where we get started.
Switching apps on is the easy part. The real value comes from how deep each app goes into your business. Drag the slider to see how far our Zoho consultants and Deluge developers can take it.
Our UK Zoho CRM extensions: Companies House Verification UK Postcode Address Finder Creditsafe Credit Check View all →
LEVEL 1 · CONFIGURE
Zoho set up around your processes
Modules, fields, layouts, roles, permissions and data migration mapped to how your business works.
Example: a clean Zoho CRM with your sales stages, territories and user roles.
LEVEL 2 · AUTOMATE
Zoho workflow automation
Workflows, Blueprints, approvals, assignment rules and Zia AI agents that remove manual admin.
Example: a won deal creates the Zoho Books invoice and Projects job automatically.
LEVEL 3 · CUSTOMISE
Deluge development and custom functions
Deluge scripting, custom buttons, widgets, client portals and complex business logic.
Example: a supplier portal with pricing rules calculated in Deluge.
LEVEL 4 · INTEGRATE
Zoho API integrations
Connect Zoho with accounting, ecommerce, telephony, data warehouses and legacy systems via REST APIs, Zoho Flow and webhooks.
Example: Shopify orders, courier labels and stock levels synced in real time.
LEVEL 5 · EXTEND
Zoho Creator apps and Marketplace extensions
Bespoke low-code apps, Catalyst services and published Zoho Marketplace extensions built by our in-house team.
Example: our Companies House Verification extension for Zoho CRM.
Not sure which Zoho apps you actually need? Most businesses pay for apps they never use. In a free 30-minute call, a certified consultant will show you exactly where to start.
What changes
What changes for your organisation.
Typical improvements for education and training clients.
Higher conversion
Timely, automated follow-up turns more enquiries into enrolments.
Less admin
Online forms and payments remove manual processing.
Better experience
Families and learners get clear, consistent communication.
Clear insight
Leaders see pipeline, capacity and revenue at a glance.
How we deliver
A clear, proven path from first workshop to go-live.
Every engagement follows SCALE, our five-phase delivery framework, so you always know what happens next, who is doing it and what it costs.
Scope
We map your admissions, course and fee processes end to end.
Craft
We design the learner journey, forms and communication plan.
Assemble
We configure the platform, migrate records and integrate existing systems.
Launch
We train admissions and admin teams ahead of key recruitment periods.
Evolve
We refine journeys, reporting and automation each term.
Related solutions
Services education providers often combine.
Try before you commit
Start a free Zoho or Odoo trial
Explore the apps yourself, then talk to us about fit. Signing up through ThoughtLogik links your account to us as your partner, so help is on hand from day one.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Can Zoho CRM manage admissions?
Yes. We configure Zoho CRM as an admissions pipeline with enquiry capture, applications, interviews, offers and enrolment tracking.
Can families apply and pay online?
Yes. Branded online applications, document upload, e-signature and online payments are all supported.
Do you integrate with our MIS or student system?
Where your MIS offers an API, we can sync applicant and enrolment data so records stay consistent.
Is our data secure?
Both platforms offer UK or EU hosting, encryption and role-based access, and we configure permissions to protect learner data.
Can we manage course bookings and events?
Yes. Open days, short courses and training sessions can be booked online with capacity limits and reminders.
Start your project
Ready to modernise admissions and learner management?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing