Custally for education & edtech companies
Selling to schools, universities and training institutes means rollouts across campuses, lots of how-to questions and a renewal every academic year. Custally keeps all of it on the institution’s record.
Who it’s for
Edtech platforms, LMS and ERP vendors for schools and universities, training companies.
Start with
The problems education & edtech teams tell us about.
Seasonal rush
Support volume explodes at the start of every term.
Adoption varies by campus
One campus loves the product, another never logged in.
Annual renewals
Every institution renews on the academic calendar, all at once.
Many stakeholders
Principals, IT admins and teachers all need different things.
Every module, applied to your business.
Term start without a support meltdown
A fictional company, a real workflow — step by step.
2 weeks before
Top questions from last term become Knowledge Base articles.
Term start
Teachers ask the Support Bot on the school portal; it answers from articles and raises tickets when it can’t.
Week 2
A campus with no logins turns Amber; Next Best Action suggests a training session — created as a task.
Renewal season
The Renewals dashboard shows which institutions are at risk before the budget meeting.
What to switch on in week one.
Everything here is configured by your admin — no code, no developer.
Modules
- Accounts & Contacts
- Tickets
- Knowledge Base & Support Bot
- Projects
- Deals
Custom fields to add
- Academic year
- Students / licences
- Campus
- Board / affiliation
Automations to start with
- Campus health Amber → training task
- Portal ticket from an IT admin → priority P2
- Renewal in 90 days → account manager task
Click through it yourself.
Custally’s real look and feel on sample data. Replies are scripted — nothing here calls an AI or saves anything.
Accounts
6 of 6 accounts
| Account | ARR | Health | Renewal | Open tickets | CSM |
|---|---|---|---|---|---|
| Logistics | ₹1.24 Cr | Red · 44 | 23 days | 6 | PMPriya M. |
| Retail | ₹81 L | Amber · 61 | 47 days | 3 | RSRahul S. |
| Healthcare | ₹98 L | Green · 86 | 180 days | — | AKAnita K. |
| Fintech | ₹52 L | Amber · 58 | 90 days | 2 | PMPriya M. |
| FMCG | ₹33 L | Green · 79 | 200 days | 1 | RSRahul S. |
| Automotive | ₹1.46 Cr | Green · 82 | 132 days | 1 | AKAnita K. |
Tip: open Acme Logistics to see why it’s Red.
Accounts: Filter by health, open Acme Logistics, read why it’s Red and turn a next best action into a task. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
Custally for Education & edtech: questions.
Can the Support Bot answer teachers and students?
Yes. Put it on your website, app or portal; it answers from your Knowledge Base and from how agents solved past tickets, and raises a ticket when it can’t help.
Stop managing activities.
Start saving customers.
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.