Meritto Features

Explore what Meritto Software offers — from day-to-day workflows to advanced capabilities.

4 features

Contact Management

This feature helps users keep data organized for better communication. It reduces duplication and manual data entry load. This helps strengthen relationship building while improving database management. This aspect also enables admins to categorize and track contact history to make enrollment procedures easy. 

Education ChatBot

This software product has an AI assistant, Nio. This chatbot engages with students through different channels to answer their questions based on their enrollment stage. These conversations are also added to the student’s profile, helping professors by providing context so they can make informed follow-ups. This not only solves minor problems but also keeps students engaged. 

Reporting and Analytics

This aspect demonstrates custom layouts, a drag-and-drop report builder, 100+ education-specific dashlets, and comparative benchmarking. These tools also let admins compare performance across different stages irrespective of geographical barriers. Users can also analyze enquiry-to-enrollment funnels and multi-center results. It also supports an overview of campaign performance and an activity calendar to deliver accurate reports when required.

Post-Application Automation

The solution also manages applications from start to final admission decisions. Teams handle GD-WAT-PI planning and shortlisting. Other relevant tasks like token fee payments, scoring, or result declaration are also handled by admins. 

This divides the work and gets it done on time with fewer errors. The solution also helps in tracking applicant progress and manages the post-application tasks from the same system.  

What is Meritto CRM Software?

This cloud-based CRM is best suited for mid- to large-sized institutions. It keeps track of applicants and even automates responses to cut the admission load in half. Meritto CRM solution comes in handy for transparent digital billing. Its modern interface has increased its adoption rate among various regions.

How Meritto Software Fixes Your Biggest Admission Bottlenecks 

Every organization has unique challenges, and Meritto was brought to address the major ones without major shifts. They are as follows:

Eliminating Lead Leakage 

There are many software tools that can easily fetch data from different software but lack organization. This results in losing potential enrollments. Meritto pulls every lead and brings it to a visual dashboard, then routes them to available counselors.

Scattered Communication 

Software integrates with WhatsApp for easy communication but brings untracked calls and missed emails with it. This fails to keep the student’s journey record. Whereas Meritto saves everything in a single 360 timeline so they never lose anything.

Removes Accounting Handcuff Friction

The built-in payment framework of Meritto generates unique billing for every student. It instantly reconciles with the bank to keep dashboards updated.

What are the Pricing Options of Meritto? 

There’s no free trial tier. According to Meritto deployment reviews, it runs on a quote-based structure, but it does have some baseline pricing. It is as follows:

  • Starter Plan starts at $8000/year
  • Growth Plan starts at $15,000/year
  • Pro Plan starts at $30,000/year.

Along with the base fee, users should also keep the additional costs in mind. It includes deployment, data migration, additional seats, or add-on features, etc. You can also get a custom Meritto pricing quote for your unique needs.

Why Should You Count on Meritto? 

This CRM is no less than a magical tool for schools and academic sectors. Meritto automates repetitive tasks, and it has omni-channel routing for communication. This allows collaboration in a unified system. One shared credit is enough to handle this; users don’t have to keep separate ones.

This software solution is GDPR compliant and has been recognized for its tight data security. Parents find the Collexo payment engine very reliable and easy to use. AI agent incorporation has taken Meritto to the next level.

If you are still not sure about the platform deployment. Reach out to our Product Expert for guidance and detailed information.

Social Media Collaboration Included
Customer categorization Included
Lead management Included
Opportunity handling Included
Deals pipeline management Included
Email integration Included
Client communication monitoring Included
Sales Forecasting Included
Payments/invoicing Included

Pros

6
  • The platform offers easy navigation and flexible access for users. This is helpful in user adoption.
  • It has effective lead conversion for students, which includes automated tracking to simplify the overall workflow.
  • Meritto supports omnichannel outreach by tracking student interactions from various channels.
  • It does not compromise on data security and is HIPAA-compliant to prevent threats.
  • The solution tracks productivity to boost it at the individual level.
  • It has a friendly interface that makes reviewing records much easier.

Cons

4
  • Users reported occasional lags in the software.
  • It doesn’t offer complex insights in detail; small teams find it hard to cope with.
  • Deployment and integration consumes a lot of time that becomes frustrating most of the time.
  • Meritto reviews reported that its UI filters are rigid.

Meritto Software Reviews

Overall Rating

4.6

11 Review(s)

Rating Distribution

5

(7)

4

(4)

3

(0)

2

(0)

1

(0)

Share your experience

Jagriti

Finance

Ease of use
10
Value for money
9
Customer Support
10
Functionality
9

Clear Interface with Strong Data Display

Pros

The interface is clean and simple, and data is presented in a very clear and understandable format.

Cons

Connecting Meritto with another CRM system can be challenging.

Bhanupratap

Healthcare

Ease of use
10
Value for money
9
Customer Support
10
Functionality
9

Flexible and Integration-Friendly Platform

Pros

The platform is adaptable, easy to use, and streamlines admissions. Its integrations make reporting and data handling smooth.

Cons

Occasional technical issues disrupt work, and support resolution can take time.

Ratika

Finance

Ease of use
9
Value for money
10
Customer Support
9
Functionality
10

Strong Platform for Lead Generation

Pros

We consider Meritto an excellent solution and feel lucky to have it as our primary lead generation tool.

Cons

At times, the system can feel a bit complex to navigate.

Frequently Asked Questions

It supports a centralized omnichannel suite. Counselors can interact directly through WhatsApp, SMS, calls, email, etc. This complete communication is also recorded and updated in the student’s master dashboard. 

This software is mostly adopted in educational sectors among enrollment teams, counselors, recruitment departments, and marketing teams. Institutional administrators also utilize the solution.

The solution addresses a major issue for educational institutions, which is fragmented and disorganized student admissions. Instead of finding information across spreadsheets, it fetches all the data into a unified system. 

No, Meritto has a modular structure. As an educational institute, if you have started with a basic CRM plan and later turn on the application portal without reconstructing the initial data setup. 

The solution can connect with various third-party apps, including Zoom, CallHippo, Moodle, Stripe, Zapier, etc. All of these modifications are made to outperform and deliver the best results.