Opportunities
New updates in Opportunity Manager
Overview Across verticals, Opportunity Manager has been empowering educational organizations to unlock the full conversion potential of every student interest. Now, we’ve made the Opportunity Manager even more powerful, with three new updates ...
All about Opportunity Status & Stage
Overview This article gives and overview of the Opportunity Status and Opportunity Stage in Meritto. While Opportunity Status gives a broader classification of an applicant’s journey, Stages represent the specific milestones within that journey. ...
Campaign Calling in Opportunity
Overview Campaign Calling for Opportunity is a powerful tool that will enable institutes to leverage efficient nurturing via automated outbound calling. With this, Meritto enables Counsellors to seamlessly nurture multiple opportunities for leads, ...
SMS Communication in Opportunity
Overview SMS remains one of the most effective and immediate ways to communicate with opportunity. The Opportunity module in Meritto now allows you to send SMS messages directly—whether individually, in bulk, or through automated workflows. From ...
All About Opportunity
Overview Opportunity Management enables you to capture multiple interests of a lead and channel your potential efficiently. It supports Ed-Tech, Coaching & Training Institutes, Online Degree Programs, and Playschool & Pre-School Businesses by ...
Outbound Calling in Opportunity
Overview To streamline your communication process, Meritto now allows outbound calling directly from the Opportunity module—both from the Opportunity Listing and Profile pages. This makes it easier for counselors and sales teams to reach out to ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
All About MIO AI
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Create Communication Templates?
Overview Communication Template Creation in Meritto enables standardized messaging across multiple channels. Predefined Formats: Create templates for Email, SMS, WhatsApp, and more. Consistency in Messaging: Ensure uniform communication across all ...