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CRM & Sales Software for Education and EdTech

HELM helps education providers and EdTech companies manage institutional sales, track procurement processes, and nurture prospective student or customer relationships.

HELM for Education Sales Teams

Education sales — whether selling to institutions (universities, schools, training providers) or directly to learners — requires managing long buying cycles, complex institutional procurement, and large volumes of prospective student or customer relationships. HELM provides CRM tools suited to both B2B institutional sales and B2C prospective student management.

Common Challenges HELM Solves in Education

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EdTech platform sales

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Corporate training sales

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Higher education recruitment

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Learning management systems

HELM OS for Education

Join education sales teams using HELM to manage their pipeline, coach their reps, and grow their revenue. Get started in minutes — no technical setup required.

Try HELM Free for Education →

Frequently Asked Questions

HELM supports EdTech sales through: institutional deal tracking with complex procurement stages (including budget cycle and approval process tracking), multi-stakeholder management (IT, curriculum, procurement, C-suite), renewal and expansion tracking for subscription-based EdTech products, and integration with marketing platforms for lead management.
Yes — HELM can manage prospective student pipeline for education providers, tracking enquiries through to enrollment with automated nurture sequences, personalised outreach, and lead scoring based on engagement signals (open days attended, information downloads, application starts). This works for both traditional and online education providers.
HELM's deal timeline management can be configured around education sector budget cycles — academic year procurement windows, financial year budgets, and grant-based funding cycles. Reminders and alerts can be set to ensure reps engage at the right time relative to each institution's buying cycle.

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