Configuring Fees for Education CRM
Introduction
In today’s fast-moving admission environment, manually managing fee collections often becomes a major bottleneck leading to delays, repetitive tasks, errors, and inconsistent student experiences. To stay competitive and deliver a seamless applicant journey, institutions need smarter, faster fee management.
Integrating your education CRM with a robust solution like Collexo can make all the difference.
By connecting Meritto’s CRM with Collexo, you create a streamlined, automated system that directly links students to their applicable fees at every stage from enquiry / lead generated stage to enrolling in any of your provided courses / programs.
With Collexo you can generate payment links directly from Education CRM , and remain updated with payment statuses in real time.Once payments are completed, the statuses sync back instantly to Meritto, giving counselors full visibility for faster tracking and follow-ups.
This powerful integration eliminates manual collection, reduces errors, and creates a more consistent, professional experience for both students and institutions.
How to Start Configuring Fees?
To help make the most of this integration, here's a step-by-step guide to set up automated fee configuration.
When a new Institution is created in Meritto, a unique client code is automatically generated for that entity. To begin integrating this with Collexo, follow these steps:
- Connect Meritto with Collexo
- Go to the Global Settings in the Collexo dashboard.
- Navigate to the Integrations section.
- Click the Connect button under the Meritto integration option.
- Add the client code that was automatically generated by Meritto for the entity. This links Collexo to the specific Meritto entity.
Note: To access the payment link in the crm make sure you whitelist the Domain/IP.
2. Create a Fee Studio in Collexo
Next, go to Fee Studio in Collexo to configure the fee.
3. Navigate to Lead Manager in Meritto
After setting up the fee in Collexo, you can Navigate to Lead Manager > Manage Leads.
4. Generate Payment Links for Leads
You can directly generate payment link from crm using lead manager or using the action button
Note: Payment link option will be available to the meritto’s clients that have that permission enabled or have the permission.
- Click on the Registered Name of a lead to open their detailed profile.
- On the right-hand side of the lead profile page (the side panel), click the Generate Links tab.
- This will allow you to generate and send the configured payment link from Collexo, mapped to the lead’s information.
5. Configuring Payment Link
Once you click Generate Payment Link, a pop-up window will appear prompting you to select the type of link:
- Single Payment Link – For one-time full payments.
- Split Payment Link – For collecting fees in multiple installments.
For both types, applicant details such as Name, Reference Number, Mobile Number, and Email ID are auto-filled.
You will then need to:
- Select the relevant Fee studio that has been configured on Collexo. The associated fee amount will auto-populate for reference, but you can modify it as needed.
- You can continue with the remaining steps by referring to this article (insert article link).
This setup helps in creating structured and timely fee collections while giving flexibility to both institutions and students.
Conclusion
In conclusion, integrating Meritto’s CRM with Collexo transforms the fee collection process, enabling you to automate and streamline payment management. By generating payment links directly from the CRM, you can ensure real-time updates, reduce errors, and provide a smoother experience for both students and counselors. This seamless integration not only enhances efficiency but also improves the overall applicant journey, making fee collection faster, simpler, and more accurate.
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