Features

AI in EduCRM: speak your to-dos, and import spreadsheets faster

EduCRM uses AI for two jobs only, and you check the result before anything is saved.

What it is

In short

Two helpers. First, you say your to-dos out loud, like "call Maria's mother tomorrow at 5", and the AI writes them down as tasks with dates and reminders. Second, when you import a spreadsheet of students, the AI suggests which column is the name, which is the phone, and so on. In both cases you see what it did and confirm it first.

That is all the AI does. It does not change student pages on its own, send messages, or score or rank students.

How speaking your to-dos works

Step 01
Press record and speak
Say several to-dos in one go.

Step 02
The AI turns them into tasks
Separate tasks with dates, times, priorities and reminders, linked to the right student. It understands "tomorrow at 5" and "every Monday".

Step 03
You check and save
Fix anything it misheard before the tasks are saved.

On the Free plan you get the written text of what you said. Turning it into separate tasks is Premium.

How spreadsheet matching works

The AI suggests which column of your file goes to which field in EduCRM, and says how sure it is about each one. You confirm or correct it before a single student is added. Only the column titles and a few example rows are sent. The rest of the file is read in your browser and saved straight into your account. See importing students.

Where your data goes

The AI runs on our servers (in Google Cloud Functions), never in your browser, so no secret keys reach your computer.

Which AI company handles which job
Job	AI company
Matching spreadsheet columns	Anthropic (Claude)
Turning speech into text and tasks	OpenAI

Which AI company handles which job

Anthropic processes this data for us under a data processing agreement and does not train its models on customer data.

What you control

Admins can see AI usage and cost, by model, under Settings → AI Usage. You are not charged per use; it is there so nothing runs out of sight.
Nothing saves itself. Spoken tasks and spreadsheet matching are both confirmed by you first.
Both are optional. EduCRM works fully without them.

What the AI does not do

It does not read, sort or answer email. EduCRM does not connect to mailboxes.
It does not contact students or parents, or send anything for you.
It does not run or mark career tests. See career guidance.
It does not decide anything about a student. Both helpers give you a draft that you accept.

Try it yourself

Speaking your to-dos works in the demo, so you can try it without an account.

Try the demo Security and data protection

SecurityEncryption, data residency, access controls and sub-processors.

Importing StudentsUpload the spreadsheet you already have and add all your students at once. We help with past years.

Student ManagementOne page per student with everything about them: details, parents, meetings, applications, documents and payments.

Privacy PolicyWhat data EduCRM collects and how it is handled.

Frequently asked questions

Does EduCRM read or send my students' email?

No. EduCRM does not connect to mailboxes and does not read, sort or send email for anyone.

Is customer data used to train AI models?

Anthropic processes data for us under a data processing agreement and does not train on customer data. For the current position on every AI provider, ask for the list at privacy@educrmapp.com.

Can I see how much AI my team uses?

Yes. Admins see usage and cost by model under Settings → AI Usage.

Is my whole spreadsheet sent to an AI when I import it?

No. Only the column titles and a few example rows are sent. The full file is read in your browser and saved straight into your account.