Every enquiry is captured, owned, chased and measured on one record, from first click to student account.
59 of 64 features live
What you'll see
The counsellor home lists today's follow-ups and open items. The follow-up board shows pending, missed and done with countdowns, and call outcome codes keep every note consistent.
Round-robin distribution shares leads across counsellors, and response-time rules by stage flag or reassign a lead. The missed response-time list lets a team lead call or escalate at once.
The funnel runs from enquiry to fee paid by source, and you can click through to the leads behind it. Source attribution shows first touch and every touch, and form drop-off shows where applicants give up.
Try it yourself
This is the tour your sandbox opens with. Each step says which login to use; in the sandbox it also says exactly where to click. No call needed.
Try Admission CRM yourself 10 days, fictional data, your institution email.
64 features in 13 groups, 59 live in production today.
Items without a tag are live: in production use today. Ready means built and switched on per institution when needed.
One score measures staff effort and the other the applicant's interest, so busy work never looks like a keen applicant. Scoring rules use 21 signals and update automatically, and each lead shows its health and next best action with reasons.
An application can be created straight from a lead, and staff can see the application exactly as the applicant sees it. Help tickets raised on the form go to the lead owner, and admitted applicants are imported into the student record without retyping.
Consent history shows on every lead. A privacy-request queue tracks due dates and reasons, a legal hold stops a record being erased, one person's data can be exported on request, and a log shows who viewed each lead and application.
Microsoft Teams. A Teams meeting link is created for each interview, with slots, applicant self-booking and rubric scoring. Follow-ups and interviews also appear in Google, Outlook or Apple calendar.
Lead capture, lists, scoring, assignment, the counselling desk, interviews, dashboards and privacy tools are live. Facebook and Instagram Lead Ads intake, click-to-call with recordings, WhatsApp voice calls, the satisfaction survey and emailed saved reports are available to switch on.
One desk sends every campaign and tracks every link and list down to the admissions it produced.
36 of 43 liveSee featuresRoutine applicant questions are answered around the clock, and the bot hands over to a counsellor when it should.
18 of 21 liveSee featuresEvery agency sits on one register with papers, contract and tracking link, and payouts follow admissions that paid fees.
25 of 33 liveSee featuresApplicants apply, upload, pay and track on their own, so the admissions office stops chasing paperwork.
27 of 29 liveSee featuresStaff verify, decide and enrol applicants from one desk, with every action recorded.
38 of 43 liveSee featuresFee plans, online collection, bank reconciliation and receipts run from one ledger, with no spreadsheet at the counter.
29 of 50 liveSee featuresBook a guided demo on a sample institution with fictional data. You pick the time yourself from our email.
