Enquiry to application to enrolment to alumni
CRM for education and admissions
Prospective students from fairs, agents, open days and the website followed through application, offer and enrolment, with the admissions team, the agents and the student all seeing the same record.
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Retainer: the schools, colleges and training providers edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. Retainer carries retainers, MRR and renewals on a 12 month strip, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the schools, colleges and training providers demo on its own page.
Who this is for
Built for schools, colleges and training providers
Colleges, universities, private schools, language schools, training providers and edtech companies running admissions with a small team, recruitment agents abroad and a student system that was never built for marketing and follow up.
Higher education admission CRM pipelines
Each programme and intake has its own pipeline, with document checklists, interview booking and conditional offers tracked to enrolment.
Open days and fairs that are followed up
Registrations, attendance and the programmes each prospect asked about are recorded, and follow up goes out the next morning.
Agents measured on enrolments
Recruitment agents submit applicants through a portal and see their status. Conversion and commission per agent come from the data, not a spreadsheet.
Edtech CRM for course sales
Training providers and edtech companies get trials, cohorts, corporate accounts and renewals in the same system as their learners.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Open day or call
- Application started
- Application complete
- Offer made
- Accepted
- Enrolled
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Your student information system
- Mailchimp or HubSpot email
- Zoom or Teams for interviews
- Stripe for deposits
- Google Calendar
- Website forms
Questions we get asked
What is the best education CRM software?
The best education CRM handles enquiries, open days, applications with document checklists, offers, enrolment and agents, and syncs with your student information system. Large platforms charge per student record or per seat; a custom build covers your admissions process exactly, and the data stays on hosting you own.
Does it work as a higher education admissions CRM?
Yes. Each programme and intake has its own admissions pipeline: enquiry, application started, documents received, interview, conditional or unconditional offer, deposit and enrolment. Admissions staff see what each applicant is missing, applicants see their checklist in a portal, and reports show conversion by programme, country and source.
How much does a custom education CRM cost?
An education CRM with enquiries, events, applications, offers, an agent portal and student system sync usually costs 9,900 to 19,900 US dollars as a fixed price, delivered in seven to ten weeks. An enquiry and open day tracker for a single school starts at 4,900. There are no per student fees.
Can recruitment agents use it?
Yes. Agents get a portal to submit applicants with their documents and to see each applicant's status, offers and conditions. Admissions staff see applications by agent, and reports show applications, offers, enrolments and commission due per agent, so you know which partnerships actually deliver students.
How does it compare with higher education CRM software?
Higher education CRM platforms are built for large universities with recruitment, admissions and student success teams. Colleges, language schools and training providers often need a smaller campus management CRM: enquiries, applications, agents, intakes and enrolment. A custom build covers that scope at a fixed price, instead of a platform priced for a university.
Tell us how your schools, colleges and training providers business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.