Boost your enrollments with efficient prospect and customer management

CommunicationOptional module

Enhance enrollments in the competitive private education market with our CRM module. Track prospects, manage client cycles, and streamline marketing efforts.

Key Benefits:

  • Create a database of your prospects and clients.
  • Track the history of all commercial activities.
  • Launch targeted marketing campaigns.
  • Convert prospects into clients.
  • Retrieve and centralize email exchanges related to prospects or clients.

Features:

  • Customer Relationship Management:
    • Create a database of active or inactive prospects and clients.
    • Track all commercial activities from the prospect’s file opening, to the client’s departure from the school:
      • Spontaneous actions (calls, parent visits, email sending…)
      • Targeted marketing campaigns (special offers, follow-up actions after open house days…)
  • Sales Campaigns:
    • Create prospect lists in your database.
    • Convert prospects / reconciliation.
  • Email Exchange Retrieval:
    • Retrieve email exchanges related to prospects or clients from external emails (IMAP).
  • Registration Forms:
    • Open house registration forms.
    • Virtual visit registration.
    • Facebook contact forms.
  • Customization and Flexibility:
    • Customize marketing campaigns and registration forms to maximize enrollments.
    • Track prospects and streamline marketing efforts to improve your sales team’s efficiency.

Module screenshots

Features & functionality

Administration

🔧
  • Centralize client data (active, inactive, leads, prospects, archived)
  • Create leads/prospects manually or via forms
  • Import prospects from external files
  • Track progression: lead → prospect → active client → inactive client
  • Manage targeted campaigns (follow-ups, open days, promotions)
  • Track commercial actions: calls, emails, visits, forms
  • Integrate IMAP email inbox for exchange tracking
  • Full interaction history
  • Manually convert prospects to clients
  • Archive inactive prospects
  • Group individuals within the same family
  • Automatic/manual duplicate reconciliation
  • Log spontaneous actions (calls, meetings, exchanges)
  • View and edit prospect/client records
  • Categorize leads by conversion potential
  • Extract data for reporting and analysis
  • Create dynamic lists with advanced filters
  • Perform bulk actions (emails, status changes, etc.)
  • Analyze campaign effectiveness (lead source, conversion rates)
  • Generate conversion funnel statistics
  • Check-in system for campaigns to distinguish actual participants from all registered attendees
  • Integration of your Eventbrite account with the CRM module to automatically import registration data from your events
  • Connection of your Calendly account with the CRM module to automatically retrieve all meeting and participant information into your database