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CRM Module

Boost Your Enrollments with Effective and Targeted CRM Management
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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 activities (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.

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