Higher Education CRM for Universities and Standalone Institutes
An exclusively designed CRM for the higher education segment to digitise their entire admissions process and boost conversion rates by 2X.
Preferred by 500+ Institutes
What is a Higher Education CRM?
A Higher Education CRM is a specialized software designed to improve and streamline the admissions and student engagement processes for educational institutions. Unlike generic CRMs, it specifically addresses the unique needs of colleges, universities, and other higher education organizations by managing the entire student admission process.
Institutions require a Higher Education CRM to navigate the increasing complexities of the admissions process. With a growing number of student inquiries and applications, managing communication and engagement manually has become ineffective. A CRM in higher education automates repetitive tasks, such as follow ups, email campaigns, and application tracking, which saves time and minimizes human errors.
CRM for Higher Education centralizes all student data, allowing institutions to gain a deeper understanding of their prospects through detailed insights and analytics. This data driven approach not only aids in crafting personalized communication but also improves decision making regarding admission strategies. Features like automated reminders, payment tracking, and multi channel communication provide a seamless experience for both students and staff.
Notably, the Gross Enrollment Ratio (GER) for tertiary education in India rose to 33.12% in 2023, signaling a continued increase in higher education access and emphasizing the need for technology-driven systems to manage growing student volumes.
In summary, a Higher Education CRM is an essential tool for enhancing efficiency, boosting student engagement, and maintaining competitiveness in the rapidly changing education landscape.
Integrate all lead channels and auto-allocate leads
Manually entering each lead into an Excel sheet can be cumbersome. With a higher education CRM, you can integrate all your lead sources and third-party vendors to bring every lead into a single system. This will minimise the manual effort of counselors, avoid any lead leakage, and optimise the response time.
Top features:
- Ad channel integration such as Google Adwords and Facebook Ads to avoid missing out on leads from paid sources
- Publisher panel integration to track and manage all the publisher leads in a single system
- Social media integration such as Facebook, Instagram, LinkedIn, and Twitter to track interactions with leads as well as customers
- Auto-allocation to ensure that the right counselors are working effectively on leads based on their region or expertise
Automate all communication channels
Manual communication with leads is always time-consuming and results in low productivity. With a CRM in higher education, you will be able to automate your whole communication across the admission cycle using our rule engine. Workflow automation helps with repetitive manual tasks, such as assigning leads to counselors or triggering follow-up tasks after a lead has been contacted.
Top features:
- Drip and trigger-based email campaigns to automate lead nurturing and keep the leads engaged
- Marketing automation to track the effectiveness of your various campaigns and optimise your future marketing campaigns
- Inbuilt click-to-call to reduce response time and also provide a personalised experience with a web-based video calling feature
- Bulk SMS and two-way Whatsapp to reach out to prospects at right time and nurture them
Customise and Digitise application forms
Enough of those time-consuming, manual, and complicated application processes. Now it’s time to switch to our three-step online Application Management System to automate your candidate management, improve conversions, and boost engagement. You will also be able to design your own application forms and GD/PI workflows.
Top features:
- Mobile-friendly application and communication to increase engagement & accessibility, and improve the overall user experience
- Application mapper to track the student activities and exactly know which stage of application they are at to guide them accordingly
- Integrated payment gateways to have more control over transactions for effective monitoring and management
- Reminders and alerts settings for counseling team to assist the students with form filling
150+ Reports for Higher Education CRM
Making data-driven decisions becomes extremely easy with actionable and insightful reports. To assist you in making ROI-driven decisions, we provide you with an inbuilt reporting dashboard with 150+ tailored reports that provide deeper insight into counselors performance, marketing ROI, conversion funnel and much more.
Top features:
- A single-view dashboard to analyse all marketing efforts and make data-driven decisions
- Publisher panel dashboard to analyse the attribution of leads from different publishers and track their performance
- Counselor performance dashboard to measure the performance of an individual counselor in different parameters
- ROI and conversion reports to identify and replicate successful strategies and tactics used in high-performing campaigns
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Powerful Higher education CRM & Marketing automation software that helps your admission teams increase, manage and predict their admissions.
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FAQs
A cutting-edge higher education CRM possesses the remarkable ability to significantly elevate your conversion rates. This dynamic system seamlessly optimizes the entire admissions process by consolidating lead data within a unified platform, orchestrating personalized communications through a diverse array of channels, and meticulously monitoring the journey of each and every lead.
Several other features that make the admission process efficient and increase the lead conversion rate are mentioned below:
- Integration of multiple lead generation channels: it becomes much easier to track and assign leads to team members based on centres, courses, and lead channels. Also, lead leakage is minimised, resulting in increased productivity and response time.
- Automate application form: Go paperless and automate your application form through application management system and build custom applications.
- Lead verification: verification of leads through OTP helps to filter out irrelevant leads. This will save the counsellors’ time, so they can significantly focus on the relevant leads.
- Automated communication: you can automate your entire communication across the admission cycle, which improves the prospect experience.
- Tracking lead status: CRM tracks the lead status and lets the counselors know about the prospect’s willingness so they can plan the next meeting and follow-up calls accordingly. In turn, this prevents the leads from being distracted.
- Automated communication: you can automate your entire communication across the admission cycle, which improves the prospect experience.
- Tracking lead status: CRM tracks the lead status and lets the counselors know about the prospect’s willingness so they can plan the next meeting and follow-up calls accordingly. In turn, this prevents the leads from being distracted.
Yes, a higher education CRM offers seamless support for multiple third-party integrations. The software offers a user-friendly interface that seamlessly integrates with various third-party applications.
For instance, you can integrate an IVR (Interactive Voice Response) system for making automated phone calls, Zapier for automating tasks, and bulk SMS services for sending messages in bulk. These integrations enhance the functionality of the CRM and enable you to utilize multiple services within a single platform.
In addition to third-party vendor integration, the higher education CRM can also integrate with an ERP (Enterprise Resource Planning) system. This integration brings together all operational processes into a unified and streamlined workflow. It simplifies tasks and makes them more manageable. Furthermore, it provides comprehensive oversight of post-admission procedures for enrolled students, ensuring efficient management of their academic journey.
A CRM for higher education can provide you with multiple additional benefits that sometimes go unnoticed. A few of these are mentioned below:
- Very personalised communication: students love when they feel important, and CRM can help here by personalising your communication by segmenting data to, target messages accordingly.
- Improving student journey: CRM can improve the overall student journey by being available to solve their queries at all times.
- Managing events: Managing vast events can be tedious. CRM can help in centralising activities across various departments thereby organising the process.
- Helps in alumni relation-building: some communication sent at the key times of the year will provide a sense of belongingness to the alumni and it may help in word of mouth.
Manual application forms involve manually reviewing each form, verifying the information provided, and entering data into a system. Sending updates, notifications, or requesting additional information from applicants also becomes manual and time-intensive.
With an application management system, you can digitize your application forms and make them accessible to every applicant. The application forms are designed to enhance the applicant’s experience.
The student can save their progress, upload supporting documents, and receive instant confirmation of their submission. The system provides real-time updates on application status, ensuring transparency and reducing applicant inquiries.
Additionally, the dynamic fee collection feature enables real-time payment processing, allowing applicants to conveniently pay their fees online.
Not only does it automate fee collection, but an application management system also offers real-time application tracking. You can easily monitor the progress of each application, view completed and pending tasks, and access comprehensive applicant profiles all in one centralized dashboard.
A robust application management system reduces the risk of errors or delays in the application review process.
Choosing the right higher education CRM for your institute is a challenging task, given the multitude of options available. To ensure that you make the right choice, consider the following 6 criteria:
- Education-Specific Focus: Opt for an higher education CRM designed specifically for educational institutions, ensuring it aligns seamlessly with your unique requirements.
- Customizability: Look for a CRM that offers customization to adapt to your distinct admissions processes and organizational needs, providing a tailored solution.
- Transparent Pricing: Avoid unexpected costs by choosing an higher education CRM with transparent pricing, ensuring there are no hidden charges that could impact your budget.
- Mobile Accessibility: In today’s dynamic environment, select a CRM that is mobile-enabled, enabling your teams to collaborate effectively both on and off-site.
- Automated Communication: Opt for an higher education CRM capable of triggering communication based on prospect behaviour, such as email opens, clicks, or application form progress, enhancing engagement.
- Analytical Reporting: Choose a CRM that provides actionable reports, facilitating data-driven decision-making. This not only boosts your team’s productivity but also contributes to improved admission outcomes.
Mobile CRM is a CRM product that can be utilised on portable devices such as smartphones and tablets without losing any of the features and user-friendliness of the system’s desktop edition. It makes it feasible for your admissions teams to use an Android app to get real-time data. Mobile CRM frees them from the constraints of a desktop, PC, etc., as individuals can readily access emails on their mobile phones while they are on the go. Mobile CRM can be a great tool to bring numerous benefits and an increase in productivity for higher education institutions as it helps to draw students’ attention and ensures that everything they need to know is available in just a few clicks. It has become an important business tool, not only for big educational institutes but also for small and medium-sized institutes as well as for private institutes, to have remote access to student data anytime, anywhere.
An Interactive Voice Response (IVR) system greatly streamlines the admissions process for educational institutions. It offers a user-friendly interface with a welcome message and menu options, guiding students through program details, application criteria, and deadlines. The IVR acts as an informational hub, providing answers to FAQs, details on events, and guidance on document submission.
Additionally, the IVR system directs calls to the right admissions counsellors based on factors like region, preferences, and expertise. This smart call routing ensures quick connections to counsellors who can offer personalized help.
Whether in real-time or through a callback, this streamlined approach makes the admissions process more efficient for students, providing targeted assistance aligned with their specific needs.