Boost your enrollments with efficient prospect and customer management

Engage 360°Optional 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