Attract, Engage and Cultivate Potential Prospects

Attract potential audience and give them the time and nourishment they need. Distribute leads, set follow up reminders,
alerts and access follow-up history details in real-time to foster each lead.

Trace History

Trace History

Trace the source or channel through which the lead was generated to improve future campaigns and get a better view of target audience.

lead distribution

Lead Distribution

Distribute leads according to region, interested course, etc. and assign leads automatically to the respective executive.

reminders and alerts

Reminders and Alerts

Trigger auto reminders and alerts for key activities and events and track all the processes in real-time.

Attract Prospects Efficiently with Higher Ed CRM

Get in touch to know more about successful lead conversion via automated lead management.

Request Free Demo

Campaign Management

Several kinds of campaigns can be run and managed directly with the CRM-based lead management system and you can also track the effectiveness and success of each campaign.

Additionally, you can create several recruiting campaigns for different segments of students and prospects. The system enables you to run and manage all types of campaigns such as email marketing, SMS/MMS marketing, conventional marketing, Adwords, etc.

There can be multiple stages in every campaign, for instance, the first interaction could be via an SMS and the next can be via email and further interaction maybe telephonic and so on. Moreover, the campaign data can be segmented into various categories such as students, prospects, etc. and different promotional content such as newsletters, emailers, etc. can be sent accordingly.

Due to its integration with CRM, the campaign activities can be tracked in real-time. Even the smallest details of every prospect, such as clicked links, opened messages or Emails, etc. can be known. You can gain actionable insights from the preferences and behavior of the prospects.

The powerful analytic tools and the real-time data from dashboards allow you to identify the areas of intervention and also to keep track of the numbers and stages of the prospects. Alternatively, you can measure the effectiveness of the recruiting campaigns and even evaluate the return on investment.

Lead Capture Automation

Automate the process of capturing leads with the ERP and create a structured and centralized database. Leads can be captured via several channels and sources such as Billboards, Ads, Offline Modes, Online, Social Media, Email Marketing, Paid Campaigns, Webinars, etc.

The lead management ERP stores this data in an organized manner. Structure the captured lead data in any way you need to nurture the leads efficiently. The ERP sends auto-generated notifications whenever a lead goes unattended.

Track the sources and channels of the leads to measure the effectiveness of the campaigns and their reach. Get valuable insights about which campaign attracted which kind of prospects from which regions. This further helps in targeting specific audiences via specific channels and the right kind of campaigns.



Lead Nourishment

Nourish the lead once it has been captured by the system by collecting as much information about the prospect as possible. The data can be gathered via various sources such as online, digital and social media platforms. Ensure the institute executive has all the required data readily available and save his time and workload.

The ERP closely monitors the lead activities on your website regarding the clicked links, viewed pages, time spent on a particular page, and downloaded resources. Strategize and plan according to the actionable insights about the behavior and interests of the prospect.

Lead Allotment & Follow-up

The lead management system distributes and assigns leads automatically according to the institute to the respective executive based on the stream, region, campus or course preferred by the prospects. Make sure that only the concerned executives reach out to the specific prospects to provide them with the appropriate information. This ensures that your prospects get a call from a specific person and facilitates productive lead follow-up.

The higher Ed CRM stores the details of each follow-up on the prospect and maintains a follow-up history. Using this history the executive can further foster and cultivate the lead effectively as it helps in understanding the requirements and interests of the prospect. Work as per your requirement by setting alerts and defining the aging leads the way you need to.



Lead Closure

Identify the aging leads, with the ERP, in order to engage them further. Foster aged leads and send them promotional content, useful resources such as testimonials, videos, etc. Gently urge them to take admission.

Close the converted leads in the system to stop any further activities or trigger any alerts for the same. After the lead has been converted and closed, transfer the lead data to the admission module.

Inspect leads and Get Insight

Analyze leads to gain actionable insights with the helps of dashboards. The lead management software consists of two types of dashboards, namely the User Dashboard and the Admin dashboard, based on user specific needs.

Executive Dashboard

The institute executives have access to User dashboards which gives them insights about the status of all the leads assigned to them.

Information such as the number of enquiries, follow-up leads, closed leads can be viewed region-wise, territory-wise, etc. This aids them to get a quick view of all their leads at once and decide upon the further course of action.

Management Dashboard

The Management Dashboard is a collective reflection of all the Executive Dashboards and can be accessed by the management or the chief admissions officer. The real-time status of all the prospects assigned to all the institute executives can be analyzed with this dashboard.

The Management can gain access to key information regarding leads - district-wise, state-wise,or gender-wise along with the sources of lead generation.

Using the Management Dashboard, the data related to an individual executive dashboard can also be accessed.


Lead Management Features Overview

  • Alerts & Reminders

    Get notified, via alerts and reminders on your email or phone, when any assigned lead takes an important action.

  • Import/Export Data

    Manage importing or exporting of data, with ease, using excel sheets. Configure the sheets as per requirement to reflect it in the system.

  • Follow-up History

    Gain actionable insights on every prospect with the lead follow-up history, and make strategic decisions for lead cultivation.

  • Email/SMS Notifications

    Auto-generated Email or SMS notifications can be triggered for important events or deadlines to ensure maximum lead engagement.

  • Integrable

    The system can be integrated with several other modules to enable easy, quick and smooth flow of data, in a single click.

  • Configurable

    The management and executive dashboards are conformable and can be configured as per user workflows, terminology and specifications.

How Significant Is Lead Management Software For Student Recruitment?

How Significant Is Lead Management Software For Student Recruitment?

Recruiting students - the first and most important step towards obtaining institutional goals successfully. As today's prospects will become tomorrow's alumni and they will be the ones to define the success parameters of your institution.

read more

Ready to get started? Let's talk about your campus!

We can be found in Ghana, South Africa, Nigeria, Kenya, Dubai, UAE, Qatar, Kuwait, Bahrain, Saudi Arabia, USA and UK.
Just drop us your email and we'll be happy to get in touch.