Admissions CRM
From enquiry to enrollment — with a Kanban pipeline
Manage the complete enquiry-to-enrollment journey with 10 configurable pipeline stages, a drag-and-drop Kanban board, stage history tracking, document verification, and counsellor assignment. Every stage change is audited with timestamp, user, and reason.
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Admissions pipeline
Class of 2026What Admissions CRM gives you
10-stage enquiry pipeline
Enquiry → Applied → Docs Verified → Assessment → Interview → Offer Made → Offer Accepted → Enrolled. Plus Rejected and Withdrawn outcomes. Fully configurable per institution.
Drag-and-drop Kanban board
Visualize your entire admissions pipeline in one view. Drag enquiries between stages. Counsellors see their assigned leads; admins see everything.
Complete stage history
Every stage change is tracked — previous stage, new stage, timestamp, user, and reason. Full audit trail for every application.
Source attribution
Track where every enquiry came from — Website, Walk-in, Referral, Social, Portal, or Other. Measure which channels actually convert.
Drag-and-drop Kanban board
Visualize your entire admissions pipeline in one view. Drag enquiries between stages. Counsellors see their assigned leads; admins see everything.
- Visualize your entire admissions pipeline in one screen.
- Counsellors see their assigned leads; admins see everything.
- Drag enquiries between any of 10 configurable stages.
Admissions pipeline
Class of 2026From zero to live in 4 steps.
Capture
Enquiries arrive via website form, walk-in, portal, or bulk import. Each gets an auto-generated reference number.
Assign
Route to a counsellor manually or automatically based on source, grade applying, or programme interest.
Nurture
Counsellors move enquiries through stages using the Kanban board. Follow-up dates trigger reminders.
Convert
On enrollment, the enquiry becomes a Student record with guardians, documents, and history preserved.
Every capability, in detail.
Block 01
Auto-generated reference numbers
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Auto-generated reference numbers
Every enquiry gets a unique, sequential reference ID automatically.
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Custom fields on enquiries
Add your own fields (programme interest, previous school, referral source) using the custom object builder.
2 capabilities
Every enquiry gets a unique, sequential reference ID automatically.
Block 02
Bulk import from spreadsheets
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Bulk import from spreadsheets
CSV/Excel import for bulk enquiry creation during event days or advertising campaigns.
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Stage-based permissions
Who can move an enquiry to "Offer Made"? Configure stage transitions per role.
2 capabilities
CSV/Excel import for bulk enquiry creation during event days or advertising campaigns.
Block 03
Notes & activity log
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Notes & activity log
Every call, email, and meeting is logged per enquiry. Full context for handoffs.
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Offer letter generation
Generate and send offer letters when an enquiry reaches the Offer Made stage.
2 capabilities
Every call, email, and meeting is logged per enquiry. Full context for handoffs.
Block 04
Conversion analytics
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Conversion analytics
Funnel visualization by stage, source, and counsellor. Know your drop-off points.
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Automatic enrollment on acceptance
When an enquiry reaches "Enrolled", a Student record is created with the pre-filled data.
2 capabilities
Funnel visualization by stage, source, and counsellor. Know your drop-off points.
For the technical folks on your team.
Stage-history tracking on every enquiry — full audit trail
Kanban behavior configurable per pipeline
Custom fields via the dynamic entity system
Document verification with role-based approval
Part of one platform.
Convert more enquiries into enrollments.
Drag-and-drop pipeline. 10 configurable stages. Counsellors, sources, and follow-ups — all in one screen.
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