








What is a School CRM?
A specialized software designed to automate a school’s administrative tasks, better their communication efforts,
and take control over their entire student lifecycle — from initial inquiry to admission and beyond.
Functioning as a centralized platform, a School CRM allows institutes to collect, analyze, and act on valuable data insights
that improve student engagement, retention, and their growth as an enterprise. This integrated CRM platform also helps educational institutions manage interactions
with prospective and current students, parents, and alumni.
School CRM + Marketing Automation
for all your Enrollment Needs
LeadSquared’s powerful automation tools are designed to ease the
strain on your staff, while giving visibility on the entire admission funnel.
Automate your admission process
From capturing inquiries from websites and ads to directing them to your desired admissions management staff, our School CRM enables you to create automated workflows for the entire student enrollment journey. It also helps you personalize and automate your marketing, improving your outreach, recruitment, and enrollment efforts.
Increase admission team productivity
Automate tasks and outreach following a contact strategy that works.
- Design a workflow based on best practices and automate repetitive tasks at every step of the journey.
- Give school admission reps complete visibility into their pipeline, calendar, and tasks, helping them know what to work on next.
- Focus on each student with a centralized place to view their details, contact them, and capture the required information.
Provide a dedicated application portal
Build a mobile-friendly application portal to allow parents to apply and upload documents, sign forms, check application status, take virtual campus tours, and make payments online.
Engage with parents and prospective students
Enjoy unlimited email marketing capabilities with LeadSquared’s CRM for schools. The CRM enhances marketing processes by automating outreach, recruitment, and enrollment, helping universities and small businesses streamline their marketing efforts and reduce manual communication. Create drip campaigns, set autoresponders, send bulk emails for events, and choose from a number of beautiful email templates.
Respond to inquiries faster
Reach your students faster with automated communication. Prioritize interested students. Reduce inquiry leakage through automated inquiry capture. Improve student admission ratios.
- Reduce lead leakage by capturing inquiries in real-time from all online and offline sources like social media or your call center.
- Surface the most engaged students as soon as they signal interest with prospect scoring and admissions signals.
- Ensure students get a quick response with automated prospect distribution to the best suited admission rep.
- Quickly launch email campaigns and landing pages to nurture prospects until they are ready to engage.
Manage online and campus programs throughout the student lifecycle
Manage enrollments across different programs you offer throughout the student lifecycle. Provide scholars with a learning option that works best for them. Create different admission workflows for online and campus programs — with zero coding!
Seamlessly integrate with school management apps you use
Integrate LeadSquared’s K-12 CRM with apps and tools you use to manage your classroom and watch your school run with ease.
More Enrollments. Confident Staff. Pleased Parents.
Get more done with less. Try LeadSquared’s School CRM + Marketing Automation Suite.
FAQs
What is LeadSquared CRM, and how can it benefit our school?
LeadSquared CRM is a comprehensive customer relationship management platform designed to streamline communication, enhance student engagement, and improve administrative efficiency. For schools, it can help you manage student enrollment, track interactions, automate follow-ups and more throughout the student’s academic cycle . By consolidating all student information and interactions in one place, your staff can spend less time on administrative tasks and more time focusing on student success. The insights gained from the CRM can help in making data-driven decisions to improve enrollment strategies and overall school performance.
How does LeadSquared ensure data security?
Data security is a top priority for LeadSquared. Our platform is built with robust security protocols, including encryption, secure access controls, and regular sDecurity audits to protect sensitive student information, including prospective student data. We implement best practices for data management, including role-based access, which limits who can view or edit sensitive information, and provide training resources for your staff on maintaining compliance.
Can LeadSquared integrate with other tools we are currently using?
Yes! LeadSquared offers seamless integrations with a variety of tools commonly used in the education sector, including Learning Management Systems (LMS), Student Information Systems (SIS), Enterprise Resource Planning (ERP) solutions, email marketing platforms, and payment processing systems. Our integration capabilities enable you to synchronize data across these platforms, ensuring that your team has access to consistent and up-to-date information.
For example, by integrating with your SIS, we can help streamline student records management, making it easier to track admissions, enrollment status, and academic performance in real time. Integrating with ERP systems allows for better financial management and resource allocation, ensuring that your administrative processes are efficient and aligned with your institution’s goals.
This means less manual data entry and a more cohesive workflow, ultimately enhancing your operational efficiency and allowing your staff to focus on what truly matters—supporting student success.
What kind of support and training do you offer for new users?
We understand that transitioning to a new CRM can be a significant change. That’s why we provide comprehensive onboarding support, including personalized training sessions for your staff. Our customer support team is available via phone, email, and chat to assist with any questions or issues you may encounter. Additionally, we offer a resource center filled with tutorials, webinars, and documentation to help users maximize the platform’s features and functionalities.
How does LeadSquared help in improving student engagement?
LeadSquared helps improve student engagement through its powerful automation and communication tools. With automated workflows, you can ensure timely follow-ups with prospective and current students, personalized communications based on their interests and behaviors, and reminders for important dates like enrollment deadlines or events. The CRM also enables you to segment your audience effectively, allowing for targeted campaigns that resonate with different groups, ultimately fostering a more engaged student community.
What data insights and reporting features do you offer?
Our CRM for schools comes equipped with robust analytics and reporting features that allow you to track key performance indicators related to student admissions, engagement, and retention. You can generate customizable reports to analyze trends, measure the effectiveness of your marketing efforts, and identify areas for improvement.
The intuitive dashboard provides real-time insights, making it easier for school administrators to make informed decisions based on data rather than intuition alone.
What are the costs associated with implementing LeadSquared?
The costs of implementing LeadSquared vary based on the features and level of customization your school needs. We offer flexible pricing plans designed to accommodate institutions of all sizes. During the consultation process, we’ll work with you to understand your specific requirements and provide a transparent pricing structure, ensuring you get the best value for your investment.
Can we customize LeadSquared to meet our specific needs?
Yes! LeadSquared is highly customizable, allowing you to tailor the CRM to fit your school’s unique requirements. You can create custom fields, workflows, and reports, ensuring that the system aligns with your specific enrollment processes and communication strategies. This flexibility helps you maximize the value of the CRM while addressing the distinct challenges faced by your institution.