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“The contact rate went up by 13%, and scheduled campus appointments improved by 5%.”
“The system is so easy to learn and allows our admissions team to focus on supporting the student experience.”
Automate the complete student application and enrollment process with LeadSquared’s
higher education admission CRM. Map end-to-end student journeys – inquiry,
applications, counseling, enrollment, and beyond!
Implementing an admission CRM system offers several benefits for educational institutes,
transforming how they interact with prospective students and manage their admissions
process. Here are some of the key advantages:
These features collectively ensure that the student enrollment process is efficient, transparent, and student-centered,
helping schools attract and enroll the best candidates while maintaining high standards of service and engagement.
CRM systems enable admissions teams to efficiently track and manage leads, including prospective students and their families, ensuring that no potential applicant falls through the cracks.
With a centralized platform for managing inquiries, higher education CRMs streamline the handling of email, phone, and online inquiries, ensuring timely and accurate responses.
Admissions teams can easily track student applications through CRM systems, including managing documents and providing status updates, which simplifies the application process for both staff and students.
CRM systems offer tools for personalized communication, including email, SMS, and social media, ensuring consistent and targeted messaging throughout the admissions process.
Real-time analytics and reporting capabilities allow institutions to track key metrics and make data-driven decisions, enhancing the effectiveness of their admissions strategies and overall operations.
Your go-to lead engagement and scheduling solution, FloStack by LeadSquared, was created especially for prospective student engagement for Higher Education institutions. It:
Reach your students faster with communication automation. Prioritize interested students. Reduce inquiry leakage through automated inquiry capture. Improve student admission ratios.
Deliver a seamless student journey and paperless application experience.
Automate tasks and outreach following a contact strategy that works.
Consolidate to a single solution that is easy to use, fast to integrate, and customizable for your unique needs.
Never lose students and opportunities with inquiry capture and automated reminders.
One of the most transformative aspects of using a CRM like LeadSquared is the ability to run much of the institution’s processes on auto-pilot, reducing the time and effort required for manual tasks and improving overall efficiency. Specifically, LeadSquared enables educational organizations to enable a fully automated sales process while managing student enrollment, communication, and administrative tasks more effectively.
This level of automation helps educational institutions enhance their ability to interact with prospective students and parents, automate follow-ups, and manage internal processes—resulting in a smoother, more effective operation from start to finish.
LeadSquared CRM helps schools and educational organizations take care of many functions without constant human intervention.
Using automation will help an organization bring about smooth workflows in sequences for smooth student recruitment, communication, task assignment, and follow-up processes without losing out on personalization and engagement levels. From managing prospective students to handling internal tasks and ascertaining that communication with parents is always up to date, LeadSquared is a tool to automate much of your hard work.
Equip your teams with the complete admissions platform for student acquisition, application tracking, student journey tracking, enrollment, and post-enrollment processes.
Capture student inquiries or admission inquiries in real-time from online or offline sources.
Engage with students through hyper-personalized enrollment marketing automation. Track students’ activities and send personalized, relevant, and timely communication to students and parents. LeadSquared’s Higher Education CRM provides all the tools you need to drive more enrollments.
Increase completion rates and give students a hassle-free application experience they can finish on any device. Create customized applicant forms, upload documents, verify documents and collect payments on the applicant portal.
Spot-engaged students using admission signal automation. Create personalized student journeys using a no-code drag-and-drop workflow builder and automate mundane tasks. Trigger communications via the right channels and at the right time. Suggest additional courses at the right time to maximize enrollment.
Build highly productive admission teams by automating, planning, tracking, and monitoring your admission rep’s & advisor’s daily routine.
Connect all of your teams by automating the application process. Integrate with built-in connectors to provide a complete picture to your teams. Centralize student data management.
Connect all of your teams by automating the application process. Integrate with built-in connectors to provide a complete picture to your teams. Centralize student data management.
Use in-built reporting and analytics to track application completion &
drop-off rates, counselor efficiency, and more.
The admissions Officer dashboard can give you an overview of the following:
The Marketing Dashboard gives you an insight into your marketing campaigns and their outcomes:
Counselor efficiency reports will help you measure the following:
Looking for CRM Tools for Higher Education?
Take a 30-minute free online demo and get answers to all your questions.
What is an Education CRM?
An education CRM is software tailored for the education industry to manage the whole process from inquiry to enrollment. Although CRM can handle several micro-processes, the most important ones are applicant and inquiry management, student communication, admission notifications, enrollment management, analytics, and reporting. Education Cloud assists educational institutions in streamlining communication, managing and improving their operations, and providing individualized learning opportunities.
What is the best CRM for college admissions?
LeadSquared is the best CRM software for higher education that streamlines the admission process. It automatically captures student leads from sources such as social media, ads, websites, and education marketplaces. Further, it automatically distributes them to counselors, tracks student activities, and ensures follow-up with all prospective students. It also provides detailed analytics and reports, with which you can ensure campus management, counselor management, and student journey from inquiry to admissions.
What is meant by customer relationship management in the education sector?
Customer relationship management (CRM) in the education sector is managing student inquiries and engaging with them to attract the best talents in the institution. It involves managing recruitment activities and structuring communications with prospective and enrolled students. Software like higher education CRM systems helps universities manage their application and student recruitment process and manage admissions teams and call centers to make their admission process transparent and fast.
What role does LeadSquared play in managing the student lifecycle and improving retention rates?
Admission CRM platforms are essential for guiding students seamlessly from their initial inquiry all the way through graduation. By centralizing and automating key communication touchpoints—such as personalized emails, SMS reminders, timely follow-ups, and tailored outreach—LeadSquared ensures that no student slips through the cracksMarketing Messaging fra…DontForceSalesforce (2).
LeadSquared gives admissions and enrollment teams intuitive tools to nurture relationships at every stage of the student journey, proactively address student concerns, and provide timely, personalized guidance. This strategic, data-driven approach not only enhances student engagement but significantly improves retention rates by ensuring every student feels valued and consistently supported throughout their academic experience
What are the advantages of Automation and AI in CRM’s?
Advantages of Automation and AI-Powered Features in CRM Systems
Integrating automation and AI-driven capabilities into CRM systems offers transformative advantages for higher education institutions, especially when leveraging a platform like LeadSquared.
Optimized Workflows and Increased Efficiency
LeadSquared’s automated workflows significantly reduce manual data entry and repetitive administrative tasks. This allows admissions and enrollment teams to focus more time on meaningful student interactions and strategic initiatives, enhancing overall productivity and efficiency.
Intelligent, Personalized Communication at Scale
Leveraging advanced AI-driven features, LeadSquared analyzes student behaviors and preferences to deliver timely, personalized communication via email, SMS, or targeted follow-up reminders. This ensures every student feels individually supported, boosting engagement, satisfaction, and conversion rates.
Proactive Student Support and Enhanced Engagement
LeadSquared proactively anticipates student needs and automates essential interactions. From sending timely reminders about application deadlines to guiding students through seamless enrollment steps, LeadSquared helps institutions address questions before they arise, significantly improving student retention and satisfaction.
Real-Time Insights for Informed Decision-Making
LeadSquared’s robust analytics tools continuously capture and analyze data at every touchpoint, providing real-time insights. These insights empower teams to make informed, data-driven decisions, optimize recruitment strategies, and swiftly respond to emerging trends or challenges.
Scalability Without Sacrificing Quality
With LeadSquared’s AI and automation capabilities, institutions can efficiently scale their operations, handling greater student volumes without overwhelming their teams. The platform ensures consistent, high-quality personalization and service, regardless of applicant volume.
By harnessing LeadSquared’s advanced automation and AI-powered capabilities, colleges and universities can accelerate admissions processes, deeply enrich student engagement, and deliver an exceptional, student-centric experience at every stage.
How does LeadSquared drive Staff Productivity and Student Engagement?
How Different CRMs Drive Staff Productivity and Student Engagement
Each CRM platform offers distinct features, but they share a common goal: empowering admissions and enrollment teams to work efficiently and cultivate strong student relationships. Here’s how various CRM systems, particularly a robust solution like LeadSquared, can support teams and streamline the student experience:
Breaking Down Departmental Barriers
LeadSquared serves as a centralized hub, enabling seamless collaboration across admissions, counseling, financial aid, and alumni relations. By providing real-time, unified access to student data, LeadSquared reduces silos and ensures cohesive, well-informed student support.
Saving Time with Automated Workflows
LeadSquared’s powerful automation features eliminate repetitive manual tasks. Communications like follow-ups, event reminders, and document requests are scheduled automatically, significantly reducing administrative workloads and ensuring prospective students feel consistently engaged and supported.
Promoting Clear and Consistent Communication
Effective communication is central to student engagement. LeadSquared’s multi-channel messaging capabilities—including email, SMS, WhatsApp, and personalized microsites—simplify keeping students informed and actively involved. Customizable templates and triggered communications allow admissions teams to maintain meaningful connections at scale.
Enabling Data-Driven Decision Making
Real-time analytics and intuitive dashboards within LeadSquared empower teams to quickly identify trends, evaluate campaign effectiveness, and gain deep insights into student interests and success drivers. These actionable insights enable tailored recruitment strategies and optimized outreach.
Enhancing Flexibility and Accessibility
LeadSquared’s cloud-based platform allows secure, permission-based access to essential data from anywhere, facilitating remote collaboration and ensuring team productivity whether staff are on-campus, at home, or traveling.
Supporting the Complete Student Lifecycle
From initial inquiry through enrollment to alumni engagement, LeadSquared comprehensively manages the student journey. Key features—including lead tracking, document management, and personalized communication workflows—equip teams to nurture relationships, proactively address student needs, and provide timely support.
Easy Integration with Other Campus Tools
LeadSquared seamlessly integrates with essential higher education systems such as Student Information Systems (SIS), payment gateways, and Learning Management Systems (LMS). This integration eliminates redundant tasks, maintains accurate records, and ensures a cohesive experience for both staff and students.
By combining these powerful capabilities, LeadSquared significantly enhances productivity, student engagement, and ensures every prospective student’s journey is personalized, efficient, and supportive.
Best Practices for Implementing CRM Software in Higher Education
Successfully leveraging CRM software in higher education requires a strategic and structured approach. Implementing best practices, particularly with a robust system like LeadSquared, ensures smooth adoption and sustained success:
Foster Campus-Wide Involvement
Engage all relevant stakeholders—admissions teams, IT departments, faculty, marketing, and administrative staff—early in the implementation process. Collaborative involvement ensures a comprehensive understanding of the system’s benefits, promoting collective investment in successful CRM adoption.
Prioritize Data Security and Compliance
Given the critical importance of student data privacy and regulatory compliance (such as FERPA, GLBA, and GDPR), select a CRM solution like LeadSquared, which emphasizes rigorous data protection measures, audit-ready compliance, and robust security protocols. Ensuring data privacy is essential to maintaining trust and operational integrity.
Standardize Processes and Expectations
Establish clear, standardized workflows and usage guidelines to streamline adoption and operational consistency. Providing comprehensive hands-on training and accessible support resources through LeadSquared builds user confidence, reduces learning curves, and fosters efficient utilization across departments.
Plan for Scalable Change Management
Set achievable implementation milestones, proactively gather user feedback, and adjust workflows to evolving institutional needs. A responsive change management approach facilitated by LeadSquared’s intuitive and flexible platform ensures continuous improvement, minimal disruption, and long-term adoption.
Implementing a CRM system like LeadSquared is not merely a technical upgrade—it’s a transformative enhancement that positions enrollment and student success teams for sustained, impactful engagement. Thoughtful CRM adoption empowers institutions to cultivate a connected, student-focused campus environment.
How can institutions ensure staff effectively adopt and utilize the CRM?
When it comes to maximizing CRM adoption and usage, establishing clear internal standards and well-defined processes is essential. By setting consistent guidelines for how the CRM should be used—whether it’s logging new student inquiries, responding to application updates, or documenting important interactions—institutions can ensure that everyone is on the same page.
Providing comprehensive training and communicating expectations upfront helps admissions teams avoid ambiguity and harness the full power of the CRM. This reduces common sources of confusion, streamlines day-to-day tasks, and allows each staff member to confidently navigate the system. As a result, processes remain smooth and efficient, data integrity is maintained, and staff engagement stays high throughout each admissions cycle.
What are universities using CRM for?
Today, the student outreach process does not end with outreach events. It continues until the student is enrolled. To meet the targeted enrollment numbers, universities need to track their every interaction with students, ensure they’re in line with the university guidelines, and remove any bottlenecks in the admission process. Educational institutions generally use CRM to schedule campus tours, manage student applications, automate email and text messaging, manage counselors, manage documents, manage payments, and more. CRM software is essential for the education industry as it helps manage student relationships effectively.
How do you promote college admissions?
Start your recruitment activities as early as possible to boost your college admissions. For instance, students contacted as sophomores are almost twice as likely to enroll compared to students contacted as seniors. Next, be proactive in your email marketing campaigns, involve parents in your marketing campaigns, build a mobile-first college enrollment portal, and use a mix of digital ads and texting in your marketing communication. Also, ensure that you respond to every student diligently. Whether you are a university, college, or career school, CRM systems can help manage admissions and recruitment.
Which is the best higher education marketing CRM?
If you are looking for education CRM software for both admissions process management and education marketing automation, LeadSquared Higher Education CRM is the best option.
How can institutions use CRM tools for alumni outreach, fundraising, and event management?
Managing Alumni Relationships with LeadSquared CRM
Building meaningful connections with alumni extends far beyond graduation, offering long-term benefits for both institutions and their graduates. LeadSquared CRM empowers your team to sustain active, personalized dialogues with alumni, nurturing a dynamic community and unlocking opportunities beyond the classroom.
Keep Alumni Engaged and Connected
LeadSquared acts as a centralized repository for comprehensive alumni data, enabling precise segmentation, personalized communication, and detailed engagement tracking. Automated workflows facilitate timely, relevant outreach—whether sharing campus news, career opportunities, or highlighting alumni achievements.
Enhance Fundraising Efforts
LeadSquared’s advanced automation and analytics tools streamline fundraising campaigns by targeting the right alumni at the optimal time. Institutions can effortlessly create dynamic donor lists, schedule personalized fundraising appeals, analyze giving patterns, and automate thoughtful follow-up messages. Nurture streams help cultivate potential donors, while automated reminders ensure timely engagement with key supporters.
Simplify Alumni Event Management with FloStack
From reunions to networking events, LeadSquared simplifies event planning and execution through FloStack, its advanced event management solution. FloStack enables alumni to instantly self-schedule their participation, significantly improving event attendance and engagement. Utilize integrated event management features to send personalized invitations, automate RSVPs, track real-time event participation, and manage follow-up communications seamlessly, enhancing the overall alumni experience.
Maximize Referrals and Professional Networking
LeadSquared streamlines the referral and mentorship processes, making it easy to collect referrals, manage recommendations, and track alumni participation. Building robust professional networks through the platform enriches alumni connections and creates additional value, supporting both new graduates and prospective students.
In essence, LeadSquared CRM isn’t just an administrative tool—it’s your strategic platform for maintaining ongoing, meaningful relationships with your alumni, fostering lasting connections and continuous mutual benefits.
How can budget-conscious institutions benefit from LeadSquared CRM?
Looking for robust CRM capabilities without breaking the bank? Institutions with limited marketing and technology budgets have more options than ever to streamline their admissions and communication processes. LeadSquared CRM offers flexible, scalable solutions tailored to the unique needs and budget constraints of smaller and mid-sized educational institutions.
LeadSquared enables educational teams to:
One key advantage is scalability: LeadSquared supports growing institutions with the ability to easily expand user access and manage large contact databases without compromising on performance. As your needs evolve, premium upgrades and customizable features ensure your CRM solution continues to align with institutional growth.
This approach allows institutions of any size to leverage automation and data-driven decision-making effectively, even with a limited budget.
Why is privacy and compliance critical when choosing a CRM for higher education?
If you are looking for education CRM software for both admissions process management and education marketing automation, LeadSquared Higher Education CRM is the best option.
Ensuring data privacy and regulatory compliance is critical for higher education institutions when implementing CRM solutions. LeadSquared CRM prioritizes robust security measures and compliance standards to protect sensitive student data and meet regulatory requirements.
LeadSquared CRM includes:
These measures help institutions maintain trust with students and stakeholders, mitigate risks, and ensure seamless adherence to regulatory guidelines.
Importance of Stakeholder Buy-In and Training During CRM Adoption?
Securing stakeholder buy-in and conducting comprehensive training are critical components for successful CRM adoption. When stakeholders—including admissions teams, faculty, IT staff, and senior administrators—fully support the CRM implementation, they become advocates who drive the initiative forward.
Involving stakeholders early in the CRM adoption process helps address concerns, clarify benefits, and align the CRM system with institutional goals. Effective, tailored training sessions equip users with the necessary skills, reduce resistance to change, and boost confidence in using the new system. Ongoing support and continuous training updates further reinforce system adoption, maximizing the CRM’s potential to streamline processes, enhance data quality, and improve student engagement outcomes.
